---
title: 'Exact Macola + Wealthbox'
url: 'https://www.staging38.commercient.com/product/exact-macola-wealthbox/'
date: '2026-06-19T10:20:28-04:00'
modified: '2026-06-19T10:20:28-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Macola to Wealthbox, giving your team access to Exact Macola data directly within Wealthbox. 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 Macola and Wealthbox, syncing customer, order and operational data between the ERP and Wealthbox. The integration supports customisable sync frequency and field mapping to match specific business requirements.

## What syncs

- Connect Exact Macola Price Lists to Wealthbox
- Sync Exact Macola Vendors to Wealthbox
- Export Exact Macola Purchase Orders to Wealthbox
- Connect Exact Macola Payments to Wealthbox
- Sync Exact Macola Credit Notes to Wealthbox
- Update Exact Macola Customers from Wealthbox Data

## Why Commercient

### Pricing and rates management

Connect Exact Macola Price Lists to Wealthbox so pricing data stays current and consistent across both systems without manual updates.

### Account and contact management

Keep Exact Macola Customers and Contacts aligned with Wealthbox account records so all customer-facing teams work from the same data.

### Reporting and data visibility

Sync Exact Macola transactional data to Wealthbox so teams have the information they need for reporting, planning and operational decisions.

### Credit note and returns management

Connect Exact Macola Credit Notes and returns data to Wealthbox to keep customer account balances and return records aligned between both systems.

## About Exact Macola

Exact Macola is an ERP system for manufacturers and distributors, managing production, inventory, purchasing, financials and order processing.

## About Wealthbox

Wealthbox is a CRM platform for financial advisors, managing client relationships, tasks, notes, activities, opportunities and team collaboration.

## Frequently asked questions

### Does Commercient support two-way sync between Exact Macola and Wealthbox?

Commercient can support bidirectional sync between Exact Macola and Wealthbox when configured. Exact two-way capabilities depend on the systems involved and the integration scope.

### Can Exact Macola Price Lists sync to Wealthbox?

Commercient can sync Exact Macola Price Lists to Wealthbox when included in scope. Exact pricing sync capabilities depend on how pricing is structured in Exact Macola and how Wealthbox accepts pricing data.

### Can Exact Macola Vendors and Purchase Orders sync to Wealthbox?

Commercient can support syncing Exact Macola Vendors and Purchase Orders to Wealthbox when relevant to the integration workflow. Exact capabilities depend on both systems and the project scope.

### How is the Exact Macola and Wealthbox integration scoped and implemented?

Commercient scopes each integration based on the customer's Exact Macola and Wealthbox configuration, the objects to be synced and the required sync direction. Timelines and supported objects are agreed during the scoping process.

### Can Exact Macola Invoices data sync to Wealthbox?

Yes, Commercient can sync Exact Macola Invoices data to Wealthbox when included in scope. Exact field mapping, sync frequency and object coverage are configured per project.