Exact Online by Intodata Nederland Bv

exact online is a cloud based business software suite offering accounting, erp, and crm solutions integrating it with make com enables automated workflows, streamlining financial, sales, and operational processes for improved efficiency and real time data synchronization 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 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 with api access permissions and an application registered for api authentication, 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 retrieve the access and refresh tokens using the embedded oauth app or by creating your own oauth app if you want to configure authentication or limit data scope open the connection string builder for the exact online connector click in the value column of the initiate oauth property and select getandrefresh click test connection to open a browser window for authentication log in to your exact online application and grant access close the authorization successful message that appears after granting access return to the connection string builder dialog and confirm the test connection successful message click copy to clipboard to obtain the connection string containing the retrieved credentials persist oauthaccesstoken and persist oauthrefreshtoken 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 user account by providing the necessary details—this module helps you create an account within the connected service create address adds a new address to your account create bank account creates a new bank account by collecting the necessary details and adding it to your system create contact add a new contact to your account by entering their details create direct debit mandate set up a new direct debit mandate, allowing you to securely 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 generate a new sales invoice by filling in specific fields you can map each invoice line separately or provide them all together as an array, giving you flexibility in how you structure your invoice details create sales invoice line add a new line item to an existing sales invoice, allowing you to specify details such as products, quantities, and prices directly within the invoice create sales order create a sales order by filling in specific fields you can add order lines either one at a time or by mapping an entire list, giving you flexibility in how you build your order create sales order line add a new item to an existing sales order by creating a single sales order line this lets you specify product details, quantity, and pricing for that particular order create stock count initiate a new stock count to keep track of your inventory levels this module allows you to start a stock taking 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 the subscription lines one by one or all at once as an array, giving you flexibility in how you set up each subscription delete account permanently removes a specific account from the system using its unique guid (globally unique identifier) delete contact delete a specific contact using their unique guid (globally unique identifier) this module allows you to permanently remove a contact from your system by specifying their guid delete sales invoice delete a specific sales invoice using its unique identifier (guid) this module allows you to permanently remove a particular sales invoice from your records by specifying its 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 the invoice line you no longer need from your sales invoice delete sales order permanently removes a specific sales order from your system using its unique identifier (guid) 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 permanently removes a specific subscription from your account using its unique guid (globally unique identifier) this action deletes the selected subscription and cannot be undone delete subscription line remove a specific subscription line from a subscription using its unique guid this module helps you manage your subscriptions by allowing you to delete individual lines as needed get account retrieve detailed information about a specific account using its unique guid get contact retrieve detailed information for a specific contact using their unique guid this module allows you to access all available data for that particular contact get current division retrieve detailed information about the current division associated with the api user get item retrieve a specific item using its unique guid (globally unique identifier) this module allows you to quickly find and access detailed information about one particular item based on its guid 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 your allowed limits get sales invoice retrieve detailed information for a specific sales invoice using its unique guid 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 particular sales order for review or further processing get subscription retrieve detailed information about a specific subscription using its unique guid this module allows you to access all the details related to that particular subscription list accounts retrieves a list of all your accounts, allowing you to view and manage multiple accounts at once list accounts bulk retrieve a list of multiple accounts at once using the bulk endpoint this module allows you to efficiently gather details for several accounts in a single operation list addresses add multiple addresses at once this module allows you to input a list of different addresses in a single step, making it easy to manage or process several locations simultaneously list contacts retrieve a list of multiple contacts from your account, allowing you to view details for each contact list contacts bulk retrieve a list of multiple contacts at once using the bulk endpoint this module allows you to efficiently fetch details for several contacts in a single operation, making it easier to manage and review contact information in bulk list items retrieves a list of multiple items, allowing you to view and work with several records at once 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 retrieves a list of sales invoices, providing details about each invoice but not including the individual line items within those invoices list sales invoices with invoice lines retrieve a list of sales invoices along with their associated invoice lines then, use an iterator module to break out each invoice line into separate bundles for easier processing in your scenario list sales orders retrieve a list of sales orders without including the details of their individual order lines this module gives you an overview of sales orders, showing key information about each order, but leaves out the specific items or products within those orders 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 into individual bundles, making it easier to process each line separately in your scenario list subscription types retrieves a detailed list of all available subscription types, helping you see the different kinds of subscriptions you can manage or choose from list subscriptions returns a list of all your subscriptions, but does not include the individual subscription line items in the results 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 convert the subscription lines into separate bundles send or print invoice generate and send, or print, a detailed sales invoice document for your transactions universal delete a versatile delete module that allows you to specify a custom endpoint, enabling you to remove data from any api of your choice universal get this versatile get module lets you connect 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 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 set up a custom endpoint to send data wherever you need with version 2, you can also include array parameters, giving you even more flexibility in how you structure your requests universal put a versatile put module that lets you specify your own custom api endpoint, allowing you to send data exactly where you need it 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 handling different types of data update account update the details of an existing account using its unique guid (globally unique identifier) this module allows you to modify specific information for a selected account update address update an address using its unique identifier (guid) this module allows you to modify the details of a specific address by providing its guid, ensuring the correct address record is updated in your system update contact update the details of an existing contact using their unique guid (globally unique identifier) this module allows you to modify specific information for a contact already stored in your system update sales invoice update a specific sales invoice using its unique guid this module allows you to modify the details of an existing sales invoice, such as customer information, line items, amounts, or other relevant fields update sales order update the details of an existing sales order using its unique guid this module lets you modify information such as customer details, order items, or status for a specific sales order update subscription update the details of a specific subscription using its unique guid (globally unique identifier) this module lets you modify existing subscription information to keep your records up to date 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