How does the Exact Online - Magento financial connector work?

With the iWeb connection between Magento 2 and Exact Online Financial, you no longer have to worry about manual administration. All your customer and sales data will be seamlessly synchronized, allowing you to keep a grip on your business and save time on repetitive work.

What does the connector do exactly?

Our Magento 2 - Exact Online Financial connector ensures an error-free exchange of data between your Magento 2 webshop and your administration. This happens fully automatically, so you always stay up-to-date and save time.

1. Customers & contacts

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

• Company name, name and address details.
• Email and phone number

Benefit:
You always have a complete and up-to-date customer file in Exact Online, without manual entry. This prevents errors and speeds up 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 total price are taken over
• Automatic connection with correct customer and delivery address
• Automatic connection to the correct journal and general ledger account
• Automatic assignment of the correct VAT code (also ICP/export possible)

Advantage:
Your sales are immediately ready for further processing in your accounting system - no more manual entry, minimal chance of errors, and a balanced administration.

3. VAT, payment terms & more

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

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

Summary

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

Key benefits

• No more double entry: Customer and sales data entered once, always up-to-date everywhere.
• 100% automatic synchronization: You no longer have to worry about your administration.
• Smart VAT handling: Support for 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 own settings and mappings, without technical knowledge.

Additional modules & expansion options

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

• Grouping module: Connect all sales to private customers to one fixed relation in Exact Online, this will keep your administration orderly.
• OSS: Automatically connect transactions in the EU to the correct VAT codes in Exact Online and simplify your administration for the One Stop Shop (OSS) scheme.
• Amortization module: Automate the cancellation of your webshop sales and keep a grip on your outstanding items.

View all modules on our modules page.

Support & SLAs

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

Want to know more or request a no-obligation demo?

Contact us directly or request a demo. Discover for yourself the convenience of the Amazon - Exact Online connection and make your administration work for you!