Exact Online

Exact Online + Konnectify

Exact Online Integration with Konnectify

Connect Exact Online to Konnectify to automate ERP and finance workflows for purchase invoice processing, sales invoice creation, updates, and line-item management across your financial administration.

Purchase Invoices Sales Invoices 1 Trigger 12 Actions

On this page

→ What is Exact Online? → API & authentication → How to connect → Triggers (1) → Actions (12) → Popular automations → FAQ

What is Exact Online?

Exact Online is a cloud business software platform for accounting, financial administration, CRM, and ERP operations. It is commonly used by finance teams, accountants, and operations teams to manage invoices, journals, customers, and business processes.

With Konnectify, you can connect Exact Online to your other business apps and automate invoice workflows without writing code. This helps reduce manual invoice entry, keep financial systems synchronized, and trigger downstream processes when sales invoices change.

New to Exact Online?

Create an Exact Online account or learn more about its accounting and ERP tools.

Visit Exact Online

New to Konnectify?

Build automated workflows across your finance, CRM, and operations stack.

What you can automate

• Detect new, updated, or deleted sales invoices

• Retrieve purchase invoice headers by list or ID

• Create purchase invoice headers

• Update unprocessed purchase invoices

• Create and update sales invoices

• Manage sales invoice line items, quantities, prices, and VAT codes

API & authentication

OAuth 2.0 authorization

Exact Online connects to Konnectify using OAuth 2.0. During connection setup, you will be redirected to Exact Online to approve access for the selected region and division. Konnectify receives authorization tokens securely and does not store your Exact Online username or password.

The integration uses the regional Exact Online OAuth token endpoint based on your selected region, such as Netherlands, Belgium, United Kingdom, Germany, Global, Spain, or France.

Supported API capabilities

Sales invoice webhook events for invoice creation, updates, and deletions
Purchase invoice retrieval, creation, and header updates
Purchase invoice line-item retrieval
Sales invoice retrieval, creation, and header updates
Sales invoice line retrieval, creation, and updates
Invoice filtering by identifiers, customer, status, invoice number, and creation date where supported by the action

Plan and rate-limit note:

Exact Online API access, webhook subscriptions, available divisions, and request limits may depend on your Exact Online subscription, region, user permissions, and API usage limits. If a workflow is throttled, Konnectify will follow platform retry and error-handling behavior where applicable.

For endpoint-level details, refer to the official Exact Online REST API documentation.

How to connect Exact Online to Konnectify

Prerequisites

An active Exact Online account with API access for the required region and division
An Exact Online OAuth app with Client ID, Client Secret, and Redirect URI
Permission to read and manage purchase invoices, sales invoices, and invoice lines
A Konnectify account with access to create or edit workflows

Add Exact Online to a Workflow

Open Konnectify and create a new workflow or edit an existing workflow.
Select Exact Online as the trigger or action app.

Authorize via OAuth 2.0

Choose your Exact Online region: Netherlands, Belgium, United Kingdom, Germany, Global, Spain, or France.
Enter the Client ID, Client Secret, and Redirect URI from your Exact Online OAuth application.
Sign in to Exact Online and approve the requested access.

Configure the Trigger or Action

Select the Exact Online trigger or action you want to use.
Map required fields such as invoice ID, customer, journal, invoice date, item, quantity, amount, or VAT code depending on the selected event.

Important: Exact Online generally allows updates only for invoices that have not yet been processed. Processed, posted, or finalized invoices may be locked by Exact Online.

Test the Workflow

Run a test to confirm Konnectify can access the selected Exact Online division.
Review the test output and verify invoice fields and line items are mapped correctly.

Activate the Workflow

Turn on the workflow when your test succeeds.
Monitor workflow runs in Konnectify to confirm successful invoice automation.

Triggers 1

Exact Online includes 1 webhook trigger in Konnectify. Webhook triggers run when Exact Online sends an event to Konnectify, so workflows can respond to sales invoice changes without waiting for a polling schedule.

Sales Invoices 1 triggers

New Sales Invoice Event

Triggers whenever a Sales Invoice is created, updated, or deleted in Exact Online.

Actions 12

Use Exact Online actions to retrieve, create, and update purchase invoices, sales invoices, and invoice line items inside your Konnectify workflows.

Purchase Invoices 5 actions

Get All Purchase Invoices

Retrieves purchase invoices from Exact Online. Optionally filter the results by invoice type.

Get Purchase Invoice By Id

Retrieves a single purchase invoice using its unique identifier.

Create Purchase Invoice

Creates a new purchase invoice header in the connected division's purchase journal.

Update Purchase Invoice

Updates header fields on a purchase invoice that has not yet been processed.

Get Purchase All Invoice Lines

Retrieves the line items (GL account, item, quantity, VAT) for a purchase invoice.

Sales Invoices 7 actions

Get All Sales Invoice

Retrieves one or more sales invoice headers, optionally filtered by invoice ID, invoice number, customer, status, or creation date.

Get Sales Invoice By Id

Retrieves sales invoice headers filtered by invoice ID

Create Sales Invoice

Creates a new sales invoice header in the connected division.

Update Sales Invoice

Updates header fields on a sales invoice that has not yet been processed.

Get Sales Invoice Lines

Retrieves the line items for a sales invoice.

Create Sales Invoice Line

Adds a line item to an existing, unprocessed sales invoice.

Update Sales Invoice Line

Modifies an existing line item (quantity, price, description, VAT code) on an unprocessed sales invoice.

Popular automations

Here are common ways teams use Exact Online with Konnectify to streamline finance and invoicing processes.

Sync sales invoice changes to downstream systems

When a sales invoice is created, updated, or deleted in Exact Online, retrieve invoice details and pass them to your CRM, reporting, or notification tools.

New Sales Invoice Event → Get Sales Invoice By Id → Get Sales Invoice Lines

Create sales invoices from approved orders

Use an order approval or deal-won event from another app to create an Exact Online sales invoice and add invoice lines automatically.

Order approved in another app → Create Sales Invoice → Create Sales Invoice Line

Keep draft invoice headers up to date

When customer, due date, reference, or status data changes before processing, update the matching unprocessed sales invoice in Exact Online.

Record updated in another app → Get All Sales Invoice → Update Sales Invoice

Route purchase invoices for validation

Retrieve purchase invoice headers and line items from Exact Online so approval, expense, or document-management workflows can validate amounts and VAT details.

Scheduled workflow → Get All Purchase Invoices → Get Purchase All Invoice Lines

FAQ

How does Exact Online authentication work in Konnectify?

Exact Online uses OAuth 2.0. You select your region, provide your OAuth app details, and approve access in Exact Online. Konnectify stores authorization tokens securely and does not store your Exact Online login password.

Which Exact Online plans are supported?

Supported features depend on your Exact Online subscription, country, connected division, API access, and user permissions. If an action fails because a module is unavailable, verify that your Exact Online plan includes the required purchase or sales invoice functionality.

How do Exact Online triggers work?

The available trigger is webhook-based. Exact Online sends sales invoice events to Konnectify when a sales invoice is created, updated, or deleted. This allows workflows to start from the event instead of relying on polling intervals.

How can I prevent duplicate invoices?

This integration provides create and update actions, but not a dedicated upsert action. To prevent duplicates, add a lookup step such as Get All Sales Invoice or Get All Purchase Invoices using a reference, invoice number, customer, or other unique value before creating a new invoice.

How does Konnectify handle Exact Online rate limits?

Exact Online may apply API limits by account, app, endpoint, or region. If limits are reached, workflow runs may be delayed or fail with a rate-limit response. Use filters, avoid unnecessary lookup loops, and review Konnectify run history for retry or error details.

Can I connect multiple Exact Online accounts or regions?

Yes. You can create separate Exact Online connections in Konnectify for different accounts, regions, or OAuth app credentials. Choose the appropriate connection when configuring each trigger or action in your workflow.

Can I update processed invoices and posted invoice lines?

Exact Online typically restricts edits to invoices that have not yet been processed, posted, or finalized. Use the update actions for draft or unprocessed invoice headers and line items, and verify your accounting rules before automating changes to financial documents.

Ready to automate your Exact Online workflows?

Connect Exact Online to Konnectify and streamline invoice workflows across your finance and operations tools.

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