---
title: 'Epicor BisTrack + Insightly'
url: 'https://www.staging38.commercient.com/product/epicor-bistrack-insightly/'
date: '2026-06-19T10:16:06-04:00'
modified: '2026-06-19T10:16:07-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Epicor BisTrack to Insightly, giving your team access to Epicor BisTrack 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 BisTrack and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. With accurate ERP data in Insightly, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Epicor BisTrack Payments to Insightly Account Records
- Access Epicor BisTrack Price Lists from Insightly
- Sync Epicor BisTrack Credit Notes to Insightly
- Import Insightly Contacts as Epicor BisTrack Customer Contacts
- Connect Epicor BisTrack Quotes to Insightly Opportunities
- Sync Epicor BisTrack Customers to Insightly Organisations

## Why Commercient

### Credit and order limit visibility

Sync Epicor BisTrack customer credit status and order limits to Insightly so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Epicor BisTrack Customers account assignments to Insightly Organisations so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access Epicor BisTrack purchase history and product usage data in Insightly so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync Epicor BisTrack customer region and territory data to Insightly so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

## About Epicor BisTrack

Epicor BisTrack is a distribution and ERP platform for builders merchants and timber distributors, managing inventory, purchasing, sales, delivery and customer accounts.

## 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

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

Yes, Commercient can sync Epicor BisTrack 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 BisTrack data in Insightly?

Commercient can support surfacing Epicor BisTrack 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 BisTrack and Insightly integration scoped and implemented?

Commercient scopes each integration project based on the customer's Epicor BisTrack 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 BisTrack Sales Orders history sync to Insightly account records?

Yes, Commercient can sync Epicor BisTrack 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.

### What happens if a customer already exists in both Epicor BisTrack and Insightly?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.