Match Debtors in Exact Online
How Debtor Matching Works
When Afosto synchronizes an order or customer to Exact, the system checks in several steps whether the debtor already exists in Exact. The following order is used:
Organization Number (Afosto ↔ Exact)
If the organization number in Afosto matches the one in Exact, this takes priority. The existing debtor in Exact will be linked and updated with the latest data from Afosto.
Organization Email Address
If the organization number is not found, Afosto checks the organization email address.
If this email address already exists in Exact, the debtor will be matched based on that email address.
Contact Person Email Address
If the organization email address is also not found, Afosto checks the email address of the contact person (the linked contact in Afosto).
If this email address exists in Exact, the debtor will be matched based on that address.
Create a New Debtor
If none of the above steps result in a match, a new debtor will automatically be created in Exact.
In this case, the basic data from Afosto will be used, such as:
- Organization name
- Address
- Contact person
- Email address.