Integrate Exact

Provide your users with in-app integration with Exact

Exact

We build cloud business software for SMEs and accountants.

Exact Connector Methods

Sales Invoices

FeatureDescriptionType
Get Sales InvoiceRetrieve a sales invoice by ID. Action
Delete Sales InvoiceDelete an existing sales invoice. Action
Update Sales InvoiceUpdate an existing sales invoice. Action
List Sales InvoicesRetrieve a list of existing sales invoices. Action
List Updated Sales InvoicesRetrieve a list of sales invoices created or updated since last run. Action
Create Sales InvoiceCreate a new sales invoice. Action

Internal

FeatureDescriptionType
Get DivisionRetrieve the current division. Action
List Sales ItemsRetrieve a list of existing sales items. Action
List Supplier AccountsRetrieve a list of existing supplier accounts. Action

CRM

FeatureDescriptionType
Get Customer AccountRetrieve an existing customer account by ID. Action
Delete Customer AccountDelete an existing customer account by ID. Action
Update Customer AccountUpdate an existing customer account. Action
Update ContactUpdate an existing contact. Action
Delete ContactDelete an existing contact. Action
Get ContactRetrieve a contact by ID. Action
List Customer AccountsRetrieve a list of existing customer accounts. Action
List ContactsList all contact records. Action
List Updated ContactsList all contact records created or modified since last run. Action
List Updated Customer AccountsRetrieve a list of customer accounts created or modified since last run. Action
Create Customer AccountCreate a new customer account. Action
Create ContactAdd a contact person to an existing customer account. Action

Financial

FeatureDescriptionType
Get JournalRetrieve an existing journal by ID. Action
Delete JournalDelete an existing journal. Action
Update JournalUpdate an existing journal. Action
Get G/L AccountRetrieve an existing general ledger account. Action
Update G/L AccountUpdate an existing general ledger account. Action
Delete G/L AccountDelete an existing general ledger account. Action
List G/L ClassificationsG/L Classifications are used to group G/L account balances in p&l and balance sheet. Use this endpoint to retrieve information about the G/L classifications available. Action
Get G/L ClassificationG/L Classifications are used to group G/L account balances in p&l and balance sheet. Use this endpoint to retrieve information about the G/L classifications available. Action
Get G/L SchemeUse this endpoint to retrieve the G/L schemes used in an administration. Depending on package used, there is one or more scheme (e.g. RGS in different versions) available. Action
Get G/L Transaction SourceUse this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created. Action
Get G/L Transaction TypeRetrieve an existing transaction type. Financial entries are created as specific types, some are created based on journals, like sales or purchase, other are created automatically, like from the revaluation process. Action
Get Journal Status ListThis resource will provide you information on the status of a Journal in a certain period. Action
CurrentYear/AfterEntryThis service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. CurrentYear/AfterEntry considers all entries for the current year, if you only want to get final processed entries use CurrentYear/Processed instead. Action
CurrentYear/ProcessedThis service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. CurrentYear/Processed considers only processed entries for the current year, if you want to get all the entries use CurrentYear/AfterEntry instead. Action
PreviousYear/AfterEntryThis service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. PreviousYear/AfterEntry considers all entries for the previous year, if you only want to get final processed entries use PreviousYear/Processed instead. Action
PreviousYear/ProcessedThis service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. PreviousYear/Processed considers only processed entries for the previous year, if you want to get all the entries use PreviousYear/AfterEntry instead. Action
Get G/L Acct Class. MappingRetrieve a specific general ledger account classification mapping. Action
Delete G/L Acct Class. MappingDelete a specific general ledger account classification mapping. Action
Get General Journal EntryRetrieve a specific general journal entry. Action
Create General Journal EntryCreate a new general journal entry. Action
Get General Journal Entry LineRetrieve a specific general journal entry line. Action
Update G/L Acct Class. MappingUpdate an existing general ledger account classification mapping. Action
Create General Journal Entry LineCreate a new general journal entry line. Action
List JournalsRetrieve a list of existing journals. Action
List Updated JournalsRetrieve a list of journals created or updated since last run. Action
List G/L AccountsRetrieve a list of existing general ledger accounts. Action
List Updated G/L AccountsRetrieve a list of general ledger accounts created or updated since last run. Action
List G/L SchemesUse this endpoint to retrieve the G/L schemes used in an administration. Depending on package used, there is one or more scheme (e.g. RGS in different versions) available. Action
List G/L Transaction SourcesUse this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created. Action
List G/L Transaction TypesUse this endpoint to retrieve all transaction types. Financial entries are created as specific types, some are created based on journals, like sales or purchase, other are created automatically, like from the revaluation process. Action
List G/L Acct Class. MappingsRetrieve a list of existing general ledger account classification mappings Action
List General Journal EntriesRetrieve a list of general journal entries. Action
List Updated General Journal EntriesRetrieve a list of general journal entries created or updated since last run. Action
List General Journal Entry LinesRetrieve a list of general journal entry lines. Action
Create JournalCreate a new journal. Action
Create G/L AccountCreate a new general ledger account. Action
Create G/L Acct Class. MappingCreate a general ledger account classification mapping. Action

Sales Entry

FeatureDescriptionType
Get Sales Entry LineRetrieve an existing sales entry line by GUID. Action
Get Sales EntryRetrieve a sales entry by ID. Action
Update Sales EntryUpdate an existing sales entry. Action
Delete Sales EntryDelete an existing sales entry. Action
List Sales Entry LinesRetrieve details for all lines on a sales entry. Action
Update Sales Entry LineUpdate an existing sales entry line. Action
Delete Sales Entry LineDelete an existing sales entry line. Action
List Sales EntriesRetrieve a list of existing sales entries. Action
List Updated Sales EntriesRetrieve a list of sales entries created or modified since last run. Action
Create Sales EntryCreate a new sales entry. Action
Create Sales Entry LineCreate a new sales entry line. Action

Purchase Entry

FeatureDescriptionType
Delete Purchase EntryDelete an existing purchase entry. Action
Get Purchase EntryRetrieve a purchase entry by ID. Action
Update Purchase EntryUpdate an existing purchase entry. Action
Update Purchase Entry LineUpdate an existing purchase entry line. Action
Get Purchase Entry LineRetrieve an existing purchase entry line by GUID. Action
List Purchase Entry LinesRetrieve details for all lines on a purchase entry. Action
Delete Purchase Entry LineDelete an existing purchase entry line. Action
List Purchase EntriesRetrieve a list of existing purchase entries. Action
List Updated Purchase EntriesRetrieve a list of purchase entries created or modified since last run. Action
Create Purchase EntryCreate a new purchase entry. Action
Create Purchase Entry LineCreate a new purchase entry line. Action

HRM

FeatureDescriptionType
Get DepartmentRetrieve an existing department. Action
Get Division ClassReturns the possible choices per classification for a given company. Action
Get Division Class NameCompany classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications. Action
Get Division Class ValueThis end point returns the values as used per company classification for a given company. Action
Get Cost CenterRetrieve details of a specific cost center. Action
Delete Cost CenterDelete a specific cost center. Action
Get Cost UnitRetrieve a specific cost unit. Action
Delete Cost UnitDelete a specific cost unit. Action
Update Cost CenterUpdate an existing cost center. Action
Update Cost UnitUpdate an existing cost unit. Action
List DepartmentsRetrieve a list of departments. Action
List Division ClassesReturns the possible choices per classification for a given company. Action
List Division Class NamesCompany classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications. Action
List Division Class ValuesThis end point returns the values as used per company classification for a given company. Action
List Cost CentersRetrieve a list of cost centers. Action
List Cost UnitsRetrieve a list of cost units. Action
Create Cost CenterCreate a new cost center. Action
Create Cost UnitCreate a new cost unit. Action

Documents

FeatureDescriptionType
Get Document TypeRetrieve an existing document type Action
Get Document Type CategoryRetrieve an existing document type category Action
Get Document CategoryRetrieve an existing document category Action
Get DocumentUse this endpoint to retrieve a specific document Action
Update DocumentUpdate an existing document. Action
Delete DocumentDelete a specific document. Action
Get Document AttachmentUse this endpoint to retrieve a specific document attachment Action
Get Document FolderUse this endpoint to retrieve a specific document folder Action
Update Document FolderUpdate an existing document folder Action
Delete Document FolderDelete a specific document folder Action
Get Document Type FolderUse this endpoint to retrieve a specific document type folder Action
Delete Document Type FolderDelete a specific document type folder Action
Update Document Type FolderUpdate an existing document type folder Action
List Document TypesUse this endpoint to retrieve a list of document types Action
List Document Type CategoriesUse this endpoint to retrieve a list of document type categories Action
List Document CategoriesUse this endpoint to retrieve a list of document categories Action
List DocumentsUse this endpoint to retrieve a list of documents Action
List Updated DocumentsUse this endpoint to retrieve a list of documents created or updated since last run Action
List Document AttachmentsUse this endpoint to retrieve a list of document attachments Action
List Document FoldersUse this endpoint to retrieve a list of document folders Action
List Document Type FoldersUse this endpoint to retrieve a list of document type folders Action
Create DocumentCreate a new document Action
Create Document FolderCreate a new document folder Action
Create Document Type FolderCreate a new document type folder Action

Financial Transaction

FeatureDescriptionType
Get Transaction LineRetrieve a specific transaction line. Action
Get Bank EntryRetrieve a specific bank entry. Action
Get Bank Entry LineRetrieve a specific bank entry line Action
Get Cash Entry LineRetrieve a specific cash entry line Action
Get Cash EntryRetrieve a specific cash entry. Action
List Transaction LinesRetrieve a list of transaction lines. Action
List Bank EntriesRetrieve a list of bank entries. Action
List Bank Entry LinesRetrieve a list of bank entry lines. Action
Create Bank Entry LineCreate a new bank entry line. Action
Create Bank EntryCreate a new bank entry. Action
List Cash Entry LinesRetrieve a list of cash entry lines. Action
Create Cash Entry LineCreate a new cash entry line. Action
Create Cash EntryCreate a new cash entry. Action
List Cash EntriesRetrieve a list of cash entries. Action

General

FeatureDescriptionType
List CurrenciesUse this endpoint to get all the enabled currencies. Action
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