Salesforce & Exact Online connector

Integrate CRM and finance into one powerful whole with the Salesforce and Exact Online connector. Companies, contacts, and opportunities from Salesforce connect directly to your accounting in Exact Online, while financial information flows back to Salesforce. This way, sales and finance work with the same dataset and you always remain fully in control.

  • Save time
  • Always keep customer information consistent
  • Work smarter as quotes, invoices, and payments flow seamlessly between Salesforce and Exact Online
Exact Online Salesforce

Synchronize Salesforce with Exact Online

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Companies & Contacts

New companies and contacts in Salesforce automatically appear as relationships in Exact Online. Address changes, new contact details, or additional fields are updated immediately.

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Opportunities to sales orders or invoices

When an opportunity in Salesforce reaches the status won, the connector immediately converts it into a sales order or invoice in Exact Online. All linked data is included, allowing finance to immediately have a balanced booking.

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Products, Prices & Insights

Products from Exact Online directly connect to products and price lists in Salesforce. Moreover, your sales team in Salesforce sees financial information from Exact Online, such as payment statuses, enabling your team to proactively inform customers.

Why choose our connector?

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Try 30 days for free

A subscription without long-term commitments.

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Official Exact Online Partner

iWebDevelopment is the official partner of Exact Online.

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No installation fees

Start without major investments.

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ISO27001 certified

Developed according to the strictest international guidelines.

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What is being synchronized?

Companies & Contacts

New and modified relationships from Salesforce appear automatically in Exact Online.

Opportunities

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

Products & Prices

Items and price lists from Exact are available in Salesforce.

Invoices & Payment Status

Booked invoices and current payment information are synced back to Salesforce.

Professional Support

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Installation Assistance

Install the connector yourself easily, without any technical knowledge. Need help? No problem. We are always here to get you started quickly, so you can get to work right away.

Check out our support section

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Service tailored to you

Service tailored to your needs. Each subscription includes SLA Bronze for reliable support via email. Do you want faster service and added convenience? Check out our other SLA packages.

Learn more about SLA packages

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Custom Solutions

With our custom program, we create unique solutions tailored to the needs of your company. Our experts leverage their profound knowledge and experience to automate your accounting processes.

Read more about custom solutions

Your data is safe with our ISO 27001 certification

  • ISO 27001 Certification: We adhere to the strictest ISO 27001 standards, so your data is optimally protected. Work with confidence, knowing that your data is in safe hands.
  • Privacy guaranteed: Privacy is not an afterthought for us, but a core value. Our processes are designed to maximally protect your data.
  • Security as a foundation: From authentication to processing: every component of our solution meets the highest demands in the field of information security.