1. Configure the Contact Sync

Here you can find the documenation for this:

2. Configure the Phone Companion 

Receive notifications on incoming calls and make outgoing calls using click to dial with the Phone Companion. 

For the installation of the PhoneCompanion please refer to our specialized website: https://phonecompanion.cloud

Configure your PhoneCompanion to display a link to the detail screen of a contact on an incoming call from a known phone number, and/or add a link to create a new contact in your CRM or other cloud application.

3. Specific information for Exact Online

This integration will sync contacts from your current Division. If you have multiple Divisions in Exact Online and you would like to sync contacts from all Divisions, please use the integration called “Exact Online - multiple divisions”.

4. Detail link for Phone Companion

Contact detail link:

https://start.exactonline.be/docs/CrmContactCard.aspx?_ID={from.remoteId}&_Division_={extras.exactonlinedivisionid}

Account detail link:

https://start.exactonline.be/docs/CRMAccountCard.aspx?AccountID={from.remoteId}&_Division_={extras.exactonlinedivisionid}

Add new contact link:

https://start.exactonline.be/docs/CrmContact.aspx?BCAction=0&_Division_={extras.exactonlinedivisionid}

If you only have one division in Exact Online, you can also replace {extras.exactonlinedivisionid} with your division id.

You can find your division id in the URL of Exact Online: