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Integrate Exact Online 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 Online
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 Online modules
Endless integration opportunities
With FieldBuddy’s Exact Online 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).