---
title: 'Plex + Insightly'
url: 'https://www.staging38.commercient.com/product/plex-insightly/'
date: '2026-06-19T10:46:47-04:00'
modified: '2026-06-19T10:46:47-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Plex to Insightly, giving your team access to Plex 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 Plex and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. Account managers can review open Plex AR Invoices and Customer Orders alongside Insightly deal activity to prioritise follow-ups and renewals.

## What syncs

- View Plex Container Quantities in Insightly
- Sync Plex Cash Receipts to Insightly Account Records
- Access Plex Price Lists from Insightly
- Sync Plex Credit Memos to Insightly
- Import Insightly Contacts as Plex Customer Contacts
- Connect Plex Quotes to Insightly Opportunities

## Why Commercient

### Account health monitoring

Sync Plex payment status, open Customer 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 Plex Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Plex Price Lists 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 Plex order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

## About Plex

Plex is a cloud manufacturing ERP for automotive and industrial manufacturers, managing production, quality, supply chain, inventory and financial operations.

## 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

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

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

Yes, Commercient can sync Plex 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 Plex data in Insightly?

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

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

Yes, Commercient can sync Plex Customer 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.