> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chift.eu/llms.txt
> Use this file to discover all available pages before exploring further.

# Exact Online BE

# **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).

<img src="https://mintcdn.com/chift/U3w_2-2HA3dqCvqF/images/help/exact-online-be/exact-online-be-1.png?fit=max&auto=format&n=U3w_2-2HA3dqCvqF&q=85&s=17db95ae10fe11f6c3a97ec0b0155266" alt="Screenshot 2025-08-19 at 10.55.32.png" width="1600" height="975" data-path="images/help/exact-online-be/exact-online-be-1.png" />

# CONNECTION

**Step 1:** Choose a name for your connection.

<img src="https://mintcdn.com/chift/U3w_2-2HA3dqCvqF/images/help/exact-online-be/exact-online-be-2.png?fit=max&auto=format&n=U3w_2-2HA3dqCvqF&q=85&s=6c12c2cf70836d174c76a23b9557a6e6" alt="" width="477" height="93" data-path="images/help/exact-online-be/exact-online-be-2.png" />

**Step 2:** Define the analytical/cost axis to activate.

<img src="https://mintcdn.com/chift/U3w_2-2HA3dqCvqF/images/help/exact-online-be/exact-online-be-3.png?fit=max&auto=format&n=U3w_2-2HA3dqCvqF&q=85&s=23b386d30ec9e0ae757e3ce0e0d2d184" alt="" width="479" height="101" data-path="images/help/exact-online-be/exact-online-be-3.png" />

**Step 3:** Click "Authorise" to finalise the connection

<img src="https://mintcdn.com/chift/U3w_2-2HA3dqCvqF/images/help/exact-online-be/exact-online-be-4.png?fit=max&auto=format&n=U3w_2-2HA3dqCvqF&q=85&s=9275885ac34d3efc1eb4af1ca1b8aa53" alt="" width="118" height="47" data-path="images/help/exact-online-be/exact-online-be-4.png" />

# AUTHENTICATION

You will be redirected to an Exact Online page to authenticate your account

**Important:** 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.

<img src="https://mintcdn.com/chift/U3w_2-2HA3dqCvqF/images/help/exact-online-be/exact-online-be-5.png?fit=max&auto=format&n=U3w_2-2HA3dqCvqF&q=85&s=1fb32d35d0316574a0ba13c0841bd580" alt="Screenshot 2025-08-19 at 11.02.17.png" width="1600" height="725" data-path="images/help/exact-online-be/exact-online-be-5.png" />

# CONFIGURATION

**Step 1:** Select the company, folder, division you'd like to configure.

<img src="https://mintcdn.com/chift/U3w_2-2HA3dqCvqF/images/help/exact-online-be/exact-online-be-6.png?fit=max&auto=format&n=U3w_2-2HA3dqCvqF&q=85&s=b48bdec120cc0f43e9df98e74e09fc2f" alt="" width="475" height="71" data-path="images/help/exact-online-be/exact-online-be-6.png" />

**ATTENTION**: 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

<img src="https://mintcdn.com/chift/U3w_2-2HA3dqCvqF/images/help/exact-online-be/exact-online-be-7.png?fit=max&auto=format&n=U3w_2-2HA3dqCvqF&q=85&s=e6edd727d1f4279d8f8a76d5773d088a" alt="1.png" width="1600" height="681" data-path="images/help/exact-online-be/exact-online-be-7.png" />

2. Select "App permissions"

<img src="https://mintcdn.com/chift/U3w_2-2HA3dqCvqF/images/help/exact-online-be/exact-online-be-8.png?fit=max&auto=format&n=U3w_2-2HA3dqCvqF&q=85&s=d2074d7cc7e762165c7a659d57280cbb" alt="2.png" width="1600" height="605" data-path="images/help/exact-online-be/exact-online-be-8.png" />

3. Select the app you are trying to connect to Exact Online

<img src="https://mintcdn.com/chift/U3w_2-2HA3dqCvqF/images/help/exact-online-be/exact-online-be-9.png?fit=max&auto=format&n=U3w_2-2HA3dqCvqF&q=85&s=3387e1aead8c8beadf125d672549cd59" alt="3.png" width="1600" height="762" data-path="images/help/exact-online-be/exact-online-be-9.png" />

4. Go to the "Permitted companies" section. Here you can allow all current and future companies OR select "Manage companies" to only allow specific companies

<img src="https://mintcdn.com/chift/U3w_2-2HA3dqCvqF/images/help/exact-online-be/exact-online-be-10.png?fit=max&auto=format&n=U3w_2-2HA3dqCvqF&q=85&s=99fab399d0574c83aeb0570118f9d929" alt="4.png" width="1600" height="483" data-path="images/help/exact-online-be/exact-online-be-10.png" />

**Step 2:** Click "Submit" to finalise the configuration.

<img src="https://mintcdn.com/chift/U3w_2-2HA3dqCvqF/images/help/exact-online-be/exact-online-be-11.png?fit=max&auto=format&n=U3w_2-2HA3dqCvqF&q=85&s=3179dbfa9a88e46d2b91f20af7a6e79c" alt="" width="167" height="78" data-path="images/help/exact-online-be/exact-online-be-11.png" />
