How does the Exact Online - Magento financial connector work?

With the iWeb connector between Magento 2 and Exact Online Financial, you no longer need to worry about manual administration. All your customer and sales data are seamlessly synchronized, allowing you to maintain control of your business and save time on repetitive tasks.

What exactly does the connector do?

Our Magento 2 – Exact Online Financial connector ensures a flawless exchange of data between your Magento 2 webshop and your administration. This occurs fully automatically, keeping you always up-to-date and saving time.

1. Customers & contacts

When a customer places an order on Magento 2, all relevant customer data are immediately recorded as a relation and contact in Exact Online. Consider:

• Company name, name, and address details
• Email and telephone number

Advantage:
You always have a complete and up-to-date customer file in Exact Online, without manual input. This prevents errors and accelerates your invoicing and reporting processes.

2. Sales invoices

When an order is created by Magento 2, a sales entry is automatically created in Exact Online:

• All order lines, descriptions, quantities, and the total price are transferred
• Automatic connection with the correct customer and delivery address
• Automatic linking to the correct journal and ledger account
• Automatic allocation of the correct VAT code (also ICP/export possible)

Advantage:
Your sales are immediately ready for further processing in your accounting – no more manual input, minimal chance of errors, and a tight administration.

3. VAT, payment terms & more

The connector supports all common VAT scenarios: domestic, within the EU (ICP), outside the EU (export), and zero rate. This is automatically managed based on the delivery address and the customer's VAT number.

Payment terms, references, and other administrative fields are also correctly transferred.

In summary

The connector ensures that customer data and sales are always synchronized between your Magento 2 webshop and Exact Online. This way, you work more efficiently, error-free, and have more time for your business.

Main advantages

• No more duplicate entries: Enter customer and sales data once, always up-to-date everywhere.
• 100% automatic synchronization: You no longer need to worry about your administration.
• Smart VAT handling: Supports all common VAT scenarios, also for international growth.
• Scalable and flexible: Easily expand with additional modules when you want to automate more.
• Control via the iWeb Control Panel: Manage your settings and mappings yourself, without technical knowledge.

Additional modules & expansion options

Make your connector even more powerful with our expansion modules for Exact Online, for example:

• Grouping module: Link all sales to private customers to one fixed relation in Exact Online, this keeps your administration organized.
• OSS: Automatically link transactions in the EU to the correct VAT codes in Exact Online and simplify your administration for the One Stop Shop (OSS) regulation. 
• Matching module: Automate the matching of your webshop sales and keep control of your outstanding posts.

Check all modules on our modules page.

Support & SLA's

• Quick implementation: Installation and configuration in clear steps, with the option to test first.
• Support & SLA's: Our team is ready to support you, from support tickets to phone help and proactive management - choose the SLA level that suits you. More information: SLA contracts.
• Personal advice: We are happy to think along with you about the optimal setup for your business.

Want to know more or a non-binding demo?

Contact us directly or request a demo. Discover for yourself the convenience of the Amazon – Exact Online connector and let your administration work for you!