Exact Online is a cloud-based accounting software from Exact a Dutch software company. It is used in the Netherlands and other European countries.
Using the Exact Online integration it is possible to extract General Ledger Account transactions from Exact Online into the Actuals platform.
Prerequisites
- An Exact Online user account having rights to access the required Exact Online administrations (also known as Divisions in Exact).
- Know in which region your Exact Online account is hosted. Most commonly this is NL. You can find your hosting region using this documentation provided by Exact Online: Exact Online - Determine hosting region
Authentication
Actuals uses the by Exact Online provided user consent flow (known as OAuth2) to allow Actuals to retrieve data from the customers Exact Online administration on behalf of the customer.
- To start the user consent flow navigate to:
- For Netherlands (NL): Actuals - Exact Online Authentication (NL)
- For Germany (DE): Actuals - Exact Online Authentication (DE)
- Enter your Exact Online credentials (if you are already signed in to Exact this step might not be required
- Select the companies you want to grant Actuals rights to, accept the terms and conditions and hit Allow
- If the connection is created successfully you should see this screen. If not, please contact your Actuals implementation consultant for support.
Please inform your implementation consultant once you successfully created the connection.