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Exact Integrations

We build cloud business software for SMEs and accountants.

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01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our Exact connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Exact, so you can provide in-app Exact integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Exact Integrations

Quickly create integrations between your SaaS application and Exact with Cyclr's low code integration builder. Publish your Exact integration into your application using Cyclr's white label embedded integration marketplace.

HR/Payroll

  • Sync employee details from HR to payroll
  • Create a new employee in payroll when a new employee has joined

ERP

  • Create a new ERP sales order and send to accounting to generate customer invoice

ORCHESTRATION

How Exact works with Cyclr

Cyclr sits between your SaaS product and Exact to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Exact

    Exact processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Exact methods you can orchestrate through Cyclr.

Bank Accounts7

List Updated Bank Accounts

Action

Retrieve a list of all Bank Accounts updated since the last run.

Delete Bank Account

Action

Delete an existing Bank Account.

List Bank Accounts

Action

Retrieve a list of all Bank Accounts.

Create Bank Account

Action

Create a new Bank Account.

Update Bank Account

Action

Update an existing Bank Account.

List New Bank Accounts

Action

Retrieve a list of all Bank Accounts created since the last run.

Get Bank Account

Action

Retrieve a specific Bank Account.

Direct Debit Mandates7

Delete Direct Debit Mandate

Action

Delete an existing Direct Debit Mandate.

List New Direct Debit Mandates

Action

Retrieve a list of all Direct Debit Mandates created since the last run.

Get Direct Debit Mandate

Action

Retrieve a Direct Debit Mandate.

Update Direct Debit Mandate

Action

Update an existing Direct Debit Mandate.

List Updated Direct Debit Mandates

Action

Retrieve a list of all Direct Debit Mandates modified since the last run.

List Direct Debit Mandates

Action

Retrieve a list of all Direct Debit Mandates.

Create Direct Debit Mandate

Action

Create a new Direct Debit Mandate.

Sales Invoices6

List Sales Invoices

Action

Retrieve a list of existing sales invoices.

List Updated Sales Invoices

Action

Retrieve a list of sales invoices created or updated since last run.

Update Sales Invoice

Action

Update an existing sales invoice.

Delete Sales Invoice

Action

Delete an existing sales invoice.

Get Sales Invoice

Action

Retrieve a sales invoice by ID.

Create Sales Invoice

Action

Create a new sales invoice.

Internal3

Get Division

Action

Retrieve the current division.

List Sales Items

Action

Retrieve a list of existing sales items.

List Supplier Accounts

Action

Retrieve a list of existing supplier accounts.

Divisions1

List Divisions

Action

Retrieve a list of Divisions.

Documents25

Update Document Folder

Action

Update an existing document folder

Delete Document Folder

Action

Delete a specific document folder

Create Document Type Folder

Action

Create a new document type folder

Create Document Folder

Action

Create a new document folder

Get Document Type Folder

Action

Use this endpoint to retrieve a specific document type folder

Get Document Type Category

Action

Retrieve an existing document type category

List Document Attachments

Action

List all document attachments.

Update Document Type Folder

Action

Update an existing document type folder

Get Document Attachment

Action

Get a document attachment.

List Document Folders

Action

Use this endpoint to retrieve a list of document folders

List Document Categories

Action

Use this endpoint to retrieve a list of document categories

List Document Type Folders

Action

Use this endpoint to retrieve a list of document type folders

Update Document

Action

Update an existing document.

Delete Document

Action

Delete a specific document.

Get Document Category

Action

Retrieve an existing document category

List Documents

Action

Use this endpoint to retrieve a list of documents

Create Document Attachment

Action

Create a document attachment.

Create Document

Action

Create a new document

List Updated Documents

Action

Use this endpoint to retrieve a list of documents created or updated since last run

List Document Type Categories

Action

Use this endpoint to retrieve a list of document type categories

Get Document Type

Action

Retrieve an existing document type

Get Document

Action

Use this endpoint to retrieve a specific document

Get Document Folder

Action

Use this endpoint to retrieve a specific document folder

Delete Document Type Folder

Action

Delete a specific document type folder

List Document Types

Action

Use this endpoint to retrieve a list of document types

Financial39

List G/L Schemes

Action

Use 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.

Get G/L Transaction Source

Action

Use this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created.

List G/L Acct Class. Mappings

Action

Retrieve a list of existing general ledger account classification mappings

List Updated G/L Accounts

Action

Retrieve a list of general ledger accounts created or updated since last run.

CurrentYear/AfterEntry

Action

This 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.

Get General Journal Entry Line

Action

Retrieve a specific general journal entry line.

Get Journal

Action

Retrieve an existing journal by ID.

Create General Journal Entry Line

Action

Create a new general journal entry line.

Delete Journal

Action

Delete an existing journal.

List Updated Journals

Action

Retrieve a list of journals created or updated since last run.

PreviousYear/Processed

Action

This 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.

List Journals

Action

Retrieve a list of existing journals.

Get G/L Acct Class. Mapping

Action

Retrieve a specific general ledger account classification mapping.

Update G/L Account

Action

Update an existing general ledger account.

Get General Journal Entry

Action

Retrieve a specific general journal entry.

Create General Journal Entry

Action

Create a new general journal entry.

List Receivables

Action

List all receivables.

Create G/L Account

Action

Create a new general ledger account.

Get G/L Scheme

Action

Use 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.

List General Journal Entries

Action

Retrieve a list of general journal entries.

List Updated General Journal Entries

Action

Retrieve a list of general journal entries created or updated since last run.

Update G/L Acct Class. Mapping

Action

Update an existing general ledger account classification mapping.

Delete G/L Account

Action

Delete an existing general ledger account.

List G/L Transaction Sources

Action

Use this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created.

Delete G/L Acct Class. Mapping

Action

Delete a specific general ledger account classification mapping.

CurrentYear/Processed

Action

This 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.

Create G/L Acct Class. Mapping

Action

Create a general ledger account classification mapping.

Create Journal

Action

Create a new journal.

Get G/L Account

Action

Retrieve an existing general ledger account.

Get G/L Transaction Type

Action

Retrieve 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.

List General Journal Entry Lines

Action

Retrieve a list of general journal entry lines.

List G/L Transaction Types

Action

Use 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.

PreviousYear/AfterEntry

Action

This 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.

Get G/L Classification

Action

G/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.

Get Journal Status List

Action

This resource will provide you information on the status of a Journal in a certain period.

List G/L Accounts

Action

Retrieve a list of existing general ledger accounts.

List G/L Classifications

Action

G/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.

Get Receivable

Action

Get a receivable.

Update Journal

Action

Update an existing journal.

CRM12

Update Contact

Action

Update an existing contact.

List Updated Customer Accounts

Action

Retrieve a list of customer accounts created or modified since last run.

Delete Contact

Action

Delete an existing contact.

List Customer Accounts

Action

Retrieve a list of existing customer accounts.

Create Customer Account

Action

Create a new customer account.

List Contacts

Action

List all contact records.

Update Customer Account

Action

Update an existing customer account.

Get Customer Account

Action

Retrieve an existing customer account by ID.

Delete Customer Account

Action

Delete an existing customer account by ID.

List Updated Contacts

Action

List all contact records created or modified since last run.

Create Contact

Action

Add a contact person to an existing customer account.

Get Contact

Action

Retrieve a contact by ID.

Purchase Entry11

List Updated Purchase Entries

Action

Retrieve a list of purchase entries created or modified since last run.

Create Purchase Entry

Action

Create a new purchase entry.

Create Purchase Entry Line

Action

Create a new purchase entry line.

Get Purchase Entry

Action

Retrieve a purchase entry by ID.

List Purchase Entries

Action

Retrieve a list of existing purchase entries.

Delete Purchase Entry

Action

Delete an existing purchase entry.

List Purchase Entry Lines

Action

Retrieve details for all lines on a purchase entry.

Delete Purchase Entry Line

Action

Delete an existing purchase entry line.

Update Purchase Entry Line

Action

Update an existing purchase entry line.

Update Purchase Entry

Action

Update an existing purchase entry.

Get Purchase Entry Line

Action

Retrieve an existing purchase entry line by GUID.

Cashflow8

List Cashflow Receivables

Action

List all cashflow receivables.

List Cashflow Payments

Action

List all cashflow payments.

Update Cashflow Payment

Action

Update a Cashflow Payment

Update Cashflow Receivable

Action

Update a cashflow receivable.

List New Cashflow Receivables

Action

List all cashflow receivables created since the last successful run.

List Updated Cashflow Receivables

Action

List all cashflow receivables updated since the last successful run.

List Updated Cashflow Payments

Action

List all cashflow payments.

List New Cashflow Payments

Action

List all cashflow payments.

Sales Entry11

List Sales Entries

Action

Retrieve a list of existing sales entries.

Update Sales Entry

Action

Update an existing sales entry.

Get Sales Entry Line

Action

Retrieve an existing sales entry line by GUID.

Update Sales Entry Line

Action

Update an existing sales entry line.

Delete Sales Entry Line

Action

Delete an existing sales entry line.

Delete Sales Entry

Action

Delete an existing sales entry.

List Sales Entry Lines

Action

Retrieve details for all lines on a sales entry.

Create Sales Entry

Action

Create a new sales entry.

List Updated Sales Entries

Action

Retrieve a list of sales entries created or modified since last run.

Create Sales Entry Line

Action

Create a new sales entry line.

Get Sales Entry

Action

Retrieve a sales entry by ID.

HRM18

List Division Classes

Action

Returns the possible choices per classification for a given company.

List Cost Units

Action

Retrieve a list of cost units.

Update Cost Unit

Action

Update an existing cost unit.

List Cost Centers

Action

Retrieve a list of cost centers.

Get Division Class

Action

Returns the possible choices per classification for a given company.

Get Division Class Value

Action

This end point returns the values as used per company classification for a given company.

List Division Class Names

Action

Company classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications.

Delete Cost Unit

Action

Delete a specific cost unit.

Get Department

Action

Retrieve an existing department.

Get Cost Unit

Action

Retrieve a specific cost unit.

Create Cost Center

Action

Create a new cost center.

Create Cost Unit

Action

Create a new cost unit.

List Division Class Values

Action

This end point returns the values as used per company classification for a given company.

List Departments

Action

Retrieve a list of departments.

Get Cost Center

Action

Retrieve details of a specific cost center.

Get Division Class Name

Action

Company classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications.

Delete Cost Center

Action

Delete a specific cost center.

Update Cost Center

Action

Update an existing cost center.

Financial Transaction14

Create Cash Entry

Action

Create a new cash entry.

Get Bank Entry Line

Action

Retrieve a specific bank entry line

Get Cash Entry Line

Action

Retrieve a specific cash entry line

List Cash Entry Lines

Action

Retrieve a list of cash entry lines.

Create Bank Entry

Action

Create a new bank entry.

Get Cash Entry

Action

Retrieve a specific cash entry.

Create Cash Entry Line

Action

Create a new cash entry line.

List Transaction Lines

Action

Retrieve a list of transaction lines.

List Cash Entries

Action

Retrieve a list of cash entries.

Create Bank Entry Line

Action

Create a new bank entry line.

List Bank Entries

Action

Retrieve a list of bank entries.

Get Transaction Line

Action

Retrieve a specific transaction line.

List Bank Entry Lines

Action

Retrieve a list of bank entry lines.

Get Bank Entry

Action

Retrieve a specific bank entry.

Bulk2

List Bulk Cashflow Receivables

Action

List all bulk cashflow receivables.

List Bulk Cashflow Payments

Action

List all bulk cashflow payments.

General1

List Currencies

Action

Use this endpoint to get all the enabled currencies.

Sync1

List Cashflow Payment Terms

Action

List all cashflow payment terms.

TECHNICAL DETAILS

Exact integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Exact integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

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Exact Connector Documentation

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