---
title: 'MYOB Greentree + Insightly'
url: 'https://www.staging38.commercient.com/product/myob-greentree-insightly/'
date: '2026-06-19T10:42:04-04:00'
modified: '2026-06-19T10:42:05-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects MYOB Greentree to Insightly, giving your team access to MYOB Greentree 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 Greentree and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. This gives finance and sales teams shared visibility into account status, combining Insightly pipeline data with MYOB Greentree transactional records.

## What syncs

- Import Insightly Contacts as MYOB Greentree Customer Contacts
- Connect MYOB Greentree Quotes to Insightly Opportunities
- Sync MYOB Greentree Customers to Insightly Organisations
- Display MYOB Greentree AR Invoices in Insightly
- Access MYOB Greentree Items and Stock from Insightly
- Export Insightly Opportunities as MYOB Greentree Sales Orders

## Why Commercient

### Territory and region alignment

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

## About MYOB Greentree

MYOB Greentree is a flexible ERP system for mid-size businesses in Australia and New Zealand, managing financials, supply chain, projects, HR and operational workflows.

## 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 Greentree Sales Orders history sync to Insightly account records?

Yes, Commercient can sync MYOB Greentree 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 Greentree 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.

### What data can Commercient connect between MYOB Greentree and Insightly?

Commercient can synchronise key MYOB Greentree ERP data with Insightly, such as Customers, Contacts, Items, Stock, Sales Orders, AR Invoices and Customer Receipts. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can MYOB Greentree Customers sync into Insightly Organisations and Contacts?

Yes, Commercient can sync MYOB Greentree 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 MYOB Greentree as Sales Orders?

Commercient can support connecting Insightly Opportunities back to MYOB Greentree 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.