---
title: 'Epicor 9 + Insightly'
url: 'https://www.staging38.commercient.com/product/epicor-9-insightly/'
date: '2026-06-19T10:15:33-04:00'
modified: '2026-06-19T10:15:33-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Epicor 9 to Insightly, giving your team access to Epicor 9 data directly within Insightly. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Epicor 9 and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. Account managers can review open Epicor 9 Invoices and Sales Orders alongside Insightly deal activity to prioritise follow-ups and renewals.

## What syncs

- View Epicor 9 Inventory in Insightly
- Sync Epicor 9 Payments to Insightly Account Records
- Access Epicor 9 Price Lists from Insightly
- Sync Epicor 9 Credit Notes to Insightly
- Import Insightly Contacts as Epicor 9 Customer Contacts
- Connect Epicor 9 Quotes to Insightly Opportunities

## Why Commercient

### Account health monitoring

Sync Epicor 9 payment status, open Sales Orders and credit data to Insightly so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Insightly new Organisations to Epicor 9 Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Epicor 9 Price Lists to Insightly so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Insightly deal values and expected close dates with Epicor 9 order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

## About Epicor 9

Epicor 9 is an ERP system for manufacturers and distributors, managing production, inventory, purchasing, financials and customer order management.

## About Insightly

Insightly is a CRM and project management platform for small and mid-size businesses, managing contacts, opportunities, projects, pipelines and business relationships.

## Frequently asked questions

### Does Commercient support two-way sync between Epicor 9 and Insightly?

Commercient can support bidirectional sync between Epicor 9 and Insightly, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Epicor 9 Price Lists sync to Insightly for sales quoting?

Yes, Commercient can sync Epicor 9 Price Lists to Insightly so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Epicor 9 data in Insightly?

Commercient can support surfacing Epicor 9 data inside Insightly views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Epicor 9 and Insightly integration scoped and implemented?

Commercient scopes each integration project based on the customer's Epicor 9 and Insightly configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Epicor 9 Sales Orders history sync to Insightly account records?

Yes, Commercient can sync Epicor 9 Sales Orders history to Insightly Organisations records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.