Exact Online by Maxmel Tech

exact provides integrated business software for smes, covering finance, erp, hrm, and crm, enabling real time data and automation integrating with make com allows users to automate workflows and synchronize business processes across multiple platforms efficiently 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 //exactonline com/ 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 appropriate api credentials, https //exactonline com/ 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 oauth authorization code grant,oauth implicit grant,scraping oauth authorization code grant instructions you need to generate your oauth client credentials login to your platform using your credentials navigate to the section for registering or managing api applications register a new application for api access specify the required permissions and redirect uris for your application after registration, locate and note the generated client id and client secret oauth implicit grant instructions you need to register your application and retrieve the oauth credentials login to your exact online platform using your credentials navigate to the section for application registration or developer portal register a new application for oauth access select oauth implicit grant flow as the authentication method specify the required permissions or scopes for your application after registration, note the generated client id specify or note the redirect uri that will be used for the oauth implicit grant flow scraping instructions authentication using scraping is possible, for instance for non browser logins from a console application, but is highly discouraged and might be obsoleted without further notice ensure you are logged in to the exact online platform with your user credentials prepare the username and password associated with your exact online account if multi factor authentication (mfa) is enabled, obtain the mfa verification code (also known as totp) required for login 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}} 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 with this module, allowing you to register and store user details for future access create contact adds a new contact to your chosen platform, allowing you to store and manage their details for future communication create item adds a new item to your selected board or list specify the details you want to include, and the module will create the item with your provided information create sales invoice generates a new sales invoice, allowing you to record and manage customer billing details efficiently 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 removes a specific contact from your account using their unique id this module helps you permanently delete the contact you select delete item remove a specific item from your collection by entering its unique id delete sales invoice permanently remove a specific sales invoice from your records by providing its unique id get account retrieve details of a specific account using its id this module allows you to fetch and view detailed information about a particular account by entering its unique id get contact retrieve details of a specific contact using their id get item retrieves detailed information about a specific item using its unique id this module is perfect when you need to access all the details for one particular item in your system get sales invoice retrieve detailed information about a specific sales invoice by entering its unique id this module allows you to access all the data related to that particular sales invoice list accounts retrieves a list of all your connected accounts, allowing you to view and manage multiple accounts within the module list contacts retrieves a list of multiple contacts from your account, allowing you to view details for each contact list items the “list multiple items” module lets you retrieve several items from your selected app at once this is especially useful when you want to gather a batch of records—like contacts, orders, or tasks—instead of handling them one by one list sales invoice retrieves a list of sales invoices, allowing you to view and manage all the invoices that have been issued to your customers make an api call allows you to make a custom api request to the connected service using your own parameters and settings, giving you flexibility to access features or endpoints not covered by the standard modules update account update an account by id this module allows you to modify the details of an existing account by specifying its unique id you can update fields such as the account name, contact information, or any other relevant account data update contact update an existing contact’s details using their unique id this module lets you modify specific information for a contact already in your system update item update an item by id this module lets you modify the details of a specific item in your system by using its unique id simply provide the id and the new information you want to update, and the module will take care of making the changes for you 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 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 //exactonline com/ 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