FreeAgent CRM Telephony Integration - XINIX
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Exact Online CRM Integration

Exact Online CRM Integration

With accounting and CRM in 1, Exact Online is the basis of every healthy company. We also have integrated packages for SMEs in production, trade and business services.

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Exact Online

Integration today.

System Characteristics

Application Information:

Manufacturer: Exact
Application: Exact Online
Market: Finance/Insurance

Other Information:

Operating System: Windows
Installation Options: Mandatory remote installation required.
Product: Go Integrator sipdesk

Integration Type

Client Add-in

Add-in Classification

Standard

Product/License Type

CRM

Supported Features (related to latest supported release)
Address book search
Caller details preview
Manual screen pop:
Click to dial via Sipdesk Integrator:
Additional features:
Click to dial via Go Integrator:
Auto Screen Pop
Manual call activity logging:
Add contact:
Integration with Notes:

Notes / Advisories

Requires the user to be registered as an Exact Online App Centre Partner – https://support.exactonline.com/community/s/knowledge-base#All-All-DNO-Reference-appcenter-eol-appcenter-dev-task-becomepartner.  Each user must use their own Exact Online login credentials within the Add-in.In newer versions of the integration, we now use Exact’s “Sync API”. You can set the sync interval locally, with each sync only getting the changed/deleted records, reducing the amount of API Calls considerably.2 Factor Authentication is supported

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

References

  1. Exact Online (Product Website)
  2. Exact (Manufacturer Website)

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