Exact Online by Maxmel Tech

exact provides integrated cloud and on premise business software for smes, covering finance, erp, hrm, crm, and more integrating with make com enables automated workflows, real time data sync, and streamlined business processes across accounting, operations, and management systems 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 j4tk3e requirements to use the exact online app in make, you must have an active exact online account and either a developer subscription to register/manage apps or have the customer register the app to obtain an api key and secret, 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 generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes (permissions) for the data you wish to access 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 j4tk3e 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 user account, allowing you to access and use the platform’s features create contact adds a new contact to your account, allowing you to store and manage their information for future communication create item adds a new item to your selected board or list, letting you specify its details such as name, description, and other relevant fields create sales invoice generates a new sales invoice, allowing you to bill your customers for products or services provided delete account permanently removes a specific account from your system using its unique id this action deletes all associated data for that account delete contact permanently removes a specific contact from your system using their unique id delete item remove a specific item from your collection by providing its unique id this module permanently deletes the selected item delete sales invoice remove a specific sales invoice from your records by providing its unique id get account retrieves detailed information about a specific account using its unique id this module helps you quickly access all available data for one particular account get contact retrieves detailed information about a specific contact using their unique id get item retrieve a specific item by its unique id this module lets you quickly find and access detailed information about a particular item in your system get sales invoice retrieve a specific sales invoice by its unique id, allowing you to view all the details and information related to that particular invoice list accounts retrieves and displays a list of all your connected accounts, allowing you to view details for each one list contacts retrieves a list of multiple contacts from your account, allowing you to view details for several contacts at once list items this module lets you retrieve a list of multiple items from your selected app, making it easy to gather and work with several records or entries at once list sales invoice retrieves a list of sales invoices from your account, allowing you to view and manage all your issued sales invoices in one place make an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform actions not covered by the standard modules update account update an account by id this module lets you modify the details of a specific account by entering its unique id you can update fields such as the account name, contact information, or other relevant data as needed update contact update a specific contact’s details using their unique id this module lets you modify information such as name, email, phone number, or other fields for an existing contact in your system update item update an item by id this module allows you to modify the details of a specific item in your system by using its unique id you can update fields such as name, description, status, or any other property associated with the item update sales invoice modify the details of an existing sales invoice, such as updating customer information, invoice items, or payment terms 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