What data do you synchronize between Salesforce and Exact Online?

A CRM and an ERP system are only truly powerful when they speak the same language. At Resolve IT, we often see organizations struggling with manual data transfer, which leads to errors and delays. Our award-winning connector solves this by seamlessly synchronizing critical business data.

But what does that mean in concrete terms? Below, we explain which objects our connector supports and why this makes a difference to your process.

Data that can be synchronized between Salesforce and Exact Online

1. Customer and relationship data (accounts, contacts, and addresses)

The basis of every integration is a single source of truth for your relationships.

• Accounts (customers and suppliers)
  Changes in Salesforce are immediately updated in Exact Online, so your billing information is always correct.
• Contacts & addresses
  Multiple contacts or different delivery and billing addresses are kept in sync to prevent logistical errors.

2. Product and inventory management (products & product groups)

Ensure that Sales always sells what Finance can process.

• Products
  Synchronize product names, descriptions, and prices so there is never any uncertainty about what should be invoiced.
• Item groups
  By linking item groups, sales in Exact are immediately booked in the correct category for accurate reporting.

3. Financial flow (orders & invoices)

This is where efficiency gains are greatest: the transition from ‘deal’ to ‘cash’.

• Orders
  Sales orders from Salesforce flow directly to Exact Online for further processing.
• Invoices
  Generate and send invoices automatically, with the status updated in real time in both systems.

4. Accounting depth (cost centers, general ledger accounts & payments)

For healthy administration, an invoice amount alone is not enough.

• Payment details
  See immediately in Salesforce whether an invoice has been paid in Exact, allowing account managers to act proactively.
• General ledger accounts & cost centers
  Automate the allocation of revenue to the correct general ledger account or cost center for detailed financial insight without manual research.

Customization for your unique workflow

Although the above objects cover the most common scenarios, our Exact Connector can communicate with all Exact Online tables. Whether you work with specific custom fields, unique industry standards, or complex administrative structures, if the data is in Exact, we can unlock it in Salesforce. Our solution is not limited to the standard; we facilitate organizations that need deeper, sector-specific integration.

Future-proof invoicing with Peppol

In addition to exchanging data, the connector also helps you comply with the latest European legislation. One of the most critical features at the moment is support for the Peppol network.

Due to changing legislation and the impending obligation in Belgium as of April 1, 2026, we are seeing a sharp increase in demand for secure e-invoicing. With our connector, you can send invoices from Salesforce directly to Exact Online via the Peppol standard. This replaces the traditional PDF with a fully automated, error-free, and legally compliant data flow that can be processed immediately by the recipient.

Why choose our connector?

As an Exact Gold Luca Level 4 partner, we offer not only a connection, but an optimized process. Our connector supports these (and more) objects via a robust API connection, reducing duplicate actions and minimizing the risk of errors.

Would you like to see the full list of connectable objects for your specific Salesforce setup?

Request a demo