Integrating Magento with Exact

Why a good integration does far more than sync orders

Exact

Exact Online is the leading accounting software for small and midsize businesses in the Netherlands. With an integration powered by xCore, Magento automatically sends order, customer, and invoice data to Exact. No more manual data entry, and your financial records stay reliable and up to date.

An online store rarely runs in isolation. Behind every order is an entire business process. Products are managed in an ERP system, prices change, inventory gets updated, and every order ultimately needs to be recorded properly in your accounting.

For many of our clients, Exact sits at the core of their operations. So the question isn’t whether Magento and Exact should talk to each other. It’s how to connect them in a smart, reliable, and future-proof way.

That’s why we’ve partnered with xCore for years.

Connecting Magento and Exact

xCore connects Magento with both Exact Online and Exact Globe. They handle the integration between the two systems and determine which information is exchanged, and when. Magento remains your e-commerce platform, while Exact takes care of administrative and logistics processes. In practice, data automatically ends up where it belongs, without anyone having to re-enter it by hand. For example, products, inventory, prices, price lists, customer data, and customer groups sync from Exact to Magento. Orders, in turn, go straight back to Exact, so they can be processed further without any extra steps. But a good ERP integration does more than exchange standard data.

Every organization works a little differently

After dozens of Exact integrations, we know one thing for sure: no two implementations are the same. Every organization has its own processes, exceptions, and ways of working. Some need specific notes included with their orders. Others calculate prices from multiple price lists, or offer business customers different terms than consumers. That’s exactly why we look beyond the technology to the processes behind the online store. Together with xCore, we make sure the integration fits the way an organization works, not the other way around.

What do we actually sync?

One question we hear a lot: “What data can actually be exchanged between Magento and Exact?” The answer is simple: almost everything you need to support your business processes properly. The data we sync includes products, inventory, customer data, customer groups, prices and price lists, tiered pricing, orders, order lines, payment information, and additional order details. But that’s not all.

We often extend integrations with custom development, such as extra order lines for internal processing, notes on individual orders, specific customer attributes, or additional business rules used within Exact. That makes the integration a stable foundation that can easily grow with the organization.

From the basics to custom solutions: Clean-Fox.nl

A great example of this is Clean-Fox.nl.

We started with the essentials: syncing the product catalog and sending orders to Exact. But as so often happens, it didn’t stop there. As the store grew, new requirements kept coming up: separate price lists for specific customers, syncing customer accounts from Exact, automated on-account ordering, and additional information on order lines. Step by step, we extended the integration without having to rework any existing processes.

That’s the real strength of a good integration. Instead of starting over each time, you keep building on what’s already there.

The customer journey is part of an ERP integration too

An ERP integration isn’t just about data. Take customers imported directly from Exact. Technically, they already exist in Magento, but in practice they can’t do anything yet, because they don’t have a password.

That’s why we almost always set up an activation process. New customers automatically receive an email that lets them easily set their own password. We also use that first touchpoint to explain how to log in, place orders, and use their business account.

It’s a small addition, but one that heads off a lot of customer service questions and creates a pleasant first experience.

Inventory management needs extra attention

Inventory management is another area we pay close attention to during implementations.

When Exact is the source of truth for inventory, Magento needs to stay in step with it. Stock levels matter, but so does the timing of order processing and syncs. If this isn’t set up correctly, Magento’s salable quantity can drift out of line without anyone noticing. Often you won’t find out until much later, when products can no longer be ordered, or are still being sold even though they’re out of stock.

The good news is that we and xCore have both run into these situations many times. That experience shows us where the pitfalls are, so we can avoid them from the start.

A partnership where everyone helps find solutions

Perhaps what we value most about working with xCore is that everyone shares the same goal. There’s no “their” responsibility versus “ours.” If an issue involves Magento, we take care of it. If it’s in the integration, xCore looks into it. The store manager can also ask questions directly whenever needed. Direct communication like this means problems get solved quickly and enhancements are handled efficiently. Ultimately, we’re all working toward the same result: an online store and ERP system that work together seamlessly.

Growing together

If there’s one thing we’ve learned over the years, it’s that an ERP integration is never truly finished.

Businesses grow. Processes change. You add new customer groups, pricing agreements, warehouses, or sales channels. When that happens, it helps to build on a stable foundation instead of starting from scratch. That’s exactly how we like to work. We make sure Magento is the best possible fit for your online store and e-commerce processes. xCore provides a reliable connection to Exact. Together, we make sure technology helps you grow instead of holding you back.

Running Magento with Exact Online or Exact Globe? Then the integration is one thing you don’t have to worry about. With Cream and xCore, you get partners who bring ideas, keep developing, and get the work done. That way, you can focus on what you do best: running your business.

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