---
title: 'Exact MAX + ConnectWise'
url: 'https://www.staging38.commercient.com/product/exact-max-connectwise/'
date: '2026-06-19T10:20:45-04:00'
modified: '2026-06-19T10:20:45-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact MAX to ConnectWise, giving your team access to Exact MAX data directly within ConnectWise. 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 MAX and ConnectWise, giving sales teams access to ERP customer, order, invoice and inventory data from inside ConnectWise. This gives finance and sales teams shared visibility into account status, combining ConnectWise pipeline data with Exact MAX transactional records.

## What syncs

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

## Why Commercient

### Credit and order limit visibility

Sync Exact MAX customer credit status and order limits to ConnectWise so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Exact MAX Customers account assignments to ConnectWise Companies so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access Exact MAX purchase history and product usage data in ConnectWise so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

Sync Exact MAX customer region and territory data to ConnectWise so account assignments, territory reports and sales coverage in the CRM reflect the ERP's customer classification.

## About Exact MAX

Exact MAX is a manufacturing ERP for mid-size discrete manufacturers, managing bills of materials, production scheduling, inventory, purchasing and financials.

## About ConnectWise

ConnectWise is a business management platform for technology solution providers, managing CRM, ticketing, project management, time tracking, billing and service delivery.

## Frequently asked questions

### Can Exact MAX Sales Orders history sync to ConnectWise account records?

Yes, Commercient can sync Exact MAX Sales Orders history to ConnectWise 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 MAX and ConnectWise?

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 MAX and ConnectWise?

Commercient can synchronise key Exact MAX ERP data with ConnectWise, 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 MAX Customers sync into ConnectWise Companies and Contacts?

Yes, Commercient can sync Exact MAX Customers into ConnectWise 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 ConnectWise Opportunities be connected back to Exact MAX as Sales Orders?

Commercient can support connecting ConnectWise Opportunities back to Exact MAX 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.