

ERP Next + Exact Online Integration
Integrate ERP Next to Exact Online in one click, or tell Integrately AI how you want each contact handled. Synchronise contacts, update accounts, log documents, and trigger follow-ups automatically.
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Ready Workflows for ERP Next + Exact Online Integration
Create leads from contacts, update accounts, log items, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your ERP Next + Exact Online flow
Send notifications to your team, log transactions in your CRM, and keep spreadsheets updated after your core sync finishes. Pick a combination and activate it in one click.


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Shopify (5)
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HubSpot (5)
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Stripe (5)
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Slack (5)
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Gmail (5)
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Google Drive (5)
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When a contact is created or updated in Exact Online, create a customer in ERP Next and add the order in Shopify.
Exact Online contacts appear in ERP Next and Shopify instantly, eliminating manual re-typing across platforms.
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When a document is inserted in ERP Next, update the account in Exact Online and send an email in Shopify.
ERP Next document insertions update Exact Online accounts and notify Shopify operations immediately.
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If a new Shopify order is paid, create an item in Exact Online and add an issue in ERP Next.
Paid Shopify orders automatically generate Exact Online items and ERP Next issues for fulfillment tracking.
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Use Claude to analyze new Shopify customer data, create an account in Exact Online, and update the lead in ERP Next.
Claude evaluates Shopify customer data before Exact Online accounts and ERP Next leads are created.
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When a document is submitted in ERP Next, create a document in Exact Online and update the customer in Shopify.
Submitted ERP Next documents generate Exact Online documents and update Shopify customer records.
Supported triggers and actions for ERP Next and Exact Online
Mix and match to build the exact automation you need

ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
Try it → 
Exact Online Triggers & Actions
Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it → Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it → Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it → What can you automate with ERP Next + Exact Online?
Streamline your business operations by automating data flows between your ERP records and financial software.
🔄
Sync contacts between ERP Next and Exact Online
Automatically create or update contacts, customers, and accounts across both platforms the moment changes occur. Eliminate duplicate data entry and keep your databases perfectly aligned.
📋
Capture every submitted document field
Map all available fields from ERP Next document submissions into Exact Online documents and records. Ensure your accounting files contain complete details for every transaction.
🔔
Alert your team instantly on updates
Send automated notifications to your sales or finance channel the second a contact is updated or a document is submitted. Keep stakeholders informed without manual check-ins.
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Route records based on submitted criteria
Set conditional rules to update specific accounts or create tailored lead records depending on the values submitted in your ERP documents or Exact Online contacts.
🔄
Keep financial records continuously updated
Automatically propagate item changes, cost updates, and account modifications between Exact Online and ERP Next so your financial statements always reflect current data.
🔎
Search and update instead of duplicating
Configure automations to search for existing leads and accounts before creating new entries, preventing duplicate records in your Exact Online and ERP Next databases.
💳
Handle later status changes and completions
Trigger automated workflows when document statuses change, payments succeed, or orders are fulfilled, ensuring accurate record-keeping throughout the lifecycle.
🔌
Extend your workflow to external apps
Connect your ERP Next and Exact Online core workflow with Slack, Gmail, or Google Drive to notify teams, send emails, or archive backup files automatically.
And much more...
Who is ERP Next + Exact Online integration for?
Finance managers, sales representatives, and operations teams rely on this integration to eliminate manual data entry, keeping their accounting and ERP platforms fully synchronised without errors.
Finance managers
Sales representatives
Project managers
Operations directors
Warehouse supervisors
Compliance auditors
📈
Finance managers
You review financial reports in Exact Online while your sales team logs entries in ERP Next, but manual delays leave your ledger entries hours behind — this integration means every transaction updates your accounts instantly and your financial summaries stay current.
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Sales representatives
You need to follow up with incoming leads quickly, but contact updates in Exact Online take hours to reach your ERP Next pipeline — with this integration, every new lead lands in your system instantly and your outreach never misses a beat.
🤝
Project managers
Your clients demand immediate proof of progress and project milestones, but manual reporting between Exact Online and ERP Next creates frustrating bottlenecks — this integration means every project status update reflects across platforms without delay.
📦
Operations directors
You manage high volumes of inventory items and document submissions across multiple systems, but manual data transfers cause missed orders and tracking gaps — this integration means every catalog change syncs immediately and your fulfillment stays on track.
📋
Warehouse supervisors
You depend on upstream document submissions in ERP Next to initiate packing and shipping tasks, but manual handoffs leave your team waiting — with this integration, every submitted document triggers fulfillment tasks instantly.
🔍
Compliance auditors
You rely on a complete and reliable history of customer interactions and financial records, but manual record-keeping keeps leaving blind spots in your audit trail — this integration means every record is logged automatically with zero gaps.

Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate ERP Next + Exact Online
Build and manage your ERP Next + Exact Online automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Exact Online with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect ERP Next + Exact Online Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ERP Next to Exact Online?
You can connect ERP Next to Exact Online in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, Gmail, and Google Drive.
Can I automatically sync contacts and leads between ERP Next and Exact Online?
Can I connect ERP Next, Exact Online, and Shopify?
What is a good Zapier alternative for ERP Next and Exact Online?
How does ERP Next handle document insertions in integrations?
How are Exact Online contact updates synchronised?
Do I need coding skills to automate ERP Next and Exact Online?
Is the ERP Next and Exact Online integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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