---
title: 'Exact MAX + Creatio'
url: 'https://www.staging38.commercient.com/product/exact-max-creatio/'
date: '2026-06-19T10:20:46-04:00'
modified: '2026-06-19T10:20:46-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact MAX to Creatio, giving your team access to Exact MAX data directly within Creatio. 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 Creatio, giving sales teams access to ERP customer, order, invoice and inventory data from inside Creatio. The connection also allows Creatio Opportunities to flow into Exact MAX as Sales Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

- Access Exact MAX Price Lists from Creatio
- Sync Exact MAX Credit Notes to Creatio
- Import Creatio Contacts as Exact MAX Customer Contacts
- Connect Exact MAX Quotes to Creatio Opportunities
- Sync Exact MAX Customers to Creatio Accounts
- Display Exact MAX Invoices in Creatio

## Why Commercient

### Quote-to-order workflow

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

### Account health monitoring

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

### New customer onboarding

Connect Creatio new Accounts to Exact MAX Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Exact MAX Price Lists to Creatio so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

## 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 Creatio

Creatio is a no-code CRM and process automation platform for sales, marketing and service teams, managing leads, accounts, opportunities, cases and marketing campaigns.

## Frequently asked questions

### Can Commercient support dashboards or reporting from Exact MAX data in Creatio?

Commercient can support surfacing Exact MAX data inside Creatio views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Exact MAX and Creatio integration scoped and implemented?

Commercient scopes each integration project based on the customer's Exact MAX and Creatio configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

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

Yes, Commercient can sync Exact MAX Sales Orders history to Creatio Accounts 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 Creatio?

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 Creatio?

Commercient can synchronise key Exact MAX ERP data with Creatio, 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.