Keep Pipedrive and Exact Online updated automatically.
Pipedrive keeps your pipeline tight and you mark a deal won with one click. Exact Online, by contrast, runs on journals, ledger accounts, relations and VAT codes, and you want that won deal in there neatly without retyping. Schakel reads your Pipedrive deals and turns every won deal into a sales invoice in Exact Online, on the sales journal you assign, with the organization as a relation and the linked products as invoice lines.
What travels across the link
Everything this connector moves between Pipedrive and Exact Online, and how often.
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Won deal as sales invoice
When you mark a deal as won, Schakel turns it into a sales invoice in Exact Online, in the sales journal you choose, with the deal products as lines and the deal title as reference.
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Organization as a relation
The Pipedrive organization is found in Exact by name, email or VAT number or created as a relation, with the linked person attached, so the invoice sits with the right debtor.
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Products as invoice lines
The products attached to the deal come through as separate invoice lines, with quantity and price, and are booked to the ledger account you link to the product, so your revenue in Exact is right.
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VAT code, including reverse charge abroad
Based on the organization country and VAT number each line gets the right VAT code, including reverse charge for foreign business customers, ready for your return in Exact.
What Pipedrive to Exact Online saves you
- A won deal in Pipedrive becomes a sales invoice in Exact Online by itself.
- Organizations arrive as relations, with VAT number, without duplicates.
- Reverse charge for foreign customers is set with the right VAT code.
- Closing in Pipedrive and booking in Exact become one motion.
Setting it up
- 01
Connect Pipedrive
You grant Schakel access to your deals, organizations and products through an API token. Your pipelines and fields stay unchanged.
- 02
Grant access to Exact Online
You authorise Schakel through Exact Online and pick the administration the invoices should land in. Your password is never asked for or stored.
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Set journal, products and codes
You set the sales journal and map your Pipedrive products and VAT codes to the right ledger accounts in Exact, so every invoice is booked correctly straight away.
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Check and let it run
You see the first invoices in an overview before they are final. Once it looks right, every won deal becomes a sales invoice in Exact by itself.
What you need
- An account you administer, with access to the data you want linked.
- An Exact Online account with rights on the administration you want linked. You grant Schakel access once through Exact itself.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
Request this connector: tell us what you need and we reply within 24 hours.
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Pipedrive and Exact Online is one of many. Pick two systems and see what travels between them.
Common questions
Is the Pipedrive to Exact Online connector available?
Request this connector and get access. You let us know you want to link Pipedrive to Exact Online, and we make sure you can get started. You hear from us within 24 hours.
When is the invoice created in Exact?
By default the moment you mark a deal as won. You can also pick a specific stage or pipeline, so open deals are not invoiced in Exact yet.
Are the deal products booked to the right ledger?
Yes. Each product is booked to the ledger account you link to it, with quantity and price as a separate line, so your revenue in Exact is split out and correct.
How is reverse charge for foreign customers handled?
Based on the organization country and VAT number the right VAT code is set, including reverse charge, so your return in Exact is right without manual corrections.
Can I book into a client administration in Exact?
Yes. Schakel books into the administration you grant access to, whether that is your own or a client administration you manage as an accountant.
Can you connect Pipedrive to Exact Online?
Yes. Schakel connects through the official APIs of Pipedrive and Exact Online, so you install nothing on your own server and nothing travels outside those two parties.
Which VAT rate do my sales get in Exact Online?
The rate is set per line: 21%, 9% or 0%. Sales to Belgium and other EU countries get the rate of the destination country, ready for your OSS return.
Are commission and fees booked separately in Exact Online?
Yes. Commission, shipping and other fee types each land on their own ledger account in Exact Online, rather than in one lump sum, so your margin stays readable.
Missing something you need?
Tell us what Pipedrive and Exact Online should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.