Exact Online integration

About Exact Online

Odyssee Field Service easily integrates with Exact Online through its Exact Online connector to maximize your performance.

Exact Online integration features

Advantages

Odyssee Field Service connects with all Exact Online versions: Finance/Accountancy, Wholesale, Manufacturing and Project Management in two directions to speed up your billing cycle so you can invoice the same day.

Odyssee instantly generates invoices in Exact based on:

  • your completed work orders' used parts and worked hours.
  • the service contract invoice rules.

Odyssee has developed an off-the-shelf connector with Exact online. Just your Exact email and password are enough to setup the connection. If you are using more than one Exact domain, you can choose which one to connect with Odyssee Service.

What is interfaced?

Finance/Accountancy

Optimize your billing cycle like this:

  • Customers & contacts are synched to Odyssee Field Service. Work order locations are created automatically.
  • Articles (= spare parts), including prices (optional), are synched to Odyssee Field Service
  • Use an article as "time" article and link it with an hour type in Odyssee Field Service
  • Odyssee Field Service will sent completed work orders back as a pro forma invoice, mentioning used quantities for parts and time. Even the work order reference and technician remarks will be mentioned on the pro forma invoice. In exact you can confirm the pro forma to a real invoice.

Wholesale Distribution & Manufacturing

Optimize your sales order and article management, as well as you billing cycle like this:

  • Customers, contacts and articles (= spare parts) are synchronized to Odyssee Field Service. Work order locations are created automatically
  • Pricing and stock locations, including stock levels, are synchronized to Odyssee Field Service. Each technician's car can be a stock location
  • Use an article as "time" article and link it with an hour type in Odyssee Field Service
  • Sales orders in Exact become work orders in Odyssee following the filter, ready to be planned.
  • Odyssee Field Service will sent completed work orders back as sales orders to Exact Online, mentioning used quantities for parts and time, as well as the stock location to substract the parts from. Even the work order reference and extra remarks will be mentioned on the sales order. In Exact you can transform a sales order to an invoice.
  • Note: if you don’t use stock locations, you can choose between getting back sales orders or pro forma invoices, just like in the Accountancy version.

How does it work?

The Exact Online connector is an off-the-shelf connector with easy to follow configuration steps. For each entity, you can decide what to synchronize to Odyssee Field Service and what to synchronize back.

You only need your EOL login and password to setup the connection.

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