---
title: 'MYOB Exo + Insightly'
url: 'https://www.staging38.commercient.com/product/myob-exo-insightly/'
date: '2026-06-19T10:41:17-04:00'
modified: '2026-06-19T10:41:18-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects MYOB Exo to Insightly, giving your team access to MYOB Exo 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 MYOB Exo 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 MYOB Exo Customer Receipts to Insightly Account Records
- Access MYOB Exo Price Groups from Insightly
- Sync MYOB Exo Credit Notes to Insightly
- Import Insightly Contacts as MYOB Exo Customer Contacts
- Connect MYOB Exo Quotes to Insightly Opportunities
- Sync MYOB Exo Debtors to Insightly Organisations

## Why Commercient

### New customer onboarding

Connect Insightly new Organisations to MYOB Exo Debtors so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync MYOB Exo Price Groups 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 MYOB Exo order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

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

## About MYOB Exo

MYOB Exo is an ERP solution for mid-size Australian and New Zealand businesses, managing financials, inventory, purchasing, manufacturing and payroll.

## 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 MYOB Exo Price Groups sync to Insightly for sales quoting?

Yes, Commercient can sync MYOB Exo Price Groups 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 MYOB Exo data in Insightly?

Commercient can support surfacing MYOB Exo 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 MYOB Exo and Insightly integration scoped and implemented?

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

Yes, Commercient can sync MYOB Exo 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 MYOB Exo 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.