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Exact Integrations
Build & publish in-app integrations with our Exact connector
What is Exact?
We build cloud business software for SMEs and accountants.
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.
Why integrate with Exact
Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded integration platform enables you to create integrations between your application and Exact, as well as 100s of other apps, using low code tools.
Available Methods and Endpoints
Sales Invoices ↓
List Sales Invoices
Retrieve a list of existing sales invoices.
Action
List Updated Sales Invoices
Retrieve a list of sales invoices created or updated since last run.
Action
Delete Sales Invoice
Delete an existing sales invoice.
Action
Create Sales Invoice
Create a new sales invoice.
Action
Update Sales Invoice
Update an existing sales invoice.
Action
Get Sales Invoice
Retrieve a sales invoice by ID.
Action
Internal ↓
List Sales Items
Retrieve a list of existing sales items.
Action
List Supplier Accounts
Retrieve a list of existing supplier accounts.
Action
Get Division
Retrieve the current division.
Action
Documents ↓
List Updated Documents
Use this endpoint to retrieve a list of documents created or updated since last run
Action
Get Document Attachment
Use this endpoint to retrieve a specific document attachment
Action
List Document Attachments
Use this endpoint to retrieve a list of document attachments
Action
Get Document Category
Retrieve an existing document category
Action
List Document Categories
Use this endpoint to retrieve a list of document categories
Action
Get Document
Use this endpoint to retrieve a specific document
Action
Create Document
Create a new document
Action
List Documents
Use this endpoint to retrieve a list of documents
Action
Update Document
Update an existing document.
Action
Delete Document Type Folder
Delete a specific document type folder
Action
List Document Type Folders
Use this endpoint to retrieve a list of document type folders
Action
Update Document Type Folder
Update an existing document type folder
Action
Get Document Type Folder
Use this endpoint to retrieve a specific document type folder
Action
Create Document Type Folder
Create a new document type folder
Action
List Document Types
Use this endpoint to retrieve a list of document types
Action
Get Document Type
Retrieve an existing document type
Action
List Document Type Categories
Use this endpoint to retrieve a list of document type categories
Action
Get Document Type Category
Retrieve an existing document type category
Action
Get Document Folder
Use this endpoint to retrieve a specific document folder
Action
List Document Folders
Use this endpoint to retrieve a list of document folders
Action
Create Document Folder
Create a new document folder
Action
Delete Document Folder
Delete a specific document folder
Action
Delete Document
Delete a specific document.
Action
Update Document Folder
Update an existing document folder
Action
Sales Entry ↓
Get Sales Entry Line
Retrieve an existing sales entry line by GUID.
Action
Get Sales Entry
Retrieve a sales entry by ID.
Action
List Updated Sales Entries
Retrieve a list of sales entries created or modified since last run.
Action
Create Sales Entry
Create a new sales entry.
Action
Delete Sales Entry
Delete an existing sales entry.
Action
Update Sales Entry
Update an existing sales entry.
Action
List Sales Entries
Retrieve a list of existing sales entries.
Action
Update Sales Entry Line
Update an existing sales entry line.
Action
Delete Sales Entry Line
Delete an existing sales entry line.
Action
List Sales Entry Lines
Retrieve details for all lines on a sales entry.
Action
Create Sales Entry Line
Create a new sales entry line.
Action
General ↓
List Currencies
Use this endpoint to get all the enabled currencies.
Action
Financial Transaction ↓
Get Transaction Line
Retrieve a specific transaction line.
Action
List Transaction Lines
Retrieve a list of transaction lines.
Action
List Cash Entries
Retrieve a list of cash entries.
Action
Create Cash Entry Line
Create a new cash entry line.
Action
Get Cash Entry
Retrieve a specific cash entry.
Action
List Cash Entry Lines
Retrieve a list of cash entry lines.
Action
Create Cash Entry
Create a new cash entry.
Action
Get Bank Entry
Retrieve a specific bank entry.
Action
List Bank Entry Lines
Retrieve a list of bank entry lines.
Action
List Bank Entries
Retrieve a list of bank entries.
Action
Create Bank Entry Line
Create a new bank entry line.
Action
Create Bank Entry
Create a new bank entry.
Action
Get Bank Entry Line
Retrieve a specific bank entry line
Action
Get Cash Entry Line
Retrieve a specific cash entry line
Action
HRM ↓
Get Department
Retrieve an existing department.
Action
Update Cost Center
Update an existing cost center.
Action
Delete Cost Center
Delete a specific cost center.
Action
Get Cost Center
Retrieve details of a specific cost center.
Action
Create Cost Center
Create a new cost center.
Action
List Cost Centers
Retrieve a list of cost centers.
Action
Get Division Class Name
Company 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 Values
This end point returns the values as used per company classification for a given company.
Action
List Division Class Names
Company 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 Value
This end point returns the values as used per company classification for a given company.
Action
Get Division Class
Returns the possible choices per classification for a given company.
Action
List Division Classes
Returns the possible choices per classification for a given company.
Action
Create Cost Unit
Create a new cost unit.
Action
Get Cost Unit
Retrieve a specific cost unit.
Action
Delete Cost Unit
Delete a specific cost unit.
Action
Update Cost Unit
Update an existing cost unit.
Action
List Cost Units
Retrieve a list of cost units.
Action
List Departments
Retrieve a list of departments.
Action
CRM ↓
Delete Customer Account
Delete an existing customer account by ID.
Action
Get Customer Account
Retrieve an existing customer account by ID.
Action
Update Customer Account
Update an existing customer account.
Action
Create Customer Account
Create a new customer account.
Action
List Customer Accounts
Retrieve a list of existing customer accounts.
Action
List Updated Customer Accounts
Retrieve a list of customer accounts created or modified since last run.
Action
Get Contact
Retrieve a contact by ID.
Action
Create Contact
Add a contact person to an existing customer account.
Action
List Updated Contacts
List all contact records created or modified since last run.
Action
List Contacts
List all contact records.
Action
Delete Contact
Delete an existing contact.
Action
Update Contact
Update an existing contact.
Action
Financial ↓
List G/L Accounts
Retrieve a list of existing general ledger accounts.
Action
Get G/L Account
Retrieve an existing general ledger account.
Action
Delete G/L Account
Delete an existing general ledger account.
Action
Create G/L Account
Create a new general ledger account.
Action
Update G/L Account
Update an existing general ledger account.
Action
List Updated G/L Accounts
Retrieve a list of general ledger accounts created or updated since last run.
Action
Create G/L Acct Class. Mapping
Create a general ledger account classification mapping.
Action
Delete G/L Acct Class. Mapping
Delete a specific general ledger account classification mapping.
Action
Update G/L Acct Class. Mapping
Update an existing general ledger account classification mapping.
Action
Get G/L Acct Class. Mapping
Retrieve a specific general ledger account classification mapping.
Action
List G/L Acct Class. Mappings
Retrieve a list of existing general ledger account classification mappings
Action
Update Journal
Update an existing journal.
Action
Get Journal Status List
This resource will provide you information on the status of a Journal in a certain period.
Action
Create Journal
Create a new journal.
Action
List Journals
Retrieve a list of existing journals.
Action
List Updated Journals
Retrieve a list of journals created or updated since last run.
Action
Delete Journal
Delete an existing journal.
Action
Get Journal
Retrieve an existing journal by ID.
Action
List G/L Classifications
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.
Action
Get G/L Classification
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.
Action
List General Journal Entry Lines
Retrieve a list of general journal entry lines.
Action
List Updated General Journal Entries
Retrieve a list of general journal entries created or updated since last run.
Action
List General Journal Entries
Retrieve a list of general journal entries.
Action
Create General Journal Entry
Create a new general journal entry.
Action
Get General Journal Entry
Retrieve a specific general journal entry.
Action
Create General Journal Entry Line
Create a new general journal entry line.
Action
Get General Journal Entry Line
Retrieve a specific general journal entry line.
Action
Get G/L Scheme
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.
Action
List G/L Schemes
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.
Action
CurrentYear/AfterEntry
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.
Action
PreviousYear/Processed
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.
Action
CurrentYear/Processed
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.
Action
PreviousYear/AfterEntry
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.
Action
Get G/L Transaction Source
Use 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 Sources
Use 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 Type
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.
Action
List G/L Transaction Types
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.
Action
Purchase Entry ↓
Delete Purchase Entry
Delete an existing purchase entry.
Action
Create Purchase Entry Line
Create a new purchase entry line.
Action
Update Purchase Entry
Update an existing purchase entry.
Action
List Purchase Entry Lines
Retrieve details for all lines on a purchase entry.
Action
Update Purchase Entry Line
Update an existing purchase entry line.
Action
Get Purchase Entry Line
Retrieve an existing purchase entry line by GUID.
Action
List Updated Purchase Entries
Retrieve a list of purchase entries created or modified since last run.
Action
Create Purchase Entry
Create a new purchase entry.
Action
Get Purchase Entry
Retrieve a purchase entry by ID.
Action
List Purchase Entries
Retrieve a list of existing purchase entries.
Action
Delete Purchase Entry Line
Delete an existing purchase entry line.
Action
Do you want to access something that's not currently listed?
Just let us know and we can add it to the connector for you!
Related Connectors
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
Some of the many benefits of using Cyclr as your integration solution
Native
Build Quickly
Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.
Be responsive to the needs of your clients and your sales team.
No code integrations
Use our drag and drop integration builder to create integrations, then click to publish them to your app.
Your users can then search and deploy these integrations in a couple of clicks.
Related Resources
Exact Connector Documentation
Read ArticleERP Integration Solutions For Your Organisation
Read ArticleHR Integrations to make your daily tasks easier
Read ArticleReady to start your integration journey?
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