Sales works in Salesforce, finance in Exact Online. When that data sits separately, you end up with duplicate administration and figures that diverge. The Influx Exact Connector brings everything together in one place.
The problem: fragmented customer data
Customer details scattered across different systems lead to manual retyping, errors and an incomplete picture. The connector consolidates that data and takes the manual work out of moving between CRM and accounting.
A 360° customer view
By combining CRM and financial data, you get a complete picture of the customer. Sales sees the financial status, finance sees the commercial context, and you steer on a single truth. Quotes can go straight to customers, and the relationship improves through consistent contact.
From quote to invoice, automatically
- Orders & stock: real-time stock synchronisation between webshop and Exact Online, automatic packing slips and order processing without duplicate entry.
- Financial: automatic invoice creation from Salesforce opportunities, with a fully automated flow from quote to invoice.
Which objects are linked
Accounts, contacts, addresses, products, item groups, orders, invoices, cost centres, payment details and general ledger accounts, in one or both directions.
Secure and without technical knowledge
The visual drag-and-drop interface requires no programming knowledge. All data travels via secure, encrypted API connections with OAuth authentication.
The result
Lower operational costs, fewer errors from duplicate entry, and faster, better-informed decisions, scalable as you grow. View the Exact Online connector or schedule a demo.