Exact Online
Overview
Pre-built tooling
✅ Authorization
| Tools | Status |
|---|---|
| Pre-built authorization (OAuth) | ✅ |
| Credentials auto-refresh | ✅ |
| Auth parameters validation | ✅ |
| Pre-built authorization UI | ✅ |
| Custom authorization UI | ✅ |
| Expired credentials detection | ✅ |
✅ Read & write data
| Tools | Status |
|---|---|
| Pre-built integrations | ✅ |
| API unification | ✅ |
| 2-way sync | ✅ |
| Webhooks from Tenklo on data modifications | ✅ |
| Real-time webhooks from 3rd-party API | 🚫 (time to contribute: <48h) |
| Proxy requests | ✅ |
✅ Observability & data quality
| Tools | Status |
|---|---|
| HTTP request logging | ✅ |
| End-to-end type safety | ✅ |
| Data runtime validation | ✅ |
| OpenTelemetry export | ✅ |
| Slack alerts on errors | ✅ |
| Integration status API | ✅ |
✅ Customization
| Tools | Status |
|---|---|
| Create or customize use-cases | ✅ |
| Pre-configured pagination | ✅ |
| Pre-configured rate-limit handling | ✅ |
| Per-customer configurations | ✅ |
Others
| Function name | Description | Type | Source code |
|---|---|---|---|
attach-file-invoice | Attach a document/file and optionally link it to a sales invoice | Action | 🔗 Github |
create-contact | Create a new contact linked to an account | Action | 🔗 Github |
create-customer | Create a new customer/account in Exact Online. | Action | 🔗 Github |
create-invoice | Create a new sales invoice. | Action | 🔗 Github |
create-item | Create a new item/product | Action | 🔗 Github |
create-purchase-invoice | Create a new purchase invoice/entry | Action | 🔗 Github |
create-sales-order | Create a new sales order | Action | 🔗 Github |
delete-contact | Delete a contact by ID | Action | 🔗 Github |
delete-customer | Delete a customer/account by ID. | Action | 🔗 Github |
delete-item | Delete an item/product by ID. | Action | 🔗 Github |
get-account | Retrieve a single CRM account by ID. | Action | 🔗 Github |
get-contact | Retrieve a single contact by ID | Action | 🔗 Github |
get-current-user | Get the current authenticated user and their active division. | Action | 🔗 Github |
get-sales-invoice | Retrieve a single sales invoice by ID. | Action | 🔗 Github |
list-accounts | List CRM accounts (customers and/or suppliers) | Action | 🔗 Github |
list-contacts | List CRM contacts. | Action | 🔗 Github |
list-divisions | List all divisions/administrations accessible to the authenticated user. | Action | 🔗 Github |
list-document-attachments | List document attachment metadata. | Action | 🔗 Github |
list-documents | List documents (invoice PDFs, attachments) | Action | 🔗 Github |
list-financial-transactions | List financial transaction headers. | Action | 🔗 Github |
list-gl-accounts | List general ledger accounts. | Action | 🔗 Github |
list-item-groups | List logistics item groups. | Action | 🔗 Github |
list-items | List logistics items/products. | Action | 🔗 Github |
list-journals | List financial journals | Action | 🔗 Github |
list-payments | List outgoing payments from the cashflow module. | Action | 🔗 Github |
list-purchase-invoices | List purchase invoice entries. | Action | 🔗 Github |
list-sales-invoices | List sales invoices | Action | 🔗 Github |
list-sales-orders | List sales orders. | Action | 🔗 Github |
list-transaction-lines | List financial transaction line details including amounts. | Action | 🔗 Github |
list-vat-codes | List VAT/tax codes. | Action | 🔗 Github |
update-contact | Update an existing contact. | Action | 🔗 Github |
update-customer | Update an existing customer/account | Action | 🔗 Github |
update-invoice | Update a sales invoice (only Status 20 = Open invoices) | Action | 🔗 Github |
update-item | Update an existing item/product | Action | 🔗 Github |
contacts | Sync CRM contacts with incremental updates via Modified timestamp | Sync | 🔗 Github |
customers | Sync CRM accounts (customers and suppliers) with incremental updates via Modified timestamp. | Sync | 🔗 Github |
divisions | Sync divisions/administrations as full snapshot | Sync | 🔗 Github |
document-attachments | Sync document attachment metadata as full snapshot | Sync | 🔗 Github |
documents | Sync document metadata (invoices, files) with incremental updates. | Sync | 🔗 Github |
financial-transactions | Sync financial transaction headers with date-window checkpoints | Sync | 🔗 Github |
gl-accounts | Sync general ledger accounts as full snapshot. | Sync | 🔗 Github |
item-groups | Sync item groups as full snapshot (small static dataset). | Sync | 🔗 Github |
items | Sync logistics items/products with incremental updates. | Sync | 🔗 Github |
journals | Sync financial journals as full snapshot | Sync | 🔗 Github |
payments | Sync outgoing payments from the cashflow module. | Sync | 🔗 Github |
purchase-invoices | Sync purchase invoice entries with incremental updates via Modified timestamp | Sync | 🔗 Github |
sales-invoices | Sync sales invoices with incremental updates via Modified timestamp | Sync | 🔗 Github |
sales-orders | Sync sales orders with incremental updates | Sync | 🔗 Github |
transaction-lines | Sync financial transaction line details including amounts and GL account assignments. | Sync | 🔗 Github |
vat-codes | Sync VAT/tax codes as full snapshot | Sync | 🔗 Github |
Access requirements
| Pre-Requisites | Status | Comment |
|---|---|---|
| Paid dev account | ❓ | |
| Paid test account | ❓ | |
| Partnership | ❓ | |
| App review | ❓ | |
| Security audit | ❓ |
Setup guide
No setup guide yet.
Need help getting started? Get help in the community.
Contribute improvements to the setup guide by editing this page
Useful links
- Register your app on the Dev Portal
- Tenklo implements the Auth Web APIs mentioned here (specifically, it implements the
authorization codeflow).
Contribute useful links by editing this page
Connection configuration in Tenklo
- Exact online uses different domain extensions for different regions.
API gotchas
- Access Token refreshes are only possible in the last 30 seconds of the last one being valid, or of course when there is no valid Access Token anymore.
- Access Tokens stay valid for only 10 minutes.
Contribute API gotchas by editing this page