5 essential features of the Exact Online connector

In an age where data-driven working is the norm, Salesforce and Exact Online can no longer operate as separate entities. Resolve IT’s Exact Connector bridges the gap between your commercial heart and your financial administration. But what makes this link so strong, both technically and operationally?

We explain the five most important functionalities that will take your business processes to the next level.

1. Seamless synchronization of customer data

Nothing is more frustrating than manually updating addresses or contact details in two different systems. The Exact Connector ensures automatic exchange of customer data between Salesforce and Exact Online. If you change a phone number or billing address in your CRM, it is immediately synchronized with your accounting system, so you always work with a single source of truth.

2. Smart linking of business objects

The connector is not limited to address details alone. It creates an integrated flow by linking complex objects together:

• Orders & invoices
  Convert a closed deal in Salesforce directly into a sales order or invoice in Exact.
• Products & item groups
  Keep your product range and price lists identical in both systems.
• Payment details
  Get immediate insight into the payment status of invoices from Exact in Salesforce.

3. Visual mapping interface: simplicity in management

One of the most appreciated features is the visual mapping interface. You don’t need to be a programmer to set up data connections. Thanks to a clear dashboard, you can link fields from Salesforce to the correct fields in Exact Online yourself. This makes the setup flexible and ensures that the link fits your unique business processes perfectly.

4. Automatic and scheduled synchronization

Consistency is the key to successful automation. The connector offers the option of both automatic (real-time) and scheduled synchronizations. This means you never have to manually press an ‘import button’ again. You can rest assured that the data between your sales and finance teams is always up to date, regardless of the time of day.

5. Extensive logging and error messages

Reliability is paramount when it comes to financial data. That is why the connector is equipped with an advanced logging and error message system. If synchronization fails—for example, due to a missing VAT number—you can immediately see where the problem lies. This transparency enables quick problem solving and prevents gaps in your administration.

Take the step towards a connected organization

As an Exact Gold Luca Level 4 partner, Resolve IT has developed these functionalities to permanently bridge the gap between CRM and ERP. The result? Fewer errors, more time for growth, and a team that always has the right information at its fingertips.

Curious to find out how these functionalities can improve your daily workflow?

Request a demo