---
title: 'Sage Active + Insightly'
url: 'https://www.staging38.commercient.com/product/sage-active-insightly/'
date: '2026-06-19T11:03:47-04:00'
modified: '2026-06-19T11:03:47-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage Active to Insightly, giving your team access to Sage Active 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 Active and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. With accurate ERP data in Insightly, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Sage Active Payments to Insightly Account Records
- Access Sage Active Price Lists from Insightly
- Sync Sage Active Credit Notes to Insightly
- Import Insightly Contacts as Sage Active Customer Contacts
- Connect Sage Active Quotes to Insightly Opportunities
- Sync Sage Active Customers to Insightly Organisations

## Why Commercient

### Credit and order limit visibility

Sync Sage Active customer credit status and order limits to Insightly so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Sage Active 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 Active 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 Active customer region and territory data to Insightly so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

## About Sage Active

Sage Active is a cloud-based accounting and business management platform for small businesses, covering financials, invoicing, expense tracking and reporting.

## 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 Active Price Lists sync to Insightly for sales quoting?

Yes, Commercient can sync Sage Active 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 Sage Active data in Insightly?

Commercient can support surfacing Sage Active 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 Sage Active and Insightly integration scoped and implemented?

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

Yes, Commercient can sync Sage Active 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 Active 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.