---
title: 'Koble + Insightly'
url: 'https://www.staging38.commercient.com/product/koble-insightly/'
date: '2026-06-19T10:36:49-04:00'
modified: '2026-06-19T10:36:50-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Koble to Insightly, giving your team access to Koble 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 Koble and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. When included in scope, the integration can also push Insightly Opportunities back to Koble to trigger order fulfilment or invoicing workflows.

## What syncs

- Display Koble Invoices in Insightly
- Access Koble Items and Inventory from Insightly
- Export Insightly Opportunities as Koble Sales Orders
- Sync Koble Sales Orders and Status Updates to Insightly
- Update Insightly Contacts from Koble Customer Contacts
- View Koble Inventory in Insightly

## Why Commercient

### Credit and order limit visibility

Sync Koble 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 Koble 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 Koble 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 Koble 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 Koble

Koble is a cloud-based ERP and business management platform for small and mid-size companies, covering financials, inventory, purchasing, sales and customer 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

### Can Koble Customers sync into Insightly Organisations and Contacts?

Yes, Commercient can sync Koble Customers into Insightly as Organisations and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Insightly Opportunities be connected back to Koble as Sales Orders?

Commercient can support connecting Insightly Opportunities back to Koble as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.

### How often does the Koble and Insightly sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Koble Invoices and Payments inside Insightly?

Yes, Commercient can surface Koble 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 Koble Items and Inventory be accessed from Insightly?

Yes, Commercient can sync Koble 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.