---
title: 'Exact Synergy + Insightly'
url: 'https://www.staging38.commercient.com/product/exact-synergy-insightly/'
date: '2026-06-19T10:21:25-04:00'
modified: '2026-06-19T10:21:25-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Insightly, giving your team access to Exact Synergy 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 Synergy and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. Sales teams can check stock availability, pricing and open orders in Insightly before and after every customer call.

## What syncs

- Sync Exact Synergy Sales Orders and Status Updates to Insightly
- Update Insightly Contacts from Exact Synergy Customer Contacts
- View Exact Synergy Inventory in Insightly
- Sync Exact Synergy Payments to Insightly Account Records
- Access Exact Synergy Price Lists from Insightly
- Sync Exact Synergy Credit Notes to Insightly

## Why Commercient

### Territory and region alignment

Sync Exact Synergy 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 Synergy 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 Synergy 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 Synergy 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 Synergy

Exact Synergy is a workflow, document management and HR platform that integrates with Exact ERP systems, managing HR processes, documents, approvals and collaboration.

## 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 sales reps see Exact Synergy Invoices and Payments inside Insightly?

Yes, Commercient can surface Exact Synergy Invoices and Payments data inside Insightly so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Exact Synergy Items and Inventory be accessed from Insightly?

Yes, Commercient can sync Exact Synergy Items and Inventory to Insightly so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Exact Synergy and Insightly?

Commercient can support bidirectional sync between Exact Synergy 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 Exact Synergy Price Lists sync to Insightly for sales quoting?

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

Commercient can support surfacing Exact Synergy 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.