Exact to Salesforce

Integrating Exact's renowned ERP and Salesforce (CRM) has never been easier. Tether your programs yourself using the interface of Alumio's renowned integration middleware system.
Tether your JSON, XML or EDI files from your customers to your CRM by using Alumio's renowned integration middleware system.
Alumio iPaaS integration platform
Integrate CRM Salesforce to ERP Exact
Integrate ERP Exact to CRM Salesforce
Also available for
Exact
Salesforce
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1
integration tool
4 x
Faster
43%
Reduce TCO
100%
Digitalization

Without Alumio iPaaS

Do not create a tangled IT landscape

Data silos. A lot of custom code or third-party connections result in data silos.

Lack of visibility. Custom solutions have different levels of ability to monitor, which results in notification problems when issues occur.

Negative business impact. Problems are not being notified and are troublesome to resolve, resulting in lost orders and disappointed customers which are detrimental to businesses.

Not secure and compliant. Complex integrations are not conducive to being compliant with privacy regulations nor to establish a secure IT ecosystem.

Stretched timelines. In this complex combination of integrations, it is not possible to add and connect new software to existing software without having a long and expensive IT project.

With Alumio iPaaS

Normalized entity of data

Scalable and interchangeable. Fast and seamless connectivity to apps, databases with simplified data exchange.

Happy customers. Always on top of problems with Alumio's monitoring and notifications cockpit.

Save time for senior developers. You can create 90% of the integrations without the help of senior developers. Meaning they can focus on architecture and custom coding.

Customizable interfaces without compromise. Front office and back office success rely on reliable integrations.

Easily connect legacy software. Connect to older, legacy software without getting headaches.

"Alumio makes us much more responsive, allowing us to provide the most up-to-date product information, regardless of the channel."

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Dutch Retailer "Jac Hensen" opts to go digital to become more serviceable to clients

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How does the Exact and Salesforce synchronization solution work?

We’ve observed their significant growth in the ERP market, the potential they have individually, and the fact that Exact and Salesforce work very well together. Let’s see how easy we could accommodate Exact to Salesforce, so you can open up a wild range of possibilities for your business.

why we choose Exact

Exact are known to be the leading financial and business software in the market – providing solutions for accountants, manufacturers, wholesalers, service providers and a whole lot more. You're able to connect your CRM to your products, allowing you to constantly gather, financial information, client data and product information all in real-time. To your benefit, it also allows you to customize your software with add-ons, over 220+ of them. As well as a, ERP solution that links and integrates all your business operations in one centralized system.

to accommodate to Salesforce

Salesforce is a cloud-based American software company, which provides customer relationship management (CRM) solutions. It also sells a complementary suite of enterprise applications, which focus on marketing automation, customer service, application development, and analytics.

Alumio is the leading 'no-code' integration platform as a service for Salesforce to get Exact files imported and connected. As a Symfony iPaaS Alumio opens the door to no-code integration solutions for your business. Alumio's tooling allows you to use and adjust your Exact import templates. With Alumio's integration solution, your integration scales with your business needs.

Alumio is the leading 'no-code integration platform as a service for digital commerce. Alumio's iPaaS (Platform as a Service) offers integration templates for Exact and Salesforce, to kickstart your project and to have your basic connections up and running in no-time. Alumio's tooling allows you to adjust these integration templates and to create extra data routes via the user-interface. With Alumio iPaaS, your integration scales with your business.
How does the "Exact - Salesforce" connector work?

Offer your business an unique integration to arrange the integration and authentication to Magento and SAP.

1 Tether Exact to Salesforce API
This connector offers an an off the shelf connection for integration to manage the connection and authentication to both Exact and Salesforce.
Plug-and-play connect Salesforce API Alumio offers an off the shelf feature to accommodate to the API of Salesforce CRM. Very simple via the interface of Alumio. Plug-and-play connect!
Plug-and-play connect Exact API The connector connects to the API and arranges all technical stuff such as oAuth2 authentication, requesting refresh tokens, handling security, etc. These integration templates help you to kickstart your integration because a lot of work is already done.

This connector offers an an off the shelf connection for integration to manage the connection and authentication to both Exact and Salesforce, and protocols like sFTP and OCI Punch-out.

Plug-and-play sync Exact files from servers (sFTP) or accommodate to OCI Punch-out.

Alumio offers an off the shelf feature to accommodate to fileservers when customer pushing the Exact files to a file server, to read attachments (Exact files) from emails or to accommodate the OCI Punch-out protocol. These connections can be created via the interface of Alumio. Plug-and-play accommodate your Exact files

Plug-and-play accommodate Salesforce API

The connector integrates to the Application Programming Interface of Salesforce and arranges all techinicalities such as, oAuth2 authentication, requesting refresh tokens, handling security, etc. These connector templates help you to kickstart your integration where a lot of work is already done.

2 Data routes delivered by the Exact - Salesforce
2 Import template for Exact formats can be re-used
Connector templates are re-usable working connections for certain data formats, where the transformers and mappers to adjust the data have been saved as a template. These integration templates help you to kickstart your integration because a lot of work is already done.

The Exact - Salesforce also delivers a set of data routes (as can be seen in the right column.) Its design studio features allow you to customize data routes to match your specific Salesforce configuration.

You can create mappings for your Exact formats, which can be saved as integration templates. These templates are re-usable working connections for certain data formats, where the transformers and mappers to adjust the data can be saved as a re-usable template. These integration templates help you to kickstart your connections for other customers because a lot of work is already done.

3 Installation and customization
To test the integration you only need to fill in your credentials for the Application Programming Interfaces (API) of Exact and Salesforce to activate the integration between Exact and Salesforce.

To test the integration you only need to fill in your credentials for the Application Programming Interfaces (API) of Salesforce and, if used, for the OCI Punch-out protocol or used fileserver (sFTP) to active the synchronization between Salesforce and your Exact files.

Tether API Exact and Salesforce
Tether Exact files to the API of Salesforce
The Exact connector template is available for kick-starting your project. Alumio has created a so-called integration template that integrates the Application Programming Interface of Exact This API-led integration strategy makes sure that your business benefits from a standardized and optimized integration, that evolves alongside Exact Salesforce. The only thing you have to do is map the data from your other API (endpoint) Salesforce

The Salesforce connector for Exact automatically synchronizes data entities between Salesforce and Exact. The API-based integration allows for data available in Salesforce, such as contacts, targets, quotes, deals, notes, and meetings to be connected to Exact ERP.

Alumio provides an IT-landscape to get rid of data silos, creates an middleware solution ready for future growth, and provides your business with a normalized data entity so that you can accommodate any tool any time.

Alumio has created a connector template that integrates to Salesforce Application Programming Interface and several protocols to export or import Exact files. This API-led integration strategy makes sure that your business benefits from a standardized and optimized integration, that evoles alongside the Salesforce platform. The only thing you have to do is map the data from your Exact files. Alumio provides an IT-landscape that eradicates data silos, to create an middleware solution ready for future growth, and provides your business with a normalized data entity so that you can accommodate any tool at any given time.

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Integrate Exact with anything

Exact are known to be the leading financial and business software in the market – providing solutions for accountants, manufacturers, wholesalers, service providers and a whole lot more. You're able to connect your CRM to your products, allowing you to constantly gather, financial information, client data and product information all in real-time. To your benefit, it also allows you to customize your software with add-ons, over 220+ of them. As well as a, ERP solution that links and integrates all your business operations in one centralized system.

Integrate Salesforce with anything

Salesforce is a cloud-based American software company, which provides customer relationship management (CRM) solutions. It also sells a complementary suite of enterprise applications, which focus on marketing automation, customer service, application development, and analytics.

XL-ENZ to Salesforce integration.
Sage to Salesforce integration.
SAP to Salesforce integration.
NetSuite to Salesforce integration.
Microsoft Dynamics 365 to Salesforce integration.
Elucid to Salesforce integration.

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