Keep Salesforce and Exact Online updated automatically.
Sales works in Salesforce, finance in Exact Online, and between them sits a manual handover of won deals to invoicing. Exact wants sales invoices in a journal, with relations, ledger accounts and VAT codes. Schakel reads your Salesforce opportunities and turns every Closed Won deal into a sales invoice in Exact, with the account as a relation and the right VAT code per line.
What travels across the link
Everything this connector moves between Salesforce and Exact Online, and how often.
-
Won opportunity as sales invoice
An opportunity at Closed Won becomes a sales invoice in the Exact sales journal you assign, with the line items as lines and the deal reference attached.
-
Account as relation
The Salesforce account is looked up in Exact as a relation or created, with the VAT number as a debtor, so your receivables administration is right.
-
VAT codes and reverse charge
Each line gets the right Exact VAT code for standard, reduced, 0% or reverse charge, based on the account country and VAT number.
-
Ledger per product group
Your Salesforce products are mapped to ledger accounts, so revenue per product group lands on the right account in Exact for your reporting.
What Salesforce to Exact Online saves you
- Won deals from Salesforce sit as sales invoices in the right Exact journal.
- Accounts arrive as relations in Exact, business customers with their VAT number.
- VAT codes and reverse charge are right per line, including internationally.
- Finance works in Exact, sales in Salesforce, without a manual handover.
Setting it up
- 01
Connect Salesforce
You grant Schakel access to opportunities, accounts and products through a connected app. Your Salesforce setup stays unchanged.
- 02
Grant access to Exact Online
You authorise Schakel through Exact Online and pick the administration the invoices should land in. Your password is never asked for or stored.
- 03
Set journal, ledger and codes
You assign the sales journal, the ledger accounts and the VAT codes and choose which opportunity stage creates the invoice, usually Closed Won.
- 04
Check and let it run
You see the first entries in an overview before they are final. Once it looks right, every won deal becomes a sales invoice by itself.
What you need
- An account you administer, with access to the data you want linked.
- An Exact Online account with rights on the administration you want linked. You grant Schakel access once through Exact itself.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
Request this connector: tell us what you need and we reply within 24 hours.
Related connections
Connect a different pair
Salesforce and Exact Online is one of many. Pick two systems and see what travels between them.
Common questions
Is the Salesforce to Exact Online connector available?
Request this connector and get access. You let us know you want to link Salesforce to Exact Online, and we make sure you can get started. You hear from us within 24 hours.
Which journal do the invoices land on?
On the sales journal you assign. To separate deals from different teams or brands, you set that per ledger account or journal.
Does this work with Exact Online for accountants?
Yes. Schakel books into the client administration you grant access to as an accountant, so several Salesforce orgs each feed their own administration.
Which opportunity stage creates the invoice?
Closed Won by default, but you choose the stage, so open deals are not yet booked into Exact.
Do duplicate relations appear in Exact?
No. The account is found by name, email or VAT number. Only without a match does Schakel create a new relation.
Can you connect Salesforce to Exact Online?
Yes. Schakel connects through the official APIs of Salesforce and Exact Online, so you install nothing on your own server and nothing travels outside those two parties.
Which VAT rate do my sales get in Exact Online?
The rate is set per line: 21%, 9% or 0%. Sales to Belgium and other EU countries get the rate of the destination country, ready for your OSS return.
Are commission and fees booked separately in Exact Online?
Yes. Commission, shipping and other fee types each land on their own ledger account in Exact Online, rather than in one lump sum, so your margin stays readable.
Missing something you need?
Tell us what Salesforce and Exact Online should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.