---
title: 'Exact Synergy + Blackbaud CRM'
url: 'https://www.staging38.commercient.com/product/exact-synergy-blackbaud-crm/'
date: '2026-06-19T10:21:18-04:00'
modified: '2026-06-19T10:21:19-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Blackbaud CRM, giving your team access to Exact Synergy data directly within Blackbaud CRM. 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 Synergy and Blackbaud CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Blackbaud CRM. The connection gives account teams a unified view of customer financial history without leaving Blackbaud CRM.

## What syncs

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

## Why Commercient

### Account health monitoring

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

### New customer onboarding

Connect Blackbaud CRM new Companies to Exact Synergy 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 Synergy Price Lists to Blackbaud CRM so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Blackbaud CRM deal values and expected close dates with Exact Synergy order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

## About Exact Synergy

Exact Synergy is a workflow, document management and HR platform that integrates with Exact ERP systems, managing HR processes, documents, approvals and collaboration.

## About Blackbaud CRM

Blackbaud CRM is a constituent relationship management platform for large nonprofits, managing donors, gifts, campaigns, events, memberships and fundraising data.

## Frequently asked questions

### How often does the Exact Synergy and Blackbaud CRM 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 Synergy Invoices and Payments inside Blackbaud CRM?

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

### Can Exact Synergy Items and Inventory be accessed from Blackbaud CRM?

Yes, Commercient can sync Exact Synergy Items and Inventory to Blackbaud CRM 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 Synergy and Blackbaud CRM?

Commercient can support bidirectional sync between Exact Synergy and Blackbaud CRM, 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 Synergy Price Lists sync to Blackbaud CRM for sales quoting?

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