---
title: 'Sage BusinessWorks + Insightly'
url: 'https://www.staging38.commercient.com/product/sage-businessworks-insightly/'
date: '2026-06-19T11:05:34-04:00'
modified: '2026-06-19T11:05:35-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage BusinessWorks to Insightly, giving your team access to Sage BusinessWorks 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 BusinessWorks and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. Sales reps get a complete view of Sage BusinessWorks account history — orders, invoices, payments and product data — without switching platforms.

## What syncs

- Sync Sage BusinessWorks Credit Memos to Insightly
- Import Insightly Contacts as Sage BusinessWorks Customer Contacts
- Connect Sage BusinessWorks Quotes to Insightly Opportunities
- Sync Sage BusinessWorks Customers to Insightly Organisations
- Display Sage BusinessWorks AR Invoices in Insightly
- Access Sage BusinessWorks Items and Inventory from Insightly

## Why Commercient

### Account health monitoring

Sync Sage BusinessWorks 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 Sage BusinessWorks Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Sage BusinessWorks 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 Sage BusinessWorks order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

## About Sage BusinessWorks

Sage BusinessWorks is accounting software for small and medium businesses, managing general ledger, accounts payable, accounts receivable, payroll and inventory.

## 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

### How is the Sage BusinessWorks and Insightly integration scoped and implemented?

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

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

Commercient can synchronise key Sage BusinessWorks ERP data with Insightly, such as Customers, Contacts, 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 BusinessWorks Customers sync into Insightly Organisations and Contacts?

Yes, Commercient can sync Sage BusinessWorks 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.