Synchronize your financial data between Salesforce CRM and Exact Online.

Thanks to our smart Salesforce Connector, you can now synchronize your data between Salesforce CRM* and Exact Online. Manage your invoices in Exact Online, generate your invoice in Salesforce CRM and immediately send it to the right contact person.

 

This module is compatible with all Exact Online products.

This synchronisation helps you to work more efficiently and guarantees a better experience for your clients.

Benefits:

  • Configurable connector
  • Less manual interactions
  • No long imports/exports between the systems
  • Work more efficiently thanks to 1-on-1 data synchronisation
  • No more entering double data

Synced data:

  • Accounts
  • Invoices
  • Payments/Balance

As a certified Salesforce Partner, Cloud Innovation can offer you the knowledge and experience to guarantee you the best solution possible. Custom development is possible if you would like to see more features to the connector.

 

Pricing

  • A one-time setup fee will be charged.
  • A monthly user fee of 49,00 EUR will be charged.

 

Process description

The general purpose is to use the Accounting functionality of Exact Online while the ‘ERP’ environment is a custom application on Salesforce.com. We sync Accounts from Salesforce to Exact Online in order to couple Sales/Purchase/Journal entries to them, further out in the flow. As a final step, we also want to follow the outstanding balance of all of these entries by requesting the receivables list. To support the normal flow, some extra ‘configuration’ objects need to be synced like GLAccounts & Cost Units.

 

Touched entities

  • Account
  • Cost Unit
  • Sales Entries
  • Sales Entry Lines
  • Purchase Entries
  • Purchase Entry Lines
  • General Journal Entries
  • General Journal Entry Lines
  • Receivables
  • GLAccounts

 

We can show it to you!