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Integrate Exact Globe with FieldBuddy
Fast and accurate invoicing according to your business requirements
Create a 360 degree customer view with all data
Enrich FieldBuddy with Modules from Exact Globe
Minimise administrative tasks such as data entry
Integration Exact Online
Account
Relations
Locations
Work addresses
Work order items
Items
Work orders + Parts used and time recorded
Invoices + Invoice rules
Work orders
Orders, projects, quotations
Contact person
Contacts
Werkbonnen + Werkbonregels
Facturen + Faturregels
The integration is built in such a way that every field and object in Exact can be connected to a field in FieldBuddy, and visa versa.
Integrate FieldBuddy with you Exact Globe modules
Endless integration opportunities
With FieldBuddy’s Exact Globe integration, anything is possible. The integration is so flexible that any object or field can be linked in both systems. Even custom fields. FieldBuddy offers a complete REST API, every object and (custom) field can be accessed. Match your customer data, automatically keep track of inventory, create an invoice or update an existing sales order in Exact. Everything is possible with the integration.
From work order to invoice
Using Salesforce’s built-in tools, you can set up smart business logic and automated rules that streamline invoicing.
For example, you can automatically add used parts, travel time, and work order data to your invoice for the accuracy of your invoices. With FieldBuddy’s business logic tool, you can include automated rules into your invoicing process like automatic discounts or logic that suit your requirements or service agreements.
Establish Data Harmony and Eliminate Manual Input
Bid farewell to manual data entry and create a closed system with unlimited possibilities.
Nooit meer discrepanties
Zorg dat je klantgegevens in beide systemen altijd op elkaar zijn afgestemd.
Werkbon omzetten in factuur
Zet een werkbon automatisch om in een factuur op basis van je prijs en contract.
Verkooporders omzetten in werkbonnen
Importeer projecten, verkooporders of offertes rechtstreeks vanuit Exact in FieldBuddy om automatisch werkbonnen aan te maken.
360 graden beeld van je klanten
Een 360 graden klantbeeld met alle field service data (werkbonnen, verzoeken, installaties, etc.) en financiele data (facturen, offertes, orders).
Volledig transparante voorraad
Maak inventarisatie volledig transparant, zelfs voor de monteur.
Never discrepancies
Always have have your customer data aligned in both systems.
Turn work order into invoice
Automatically transform a work order into an invoice based on your price & contract.
Transform sales orders in work orders
Import projects, sales orders or quotes directly from Exact into FieldBuddy to create work orders automatically.
360 degree view of your customers
A 360-degree customer view with all field service data (work orders, requests, installations, etc.) and financial data (invoices, quotes, orders).
Fully transparent inventory
Make inventory completely transparent, even to the technician.
Frequently asked questions about the Exact Globe integration
We integrate with all editions of Exact Globe that are developed on the Exact Globe platform. So those are: Accounting, Finance, HR, Manufacturing, Commerce, Payroll, Project Management and Hours & Invoicing.
In practice, we can retrieve and send everything towards Exact Globe. Because all data that is unlocked by Exact Globe in their API can be retrieved by us and that's all so far. Our integration software is flexible and completely customizable.
For FieldBuddy users, this link is free.
All data can be retrieved and sent to Exact Globe. So think about customers, contacts, invoices, orders, projects, really everything.
Which system is leading can be determined per by you. Our integration is freely configurable. So both Exact Globe and FieldBuddy can be leading.
Yes! Request a demo through our website and we will show you everything during the demo.
We can integrate our system with virtually any system with open API. FieldBuddy has a direct interface with AccountView, SAP, Exact, Unit 4, TwinField, Microsoft Dynamics and AFAS. See all our integrations here
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