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.
Authentication Methods
Exact Online supports more than one way to connect. Pick one when you create the authorizer in Dataddo:
- Exact Online (NL) - sign in with Exact Online and approve access (recommended).
- Exact Online (DE)
- Exact Online (BE)
- Exact Online (FR)
- Exact Online (UK)
- Exact Online (US)
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 authorizers.
Data Coverage
Exact Online exposes the following datasets. Each dataset maps to a table you can extract. Example fields are a representative sample; each dataset returns more columns.
| Dataset | Description | Example fields | Date range |
|---|---|---|---|
| CRM - Accounts clasifications | CRM accounts classifications data | ID, Account Classification Name, Account Classification Name Description, Code, Created, Creator (+2 more) | Yes |
| CRM - Accounts | CRM accounts data | ID, Address Line 1, Address Line 2, Address Line 3, Classification 1, Classification 2 (+55 more) | Yes |
| Current year opening balances | Current year accounts opening balance | Amount, Balance Side, Division, G/L Account, G/L Account Code, G/L Account Description (+1 more) | No |
| Previous year opening balances | Previous year accounts opening balance | Amount, Balance Side, Division, G/L Account, G/L Account Code, G/L Account Description (+1 more) | No |
| Payroll - Active employments | Active employments data | ID, Average Days Per Week, Average Hours Per Week, Contract, Contract Document, Contract End Date (+35 more) | No |
| Financial - Aging Receivables List | Financial - Aging Receivables List | Account Code, Account Id, Account Name, Age Group 1, Age Group 1 Amount, Age Group 1 Description (+11 more) | No |
| Bank Entries | Bank entries for the bank statements received | EntryID, BankEntryLines, BankStatementDocument, BankStatementDocumentNumber, BankStatementDocumentSubject, ClosingBalanceFC (+13 more) | Yes |
| Bank Entry Lines | Bank entry lines for the bank statements received | ID, Account, AccountCode, AccountName, AmountDC, AmountFC (+41 more) | Yes |
| Budget - Budget Scenarios | Budget budget scenarios data | ID, Code, Created, Creator, CreatorFullName, Description (+6 more) | Yes |
| Budgets | Get all the budgets that you have allocated to a G/L account in your administration. | ID, AmountDC, Budget Scenario, Budget Scenario Code, BudgetScenario Description, Costcenter (+19 more) | Yes |
| Bulk - Cashflow Payments | Data synchronization of Financial / Transaction lines | ID, Account, AccountBankAccountID, AccountBankAccountNumber, AccountCode, AccountContact (+62 more) | Yes |
| Bulk - Financial / Transaction lines | Data synchronization of Financial / Transaction lines | ID, Account, Account Code, Account Name, Amount DC, Amount FC (+65 more) | Yes |
| Cashflow - Payment Conditions | Cashflow payment conditions data | ID, Code, Created, Creator, CreatorFullName, CreditManagementScenario (+16 more) | Yes |
| Payments | Overview of all the payment to be made in your administration | ID, Account, Account Bank Account Number, Account Bank Account Number, Account Code, Account Contact (+46 more) | Yes |
| Receivables | Overview of all the payment to be received in your administration | ID, Account, AccountBankAccountID, Account Bank Account Number, Account Code, Account Contact (+49 more) | Yes |
| Receivables Bulk | Overview of all the payment to be received in your administration. This endpoint supports bulk pagination | ID, Account, AccountBankAccountID, Account Bank Account Number, Account Code, Account Contact (+49 more) | Yes |
| Departments | Get information about departments | ID, Code, Cost center, Cost Center Description, Created, Creator (+7 more) | No |
| Division | Division details | Code, Created, Creator, Customer, Customer Code, Customer Name (+9 more) | No |
| Payroll - Employees | Employees data | ID, City, Code, Country, Created, Customer (+9 more) | No |
| Payroll - Employment Organizations | Get all Infomation about the employee's organizational data like job title and department. | ID, Cost Center, Cost Center Description, Cost Unit, Cost Unit Description, Created (+20 more) | No |
| Payroll - Employments | Employments data | ID, Created, Creator, Creator Full Name, Division, Employee ID (+13 more) | No |
| Exchange Rates | Exchange Rates | ID, Created, Creator, Creator full name, Division, Modified (+8 more) | Yes |
| Financial - G/L Accounts | Retrieve a list of your G/L Accounts | ID, Balance Side, Balance Type, Belcotax Type, Code, Compress (+33 more) | Yes |
| Financial - Journals | Financial journals data | ID, AllowVAT, AllowVariableCurrency, AllowVariableExchangeRate, AutoSave, Bank (+31 more) | Yes |
| Financial - Outstanding Invoices Overview | Outstanding invoices overview | Currency Code, Outstanding Payable Invoice Amount, Outstanding Payable Invoice Count, Outstanding Receivable Invoice Amount, Outstanding Receivable Invoice Count, Overdue Payable Invoice Amount (+3 more) | No |
| Financial - Payables list | Payables list | Account Code, Account ID, Account Name, Amount, Amount In Transit, Approval Status (+9 more) | No |
| Financial - Periods | Provides insight in how the financial year of a company is set up. A financial year can differ from a calendar year. FinancialPeriods provides all periods of the financial year with their start and end date. | Created, Creator, Creator Full Name, Division, End Date, Financial Period (+6 more) | Yes |
| Financial - Receivables list | Receivables list | HID, Account Code, Account ID, Account Name, Amount, Amount In Transit (+9 more) | No |
| GLAccount Classification Mappings | Retrieve the G/L classification mappings. | ID, Classification, Classification Code, Classification Description, Division, G/L Account (+5 more) | No |
| GLClassifications | Retrieve information about the G/L classifications available. | ID, Abstract, Balance, Code, Created, Creator (+15 more) | No |
| General Journal Entries | Retrieve general journal entries | Entry ID, Created, Currency, Custom Field, Division, Entry Number (+11 more) | Yes |
| General Journal Entry Lines | Retrieve general journal entry lines | ID, Account, Account Code, Account Name, Amount DC, Amount FC (+41 more) | Yes |
| HRM - Absence Registrations | Absence Registrations | ID, Cause, Cause Code, Cause Description, Created, Creator (+18 more) | No |
| Inventory Item Warehouses | Inventory Item Warehouses data | ID, Counting Cycle, Created, Creator, Creator Full Name, Current Stock (+33 more) | Yes |
| Inventory - Stock Count Lines | Inventory stock count lines data | ID, BatchNumbers, CostPrice, CountedBy, Created, Creator (+28 more) | Yes |
| Inventory - Stock Counts | Inventory stock count data | StockCountID, CountedBy, Created, Creator, CreatorFullName, Description (+16 more) | Yes |
| Inventory - Warehouses | Inventory warehouses data | ID, Code, Created, Creator, CreatorFullName, DefaultStorageLocation (+11 more) | Yes |
| Journal Status List | Journal Status List | Journal, Journal Description, Journal Type, Journal Type Description, Period, Status (+2 more) | No |
| CRM - Lead Sources | CRM lead sources data | ID, Code, Description | No |
| Logistics - Item Assortment | Logistics item assortment data | ID, Code, Description, Division, Properties | No |
| Item Assortment Property | Get information about item assortment properties | ID, Code, Description, Division, Item Assortment Code | No |
| Logistics - Item Groups | Logistics item groups data | ID, Code, Created, Creator, CreatorFullName, Description (+30 more) | Yes |
| Logistics - Items | Logistics items data | ID, Average Cost, Barcode, Class 1, Class 2, Class 3 (+49 more) | Yes |
| Logistics - Selection Codes | Logistics selection codes data | ID, Active, Code, Created, Creator, CreatorFullName (+6 more) | Yes |
| CRM - Opportunities | CRM opportunities data | ID, Account, AccountCode, AccountName, Accountant, AccountantCode (+47 more) | Yes |
| Payroll - Employment Contracts | Get information about employment contracts | ID, ContractFlexPhase, ContractFlexPhaseDescription, CreateAutoCorrection, CreatePredecessorsForLinkedAgencies, Created (+26 more) | Yes |
| Planned Sales Return Lines | Planned sales return lines data | ID, BatchNumbers, CreateCredit, Created, Creator, CreatorFullName (+26 more) | Yes |
| Planned Sales Returns | Planned sales returns data | Created, Creator, CreatorFullName, DeliveredTo, DeliveredToContactPerson, DeliveredToContactPersonFullName (+19 more) | Yes |
| Financial - Profit and Loss | Profit and Loss overview | Costs Current Period, Costs Current Year, Costs Previous Year, Costs Previous Year Period, Currency Code, Current Period (+11 more) | No |
| Project Cost Transactions | Cost Transactions | Id, Account, Account Name, AmountFC, Date, Expense (+11 more) | No |
| Project - Cost Types | Fetch data for cost types of project | ItemDescription, Item ID | No |
| Project Budget Per Hour | Project Budget Per Hour | ID, Budget, Created, Division, Item, Itemcode (+5 more) | Yes |
| Project - Invoice Terms | Fetch data for invoice terms | ID, Amount, Created, Creator, Creator FullName, Deliverable (+20 more) | Yes |
| Project Planning | Project Planning Data | ID, Account, Account Code, Account Name, BGTStatus, Communication Error Status (+28 more) | No |
| Project Restriction Employees | Project Restriction Employees Data | ID, Created, Creator, Creator Full Name, Division, Employee (+8 more) | No |
| Projects | Project data | ID, Account, Account Code, Account Contact, Account Name, Allow Additional Invoicing (+37 more) | No |
| Purchase - Purchase Invoices | Purchase invoices data | ID, Amount, Contact Person, Currency, Description, Document (+17 more) | Yes |
| Purchase - Purchase Invoice Lines | Purchase invoice lines data | ID, Amount, Cost Center, Cost Unit, Currency, Description (+19 more) | Yes |
| Purchase Order - Goods Receipt Lines | Purchase order goods receipt lines data | ID, BatchNumbers, Created, Creator, CreatorFullName, Description (+27 more) | Yes |
| Purchase Order - Goods Receipts | Purchase order goods receipts data | ID, Created, Creator, CreatorFullName, Description, Division (+20 more) | Yes |
| Purchase Order - Purchase Order Lines | Purchase order purchase order lines data | ID, CreatorFullName, AmountDC, AmountFC, CostCenter, CostCenterDescription (+57 more) | Yes |
| Purchase Order - Purchase Return Lines | Purchase order purchase return lines data | ID, BatchNumbers, CreateCredit, Created, Creator, CreatorFullName (+30 more) | Yes |
| Purchase Order - Purchase Returns | Purchase order purchase returns data | ID, Created, Creator, CreatorFullName, Description, Division (+18 more) | Yes |
| CRM - Quotations | CRM quotations data | QuotationID, AmountDC, AmountDiscount, AmountDiscountExclVat, AmountFC, CloseDate (+62 more) | Yes |
| Financial - Reporting balance | Reporting balance | ID, Amount, Amount of Credit, Amount of Debit, Balance Type, Cost Center Code (+12 more) | No |
| Sales - Invoices | Sales invoices data | Invoice ID, Amount DC, Amount Discount, Amount Discount Exclude Vat, Amount FC, Amount FC Exclude Vat (+51 more) | Yes |
| Sales Order Lines | Sales Order Lines | ID, Amount DC, Amount FC, Cost Center, Cost Center Description, Cost Price FC (+35 more) | Yes |
| Sales Orders | Sales Orders | OrderID, AmountDC, AmountDiscount, AmountDiscountExclVat, AmountFC, AmountFCExclVat (+64 more) | Yes |
| Sales - Sales Channels | Sales sales channels data | ID, Active, Code, Created, Creator, CreatorFullName (+6 more) | Yes |
| Sales - Sales Price Lists | Sales sales price lists data | ID, Code, Created, Creator, CreatorFullName, Currency (+8 more) | Yes |
| Schedules | Get all the information about schedules | ID, Active, Average Hours, Code, Created, Creator (+18 more) | Yes |
| Manufacturing - Shop orders | Shop orders data | ID, CAD Drawing URL, Costcenter, Costcenter Description, Costunit, Costunit Description (+50 more) | Yes |
| Stock Position | Retrieve current stock levels | In Stock, Item Id, Planning In, Planning Out | Yes |
| Subscription Lines | Subscription Lines data | ID, Amount DC, Amount FC, Costcenter, Costunit, Description (+19 more) | No |
| Subscriptions | Subscriptions data | Entry ID, Block Entry, Cancellation Date, Classification, Classification Code, Classification Description (+35 more) | No |
| Sync CRM - Accounts | Accounts Sync Data | ID, Account Manager, Account Manager Full Name, Account Manager HID, Accountant, Activity Sector (+158 more) | No |
| Sync Manufacturing - Bill Of Material Materials | Get all information of material versions linked to a make item | ID, Backflush, Calculator Type, Cost Batch, Cost Center, Cost Center Description (+26 more) | Yes |
| Sync Manufacturing - Bill Of Material Versions | Sync manufacturing - bill of material versions data | ID, BatchQuantity, CadDrawingUrl, CalculatedCostPrice, Created, Creator (+19 more) | Yes |
| Sync CRM Addresses | CRM Addresses Data | ID, Account, AccountIsSupplier, AccountName, AddressLine1, AddressLine2 (+50 more) | No |
| Deleted records | List of deleted records | ID, Division, Entity Key, Entity Type, Timestamp | No |
| Sync - Financial / Transaction lines | Data synchronization of Financial / Transaction lines | ID, Account, Account Code, Account Name, Amount DC, Amount FC (+66 more) | Yes |
| Sync Inventory - Item Warehouses | Get information about Inventory Item Warehouses | ID, Counting Cycle, Created, Creator, CreatorFullName, Default Storage Location (+22 more) | No |
| Inventory Stock Positions | Inventory Stock Positions | ID, CurrentStock, Division, FreeStock, ItemCode, ItemDescription (+12 more) | No |
| Sync Logistics - Items | Get information about logistics items | ID, AssembledLeadDays, AverageCost, Barcode, BatchQuantity, Class_01 (+109 more) | No |
| Sync Logistics - Purchase Item Prices | Get information about purchase item prices | ID, Account, AccountName, Barcode, Created, Creator (+19 more) | No |
| Sync Logistics - Sales Item Prices | Get information about sales item prices | ID, Account, AccountName, Barcode, Created, Creator (+22 more) | No |
| Sync Logistics - Supplier Item | Get information about supplier items | ID, Barcode, CopyRemarks, CountryOfOrigin, CountryOfOriginDescription, Created (+33 more) | No |
| Sync Purchase Order - Purchase Orders | Purchase orders sync data | ID, AmountDC, AmountDiscount, AmountDiscountExclVat, AmountFC, AmountFCExclVat (+99 more) | Yes |
| Sync CRM - Quotation Headers | Sync crm quotation headers' data | ID, AmountDC, AmountDiscount, AmountDiscountExclVat, AmountFC, CloseDate (+61 more) | Yes |
| Sync CRM - Quotation Lines | CRM quotation lines data | ID, AmountDC, AmountDiscount, AmountDiscountExclVat, AmountFC, CostCenter (+31 more) | Yes |
| Sales Invoice Lines | Sales invoices lines data | ID, Amount DC, Amount Discount, Amount Discount Excl Vat, Amount FC, Amount FC Excl Vat (+106 more) | Yes |
| Sync Sales Order - Goods Deliveries | Sales Order Goods Deliveries Sync data | EntryID, Created, Creator, CreatorFullName, DeliveryAccount, DeliveryAccountCode (+23 more) | Yes |
| Sync Sales Order - Goods Delivery Lines | Sales Order Goods Delivery Lines Sync data | ID, BatchNumbers, Created, Creator, CreatorFullName, CustomerItemCode (+24 more) | Yes |
| Sync Sales Order - Sales Order Headers | Sales Order Headers' data | ID, AmountDC, AmountDiscount, AmountDiscountExclVat, AmountFC, AmountFCExclVat (+72 more) | Yes |
| Sales Order Lines Sync | Sales Order Lines Sync data | ID, Amount DC, Amount FC, Cost Center, Cost Center Description, Cost Price FC (+54 more) | Yes |
| Project - Time transactions | Project time transactions data | ID, Account, Account Name, Activity, Activity Description, Amount FC (+28 more) | Yes |
How Data Extraction Works
What each extraction pulls depends only on whether a dataset supports a date range (see the Date range column above):
- Date range supported (Yes): the source reads a relative window (for example "last 7 days"), and that window slides forward with the current date. Every run re-reads the window, so a range of "1 day ago" always pulls the previous day (D-1). Each run replaces the window's data rather than adding older history. To load records from before the window, run a full data re-sync with a wider range. See Data Backfilling.
- No date range (No): every run pulls all currently available data.
Set the relative date range when you create the source.
Metadata Columns
When you create a source, you can add these Dataddo metadata columns to the extracted data:
- dataddo_hash - a fingerprint built from each record's key fields. It works as a natural key, so it is ideal for upserts (updating existing rows in your destination instead of creating duplicates).
- dataddo_extraction_timestamp - the date and time the row was extracted. Use it to track how records change over time, for example to build slowly changing dimensions.
How to Create an Exact Online Data Source
Creating a data source takes you through six steps, shown in the progress bar at the top of the wizard. Each step is explained below.
1. Pick the connector
On the Sources page, click Create Source, then select the connector from the catalog. Use the search bar or the category tabs if you do not see it right away. You can rename the source at any time using the pencil icon next to its name.
2. Select the dataset
A dataset defines the shape of your data: which fields you get and how they relate. Select the dataset you want; you can still fine-tune the exact fields later.
- Each dataset has a short description of what it contains. Use the search box to find a dataset, attribute, or metric by name.
- The panel on the right previews the selected dataset's fields. For each field you can see its data type, whether it holds sensitive data (personal fields such as name or email are flagged), and which other datasets it links to, so you can see how the datasets relate.
3. Choose the account
This step selects what Dataddo reads from.
- Authorizer: Select an account you have already authorized from the drop-down. If you have none yet, choose Add new account and follow the prompts. If no authorizer is selected, Dataddo asks you to authorize before you continue.
- What to extract from: Select the exact entity you want to pull data from. Depending on the service this may be labelled an account, property, profile, workspace, or similar, sometimes with a sub-level to choose as well.
- Multiple accounts: To pull the same data from every entity you can access, turn on Automatically collect data from all .... This is multi-account extraction. Leave it off to choose them by hand.
4. Refine the attributes and metrics
The dataset already sets the structure. Here you fine-tune it: tick or untick the specific attributes and metrics you want to keep, and use the search box to find a field quickly. Click Test on Sample Data at any point to preview the result before you continue.
5. Add metadata columns (optional)
Two optional columns help your destination handle the data.
- Dataddo Hash (Include Row Hash): a fingerprint built from the columns you pick. It works as a natural key, so your destination can deduplicate rows and run upserts instead of creating duplicates. Turn it on, then select the columns that uniquely identify a row.
- Dataddo Extraction Timestamp: the time each row was extracted. Use it to watermark the data, for example to build slowly changing dimensions or to track when a value last changed.
6. Set the schedule
Decide how often Dataddo runs the extraction.
- Frequency: how often the pipeline runs, for example daily. Click Show advanced settings to also set the exact hour and minute (UTC).
- Date range: the relative window each run extracts, for example "Yesterday". The window moves forward on every run.
- Historical data: a new source starts from the current window. To load older data, run a full data re-sync after the source is created.
- Allow Empty Data Extractions: when on, a run that returns no data records zero rows instead of failing. Turn it on if the source can legitimately have periods with no data.
Click Save. Your 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.
Related Articles
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