Exact Online by Intodata Nederland Bv

exact online is an integrated cloud platform offering accounting, crm, and industry specific modules for smes, providing real time business insights integrating with make com enables seamless automation of financial, sales, and project workflows, boosting efficiency and data accuracy for users this is ai generated content based on official exact online documentation the content may still contain errors—please verify important information if you have questions, contact https //www exact com/uk/software/exact online directly how to get support on exact online exact online is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=exact%20online\&app slug=exact online\&app unique id=exact online dlew21 requirements to use the exact online app in make, you must have an active exact online account and appropriate api credentials, https //www exact com/uk/software/exact online app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/exact online/ click the install button follow the on screen instructions to complete the setup connect exact online and {{product name}} to get started, you must first create a connection between exact online and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to register your application to obtain the necessary credentials for oauth2 0 authentication login to your exact online account using your credentials navigate to the section for registering a new application register your application by providing the required information such as application name and redirect uri after registration, locate and note the generated client id and client secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=exact%20online\&app slug=exact online\&app unique id=exact online dlew21 create the connection in {{product name}} https //www make com/en/register , add the exact online module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your exact online or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page exact online modules after connecting to the exact online app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create account set up a new user account, allowing you to access and use the features and services provided by the platform create address adds a new address to your account or specified contact create bank account creates a new bank account in your system, allowing you to securely store and manage account details for future financial transactions create contact adds a new contact to your chosen service, allowing you to store and manage their details for future communication create direct debit mandate set up a new direct debit mandate, allowing you to authorize payments to be collected automatically from your account create invoices from sales orders generate invoices directly from your sales orders, making it easy to turn confirmed orders into official billing documents create sales invoice create a sales invoice by filling in specific fields you can map each invoice line separately or add multiple lines at once as an array, giving you flexibility in how you build your invoice create sales invoice line adds a new line item to an existing sales invoice, allowing you to specify details such as the product, quantity, and price for that particular invoice create sales order create a sales order by filling in specific fields you can add order lines either one by one or all together as an array, giving you flexibility in how you set up your sales order details create sales order line add a new line item to an existing sales order, specifying the details of a single product or service being sold create stock count creates a new stock count record, allowing you to track and manage the quantity of items in your inventory create subscription creates a new subscription using preset fields you can add subscription lines either one by one or as a group (array), giving you flexibility in how you set up each subscription delete account permanently removes a specific account from your system using its unique guid (globally unique identifier) delete contact permanently removes a specific contact from your account using their unique guid (globally unique identifier) delete sales invoice delete a specific sales invoice using its unique guid this module allows you to permanently remove a particular sales invoice from your records by specifying its unique identifier delete sales invoice line remove a specific sales invoice line from a sales invoice using its unique identifier (guid) this module helps you precisely delete an individual line item from an existing sales invoice delete sales order permanently removes a specific sales order from your system using its unique guid (globally unique identifier) delete sales order line remove a specific sales order line from a sales order using its unique identifier (guid) this module helps you precisely delete the exact line item you no longer need from your sales order delete subscription delete a specific subscription using its unique guid (globally unique identifier) this module allows you to permanently remove a subscription from your system by specifying its guid delete subscription line remove a specific subscription line from an existing subscription using its unique identifier (guid) this module helps you manage your subscriptions by allowing you to delete individual lines as needed get account retrieve detailed information for a specific account using its unique guid get contact retrieve detailed information about a specific contact using their unique guid (globally unique identifier) this module allows you to access all available details for a particular contact in your system get current division retrieve information about the division that the current api user belongs to get item retrieve a specific item using its unique guid (globally unique identifier) this module allows you to fetch detailed information about one particular item based on the guid you provide get ratelimits retrieve the current api rate limits for your exact online account, broken down by each division this helps you monitor how many api requests you can make within a given timeframe for each division in your organization get sales invoice retrieve a specific sales invoice using its unique guid, allowing you to access all the details of that particular invoice get sales order retrieve detailed information about a specific sales order using its unique guid this module allows you to access all the details of a particular sales order for review or further processing get subscription retrieve detailed information about a specific subscription using its unique guid list accounts retrieves a list of all your accounts, allowing you to view and manage the details of each account connected to your service list accounts bulk the "list multiple accounts" module allows you to retrieve a batch of account records at once using the bulk endpoint this is especially useful when you need to access information for several accounts in a single operation, saving time and simplifying your workflow list addresses add multiple addresses to your list at once with this module it allows you to input several addresses in a single step, making it easier to manage and organize your address data efficiently list contacts retrieve a list of multiple contacts from your account, allowing you to view details for several contacts at once list contacts bulk retrieves a list of multiple contacts at once using the bulk endpoint, making it easy to manage and review several contacts in a single operation list items retrieves a list of multiple items, allowing you to view and manage several entries at once this module is great for pulling batches of data, such as contacts, orders, or tasks, so you can work with them all together list items bulk retrieve multiple items at once using the bulk endpoint this module allows you to efficiently fetch a list of items in a single operation, saving time compared to retrieving them individually list sales invoices returns a list of sales invoices, showing key details for each invoice but not including the individual invoice line items list sales invoices with invoice lines retrieve a list of sales invoices along with their associated invoice lines to work with each invoice line individually in your scenario, use an iterator module to break out the invoice lines from each invoice into separate bundles list sales orders retrieve a list of sales orders from your system, showing details about each order but not including the individual order line items list sales orders with order lines retrieve a list of sales orders along with their detailed order lines to work with each individual order line separately in your scenario, use an iterator module to break out the order lines into individual bundles list subscription types the "list subscription types" module retrieves a detailed list of all available subscription types from your connected app or service this helps you see the different subscription options your users can choose from, making it easier to manage or automate subscription related tasks list subscriptions retrieve a list of all your subscriptions, without including the details of their individual subscription lines list subscriptions with subscription lines this module retrieves a list of subscriptions along with their associated subscription lines to work with each subscription line individually, you can use an iterator to transform the subscription lines into separate bundles, making it easier to process them one by one in your scenario send or print invoice send or print a sales invoice document to your customer, making it easy to share or generate a physical copy of the invoice directly from your workflow universal delete a versatile delete module that lets you specify your own custom endpoint for deleting data universal get this module lets you perform a get request to any custom api endpoint you specify it also supports pagination, making it easy to retrieve data from multiple pages in a single workflow universal post a versatile post module that lets you create and define your own custom api endpoint, allowing you to send data exactly where you need it universal post v2 the universal post module lets you create your own custom endpoint for sending data with version 2, you can also include array parameters, making it easier to handle multiple values in your requests universal put the universal put module lets you specify your own custom endpoint, allowing you to send data to any api that supports the put method this gives you flexibility to update resources exactly where you need, even if there isn’t a pre built module for that service universal put v2 the universal put module lets you connect to any custom endpoint of your choice, giving you the flexibility to send data wherever you need with version 2, you can also include array parameters in your requests, making it even easier to handle complex data structures update account update an existing account using its unique guid (globally unique identifier) this module lets you modify the details of a specific account by providing its guid, ensuring you update exactly the right record update address update an address using its unique guid this module allows you to modify the details of a specific address by providing its unique identifier (guid) update contact update a contact by guid this module allows you to update the details of an existing contact using their unique guid (globally unique identifier) you can modify specific fields of the contact’s profile, such as their name, email address, or other information, ensuring your contact records stay accurate and up to date update sales invoice update a specific sales invoice using its unique guid this module lets you modify the details of an existing sales invoice, such as customer information, line items, or payment terms update sales order update the details of a specific sales order using its unique guid this module allows you to modify information such as order status, items, or customer details for an existing sales order update subscription update a subscription using its unique guid this module lets you modify the details of an existing subscription by specifying its unique identifier (guid) templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} exact online resources you can have access to more resources related to this app on the following links https //community make com/search?q=exact%20online https //www exact com/uk/software/exact online https //support exactonline com/community/s/knowledge base#all all hno content resources eol files homeexactonlinehelpcentre https //start exactonline nl/docs/hlprestapiresources aspx?sourceaction=10 https //www make com/en/integrations/exact online