Exact Online

Exact Online is a cloud-based business software platform that provides a range of tools for small and medium-sized businesses. It includes features for accounting, financial management, project management, and more, allowing businesses to streamline their operations and manage various aspects of their business in one integrated platform.

Refer to our website for the list of metrics and attributes available in Dataddo.

Refer to Exact Online's official documentation to see all available endpoints from the Exact Online API.

Authorize Connection to Exact Online

To authorize this service, use OAuth 2.0 to share specific data with Dataddo while keeping usernames, passwords, and other information private.

On the Authorizers page, click on Authorize New Service and select your service.
Follow the on-screen prompts to grant Dataddo the necessary permissions to access and retrieve your data.
[Optional] Once your authorizer is created, click on it to change the label for easier identification.

Ensure that the account you're granting access to holds at least admin-level permissions. If necessary, assign a team member with the required permissions with the authorizer role to authenticate the service for you.

For more information, see our article on {{glossary.authorizer}}s.

How to Create an Exact Online Data Source

On the Sources page, click on the Create Source button.
Select the connector from the list and name your data source.
On the Dataset step, select your dataset.

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If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.
On the Account step select your authorizer from the drop-down menu.

Didn't find your authorizer?

Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.
On the Attributes and Metrics step, select the metrics and attributes you want to extract.
On the Metadata step, select which metadata fields such as extraction time to add to your data.
On the Snapshot step:
1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
  
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  To load historical data, refer to the Data Backfilling article.
2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
Click on Save and congratulations, your new data source is ready!

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

Authorization Issues with .be, .fr, .co.uk Accounts

By default, the Dataddo Exact Online connector is pointed to the .nl version. So in case you did not authorize the connection to Exact Online yet, you will be redirected to an authorizer requesting the .nl version.

If you have one of the .be, .fr, or .co.uk versions, please follow these steps:

In your Exact Online, navigate to Settings.
Go to the Connected Accounts section and select the correct national version of Exact Online.
Continue with your data source creation in Dataddo.

Discrepancy In Exact Online Sync Datasets

By default, when the source is created from the Sync endpoints, the URL contains these filters: Timestamp ge and Timestamp le part, example below:

https://start.exactonline.{{country}}/api/v1/{{divisionId}}/sync/Financial/TransactionLines?$filter=Timestamp ge {{syncTimestampStart}}L and Timestamp le {{syncTimestampEnd}}L

These filters are useful when you would like to do data backfill for a select period for the Exact Online sources.
After data backfill is completed, you may now want to get the data for the current day, in this case, please remove the Timestamp le from the URL and set the date range of the source to 0d0. Example of the updated URL:

https://start.exactonline.{{country}}/api/v1/{{divisionId}}/sync/Financial/TransactionLines?$filter=Timestamp ge {{syncTimestampStart}}L

This will ensure that all of the data for the current day is up to date. Also, please use Upsert write mode in the flow if you plan on syncing this source on an hourly basis into your destination.

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources