---
title: 'MYOB + Insightly'
url: 'https://www.staging38.commercient.com/product/myob-insightly/'
date: '2026-06-19T10:39:46-04:00'
modified: '2026-06-19T10:39:46-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects MYOB to Insightly, giving your team access to MYOB 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 and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. The connection also allows Insightly Opportunities to flow into MYOB as Sales Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

- Access MYOB Selling Prices from Insightly
- Sync MYOB Credit Notes to Insightly
- Import Insightly Contacts as MYOB Customer Contacts
- Connect MYOB Quotes to Insightly Opportunities
- Sync MYOB Customers to Insightly Organisations
- Display MYOB Sales Invoices in Insightly

## Why Commercient

### Quote-to-order workflow

Connect Insightly Quotes to MYOB Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

### Account health monitoring

Sync MYOB payment status, open Sales Orders and credit data to Insightly so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

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

### Pricing and discount visibility

Sync MYOB Selling Prices to Insightly so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

## About MYOB

MYOB is accounting and business management software for Australian and New Zealand small and mid-size businesses, managing financials, payroll, inventory and tax.

## 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 Commercient support dashboards or reporting from MYOB data in Insightly?

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

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

Yes, Commercient can sync MYOB 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 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 and Insightly?

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