Exact Online Integration
Accounting and ERP integration for managing invoices and financial documents.
Capabilities
This integration enables workers to:
- Upload documents to Exact Online
- Create sales invoices with line items
- Create purchase invoices for supplier bills
- Automatic currency and journal code defaults
- Multi-division support
Setup
Follow these steps to connect Exact Online:
- Navigate to Integrations and click 'Add Connection'
- Select Exact Online and choose your region
- Authorize via OAuth and select your division
- Configure default currency and journal codes
- Assign workers to handle financial tasks
Official links
Security
- Uses OAuth 2.0 with automatic token refresh
- Credentials encrypted with AES-256-GCM
- All financial operations are audit logged
- Division-scoped access control
Credential Storage
All integration credentials are encrypted at rest using AES-256-GCM encryption. OAuth tokens are automatically refreshed when needed.
Supported Roles
The following roles can use this integration by default: