integraid

Connect and automate Exact

Your no-code integration tool to sync Exact with Salesforce.

Using integraid powered by the Maesn Unified API, you can seamlessly link Exact Online (or Synergy, Globe, etc.) with Salesforce – no CSV exports or expensive middleware needed. Customers, invoices, sales orders, and items flow automatically into your CRM whenever they’re created or updated in Exact.

This ensures your Salesforce always reflects real-time business data—ready for sales, service, and reporting.

  • Lightning-fast setup via Maesn API

  • Automatic import of Accounts, Contacts, Invoices, Sales Orders & Items

  • Flexible sync: one-way or bi‑directional

  • Full API support for Exact Online – zero custom coding

  • GDPR- and enterprise-grade secure data handling

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Exact

Kategorien:

Accounting & ERP

Exact is a cloud ERP and accounting suite for SMEs that brings finance, sales, inventory, projects, and HRM/CRM together in one system. It offers industry solutions for wholesale distribution and manufacturing, plus project/time & billing — all supported by modern REST/OData APIs, SDKs, and webhooks for integrations. Exact also supports e-invoicing via PEPPOL and provides an App Store with ready-made connectors. And with integraid, you can connect Exact Online with Salesforce — without writing any code.

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Use Cases:

  • Quote-to-invoice sync from Salesforce

    When an Opportunity is marked closed-won, integraid creates a Sales Invoice (or Sales Order) in Exact Online via the REST/OData API and writes back document numbers, status, and due dates to the Opportunity/Account — keeping CRM and finance aligned.

  • Live stock & pricing on deals

    Pull item availability and item data from Exact (e.g., by warehouse) to surface current stock and price info on Salesforce Quotes/Opportunities so reps sell what’s in stock and promise accurate delivery. Ideal for wholesale scenarios.

  • E-invoicing & payment visibility

    Trigger PEPPOL e-invoices from Salesforce and log invoice status and references back to the related record. integraid listens to Exact webhooks for real-time updates (created/updated) so finance and sales see the same truth.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.