Integrate Exact

Provide your users with in-app integration with Exact

Exact connector

Exact

We build cloud business software for SMEs and accountants.

Exact Connector Methods

Sales Invoices

Feature Description Type
Get Sales Invoice Retrieve a sales invoice by ID. Action
Delete Sales Invoice Delete an existing sales invoice. Action
Update Sales Invoice Update an existing sales invoice. Action
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
Create Sales Invoice Create a new sales invoice. Action

Internal

Feature Description Type
Get Division Retrieve the current division. Action
List Sales Items Retrieve a list of existing sales items. Action
List Supplier Accounts Retrieve a list of existing supplier accounts. Action

CRM

Feature Description Type
Get Customer Account Retrieve an existing customer account by ID. Action
Delete Customer Account Delete an existing customer account by ID. Action
Update Customer Account Update an existing customer account. Action
Update Contact Update an existing contact. Action
Delete Contact Delete an existing contact. Action
Get Contact Retrieve a contact by ID. Action
List Customer Accounts Retrieve a list of existing customer accounts. Action
List Contacts List all contact records. Action
List Updated Contacts List all contact records created or modified since last run. Action
List Updated Customer Accounts Retrieve a list of customer accounts created or modified since last run. Action
Create Customer Account Create a new customer account. Action
Create Contact Add a contact person to an existing customer account. Action

Financial

Feature Description Type
Get Journal Retrieve an existing journal by ID. Action
Delete Journal Delete an existing journal. Action
Update Journal Update an existing journal. Action
Get G/L Account Retrieve an existing general ledger account. Action
Update G/L Account Update an existing general ledger account. Action
Delete G/L Account Delete an existing general ledger account. 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
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
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
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
Get Journal Status List This resource will provide you information on the status of a Journal in a certain period. 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
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
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
Get G/L Acct Class. Mapping Retrieve a specific general ledger account classification mapping. Action
Delete G/L Acct Class. Mapping Delete a specific general ledger account classification mapping. Action
Get General Journal Entry Retrieve a specific general journal entry. Action
Create General Journal Entry Create a new general journal entry. Action
Get General Journal Entry Line Retrieve a specific general journal entry line. Action
Update G/L Acct Class. Mapping Update an existing general ledger account classification mapping. Action
Create General Journal Entry Line Create a new general journal entry line. 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
List G/L Accounts Retrieve a list of existing general ledger accounts. Action
List Updated G/L Accounts Retrieve a list of general ledger accounts created or updated since last run. 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
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
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
List G/L Acct Class. Mappings Retrieve a list of existing general ledger account classification mappings Action
List General Journal Entries Retrieve a list of general journal entries. Action
List Updated General Journal Entries Retrieve a list of general journal entries created or updated since last run. Action
List General Journal Entry Lines Retrieve a list of general journal entry lines. Action
Create Journal Create a new journal. Action
Create G/L Account Create a new general ledger account. Action
Create G/L Acct Class. Mapping Create a general ledger account classification mapping. Action

Sales Entry

Feature Description Type
Get Sales Entry Line Retrieve an existing sales entry line by GUID. Action
Get Sales Entry Retrieve a sales entry by ID. Action
Update Sales Entry Update an existing sales entry. Action
Delete Sales Entry Delete an existing sales entry. Action
List Sales Entry Lines Retrieve details for all lines on a sales entry. 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 Entries Retrieve a list of existing sales entries. 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
Create Sales Entry Line Create a new sales entry line. Action

Purchase Entry

Feature Description Type
Delete Purchase Entry Delete an existing purchase entry. Action
Get Purchase Entry Retrieve a purchase entry by ID. Action
Update Purchase Entry Update an existing 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 Purchase Entry Lines Retrieve details for all lines on a purchase entry. Action
Delete Purchase Entry Line Delete an existing purchase entry line. Action
List Purchase Entries Retrieve a list of existing purchase entries. 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
Create Purchase Entry Line Create a new purchase entry line. Action

HRM

Feature Description Type
Get Department Retrieve an existing department. Action
Get Division Class Returns the possible choices per classification for a given company. 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
Get Division Class Value This end point returns the values as used per company classification for a given company. Action
Get Cost Center Retrieve details of a specific cost center. Action
Delete Cost Center Delete a specific cost center. Action
Get Cost Unit Retrieve a specific cost unit. Action
Delete Cost Unit Delete a specific cost unit. Action
Update Cost Center Update an existing cost center. Action
Update Cost Unit Update an existing cost unit. Action
List Departments Retrieve a list of departments. Action
List Division Classes Returns the possible choices per 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
List Division Class Values This end point returns the values as used per company classification for a given company. Action
List Cost Centers Retrieve a list of cost centers. Action
List Cost Units Retrieve a list of cost units. Action
Create Cost Center Create a new cost center. Action
Create Cost Unit Create a new cost unit. Action

Documents

Feature Description Type
Get Document Type Retrieve an existing document type Action
Get Document Type Category Retrieve an existing document type category Action
Get Document Category Retrieve an existing document category Action
Get Document Use this endpoint to retrieve a specific document Action
Update Document Update an existing document. Action
Delete Document Delete a specific document. Action
Get Document Attachment Use this endpoint to retrieve a specific document attachment Action
Get Document Folder Use this endpoint to retrieve a specific document folder Action
Update Document Folder Update an existing document folder Action
Delete Document Folder Delete a specific document folder Action
Get Document Type Folder Use this endpoint to retrieve a specific document type folder Action
Delete Document Type Folder Delete a specific document type folder Action
Update Document Type Folder Update an existing document type folder Action
List Document Types Use this endpoint to retrieve a list of document types Action
List Document Type Categories Use this endpoint to retrieve a list of document type categories Action
List Document Categories Use this endpoint to retrieve a list of document categories Action
List Documents Use this endpoint to retrieve a list of documents Action
List Updated Documents Use this endpoint to retrieve a list of documents created or updated since last run Action
List Document Attachments Use this endpoint to retrieve a list of document attachments Action
List Document Folders Use this endpoint to retrieve a list of document folders Action
List Document Type Folders Use this endpoint to retrieve a list of document type folders Action
Create Document Create a new document Action
Create Document Folder Create a new document folder Action
Create Document Type Folder Create a new document type folder Action

Financial Transaction

Feature Description Type
Get Transaction Line Retrieve a specific transaction line. Action
Get Bank Entry Retrieve a specific 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
Get Cash Entry Retrieve a specific cash entry. Action
List Transaction Lines Retrieve a list of transaction lines. Action
List Bank Entries Retrieve a list of bank entries. Action
List Bank Entry Lines Retrieve a list of bank entry lines. Action
Create Bank Entry Line Create a new bank entry line. Action
Create Bank Entry Create a new bank entry. Action
List Cash Entry Lines Retrieve a list of cash entry lines. Action
Create Cash Entry Line Create a new cash entry line. Action
Create Cash Entry Create a new cash entry. Action
List Cash Entries Retrieve a list of cash entries. Action

General

Feature Description Type
List Currencies Use this endpoint to get all the enabled currencies. Action
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