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Accounting system
Exact Online
Exact Online

Cloud software for accounting, ERP and CRM.
AFAS
AFAS

Integrated software for finance, HR and project management.
Twinfield
Twinfield

Online accounting software for businesses and accountants.
Multivers
Multivers

Financial and HR management software
Customization Discover modules

Salesforce & Exact Online connector

Bring CRM and finance together in one powerful whole with the connector between Salesforce and Exact Online. Companies, contacts and opportunities from Salesforce connect straight to your bookkeeping in Exact Online, while financial information flows back to Salesforce. This way sales and finance work with the same dataset and you stay fully in control at all times.

  • Save time
  • Keep customer information consistent at all times
  • Work smarter because quotes, invoices and payments run smoothly between Salesforce and Exact Online
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Exact Online Salesforce

Synchronise Salesforce with Exact Online

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Companies & contacts

New companies and contact persons in Salesforce appear automatically as relations in Exact Online. Address changes and new contact details are updated straight away in both systems.

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Opportunities to sales orders or invoices

When an opportunity in Salesforce reaches the status won, it is converted straight into a sales order or invoice in Exact Online. All connected data is carried over automatically, so finance immediately has a balanced entry.

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Products, prices & insight

Products from Exact Online are available straight away in Salesforce, including price lists. Your sales team also sees the current payment status per customer, so they can act proactively without having to open Exact Online.

Why choose our connector?

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Cancellable monthly

Flexible subscription without long-term commitments.

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Official Exact Online partner

iWebDevelopment is an official partner of Exact Online.

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No installation costs

Start without major investments.

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ISO27001 certified

Developed according to the strictest international guidelines.

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What is synchronised?

Companies & contacts

New and changed relations from Salesforce appear automatically in Exact Online.

Opportunities

Won opportunities are converted straight into sales orders or invoices in Exact.

Products & prices

Products and price lists from Exact are available in Salesforce.

Invoices & payment status

Booked invoices and current payment information flow back to Salesforce.

Professional support

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Help with installation

Install the connector yourself with ease, without technical knowledge. Need help? No problem. We are always ready to get you going quickly, so you can start right away.

View our support section

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Service tailored to you

Support made to measure, exactly as you deserve. Every subscription includes the Essentials package as standard for reliable support by email. Do you want more service? With Plus and Premium you get more extensive support, including telephone support.

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Custom solutions

With our custom development process we create unique solutions that fit the needs of your business. Our experts put their in-depth knowledge and experience to work to automate your accounting processes.

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Salesforce connected to Exact Online in a custom way

Every organisation works differently, so a standard connector does not always fit. Do you have specific wishes for your Salesforce environment? We build it exactly as you need it. From non-standard data flows to complex interfaces, our developers know the Salesforce and Exact Online API inside out.

Everything we build meets ISO 27001, so your data is processed safely and reliably. Curious what is possible for your situation? Contact us for a no-obligation conversation.

 

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Exact Online
Salesforce

"The collaboration is going very smoothly. iWeb really listens to what you need and advises on the best approach. We now have a fully automated order flow, which means we hardly ever have to do anything manually anymore."

Patrick, IT-specialist @ 123BigBags

Your data is safe with our ISO 27001 certification

  • ISO 27001 Certification: We meet the strictest ISO 27001 standards, so your data is optimally protected. Work with confidence, knowing your data is in safe hands.
  • Privacy guaranteed: Privacy is not a side issue for us but a core value. Our processes are designed to protect your data as much as possible.
  • Security as a foundation: From authentication to processing, every part of our solution meets the highest requirements for information security.

Frequently asked questions

Yes. Our connector synchronises accounts and contacts between Salesforce and Exact Online. Customer data is automatically kept up to date in both systems, so sales and finance always work with the same data.

Accounts, contacts and the associated address details are synchronised as standard. For custom objects or opportunities we can build custom work that fits your Salesforce setup.

Our connector is flexibly configurable. Standard fields are matched automatically, and for custom fields we set up the mapping together. Do you have a very specific setup? Then we build it to measure.

The connector has a fixed monthly rate with no surprises. Compare that with the hours you save on double data entry and error correction, and the investment pays for itself quickly.

With custom work we can feed invoice status and payment data from Exact Online back into Salesforce. That way your sales team sees straight away whether a customer has paid, without having to look in Exact Online.

We combine in-depth knowledge of Exact Online with experience in CRM connectors. That means we do more than just transfer data, we also understand how finance and sales work together best. And when it really needs to be specific, we build custom solutions.

We keep the connector up to date. With every Salesforce API release we test and update our integration, so your synchronisation keeps running without interruption.