---
title: 'Exact MAX + Insightly'
url: 'https://www.staging38.commercient.com/product/exact-max-insightly/'
date: '2026-06-19T10:20:50-04:00'
modified: '2026-06-19T10:20:50-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact MAX to Insightly, giving your team access to Exact MAX 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 Exact MAX 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 Exact MAX Payments to Insightly Account Records
- Access Exact MAX Price Lists from Insightly
- Sync Exact MAX Credit Notes to Insightly
- Import Insightly Contacts as Exact MAX Customer Contacts
- Connect Exact MAX Quotes to Insightly Opportunities
- Sync Exact MAX Customers to Insightly Organisations

## Why Commercient

### Territory and region alignment

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

### Customer contact sync

Sync Exact MAX Contacts to Insightly Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Exact MAX Customers to Insightly Organisations and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync Exact MAX Sales Orders, Invoices and Order History to Insightly so sales reps can review order status and customer purchase activity without leaving the CRM.

## About Exact MAX

Exact MAX is a manufacturing ERP for mid-size discrete manufacturers, managing bills of materials, production scheduling, inventory, purchasing and financials.

## 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 Exact MAX Price Lists sync to Insightly for sales quoting?

Yes, Commercient can sync Exact MAX 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 Exact MAX data in Insightly?

Commercient can support surfacing Exact MAX 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 Exact MAX and Insightly integration scoped and implemented?

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

Yes, Commercient can sync Exact MAX 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 Exact MAX 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.