Accounting
Exact Online
General Information
Website: exact.com
Software type: Solution as a Software (Saas)
Geography: 🇧🇪Belgium, 🇳🇱Netherlands
Introduction
Exact Online is a business software that provides a range of tools for small and medium-sized enterprises to manage their finances, accounting, inventory, and project management. Deliver the Exact integration your customer wants in no time.
Configure Exact Online
Prerequisite(s) You will have to get listed as an Exact Online partner to collect partner account keys to configure the connector on your account. To do so, you will need to:
- Create an Exact Online partner account, with an OAuth2 application.
- Configure your partner account
- Submit your application for Exact Online’s approval
Process
- Create your Exact Online account:
Link for a Belgium account
Link for a French account
- Set up your Oauth2 application by going to your Exact Online account → “Partners” section in the menu → “Exact Online App Store” (In the section “Manage my applications”)
- Create a new application by clicking on “+”
- Enter the name of your APP to be displayed in Exact Online’s Marketplace
- Enter the redirect URL (Chift): https://chift.app/oauth2/redirect
- Make sure you tick all the below configurations of you app
- Wait for Exact Online’s approval of your application - this may take a few days.
- Go to your account, connectors menu and activate Exact Online in one click. Then, you will be asked to provide your Exact Online client ID & secret.
Test Exact Online
To test the software integration, you can use the partner account you created during the configuration process.
- Once the testing is done, you need to get the approval of Exact Online to use the integration (your app) with external clients. Once your app is approved, external clients will be able to use the integration.
Connect Exact Online
To activate a connexion with Exact Online, users will have to go through the following steps.
- French article: Help Center - Exact Online - FR
- English article: Help Center - Exact Online - EN
Exact Online BE coverage
/chart-of-accounts/balance Live
/analytic-account-lines/account/{analytic_account_id} Live
/attachments Live
/outstandings Live
/bookyears Live
/matching-multiple Live
/financial-entries Live
/folders Live
/analytic-accounts Live
/analytic-accounts/multi-analytic-plans/{analytic_plan} Live
/clients Live
/analytic-accounts/{analytic_account_id} Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/invoices/{invoice_id} Live
/invoices/type/{invoice_type} Live
/analytic-accounts Live
/analytic-accounts/{analytic_account_id} Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/multi-analytic-plans Live
/analytic-plans Live
/clients/{client_id} Live
/clients Live
/journal/entries Live
/vat-codes Live
/clients/{client_id} Live
/invoices/pdf/{invoice_id} Live
/invoices Live
/suppliers Live
/invoices/id/{invoice_id}/payments Live
/suppliers/{supplier_id} Live
/suppliers Live
/suppliers/{supplier_id} Live
/chart-of-accounts Live
/miscellaneous-operation Live
/journals Live
/miscellaneous-operation Live
/miscellaneous-operation/{operation_id} Live
/matching Live
/invoices/multi-analytic-plans On request
/invoices/type/ On request
/invoices/multi-analytic-plans/ On request
/invoices/multi-analytic-plans/type/ On request
/journal/entries On request
/journal/entries On request
/journal/entries/multi-analytic-plans On request
/journal/entries/ On request
/journal-entries On request
/miscellaneous-operation On request
/employees On request
/financial-entry On request