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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is cancelled in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is updated in ERP Next Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
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2.
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Create customer in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Add Issue in ERP Next
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online

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Ready WorkflowsReady 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.
Got a different task in mind? Describe it

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.

ERP Next
Exact Online
+
ShopifyShopify (5)
+
HubSpotHubSpot (5)
+
StripeStripe (5)
+
SlackSlack (5)
+
GmailGmail (5)
+
Google DriveGoogle Drive (5)
E
E
S
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.
E
E
S
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.
S
E
E
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.
S
E
E
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.
E
E
S
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
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Search lead in ERP Next
Searches for a lead
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Create customer in ERP Next
Creates a new customer
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Create lead in ERP Next
Creates a new lead
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Update lead in ERP Next
Updates a lead
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Add Issue in ERP Next
Adds an issue
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Exact Online
Exact Online Triggers & Actions
Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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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
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Delete contact in Exact Online
Deletes a contact
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Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
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Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
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Search document by accountName in Exact Online
Searches for documents by account name
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Delete account in Exact Online
Deletes an account
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Create item in Exact Online
Creates a new item
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Create contact in Exact Online
Creates an contact
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
Try it →
Create bank account in Exact Online
Creates a new bank account
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Create cost centre in Exact Online
Creates a new cost centre
Try it →
Create cost unit in Exact Online
Creates a new cost unit
Try it →
Create project in Exact Online
Creates a new project
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Search account by name in Exact Online
Searches for an account by name
Try it →
Search address by contact name in Exact Online
Searches for an address by contact name
Try it →
Search bank account by account name in Exact Online
Searches for a bank account by name
Try it →
Search contact by first name in Exact Online
Searches for a contact by first name
Try it →
Search cost centre by code in Exact Online
Searches for a cost center by code
Try it →
Search cost unit by code in Exact Online
Searches for an item by code
Try it →
Search item by code in Exact Online
Searches for an item by code
Try it →
Create document in Exact Online
Creates a new document
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.

What you can automate?
🔄
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.
🔀
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
Finance managers
Sales representatives
Sales representatives
Project managers
Project managers
Operations directors
Operations directors
Warehouse supervisors
Warehouse supervisors
Compliance auditors
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.
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.
Our team

Ready Workflows 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
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
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect ERP Next to Exact Online?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect ERP Next, Exact Online, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Exact Online?
Frequently Asked Questions
How does ERP Next handle document insertions in integrations?
Frequently Asked Questions
How are Exact Online contact updates synchronised?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and Exact Online?
Frequently Asked Questions
Is the ERP Next and Exact Online integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect ERP Next or Exact Online With 1500+ Other Apps

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