---
title: 'Exact Synergy + Nutshell'
url: 'https://www.staging38.commercient.com/product/exact-synergy-nutshell/'
date: '2026-06-19T10:21:29-04:00'
modified: '2026-06-19T10:21:30-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Nutshell, giving your team access to Exact Synergy data directly within Nutshell. 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 Nutshell, giving sales teams access to ERP customer, order, invoice and inventory data from inside Nutshell. With accurate ERP data in Nutshell, reps spend less time locating account details and more time managing customer relationships.

## What syncs

- Sync Exact Synergy Payments to Nutshell Account Records
- Access Exact Synergy Price Lists from Nutshell
- Sync Exact Synergy Credit Notes to Nutshell
- Import Nutshell Contacts as Exact Synergy Customer Contacts
- Connect Exact Synergy Quotes to Nutshell Leads
- Sync Exact Synergy Customers to Nutshell Companies

## Why Commercient

### Invoice and payment visibility

Surface Exact Synergy Invoices and Payments inside Nutshell so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

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

### Account health monitoring

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

### New customer onboarding

Connect Nutshell new Companies to Exact Synergy Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

## 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 Nutshell

Nutshell is a CRM and email marketing platform for B2B sales teams, managing contacts, companies, leads, pipelines and sales reporting.

## Frequently asked questions

### Can Exact Synergy Price Lists sync to Nutshell for sales quoting?

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

### Can Commercient support dashboards or reporting from Exact Synergy data in Nutshell?

Commercient can support surfacing Exact Synergy data inside Nutshell 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 Synergy and Nutshell integration scoped and implemented?

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

### Can Exact Synergy Sales Orders history sync to Nutshell account records?

Yes, Commercient can sync Exact Synergy Sales Orders history to Nutshell 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 Nutshell?

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.