Exact Online by Intodata Nederland Bv

exact online is an integrated cloud platform for accounting and crm, offering industry specific solutions for businesses integrating with make com enables automated workflows, streamlining financial, sales, and project management processes for enhanced efficiency and collaboration limited documentation we currently can't provide complete documentation for exact online because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from exact online and public sources to create detailed guides about 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 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 exact online modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create account set up a new user account by providing the necessary details this module allows you to quickly register a new account within the platform create address adds a new address to your account or specified contact create bank account create a bank account this module allows you to set up a new bank account within your system, making it easy to manage and track your financial transactions create contact adds a new contact to your chosen platform, allowing you to store and manage their details for future communication create direct debit mandate creates a new direct debit mandate, allowing you to set up authorization for collecting payments directly from a customer's bank account create invoices from sales orders generate invoices directly from your sales orders, making it easy to turn confirmed orders into professional invoices for your customers 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 entry 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, making it easy to customize each order to your needs create sales order line add a new item line to an existing sales order, specifying the product, quantity, and other details for that particular order create stock count creates a new stock count record, allowing you to track and manage the quantity of items in your inventory create subscription create a new subscription using preset fields you can map subscription lines either one by one or all together as an array, giving you flexibility in how you set up each line item delete account permanently removes a specific account from the system using its unique guid (globally unique identifier) delete contact delete a specific contact from your account using their unique guid (globally unique identifier) this module allows you to permanently remove the selected contact from your database delete sales invoice permanently removes a specific sales invoice from your system using its unique guid (globally unique identifier) this action deletes the selected invoice and cannot be undone 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 the invoice line you choose 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 subscription using its unique guid this module allows you to remove a specific subscription from your system by providing its unique identifier (guid) delete subscription line remove a specific subscription line from an existing subscription using its unique identifier (guid) get account retrieve detailed information about a specific account using its unique guid (globally unique identifier) this module allows you to access all the available data for that particular account get contact retrieve detailed information for a specific contact using their unique guid get current division retrieve the current division information associated with the authenticated api user this module lets you access details about which division the user currently belongs to get item retrieve a specific item using its unique guid this module allows you to fetch detailed information about a single item by providing its globally unique identifier (guid) get ratelimits retrieve the current api rate limits for your exact online account, broken down by each division this module helps you monitor how many api requests you can make, ensuring you stay within your allowed limits for each division get sales invoice retrieve a specific sales invoice using its unique guid this module allows you to find and view detailed information about a particular sales invoice by entering its unique identifier 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 in your system 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 them within your workflow list accounts bulk this module allows you to retrieve a list of multiple accounts at once using the bulk endpoint it's a great way to quickly access information about several accounts in a single operation, saving you time and effort compared to fetching them individually list addresses add multiple addresses at once this module lets you enter several addresses in a single step, making it easy to manage or process multiple locations together list contacts retrieves a list of contacts, allowing you to view multiple contact records 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 retrieve a list of multiple items, allowing you to view and manage several records at once this module is perfect for when you need to access, review, or process a collection of items from your connected app list items bulk the "list multiple items" module allows you to retrieve a batch of items at once from the bulk endpoint this is especially useful when you need to gather several records in a single operation, making it easier to manage and process large sets of data efficiently list sales invoices retrieves a list of sales invoices, showing key details for each invoice but not including the individual line items within them list sales invoices with invoice lines retrieve a list of sales invoices along with all 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 this module allows you to retrieve a list of sales orders from your system, providing details about each order, but it does not include the individual items (orderlines) within those orders list sales orders with order lines retrieve a list of sales orders along with their associated order lines to work with each order line individually in your scenario, use an iterator to break out the order lines into separate bundles list subscription types retrieve a list of all available subscription types, helping you see the different options users can subscribe to list subscriptions retrieves a list of all your subscriptions, but does not include the individual subscription line details 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 transform the subscription lines into separate bundles for further processing send or print invoice send or print a sales invoice document to your customers, making it easy to share or produce a physical copy of the invoice for record keeping or payment purposes universal delete a versatile delete module that lets you specify your own custom endpoint for deleting data universal get this module allows you to 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 one go universal post a versatile post module that lets you set up and connect to your own custom api endpoint, giving you the flexibility to send data exactly where you need it universal post v2 the universal post module lets you create a custom endpoint for sending data, giving you the flexibility to define exactly how your information is sent with version 2, you can also include array parameters, making it even easier to handle complex data structures universal put the universal put module lets you connect to any custom endpoint by specifying its details, allowing you to send data exactly where you need it universal put v2 the universal put module lets you send data to a custom endpoint of your choice with version 2, you can also include array parameters in your requests, giving you more flexibility when working with apis 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 referencing its guid update address update an address using its unique identifier (guid) this module allows you to modify the details of an existing address by specifying its guid, ensuring the correct address record is updated with your new information update contact update a specific contact’s details using their unique guid (globally unique identifier) this module allows you to modify information for an existing contact in your system by referencing their guid update sales invoice update a specific sales invoice by providing its unique guid this module allows you to modify the details of an existing sales invoice in your system update sales order update an existing sales order using its unique identifier (guid) this module lets you modify details of a specific sales order, such as customer information, order items, or status update subscription update an existing subscription using its unique guid this module allows you to modify the details of a specific subscription by providing its guid (globally unique identifier) 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 join discussions about exact online on make community visit exact online website access exact online help documentation view exact online api documentation visit exact online page on make help us improve this documentation have experience with exact online? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=exact%20online\&app slug=exact online\&app unique id=exact online dlew21 sharing your knowledge in the make community your feedback helps us create better documentation for everyone