Exact Online + Konnectify
Exact Online Integration with Konnectify
Automate your financial administration by seamlessly creating, updating, and syncing sales and purchase invoices across your business applications.
Sales Invoices Purchase Invoices 1 Trigger 11 Actions
What is Exact Online?
Exact Online is a cloud-based ERP and accounting solution designed to streamline financial administration, inventory management, and business operations. Connecting Exact Online to Konnectify lets you automate your billing, expense tracking, and line-item management across your entire tech stack, eliminating manual data entry and keeping your ledger accurate.
New to Exact Online?Manage your financial administration and accounting divisions in one place.
Visit Exact Online → New to Konnectify?Build automated workflows between your accounting software and corporate tools.
Sign Up Free → What you can automate with Konnectify:• Trigger workflows instantly when sales invoices are created, updated, or deleted. • Create sales or purchase invoice headers instantly from CRM deals or external sales. • Add detailed line items (including quantities, VAT codes, and GL accounts) to unprocessed invoices. • Keep financial records up to date by modifying existing, unprocessed purchase or sales invoices. • Retrieve and sync complete invoice line-item details to external reporting or CRM tools. • Search and filter sales invoices by customer, status, or date to verify matching records.
API & Authentication
Secure Connection via OAuth 2.0Exact Online uses the OAuth 2.0 protocol to securely authorize integrations. When establishing a connection, you will select your active division's Region and provide your Client ID and Client Secret from your registered Exact Online App Center profile. This protocol ensures Konnectify can securely push and pull financial details without storing or exposing your master login credentials.
The integration supports real-time webhooks for sales invoice events, alongside structured REST endpoints for reading, creating, and modifying both sales and purchase invoice entities.
Important API Rule:Invoice modifications (such as updating headers or adding line items) are strictly limited to unprocessed or draft invoices. Once an invoice has been finalized or processed within Exact Online, its ledger record is locked and cannot be edited via the API.
For comprehensive API specifications and rate limits, consult the official Exact Online Developer Documentation.
How to Connect
Prerequisites:- An active Exact Online account with administrative privileges for your division.
- An registered application in the Exact Online App Center to retrieve your Client ID and Client Secret.
- Your configured Redirect URI added to your App Center registration.
Add Exact Online to a Workflow
- Log in to your Konnectify dashboard and create a new workflow.
- Search for the Exact Online app in the integration panel and drag it onto your canvas.
Authorize Connection
- Select your administrative Region (e.g., Netherlands, Belgium, United Kingdom).
- Enter your Exact Online Client ID, Client Secret, and Redirect URI.
- Click "Authorize" to open the secure login popup, enter your Exact Online credentials, and grant authorization access.
Configure the Trigger or Action
- Choose whether you want to trigger based on new invoices or execute billing actions.
- Map your financial fields, ensuring you match customer IDs, VAT codes, and General Ledger (GL) accounts properly.
Mapping Warning:Always verify that the Division code mapped in Konnectify matches the exact active division code in your Exact Online ledger to prevent transaction routing errors.
Test the Workflow
- Use Konnectify's testing utility to run a test payload through your mapped setup.
- Confirm that draft invoices or line items appear correctly inside your Exact Online sandbox or test division.
Activate the Workflow
- Once validated, toggle your workflow to "Active".
- Konnectify will now run your Exact Online automation continuously in the background.
Triggers 1 trigger
Triggers listen for specific business events inside your Exact Online administration. The moment an event occurs, Konnectify receives a secure notification and automatically kicks off your designated workflow.
Sales Invoices 1 trigger ▾
New Sales Invoice EventTriggers whenever a Sales Invoice is created, updated, or deleted in Exact Online, allowing you to instantly sync ledger updates to other systems.
Actions 11 actions
Actions allow Konnectify to perform automated operations inside your Exact Online account, such as generating invoice records, appending line items, or looking up transaction histories.
Sales Invoices 7 actions ▾
Search Sales InvoiceRetrieves one or more sales invoice headers, optionally filtered by invoice ID, number, customer, status, or creation date.
Get Sales Invoice By IdRetrieves sales invoice headers filtered by their unique invoice ID.
Create Sales InvoiceCreates a new sales invoice header in the connected Exact Online division.
Update Sales InvoiceUpdates header fields on an existing sales invoice that has not yet been finalized or processed.
Get Sales Invoice LinesRetrieves individual line items, including product details, tax rates, and quantities for a specific sales invoice.
Create Sales Invoice LineAdds a new line item containing item pricing, VAT code, and GL accounts to an existing, unprocessed sales invoice.
Update Sales Invoice LineModifies an existing line item (quantity, price, description, VAT code) on an unprocessed sales invoice.
Purchase Invoices 4 actions ▾
Get Purchase Invoice By IdRetrieves a single purchase invoice using its unique administrative identifier.
Create Purchase InvoiceCreates a new purchase invoice header in the connected division's purchase journal.
Update Purchase InvoiceUpdates header fields on a purchase invoice that has not yet been finalized or processed.
Get Purchase All Invoice LinesRetrieves the complete list of line items (GL account, item, quantity, VAT) for a specific purchase invoice.
Popular Automations
Below are popular automated scenarios you can build to streamline your billing workflows and sync financial transactions directly with Exact Online.
Sync CRM Deals to Exact Online Sales Invoices
Creates a draft sales invoice header inside your ledger as soon as a sales opportunity is marked as won in your CRM system.
CRM Deal Won → Create Sales Invoice
Automate Purchase Invoice Logging from Email Parser
Parses inbound purchase documents and automatically logs new purchase invoice headers inside your Exact Online purchase journal.
New Invoice Email Parsed → Create Purchase Invoice
Add Line Items to Draft Invoices from E-commerce Orders
Automatically populates individual items, quantities, and prices as sales invoice lines once an order is submitted online.
E-commerce Order Placed → Create Sales Invoice Line
Notify Accounts Receivable of Canceled Invoices
Instantly alerts your finance team via chat or email whenever an existing sales invoice is deleted or modified inside Exact Online.
New Sales Invoice Event (Deleted) → Send Slack Notification
Frequently Asked Questions
Which Exact Online regions are supported? ▾
Konnectify supports connections to Exact Online administrations across the Netherlands (nl), Belgium (be), United Kingdom (co.uk), Germany (de), Spain (es), France (fr), and global (com) regions. You can specify this regional endpoint during the connection step.
How secure is the connection to my Exact Online account? ▾
Your connection is highly secure. Konnectify uses Exact Online's official OAuth 2.0 protocol, allowing you to grant access to your financial administration without ever sharing your master login credentials.
Can I edit an invoice that has already been finalized in Exact Online? ▾
No. The Exact Online API prevents any modifications to invoices once they have been finalized or processed. Actions like updating an invoice header or adding lines only apply to draft, unprocessed invoices.
How fast does the New Sales Invoice trigger detect changes? ▾
The trigger uses Exact Online's native webhook infrastructure. This means whenever a sales invoice is created, updated, or deleted, Exact Online sends an instant notification to Konnectify, executing your workflow in real time.
How do I create a sales invoice with multiple line items? ▾
To build a multi-line sales invoice, first use the 'Create Sales Invoice' action to generate the main invoice header. Then, pass the resulting invoice ID into subsequent 'Create Sales Invoice Line' actions to add individual products, quantities, and VAT codes.
Can I connect multiple Exact Online administrations or divisions? ▾
Yes. You can establish separate connections in Konnectify for different Exact Online divisions or client credentials, allowing you to manage multi-entity accounting workflows from a single dashboard.
How does Konnectify handle Exact Online API rate limits? ▾
Exact Online enforces daily and minutely API call limits per division. Konnectify automatically monitors these limits and queues your invoice actions if a threshold is reached, preventing data loss during peak billing cycles.
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