Exact Online is a cloud-based business software platform that provides solutions for accounting, project management, invoicing, and CRM. It is designed for small and medium-sized businesses and enables them to streamline their operations, automate their processes, and gain real-time insights into their financial and business performance.
Authorize Connection to Exact Online
Authorize the connection so Dataddo can write 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.
Dataddo validates the connection when you save it.
Create an Exact Online Destination
Go to Destinations, click Create Destination, and select Exact Online. Give the destination a name, choose the authorizer, then set:
| Field | Description |
|---|---|
| Endpoint | Select the Exact Online Endpoint you would like to load data to. Shown when oAuthId is ``. |
Click Save.
Fields that load from your account (such as the target object or module) appear after you choose the authorizer.
Write Modes
The write mode decides how each flow run changes your Exact Online records. Exact Online supports the standard write modes.
| Mode | Meaning |
|---|---|
insert |
Creates a new record for every row. |
insert_ignore |
Creates records, skipping rows that already exist. |
upsert |
Creates new records and updates existing ones matched by their key. |
update |
Updates existing records matched by their key; fails rows with no match. |
update_ignore |
Updates matched records, skipping rows with no match. |
delete |
Deletes records matched by their key. |
Flow columns are matched to Exact Online fields by name. If a column has no matching field, it is ignored.
How to Create a Flow to Exact Online
- Go to Flows and click Create Flow.
- Add one or more sources.
- Add Exact Online as the destination and pick the authorizer.
- Select the target object and the write mode.
- Set the schedule and click Save.
Troubleshooting
Cannot connect to Exact Online
Reauthorize the Exact Online connection and make sure the account has permission to write the target object.
Rows are rejected
Exact Online rejected rows that break its field rules (required fields, value formats, or duplicate keys). Fix the source data or the field mapping and restart the flow.