---
title: 'Exact MAX + Keap'
url: 'https://www.staging38.commercient.com/product/exact-max-keap/'
date: '2026-06-19T10:20:51-04:00'
modified: '2026-06-19T10:20:51-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact MAX to Keap, giving your team access to Exact MAX 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 MAX 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 MAX transactional records.

## What syncs

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

## Why Commercient

### Territory and region alignment

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

### Customer contact sync

Sync Exact MAX Contacts to Keap Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Exact MAX Customers to Keap Companies and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync Exact MAX Sales Orders, Invoices and Order History to Keap so sales reps can review order status and customer purchase activity without leaving the CRM.

## 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 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 MAX Sales Orders history sync to Keap account records?

Yes, Commercient can sync Exact MAX 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 MAX 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 MAX and Keap?

Commercient can synchronise key Exact MAX 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 MAX Customers sync into Keap Companies and Contacts?

Yes, Commercient can sync Exact MAX 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 MAX as Sales Orders?

Commercient can support connecting Keap 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.