Exact Online

Get all accounts involved for a specific account

Delete involved accounts for a specific account

Retrieve accounts involved for a specific account

This endpoint retrieves all accounts involved for a specific account along with the type of relation between the accounts.

Retrieve attachments related to a specific request

Get Request Attachments

Delete a webhook subscription

Subscribe to webhook topics

Use this endpoint to subscribe your app to one or more webhook topics.

Get Webhook Subscriptions

Retrieve all the VAT percentages of all the VAT codes of an administration.

Get VAT Percentages

Create a VAT code with VAT percentages

Returns a list of roles per user for a given company

Get roles per user for a given company

Check if the current user has rights for an action on a specific endpoint

Retrieves the top 5 most recently used companies

GetMostRecentlyUsedDivisions

Retrieve all features available in the current license

Get Available Features

This endpoint shows info related to the accountant of the customer. If the customer is an accountant himself, the service will show the info of the customer.

Get information related to the accountant of the customer

Use the Modified date filter to retrieve a single timestamp for syncing data between Exact Online and a 3rd party application

Retrieve a single timestamp for syncing data

Retrieve subscriptions with sync functionality

Get subscription lines with the ability to filter by timestamp and select specific fields.

Retrieve subscription lines

Retrieve sales order lines with timestamp filtering

Retrieve sales order headers with timestamp filtering

Retrieve sales order goods delivery lines

Retrieve sales order goods deliveries

Retrieve new or changed sales price list volume discounts based on timestamp

Retrieve sales price list volume discounts

Retrieve purchase order header and line data with timestamp-based synchronization

Retrieve time and cost transactions for projects

Retrieve WBS deliverable, activity, and expense records

Retrieve projects with sync capabilities

Retrieve project planning data

Get Manufacturing ShopOrders

Retrieve Manufacturing Shop Order Routing Step Plans

Retrieve Manufacturing Shop Order Material Plans

Retrieve new or changed logistics supplier items based on timestamp

Retrieve logistics supplier items

API endpoint to retrieve sales item prices with row versioning

Retrieve sales item prices

Retrieve purchase item prices with sync functionality

Retrieve logistics items with sync functionality

Retrieve Inventory Storage Location Stock Positions

Retrieve new and changed inventory stock serial batch numbers based on timestamp

Retrieve inventory stock serial batch numbers

Retrieve stock movements data with filtering based on Timestamp

Retrieve inventory serial and batch numbers

Retrieves Item Warehouses data based on timestamp filtering.

Retrieve new or changed records of Item Warehouses

Retrieve inventory item storage locations with sync capabilities

API endpoint to retrieve HRM schedules data for a specific division.

Retrieve HRM schedules data

Retrieve HRM schedule entries

Retrieve leave and absence hours by day

Retrieve financial transaction lines data with sync capabilities

Retrieve financial GL classifications data with synchronization support

Retrieve Financial GL Accounts with timestamp filter

Retrieve new and changed documents

Retrieve document attachments with synchronization support

Retrieve deleted records

Retrieve CRM QuotationLines data

Retrieve CRM QuotationHeaders data

Retrieve new and changed CRM contacts using timestamp for efficient syncing.

Retrieve CRM contacts with sync functionality

Retrieve CRM addresses with sync functionality based on timestamp

Retrieve CRM addresses with sync functionality

Retrieve subscription types information

Delete a subscription

Use this endpoint to update a subscription in Exact Online

Update a subscription

Use this endpoint to create a new subscription

Create a subscription

Delete a subscription restriction item by ID

Delete Subscription Restriction Item

Use this endpoint to create a subscription restriction item for the specified Subscription Id.

Create a subscription restriction item

Retrieve subscription restriction items for the specified division

Get Subscription Restriction Items

Use this endpoint to read information about the reasons for subscription cancellation

Get subscription reason codes

Retrieve types of subscription lines

Delete a subscription line

Create, read, update, or delete subscription lines

Endpoint to create a new subscription line

Create a new SubscriptionLine

Retrieve subscription lines based on filters

Get SubscriptionLines

Use this endpoint to delete a specific sales order.

Delete a sales order

Use this endpoint to update a sales order in Exact Online

Update a sales order

Use this endpoint to create a new sales order

Create a new sales order

Delete Sales Order Charge Line

Endpoint to update sales order shipping cost and order charge lines.

Update Sales Order Charge Lines

Endpoint to create a new sales order shipping cost or order charge line.

Create a sales order shipping cost or order charge line

Retrieve sales order shipping cost and order charge lines.

Get Sales Order Order Charge Lines

Use this endpoint to delete a specific sales order line.

Delete a sales order line

Update a sales order line

Use this endpoint to create a new sales order line

Create a sales order line

Retrieve sales order lines with filtering options

Get Sales Order Lines

Create and send a sales order document based on the provided OrderId, SendEmailToCustomer, and SenderEmailAddress

Print or send a sales order document

Use this endpoint to delete a draft planned sales return.

Delete a draft planned sales return

Endpoint to create a new planned sales return in Exact Online

Create a new planned sales return

Retrieve an existing planned sales return

Delete a draft planned sales return line

Adding a new line to existing planned sales return is not allowed. Update the draft planned sales return's planned quantity, receive quantity, storage location, and the return option.

Create a new planned sales return line

Retrieve an existing planned sales return line

Use this endpoint to update existing goods delivery lines in Exact Online

Update existing goods delivery lines

Endpoint to create new goods delivery lines. Delivery lines support trade-in lines.

Create new goods delivery lines

Get goods delivery lines

Update an existing goods delivery

Use this endpoint to create a new goods delivery in Exact Online

Create a new goods delivery

Get goods deliveries

Get existing drop shipments

Update existing drop shipments

Use this endpoint to create a new drop shipment in Exact Online

Create a new drop shipment

Use this endpoint to update existing drop shipment lines.

Update existing drop shipment lines

Endpoint to create new drop shipment lines. Requires SalesOrderLineID, PurchaseOrderId, and QuantityDelivered.

Create new drop shipment lines

Get drop shipment lines

Complete a sales order line for goods delivery and/or sales invoice

Complete a sales order by delivering remaining goods, completing the outstanding invoice, or both.

Complete a sales order

Salesforce

HubSpot

Microsoft Dynamics 365

Zoho CRM

Pipedrive

Freshsales

Keap

SugarCRM

Outreach

Xero

ActiveCampaign

Capsule CRM

Salesloft

Agile CRM

SalesForce Pardot

SharpSpring

Teamleader

Insightly

Zendesk

Sage Accounting

Attio

Copper

Intercom

Zoho Books

Front

Close

Freshdesk

Breezy HR

Affinity

Mautic

# Realtime Full two-way Sync of Companies

This scenario enables your application to fully sync Companies between your app and any external application in both directions. It handles the initial import/export of Companies and then sends events when a Company is created, updated, or deleted on any side, as close to real-time as possible.

Company fields will be mapped from your application's schema to the application-specific schema.

## How It Works

1. **Initial Sync**:
   - Perform the initial import by calling the Integration.app REST API or SDK in a loop from your code to retrieve data page by page. Integration.app transforms the output into a consistent format compatible with your API, allowing you to save and match data efficiently.
   - Make another set of requests to create Companies in external app, if needed.

2. **Continuous Sync from External App**:
   - Enable subscription via a single API or SDK call to continuously receive created, updated, or deleted events from external applications.
   - Integration.app manages all integration-specific logic, including subscribing to/unsubscribing from webhooks, custom polling of events, or performing periodic full syncs.
   - You will only receive the necessary events as real-time as supported by the external application's API.


2. **Continuous Sync from Your App**:
   - You will get a single webhook URI that you will use to send events about created, updated, or deleted Companies to Integration.app.
   - Once send, Integration.app will map the webhook payload to the format supported by external application and send the correct request


Two-way realtime sync of Companies

Bi-directional realtime sync of Companies with records deduplication

Mailchimp

NetSuite

AWeber

Apollo.io

GoHighLevel

Ontraport

Jobnimbus

# Continuous Import of Contacts to Your App

This scenario enables your application to continuously sync Contacts from any external application to your app's API. It handles the initial import of Contacts and keeps them synchronized when a Contact is created, updated, or deleted in the external application.

When receiving Contacts data from the external application, the data is transformed into a format supported by your app's API. Additionally, if needed, your customers can customize the data mapping based on their specific external application setup.

## How It Works

1. **Initial Import**:
   - Perform the initial import by calling the Integration.app REST API or SDK in a loop from your code to retrieve data page by page.
   - Integration.app transforms the output into a consistent format compatible with your API, allowing you to save the data efficiently.

2. **Continuous Sync**:
   - Enable subscription via a single API or SDK call to continuously receive created, updated, or deleted events.
   - Integration.app manages all integration-specific logic, including subscribing to/unsubscribing from webhooks, custom polling of events, or performing periodic full syncs.
   - You will only receive the necessary events as real-time as supported by the external application's API.

Continuously Import Contacts to my App

Import Contacts and receive created/updated or deleted events

Quickbooks

Freshbooks

Chargebee

PayPal

# Create Invoice

This scenario allows your application to create a Invoice in any external application in the same way. 
You will pass Invoice fields in any format your application support and Integration.app will handle mapping of them to the schema of any selected application.
Additionally, if needed, your customers can customize the data mapping based on their specific setup.


## How It Works

1. **Configuration**:
   - You will setup the schema of fields that you wish to create Invoice with and configure mapping to our default model

2. **Create Invoice API call**:
   - Call Integration.app REST API or SDK with payload matching the field mapping you configured. You can run it for any external application via the same request.
   - When called, Integration.app transforms your Invoice data into a format compatible with the selected external application.
   - It then makes an API call to create the Invoice in that specific application.


Create Invoice

Creates Invoice in any external application

# Continuous Import of Ledger Accounts to Your App

This scenario enables your application to continuously sync Ledger Accounts from any external application to your app's API. It handles the initial import of Ledger Accounts and keeps them synchronized when a Ledger Account is created, updated, or deleted in the external application.

When receiving Ledger Accounts data from the external application, the data is transformed into a format supported by your app's API. Additionally, if needed, your customers can customize the data mapping based on their specific external application setup.

## How It Works

1. **Initial Import**:
   - Perform the initial import by calling the Integration.app REST API or SDK in a loop from your code to retrieve data page by page.
   - Integration.app transforms the output into a consistent format compatible with your API, allowing you to save the data efficiently.

2. **Continuous Sync**:
   - Enable subscription via a single API or SDK call to continuously receive created, updated, or deleted events.
   - Integration.app manages all integration-specific logic, including subscribing to/unsubscribing from webhooks, custom polling of events, or performing periodic full syncs.
   - You will only receive the necessary events as real-time as supported by the external application's API.

Continuously Import Ledger Accounts to my App

Import Ledger Accounts and receive created/updated or deleted events

Shopify

Stripe

Woocommerce

# Continuous Import of Products to Your App

This scenario enables your application to continuously sync Products from any external application to your app's API. It handles the initial import of Products and keeps them synchronized when a Product is created, updated, or deleted in the external application.

When receiving Products data from the external application, the data is transformed into a format supported by your app's API. Additionally, if needed, your customers can customize the data mapping based on their specific external application setup.

## How It Works

1. **Initial Import**:
   - Perform the initial import by calling the Integration.app REST API or SDK in a loop from your code to retrieve data page by page.
   - Integration.app transforms the output into a consistent format compatible with your API, allowing you to save the data efficiently.

2. **Continuous Sync**:
   - Enable subscription via a single API or SDK call to continuously receive created, updated, or deleted events.
   - Integration.app manages all integration-specific logic, including subscribing to/unsubscribing from webhooks, custom polling of events, or performing periodic full syncs.
   - You will only receive the necessary events as real-time as supported by the external application's API.

Continuously Import Products to my App

Import Products and receive created/updated or deleted events

Exact Online API Integration Profile

Configuration

Get Access to the API

Publish your app

Configure the app parameters in the integration.app platform

Testing

Build every single integration your customers need with AI