---
title: 'Sage 100 + Insightly'
url: 'https://www.staging38.commercient.com/product/sage-100-insightly/'
date: '2026-06-19T10:56:52-04:00'
modified: '2026-06-19T10:56:52-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage 100 to Insightly, giving your team access to Sage 100 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 Sage 100 and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. The integration supports customisable sync frequency and field mapping to match the specific needs of each sales team.

## What syncs

- Connect Sage 100 Quotes to Insightly Opportunities
- Sync Sage 100 Customers to Insightly Organisations
- Display Sage 100 AR Invoices in Insightly
- Access Sage 100 Inventory Items and Inventory from Insightly
- Export Insightly Opportunities as Sage 100 Sales Orders
- Sync Sage 100 Sales Orders and Status Updates to Insightly

## Why Commercient

### Sales rep account management

Connect Sage 100 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 Sage 100 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 Sage 100 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 Sage 100 Customer Contacts to Insightly Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

## About Sage 100

Sage 100 is an ERP solution for small and mid-size businesses, managing accounting, inventory, manufacturing, sales orders and customer data.

## 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

### What happens if a customer already exists in both Sage 100 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 Sage 100 and Insightly?

Commercient can synchronise key Sage 100 ERP data with Insightly, such as Customers, Customer Contacts, Inventory Items, Inventory, Sales Orders, AR Invoices and Cash Receipts. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Sage 100 Customers sync into Insightly Organisations and Contacts?

Yes, Commercient can sync Sage 100 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 Sage 100 as Sales Orders?

Commercient can support connecting Insightly Opportunities back to Sage 100 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 Sage 100 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.