Exact Online

Tags
ERP & Invoicing
Tags
ERP & Invoicing

Why connect Exact Online with Ziggu?

Exact helps you manage your internal business operations - from finance and invoicing to procurement and planning.
Ziggu ensures your Clients stay informed, updated, and engaged throughout the project.

By connecting both tools, you can automatically push invoices, contact info, and project data from Exact ERP to Ziggu - so your Clients get the clarity they need, and your team avoids repetitive manual work.

Let Exact handle the backend. Let Ziggu handle the client experience.

Main benefits of the integration

  • Automatic invoice sync
    Invoices created in Exact are synced to Ziggu’s Financials feature - Clients are notified and can track payments.
  • Less manual admin, more control
    Stop uploading documents or chasing updates. Everything flows from Exact into Ziggu automatically.
  • Professional communication without exposing your ERP
    Clients don’t need to see your back-office system. They get a clean, branded portal with the right info - at the right time.
  • Better customer experience across the board
    Clients view invoices, documents, and messages all in one place. No more follow-up emails or missing PDFs.
  • Full financial visibility for your Clients
    Instead of receiving one invoice at a time, Clients get a complete financial overview: what’s paid, what’s open, and what’s coming.

How it works

Depending on your setup, the integration can sync:

Invoices

  • Invoices created in Exact are synced to Ziggu under the correct project
  • They appear in the Financials section, linked to the right Client
  • Clients get email or app notifications when a new invoice is available

Project & contact data

  • Optional: Sync contact and project info to Ziggu to speed up project onboarding
  • Create new Ziggu projects based on ERP data for a seamless start

All syncs run on an hourly or daily schedule, with custom setup options for larger workflows.

Everything you need to make every project a success

Documents
  • Store all project files, plans, specs and contracts, in one clear place.
  • Notify clients when new documents are uploaded.
  • Track views to see who accessed each document.
  • Clients always find the latest version, no confusion.
Conversations
  • Keep messages with clients, partners and your team in one place.
  • Assign conversations to teammates for faster responses.
  • Use internal notes to align with your team behind the scenes.
  • One central inbox, no scattered chats or missed replies.
Decisions & approvals
  • Upload multiple proposals for clients to compare and approve.
  • Let clients choose directly in the portal, fast and simple.
  • Track every decision to avoid disputes or miscommunication.
  • Use reminders to nudge clients and keep projects moving.
Milestones
  • Build clear timelines with key phases and deliverable deadlines.
  • Keep all stakeholders informed without endless status emails.
  • Track progress across projects or clients at a glance.
  • Organize content by milestone for quick access.
Workflows & automations
  • Build a project timeline once and reuse it for every project.
  • Link tasks, messages, decisions and documents to milestones.
  • Notify the right people automatically, at the right time.
  • Launch steps and share content automatically, per phase.
Reports
  • Log issues with photos, notes and details in one place.
  • Assign each issue an owner and a deadline.
  • Let clients submit support requests directly in the portal.
  • Get client sign-off that an issue is resolved.
Client updates
  • Post project news clients can scroll through.
  • Give clients a clear milestone timeline to follow.
  • Share a real-time budget overview, anytime.
  • Keep clients informed without the update emails.
Forms
  • Build multi-question forms to collect client input.
  • Send them at the right moment, with reminders.
  • Run intake forms so projects start with everything you need.
  • Track satisfaction and NPS across every project.

We understand the challenges
you face every day

Software icons floating around the Ziggu logo

Can Ziggu integrate with your systems?

Ziggu already integrates seamlessly with a number of CRM, ERP and document management systems. Can't find yours? Contact us and we'll research the possibilities!

CONTACT US