---
title: 'Exact Synergy + Veeva'
url: 'https://www.staging38.commercient.com/product/exact-synergy-veeva/'
date: '2026-06-19T10:21:39-04:00'
modified: '2026-06-19T10:21:40-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Veeva, giving your team access to Exact Synergy data directly within Veeva. 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 Veeva, giving sales teams access to ERP customer, order, invoice and inventory data from inside Veeva. Account managers can review open Exact Synergy Invoices and Sales Orders alongside Veeva deal activity to prioritise follow-ups and renewals.

## What syncs

- View Exact Synergy Inventory in Veeva
- Sync Exact Synergy Payments to Veeva Account Records
- Access Exact Synergy Price Lists from Veeva
- Sync Exact Synergy Credit Notes to Veeva
- Import Veeva Contacts as Exact Synergy Customer Contacts
- Connect Exact Synergy Quotes to Veeva Opportunities

## Why Commercient

### Deal-to-order workflow

Connect Veeva Opportunities back to Exact Synergy as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

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

### Quote-to-order workflow

Connect Veeva 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 Veeva so account managers can flag at-risk accounts and prioritise renewals based on financial history.

## 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 Veeva

Veeva CRM is a life sciences CRM platform for pharmaceutical and biotech sales teams, managing accounts, contacts, activities, events, samples and compliance data.

## Frequently asked questions

### Does Commercient support two-way sync between Exact Synergy and Veeva?

Commercient can support bidirectional sync between Exact Synergy and Veeva, 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 Veeva for sales quoting?

Yes, Commercient can sync Exact Synergy Price Lists to Veeva 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 Veeva?

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

Commercient scopes each integration project based on the customer's Exact Synergy and Veeva 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 Veeva account records?

Yes, Commercient can sync Exact Synergy Sales Orders history to Veeva Accounts 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.