---
title: 'Exact JobBOSS + Keap'
url: 'https://www.staging38.commercient.com/product/exact-jobboss-keap/'
date: '2026-06-19T10:19:38-04:00'
modified: '2026-06-19T10:19:38-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact JobBOSS to Keap, giving your team access to Exact JobBOSS data directly within Keap. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Exact JobBOSS and Keap, giving sales teams access to ERP customer, order, invoice and inventory data from inside Keap. This gives finance and sales teams shared visibility into account status, combining Keap pipeline data with Exact JobBOSS transactional records.

## What syncs

- Import Keap Contacts as Exact JobBOSS Customer Contacts
- Connect Exact JobBOSS Quotes to Keap Opportunities
- Sync Exact JobBOSS Customers to Keap Companies
- Display Exact JobBOSS Invoices in Keap
- Access Exact JobBOSS Items and Inventory from Keap
- Export Keap Opportunities as Exact JobBOSS Sales Orders

## Why Commercient

### Invoice and payment visibility

Surface Exact JobBOSS Invoices and Payments inside Keap so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

Connect Keap Quotes to Exact JobBOSS Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

### Account health monitoring

Sync Exact JobBOSS payment status, open Sales Orders and credit data to Keap so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Keap new Companies to Exact JobBOSS Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

## About Exact JobBOSS

Exact JobBOSS is a job shop ERP for small custom manufacturers, covering quoting, job management, scheduling, inventory and accounting.

## About Keap

Keap is a CRM and marketing automation platform for small businesses, managing contacts, pipelines, automations, invoices and customer follow-up.

## Frequently asked questions

### Can Exact JobBOSS Sales Orders history sync to Keap account records?

Yes, Commercient can sync Exact JobBOSS Sales Orders history to Keap Companies records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Exact JobBOSS and Keap?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Exact JobBOSS and Keap?

Commercient can synchronise key Exact JobBOSS ERP data with Keap, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Exact JobBOSS Customers sync into Keap Companies and Contacts?

Yes, Commercient can sync Exact JobBOSS Customers into Keap as Companies and Contacts. This gives sales teams access to ERP account data from inside the CRM. Exact field mapping and sync frequency are configured per project.

### Can Keap Opportunities be connected back to Exact JobBOSS as Sales Orders?

Commercient can support connecting Keap Opportunities back to Exact JobBOSS as Sales Orders when included in the integration scope. This allows approved CRM deals to flow into ERP fulfilment workflows. Two-way sync capability depends on project configuration.