Deal won in Pipedrive but no invoice in Exact
CRM-to-bookkeeping often runs via Zapier or a native integration. Missing fields (VAT, project) silently break creation.
support/boekhouding-koppelingen/pipedrive-naar-exact-crmsteps: 4
Try this first
- Open the Zapier task history or integration log for the error
- Verify the Pipedrive client has an organisation, not just a person
- Fill required fields in the integration mapping (VAT, billing address, payment terms)
- Test with a dummy deal that the flow works again
When to bring us in
If every deal requires manual rebooking, reconsider the integration or move to a direct API.
See also
- Switching from Exact Online to Yuki, open items and history do not matchPackage migrations stumble on ledger mapping and open AR/AP. Without a mapping table you lose context.
- Twinfield to Exact, dimensions and cost centres go missingTwinfield uses dimensions, Exact uses cost centres and projects. The mapping is not one-to-one.
- Accountant asks for RGS mapping, your ledger does not follow RGSRGS is the Dutch standard chart that SBR filings and accountant software expect. Without mapping, every year-end is manual.
None of the above fits?
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Or skip the DIY entirely
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