---
title: 'SAP Business One (B1) + Insightly'
url: 'https://www.staging38.commercient.com/product/sap-business-one-b1-insightly/'
date: '2026-06-19T11:14:10-04:00'
modified: '2026-06-19T11:14:10-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects SAP Business One (B1) to Insightly, giving your team access to SAP Business One (B1) 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 SAP Business One (B1) and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. Sales teams can check stock availability, pricing and open orders in Insightly before and after every customer call.

## What syncs

- Sync SAP Business One (B1) Sales Orders and Status Updates to Insightly
- Update Insightly Contacts from SAP Business One (B1) Customer Contacts
- View SAP Business One (B1) Item Quantities in Insightly
- Sync SAP Business One (B1) Incoming Payments to Insightly Account Records
- Access SAP Business One (B1) Price Lists from Insightly
- Sync SAP Business One (B1) Credit Memos to Insightly

## Why Commercient

### Territory and region alignment

Sync SAP Business One (B1) 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 SAP Business One (B1) Contact Persons to Insightly Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect SAP Business One (B1) Business Partners to Insightly Organisations and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync SAP Business One (B1) Sales Orders, AR Invoices and Order History to Insightly so sales reps can review order status and customer purchase activity without leaving the CRM.

## About SAP Business One (B1)

SAP Business One is an ERP system for small and mid-size businesses, managing accounting, inventory, purchasing, sales, production 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

### Can sales reps see SAP Business One (B1) AR Invoices and Incoming Payments inside Insightly?

Yes, Commercient can surface SAP Business One (B1) AR Invoices and Incoming Payments data inside Insightly so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can SAP Business One (B1) Item Master Data and Item Quantities be accessed from Insightly?

Yes, Commercient can sync SAP Business One (B1) Item Master Data and Item Quantities to Insightly so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between SAP Business One (B1) and Insightly?

Commercient can support bidirectional sync between SAP Business One (B1) 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 SAP Business One (B1) Price Lists sync to Insightly for sales quoting?

Yes, Commercient can sync SAP Business One (B1) 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 SAP Business One (B1) data in Insightly?

Commercient can support surfacing SAP Business One (B1) 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.