Exact Online by Intodata Nederland Bv

exact online is a cloud based platform for small to mid sized businesses, offering accounting, crm, and industry specific solutions integrating with make com enables automated workflows for finance, sales, and operations, streamlining business processes and improving efficiency 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 exact online support 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 register your application to obtain api credentials, create your account on exact online app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 login to your exact online environment using your credentials navigate to the section for managing apps, typically found under partners, then exact app store, and then my apps beheren click on the plus (+) icon to register a new application fill in the required application details and specify the necessary permissions (scopes) for your integration after registration, note the generated api key and api 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}} log in in your make account , 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 connect an application 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 account by providing the necessary details this module helps you create a fresh user account within the system create address creates a new address by adding the specified address details to your system create bank account creates a new bank account in your system, allowing you to securely store and manage account details for future transactions create contact adds a new contact to your account with the details you provide create direct debit mandate set up a new direct debit mandate, allowing you to authorize and manage automatic payments from a customer’s bank account create invoices from sales orders generate detailed invoices directly from your sales orders, making it easy to bill your customers based on their purchases create sales invoice create a sales invoice by filling in specific fields you can add invoice line items one by one or map them all 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 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 one by one or map them all at once as an array, making it easy to customize each order to your needs create sales order line adds a new line item to an existing sales order, allowing you to specify details such as the product, quantity, and price for that particular item create stock count initiate a new stock count to keep track of your inventory levels this module lets you start a stock count process, helping you monitor and manage the quantity of items you have on hand create subscription creates a new subscription using preset fields you can map subscription lines either one by one or as a whole 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 delete a contact using its unique guid (globally unique identifier) this module permanently removes the specified contact from your system based on the provided guid delete sales invoice permanently removes a specific sales invoice from your account using its unique identifier (guid) 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 manage your sales orders by allowing you to delete individual line items as needed 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 allows you to precisely delete a particular item or service from a subscription get account retrieve detailed information about a specific account by providing its unique guid (globally unique identifier) this module allows you to access all available details for that particular account get contact retrieve detailed information for a specific contact using their unique guid this module allows you to access all the available data for an individual contact by providing their unique identifier get current division retrieve detailed information about the current division associated with your api user account 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 and manage your integration usage more effectively get sales invoice retrieve detailed information for a specific sales invoice using its unique guid (globally unique identifier) this module allows you to access all the details of a particular sales invoice in your system get sales order retrieve detailed information about a specific sales order using its unique guid this module allows you to access all the key details of a single 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 connected accounts, allowing you to view and manage each one easily list accounts bulk this module allows you to retrieve a list of multiple accounts at once using the bulk endpoint it’s a convenient way to access information about several accounts in a single operation, saving you time compared to fetching them individually list addresses add multiple addresses at once with this module it allows you to input and store several addresses in your system in a single step, making it easier to manage bulk address data efficiently list contacts retrieves a list of multiple contacts, allowing you to view details for several contacts at once list contacts bulk retrieve a list of multiple contacts at once using the bulk endpoint this module allows you to efficiently fetch detailed information for several contacts in a single operation, making it easier to manage and review large sets of contact data list items retrieves a list of multiple items, allowing you to view and manage several entries at once list items bulk the "list multiple items" module lets you retrieve a batch of items at once using the bulk endpoint this means you can efficiently pull several records in a single operation, saving time and streamlining your workflow list sales invoices retrieve a list of sales invoices without including their individual invoice line details 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, showing all their main details but without including the individual order line items list sales orders with order lines retrieve a list of sales orders along with their associated order lines use an iterator to break out each order line, so you can process them individually as separate bundles list subscription types retrieves a detailed list of all available subscription types, helping you see which subscription options are currently offered list subscriptions this module lets you retrieve a list of subscriptions, but it does not include the individual subscription line details it’s perfect for when you want an overview of all subscriptions without the extra information about each line item list subscriptions with subscription lines retrieve a list of subscriptions along with their associated subscription lines to work with each subscription line individually, use an iterator module to break out the subscription lines into separate bundles for further processing send or print invoice generate and send a detailed sales invoice document to your customer, or print it for your records universal delete a versatile delete module that lets you specify your own custom endpoint, allowing you to remove data from any service by defining the exact url and parameters you need universal get this versatile get module lets you connect to any custom api endpoint of your choice it also supports pagination, making it easy to retrieve large sets of data across multiple pages universal post a versatile post module that lets you create and configure 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 a custom endpoint to send data wherever you need with version 2, you can also include array parameters, making it even more flexible for handling complex data structures universal put the universal put module lets you specify your own custom endpoint, allowing you to send data to any web service that supports the put method universal put v2 the universal put module lets you send data to any custom endpoint you specify with version 2, you can also include array parameters in your requests, making it even more flexible for your needs update account update an account using its unique guid this module allows you to modify the details of a specific account by providing its unique identifier (guid) update address update an address using its unique guid this module allows you to modify the details of a specific address by referencing its unique identifier (guid) update contact update an existing contact’s details using their unique guid (globally unique identifier) this module lets you modify specific information for a contact already in your system by referencing their guid update sales invoice update a specific sales invoice using its unique guid this module lets you modify details of an existing sales invoice, such as customer information, invoice items, or payment terms update sales order update the details of an existing sales order using its unique guid this module lets you modify information such as order items, quantities, or other relevant fields for a specific sales order update subscription update a subscription using its unique guid this module allows you to modify the details of an existing subscription by specifying its unique identifier (guid) templates you can look for more templates in make's template gallery , 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 exact online topics on make community exact online website exact online documentation exact online api documentation exact online page on make