---
title: 'Exact MAX + Ontraport'
url: 'https://www.staging38.commercient.com/product/exact-max-ontraport/'
date: '2026-06-19T10:21:06-04:00'
modified: '2026-06-19T10:21:07-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact MAX to Ontraport, giving your team access to Exact MAX data directly within Ontraport. 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 Ontraport, giving sales teams access to ERP customer, order, invoice and inventory data from inside Ontraport. The connection gives account teams a unified view of customer financial history without leaving Ontraport.

## What syncs

- Export Ontraport Deals as Exact MAX Sales Orders
- Sync Exact MAX Sales Orders and Status Updates to Ontraport
- Update Ontraport Contacts from Exact MAX Customer Contacts
- View Exact MAX Inventory in Ontraport
- Sync Exact MAX Payments to Ontraport Account Records
- Access Exact MAX Price Lists from Ontraport

## Why Commercient

### Upsell and cross-sell visibility

Access Exact MAX purchase history and product usage data in Ontraport 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 Ontraport 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 Ontraport 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 Ontraport Companies and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

## 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 Ontraport

Ontraport is a CRM and marketing automation platform for small businesses and entrepreneurs, managing contacts, email campaigns, pipelines, landing pages and e-commerce.

## Frequently asked questions

### How often does the Exact MAX and Ontraport sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Exact MAX Invoices and Payments inside Ontraport?

Yes, Commercient can surface Exact MAX Invoices and Payments data inside Ontraport so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Exact MAX Items and Inventory be accessed from Ontraport?

Yes, Commercient can sync Exact MAX Items and Inventory to Ontraport so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Exact MAX and Ontraport?

Commercient can support bidirectional sync between Exact MAX and Ontraport, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Exact MAX Price Lists sync to Ontraport for sales quoting?

Yes, Commercient can sync Exact MAX Price Lists to Ontraport so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.