---
title: 'Exact Synergy + Keap'
url: 'https://www.staging38.commercient.com/product/exact-synergy-keap/'
date: '2026-06-19T10:21:26-04:00'
modified: '2026-06-19T10:21:26-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Keap, giving your team access to Exact Synergy 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 Synergy 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 Synergy transactional records.

## What syncs

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

## Why Commercient

### Credit and order limit visibility

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

### Sales rep account management

Connect Exact Synergy Customers account assignments to Keap 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 Synergy purchase history and product usage data in Keap so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

### Territory and region alignment

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

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

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

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

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

Commercient can support connecting Keap Opportunities back to Exact Synergy 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.