New: guided onboarding with Claude Connect Salesforce with Exact Online
Automate your invoicing and synchronise all data between Salesforce and Exact Online. Live within 24 hours, no developers. Fewer errors, less manual work: focus on what really counts.
Two-way synchronisation · real-time or scheduled
Everything you need to connect
One connector that fully aligns your sales and finance administration.
Customer data synchronisation
Keep accounts, contacts and addresses automatically aligned between Salesforce and Exact Online, no more double entry.
Link objects
Link orders, invoices, products and general ledger accounts one-to-one between both systems.
Visual drag-and-drop mapping
Set up connections via a visual interface. Relationships are shown clearly and are adjustable, without technical knowledge.
Real-time & scheduled sync
Choose per object whether data syncs instantly or on a schedule. Fully configurable.
Secure via OAuth
Encrypted connections and OAuth authentication. Your data travels safely over secure API connections.
Logging & error reporting
Complete logging of every synchronisation and clear error messages, so troubleshooting is simple.
From customer to ledger, fully connected
Synchronise the objects that matter to your administration, in one or both directions.
Connected in four steps
No complex implementation project: you’re live the same day.
Connect
Authorise Salesforce and Exact Online via OAuth. No developers needed: live within 24 hours.
Map
Drag fields and objects to each other in the visual mapping interface. You decide exactly what goes where.
Schedule
Set real-time or scheduled synchronisation, per object and per direction (one- or two-way).
Monitor
Track every synchronisation via the log and receive instant error messages when something goes wrong.
Let Claude build your mapping
We built a Skill in Claude for a fully guided onboarding. You tell Claude which objects you want to exchange between Salesforce and Exact Online. Claude analyses your personal object and field schema, compares it with the Exact Online API documentation, determines the right mapping and creates it directly in Salesforce. A hands-off implementation.
- Tell Claude which objects you want to synchronise
- Claude compares your schema with the Exact Online API
- The right field mapping is created automatically in Salesforce
Included as standard in the Premium Connector.
Save time, prevent errors
- Send quotes and invoices directly, without retyping
- Synchronise webshop stock with Exact Online
- Automatic invoicing from Salesforce
- Real-time financial insight for sales and finance
- Peppol e-invoicing (EN 16931) for B2B
- Less manual entry in both systems
- Connect unlimited objects
- Real-time & scheduled synchronisation
- Visual mapping interface
- Logging & error reporting
- OAuth security
Premium Connector - Everything in Standard
- AI-guided onboarding with Claude
- Automatic field mapping based on your schema
- Hands-off implementation
Good to know
How quickly am I live with the Influx Exact Connector?
Usually within 24 hours. The connector works without custom development: you authorise both systems and configure the mapping yourself or together with us. Want guidance on setup? See our implementation & onboarding.
Do I need developers to connect Salesforce and Exact Online?
No. The visual drag-and-drop interface makes setting up connections possible without programming knowledge. For more complex needs our development & integration consultants can step in.
Which data can I exchange between Salesforce and Exact Online?
Among others accounts, contacts, addresses, item groups, cost centres, products, orders, invoices, payments and general ledger accounts, in one or both directions, configurable per object. More information about the data →
Does the connector work with real-time and scheduled synchronisation?
Yes. You decide per object whether data syncs instantly (real-time) or on a schedule. This keeps you in control of performance and of when data is updated. More on sync frequency →
What are the key features of the connector?
The visual drag-and-drop mapping, two-way synchronisation, real-time and scheduled sync, logging with error reporting and secure OAuth connection. See the 5 essential features →
What is the AI-guided onboarding with Claude?
A Skill we built in Claude that makes the implementation hands-off. You tell Claude which objects you want to exchange between Salesforce and Exact Online. Claude analyses your personal object and field schema against the Exact Online API documentation, determines the right mapping and creates it automatically in Salesforce. The AI-guided onboarding is included as standard in the Premium Connector at €95 per month.
Does the connector support e-invoicing via Peppol?
Yes. The connector supports Peppol-compliant e-invoicing under the EN 16931 standard, including for Belgian B2B customers. You can look up Peppol identification numbers with our Datasolver module. More on e-invoicing in 2026 → See how Zyfer uses this for their sales and purchase invoices.
How secure is the connection between Salesforce and Exact Online?
All data travels over encrypted, secure API connections with OAuth authentication. No passwords are stored and you retain full control over the authorisations. More about our security →
What happens if a synchronisation fails?
Every synchronisation is logged and errors are reported with a clear message, so you can quickly find out what went wrong and adjust precisely.
Can I combine the connector with automatic invoicing?
Certainly. Many customers combine the Exact connection with our Billing Module to generate invoices automatically from Salesforce and push them to the accounting, like Follo Agency.
Can I connect multiple Exact administrations to one Salesforce environment?
Yes, the connector supports multiple Exact administrations from a single Salesforce environment. MarketResponse used this to connect four separate Exact administrations, spread across different entities, to one central Salesforce environment.
What do I need to get started?
An active Salesforce account, an active Exact Online account and API access to both systems. Get in touch for a demo or the terms.
Ready to connect Salesforce and Exact?
Book a 30-minute demo and discover how fast you’re live.