Turn Archie CRM deals into Exact sales orders
When a deal is won in Archie CRM, Coheed creates the matching sales order in Exact automatically — no rekeying and no missed orders.
Tool Connectors
Connect Archie CRM to Exact
Coheed unifies your CRM and ERP systems — syncing data, catching quality issues, and automating the workflows between Archie CRM and Exact so your teams stop rekeying and start acting.
What you can automate between Archie CRM and Exact
Push Exact invoices and payment status back to Archie CRM
Give sales and customer success live visibility of billing and outstanding payments from Exact right on the Archie CRM record.
Quote with live Exact pricing and stock inside Archie CRM
Surface real-time ERP pricing, discounts, and availability from Exact so reps quote accurately without leaving Archie CRM.
Keep accounts and contacts consistent across Archie CRM and Exact
Bi-directional sync of company, contact, and address data prevents duplicates and keeps a single source of truth.
Run Exact credit checks before a Archie CRM deal closes
Flag credit limits and overdue balances from Exact so sales avoids orders that finance would block.
How the Archie CRM to Exact integration works
- 1
Connect Archie CRM and Exact
Authenticate both systems with secure OAuth or API keys. No engineering project required.
- 2
Map your entities
Coheed auto-detects accounts, orders, and products and proposes the right field mappings for you to confirm.
- 3
Go live and automate
Switch on real-time or scheduled sync and let Coheed's agents keep Archie CRM and Exact aligned and flag issues automatically.
FAQ
Archie CRM + Exact FAQ
How do I connect Archie CRM to Exact?
Connect both Archie CRM and Exact to Coheed, confirm the suggested field mappings, and turn on sync. Most teams are live within minutes — no custom development needed.
Is the Archie CRM and Exact integration real-time?
Yes. Coheed supports real-time sync where it matters and scheduled sync where that is more practical, so Archie CRM and Exact stay aligned without overloading either system.
What data syncs between Archie CRM and Exact?
Coheed maps the operational entities both systems share — such as accounts, contacts, orders, products, and pricing — and keeps them consistent across Archie CRM and Exact.
More Archie CRM integrations
Ready to connect Archie CRM and Exact?
Tell us your current stack and we will map the fastest path to a working integration.