How often is data synchronized?

In a dynamic business environment, information is worth its weight in gold, but only if it is up to date. A frequently asked question from our customers is: “How quickly will my Salesforce orders appear in Exact Online?” The answer is simple: you decide. The Exact Connector from Resolve IT supports both real-time and scheduled synchronization.

In this blog, we explain the differences and how to make the right choice for your organization.

The power of real-time synchronization

If you opt for real-time synchronization, data is updated immediately as soon as a change occurs. As soon as an account manager in Salesforce sets a deal to ‘Closed-Won’, the invoice or order is immediately created in Exact Online.

When should you opt for real-time synchronization?

• Immediate invoicing
  If you want invoices to be sent out immediately after closing a deal to accelerate cash flow.
• Critical inventory information
  When it is essential that sales staff always see the latest product data and prices.
• Customer service
  So that support staff in Salesforce can immediately see whether a customer has paid an outstanding invoice in Exact.

Controlling Scheduled Synchronization

In addition to immediate updates, the connector also supports scheduled synchronization based on a preset schedule. This allows you to synchronize data at specific intervals, for example, every hour or once a day.

When should you choose scheduled synchronization?

• Batch processing
  If you prefer to process large amounts of data in one go at a quiet moment.
• Manual control
  If you want to do a final check on the data in Salesforce before it is sent to the accounting department.
• System load
  To ensure a predictable data flow between your CRM and ERP.

Complete flexibility via the interface

The great thing about the Exact Connector is that you don’t have to make a single choice for the entire organization. Thanks to the visual mapping interface, you can set how synchronization should proceed for each object. For example, you can run customer data (Accounts) in real time, while collecting orders once a day.

In the unlikely event that something goes wrong during synchronization, the built-in logging ensures that you receive an error message immediately and can easily resolve the problem.

Data at your own pace

As an Exact Gold Luca Level 4 partner, we know that every business process is unique. That’s why our connector is designed so that the technology adapts to your pace, not the other way around. Whether you opt for the speed of real-time or the peace of mind of a schedule, you are always assured of a flawless connection between Salesforce and Exact Online.

Want to find out which synchronization strategy works best for your organization?

Request a demo