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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

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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.

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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).

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.

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Frequently asked questions about the Exact Online integration

We integrate with all editions of Exact Online that are developed on the Exact Online 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 online. Because all data that is unlocked by Exact Online 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 Online. 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 Online 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

Not convinced yet? Let's have a chat to see how we can help you.

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    Try FieldBuddy

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    Want to find out what FieldBuddy can do for you? Fill out the form below to get started.


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