Exact connector for Creatio | Creatio Marketplace

Product description

Exact connector for Creatio is the integration of Creatio with Exact Online, leading European cloud based ERP solution, that allows for complete customer lifecycle digitalization from first point of contact to credit collection.

The application is a powerful, bi-directional connector powered by StarfishETL. The result is fast, efficient and paperless.

Use Cases:

The connector can be used by all organizations willing to digitalize their complete customer lifecycle and extend Creatio with advanced ERP functionalities, such as invoicing and credit collection.
The Evoqia connector can serve as a template for integration of two systems and be enhanced with additional features and adapted to specific use cases (field mapping, process flow, notifications, etc).

Key Features:

The typical flow between applications is outlined below, but it can be modified fitting any required use case:

Automatic creation of Relation in Exact Online from Creatio
Automatic creation of invoice in Exact Online based on order in Creatio
Automatic invoice generation in Exact Online, possibly with auto–send functionality
Generated invoice is pushed back into Creatio, together with pdf
Payment information comes from Exact Online into Creatio
Articles are created in Exact Online and pushed back to Creatio
Synchronization is typically set every hour or in batch during night.