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🛠 Preparation

Check if your account has analytical/cost axis enabled. For that, log into your Exact Online account, select the “Financial” tab and “Analysis & Results” (In the case of the account in the image below, there are two axes. Both cost centres and cost units are enabled).

⚡️ Connection

Step 1: Choose a name for your connection. Step 2: Define the analytical/cost axis to activate. Step 3: Click “Authorise” to finalise the connection.

✅ Authentication

You will be redirected to an Exact Online page to authenticate your account.
Exact Online refresh tokens expire after 30 days of inactivity. If your connection hasn’t been used to make requests within a month, the token will expire and you’ll receive a 401 authentication error with the message ‘The refresh token expired’. You’ll need to re-authenticate your connection by clicking “Authorise” again in the connection settings.

Configuration

Step 1: Select the company, folder, division you’d like to configure.
It is possible that you don’t find the company/division you want to connect in the dropdown menu. If this is the case, you need to adapt the allowed companies/divisions through the Exact Online interface:
  1. Open Exact Online “Import/Export” Settings
  1. Select “App permissions”
  1. Select the app you are trying to connect to Exact Online
  1. Go to the “Permitted companies” section. Here you can allow all current and future companies OR select “Manage companies” to only allow specific companies
Step 2: Click “Submit” to finalise the configuration.

❓ Troubleshooting

The entry’s date falls outside every financial year set up for this company in Exact Online.In Exact Online, create the financial year that contains this date, with its periods, then send the entry again.
The customer or supplier on this entry is inactive in Exact Online. The message says “client” for a sales entry and “supplier” for a purchase entry.In Exact Online, open the customer or supplier, make it active again, then send the entry again.