---
title: 'Sage 200 + Insightly'
url: 'https://www.staging38.commercient.com/product/sage-200-insightly/'
date: '2026-06-19T10:59:25-04:00'
modified: '2026-06-19T10:59:25-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage 200 to Insightly, giving your team access to Sage 200 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 200 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 Sage 200 transactional records.

## What syncs

- Import Insightly Contacts as Sage 200 Customer Contacts
- Connect Sage 200 Quotes to Insightly Opportunities
- Sync Sage 200 Customers to Insightly Organisations
- Display Sage 200 Sales Invoices in Insightly
- Access Sage 200 Stock Items and Stock Levels from Insightly
- Export Insightly Opportunities as Sage 200 Sales Orders

## Why Commercient

### Sales order history

Sync Sage 200 Sales Orders, Sales Invoices and Order History to Insightly so sales reps can review order status and customer purchase activity without leaving the CRM.

### Product and inventory visibility

Access Sage 200 Stock Items, Stock Levels and Price Bands from Insightly so sales teams can check product availability and provide accurate information to customers.

### Deal-to-order workflow

Connect Insightly Opportunities back to Sage 200 as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface Sage 200 Sales Invoices and Customer Receipts inside Insightly so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

## About Sage 200

Sage 200 is an ERP platform for growing UK businesses, managing financials, inventory, manufacturing, purchasing and project accounting.

## 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 Sage 200 Sales Orders history sync to Insightly account records?

Yes, Commercient can sync Sage 200 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 Sage 200 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 200 and Insightly?

Commercient can synchronise key Sage 200 ERP data with Insightly, such as Customers, Customer Contacts, Stock Items, Stock Levels, Sales Orders, Sales Invoices and Customer Receipts. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Sage 200 Customers sync into Insightly Organisations and Contacts?

Yes, Commercient can sync Sage 200 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 200 as Sales Orders?

Commercient can support connecting Insightly Opportunities back to Sage 200 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.