Exact Online Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Exact Online connector.

Exact Online is a cloud-based business software for financial, project, and inventory management.

This topic describes how to authenticate to Exact Online and configure any necessary connection properties in the Exact Online connection connector.

Connection Configuration #

Each connection property available in the Exact Online connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

Client ID #

The client ID assigned when you register your application with an OAuth authorization server.

Client Secret #

The client secret assigned when you register your application with an OAuth authorization server.

Refresh Token #

The OAuth refresh token for the corresponding OAuth access token.

Region #

The region of the Exact Online server to which you are connecting.

Accepted entries are:

• Belgium

• Germany

• The Netherlands

• United Kingdom

• France

• United States.

Division #

The Division associated with the Exact Online administration.

You can determine the Divisions associated with your account by browsing to MyExactOnlineSite/api/v1/current/Me?$select=CurrentDivision.

The Exact Online site is determined by your Region. The value of the CurrentDivision element in the response contains the division code.

If you are unsure of your Division, you can leave the Division blank, and the connector sends a request to Exact Online to retrieve the default Division value for internal use.

After you connect, you can query the Division view to retrieve the Divisions associated with your account.

To access multiple divisions, set Division=All; the SchemaName is the value of division.

You can access the table as shown below:

select * from [12345].Accounts

Where, 12345 is the division value.

See the Getting Started chapter in the Exact Online developer documentation for more information on Exact Online sites.

Add Configuration: Additional properties can be added using this option as key-value pairs.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.