Exact Online and Salesflare

Accounting exact.com ↗

How to connect Exact Online

Via Zapier — 215 operations available. Set it up ↗
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What you can automate

When new or Updated Account in Exact Online, find or create account in Salesflare.
When new or Updated Bank Account in Exact Online, find or create account in Salesflare.
When new or Updated Contact in Exact Online, find or create contact in Salesflare.
When new or Updated Project Cost Transaction in Exact Online, create opportunity, then find or create contact in Salesflare.
When new or Updated Opportunity in Exact Online, create opportunity in Salesflare.
When new or Updated Project Time Transaction in Exact Online, create opportunity, then find or create contact in Salesflare.

About Exact Online

Exact Online is a cloud-based accounting and ERP software tailored for SMEs, offering financial management, invoicing, and inventory tracking.

Exact Online operations on Zapier

Triggers (24)

Start a workflow when this happens

New Mail Message Attachment — Triggers when a mail message attachment is created.
New Mail Message Sent — Triggers when a new mail message is sent.
New or Updated Account — Triggers when an account is created or updated.
New or Updated Bank Account — Triggers when a bank account is created or updated.
New or Updated Bank Entry — Triggers when a bank entry is created or updated.

Show 19 more triggers

New or Updated Cash Entry — Triggers when a cash entry is created or updated.
New or Updated Contact — Triggers when a contact is created or updated.
New or Updated Document — Triggers when a document is created or updated.
New or Updated General Journal Entry — Triggers when a general journal entry is created or updated.
New or Updated General Ledger Account — Triggers when a general ledger account is created, updated or deleted.
New or Updated Goods Delivery — Triggers when a goods delivery is created or updated.
New or Updated Item — Triggers when an item is created or updated.
New or Updated Opportunity — Triggers when an opportunity is created or updated.
New or Updated Project — Triggers when a project is created or updated.
New or Updated Project Cost Transaction — Triggers when a project cost transaction is created or updated.
New or Updated Project Time Transaction — Triggers when a project time transaction is created or updated.
New or Updated Purchase Entry — Triggers when a purchase entry is created or updated.
New or Updated Purchase Order — Triggers when a new purchase order is created or updated.
New or Updated Quotation — Triggers when a quotation is created or updated.
New or Updated Sales Entry — Triggers when a new sales entry is created or updated.
New or Updated Sales Invoice — Triggers when a sales invoice is created or updated.
New or Updated Sales Order — Triggers when a new sales order is created or updated.
New or Updated Subscription — Triggers when a subscription is created or updated.
Updated Stock Position — Triggers when a stock position is updated.

Actions (111)

Things Salesflare can make it do

Accept Quotation — Accepts a quotation in the system.
Complete Sales Order (Close Backorder) — Completes a sales order administratively: closes the remaining goods delivery (backorder), the outstanding invoice amount, or both, without delivering or invoicing further. IRREVERSIBLE — per Exact: "Once completed, this action cannot be undone." At least one of Complete Remaining Delivery / Complete Outstanding Invoice must be set to true; this action refuses to send a request in which both are false. Requires the Manufacturing or Wholesale & Distribution package. Not replay-safe by design: re-running on an already-completed order is expected to be refused or ignored by Exact server-side, but this is not live-verified — verify the order status in Exact before re-running.
Complete Sales Order Line — Completes a single sales order line administratively: closes the remaining goods delivery, the outstanding invoice amount, or both, for that line only — without delivering or invoicing further. IRREVERSIBLE — per Exact: "Once completed, this action cannot be undone." At least one of Complete Remaining Delivery / Complete Outstanding Invoice must be set to true; this action refuses to send a request in which both are false. Requires the Manufacturing or Wholesale & Distribution package. Not replay-safe by design: re-running on an already-completed line is expected to be refused or ignored by Exact server-side, but this is not live-verified — verify the line in Exact before re-running.
Create Account — Creates an account in the system.
Create Address — Creates an address in the system.

Show 106 more actions

Create Bank Account — Creates a bank account in the system.
Create Bank Entry — Creates a bank entry in the system.
Create Bank Entry (XML) — Creates a bank entry in the system. Use when rest api is not available in your country.
Create Bill of Material (Bom) Material — Creates a bill of material (bom) material in the system.
Create Cash Entry — Creates a cash entry in the system.
Create Communication Note — Creates a communication note in the system.
Create Contact — Creates a contact in the system.
Create Cost Center — Creates a cost center in the system.
Create Cost Unit — Creates a cost unit in the system.
Create Credit Note From Sales Invoice — Creates a credit note from a sales invoice in the system.
Create Direct Debit Mandate — Creates a direct debit mandate in the system.
Create Document — Creates a document in the system.
Create Document Attachment — Creates a document attachment in the system.
Create General Journal Entry — Creates a general journal entry in the system.
Create General Ledger Account — Creates a general ledger account in the system.
Create Goods Delivery — Creates a good delivery in the system.
Create Goods Receipt — Creates a goods receipt in the system.
Create Item — Creates an item in the system.
Create Opportunity — Creates an opportunity in the system.
Create Project — Creates a project in the system.
Create Project Classification — Creates a project classification in the system.
Create Project Time Transaction — Creates a project time transaction in the system.
Create Purchase Entry — Creates a purchase entry in the system.
Create Purchase Entry Line — Creates a purchase entry line in the system.
Create Purchase Invoice — Creates a purchase invoice in the system.
Create Purchase Order — Creates a purchase order in the system.
Create Quotation — Creates a quotation in the system.
Create Sales Entry — Create a sales entry in the system.
Create Sales Invoice — Creates a sales invoice in the system. Not replay-safe: if a run fails with a timeout or an unclear error, check Exact Online before re-running — a retry creates a second invoice.
Create Sales Invoice From Sales Order — Creates a sales invoice from a sales order in the system. Invoicing runs as an asynchronous background job in Exact (required by Exact as of October 2026); this step waits briefly for the job to finish — if it is still queued after that, the output contains the ProcessID and Status instead of the invoice counts, and printing/emailing is skipped for that run (Exact still creates the invoices in the background).
Create Sales Invoice Line — Creates a sales invoice line in the system.
Create Sales Item Price — Creates a sales item price in the system.
Create Sales Order — Creates a sales order in the system. Not replay-safe: if a run fails with a timeout or an unclear error, check Exact Online before re-running — a retry creates a second order.
Create Sales Order Line — Creates a sales order line in the system.
Create Shop Order — Creates a shop order in the system.
Create Stock Count (Draft) — Creates a DRAFT stock count (header + lines in one request) for a warehouse. The count is always created as a draft (Status 12) — booking the actual stock adjustment is the separate, explicit Process Stock Count action. On every line, provide either Quantity New or Quantity Difference; when both are given, Quantity Difference is used. For warehouses that use storage locations, every line also needs a StorageLocation (via the JSON lines input) — Exact refuses the count without one (live-proven). Requires the Manufacturing or Wholesale & Distribution package — without it Exact Online refuses the request.
Create Subscription — Creates a subscription in the system.
Create Task — Creates a task in the system.
Create WBS Activity — Creates a wbs activity in the system.
Create Warehouse Transfer — Creates a warehouse transfer in the system.
Delete Account — Deletes an account from the system.
Delete Contact — Deletes a contact from the system.
Delete Sales Invoice — Deletes a sales invoice from the system.
Delete Sales Invoice Line — Deletes a sales invoice line from the system.
Delete Sales Order — Deletes a sales order from the system.
Delete Sales Order Line — Deletes a sales order line from the system.
Delete Subscription — Deletes a subscription from the system.
Delete Subscription Line — Deletes a subscription line from the system.
Delete Webhook Subscription — Deletes a webhook subscription from the system.
Download Document — Downloads a document from the system.
Find or Create Account — Finds an account in the system.
Find or Create Address — Finds an address in the system.
Find or Create Bank Account — Finds a bank account in the system.
Find or Create Contact — Finds a contact in the system.
Find or Create Cost Center — Finds a cost center in the system.
Find or Create Cost Unit — Finds a cost unit in the system.
Find or Create Goods Delivery — Finds a goods delivery in the system.
Find or Create Goods Receipt — Finds one or multiple goods receipt in the system.
Find or Create Item — Finds one or multiple items in the system.
Find or Create Project — Finds a project in the system.
Find or Create Project Classification — Finds a project classification in the system.
Find or Create Purchase Entry — Finds a purchase entry in the system.
Find or Create Purchase Invoice — Finds a purchase invoice in the system.
Find or Create Quotation — Finds a quotation in the system.
Find or Create Sales Entry — Finds a sales entry in the system.
Find or Create Sales Invoice — Finds one or multiple sales invoice in the system.
Find or Create Sales Order — Finds one or multiple sales orders in the system.
Find or Create Sales Order Line — Finds one or multiple sales order lines in the system.
Find or Create Subscription — Finds a subscription in the system.
Find or Create Warehouse Transfer — Finds a warehouse transfer in the system.
Link Item to Supplier — Links an item to a supplier in the system.
Match Two Transactions (Reconcile) — Reconcile ("afletteren") two entries against each other in Exact Online — e.g. a credit note against an invoice, or a payment against an invoice — via the MatchSets XML topic. Re-running a match that already succeeded fails with an Exact "already matched" error — treat that as success, not as a new failure.
Print Quotation (Mark as Printed) — Prints a quotation and marks it as Printed (40): Exact creates a document with the printed quotation attached as a PDF (this side effect cannot be disabled). Printing a quotation is required before it can be accepted, rejected or reviewed. This action only creates the printed document and sets the status to Printed — it never emails the customer. Not replay-safe: every successful run creates another printed document in Exact — verify the quotation in Exact before re-running.
Process Payments (Generate Bank File) — Process one or more open payments in Exact Online and generate the outgoing bank payment file (SEPA). Already-processed payments are skipped (idempotent). The actual bank upload/authorisation stays a manual step.
Process Stock Count — Processes a DRAFT stock count: Exact books the stock adjustment and sets the count to Processed (Status 21) with an entry number. ⚠ This is irreversible — the adjustment cannot be undone via the API. Re-running is safe: a stock count that is already processed is skipped automatically, so nothing is ever booked twice. If the step fails with an ambiguous server error, simply re-run it — the built-in check detects whether the count was already processed. Requires the Manufacturing or Wholesale & Distribution package.
Reject Quotation — Rejects a quotation: Exact sets the quotation status to Rejected (5). Live-verified: Exact only allows rejecting a quotation that is Printed or Reviewed — any other status is refused with a clear error and nothing changes. A rejected quotation can still be reopened with the Reopen Quotation action. Re-running is safe in practice: an invalid repeat is refused server-side, but verify the quotation status in Exact before re-running.
Reopen Quotation — Reopens an accepted, rejected or reviewed quotation so it can be changed. Exact enforces this server-side (live-verified): any other status — or a quotation that can no longer be changed, e.g. after conversion to a sales order — is refused with a clear error and nothing changes. After reopening the quotation status is Printed (40), not back to Open. Re-running is safe in practice: an invalid repeat is refused server-side, but verify the quotation status in Exact before re-running.
Review Quotation (Create Revision) — Reviews a quotation by creating a revision: Exact creates a COPY of the quotation as a new version (returned as New Quotation ID) and sets the ORIGINAL quotation to "Reviewed and closed". This is a revision operation, not a simple status change. Per Exact's documentation a quotation must be printed before it can be reviewed; an invalid request is refused with a clear error and nothing changes. Not replay-safe: every successful re-run creates yet another copy/version and closes the then-current one — verify in Exact before re-running.
Send Sales Invoice — Sends a sales invoice in the system.
Send Sales Order — Sends a sales order in the system.
Update Account — Updates an account in the system.
Update Address — Updates an address in the system.
Update Bank Account — Updates a bank account in the system.
Update Contact — Updates a contact in the system.
Update Cost Center — Updates a cost center in the system.
Update Cost Unit — Updates a cost unit in the system.
Update Custom Fields — Updates custom fields in the system.
Update General Ledger Account — Updates a general ledger account in the system.
Update Goods Delivery (Track & Trace) — Updates an existing goods delivery in Exact Online — set or change the header tracking number (track & trace) and remarks. The shipping method can only be defined when the delivery is created; Exact does not allow changing it afterwards. Re-running with the same input is safe: it re-applies the same values.
Update Item — Updates an existing item in Exact Online — description, barcode, search code, notes, the sales/purchase/webshop flags, the end date (to phase an item out), the proposed cost price or the default sales VAT code. Re-running with the same input is safe: it re-applies the same values.
Update Opportunity — Creates an opportunity in the system.
Update Payment — Updates an existing open payment in Exact Online — for example the payment reference (to bundle payments of the same supplier into a collective payment, or to split them again), the description, the payment method or the supplier bank account. Payments that have already been processed cannot be updated.
Update Project — Updates a project in the system.
Update Purchase Entry — Updates a purchase entry in the system.
Update Purchase Invoice — Updates a purchase invoice in the system.
Update Purchase Order — Updates a purchase order in the system.
Update Purchase Order Line — Updates a purchase order line in the system.
Update Quotation Line — Updates an existing quotation line in the system. Note: Exact may reject changes to lines of a quotation that is no longer open (for example an accepted or processed quotation).
Update Sales Entry — Updates a sales entry in the system.
Update Sales Entry Line — Updates a sales entry line in the system.
Update Sales Invoice — Updates the header of an existing sales invoice in Exact Online — for example the description, your reference, payment condition, due date, remarks or the deliver-to contact person/address. Only draft (Status 10) and open (Status 20) invoices can be changed; processed invoices (Status 50) are rejected. Re-running with the same input is safe: it re-applies the same values.
Update Sales Order — Updates a sales order in the system.
Update Sales Order Line — Updates a sales order line in the system.
Update Shop Order — Updates a shop order in the system.
Update Subscription — Updates an existing subscription (recurring contract) in Exact Online — for example the end date, cancellation date, invoice day, payment condition, customer PO number or description. Re-running with the same input is safe: it re-applies the same values.
Update Subscription Line — Updates an existing subscription line in Exact Online — for example the unit price, discount, quantity or the from/to dates. This is the price-indexation lever for recurring contracts. Re-running with the same input is safe: it re-applies the same values.

Searches (80)

Look up existing records

Find Account — Finds an account in the system.
Find Account Classifications — Find account classifications in the system.
Find Accounts Linked to Sales Price Lists — Finds one or multiple accounts linked to a sales price list in the system.
Find Address — Finds an address in the system.
Find Aging Overview (Ageing Analysis) — Finds the ageing overview per age group — outstanding receivable AND payable totals side by side (as in the Ageing analysis reports), for the whole administration or one account (customer or supplier).

Show 75 more searches

Find Aging Payables (Ageing Analysis) — Finds the ageing analysis of your accounts payable: per supplier the outstanding amount split into the four ageing buckets, optionally limited to a single age group.
Find Aging Receivables (Ageing Analysis) — Finds the ageing analysis of your accounts receivable: per customer the outstanding amount split into the four ageing buckets, optionally limited to a single age group.
Find All Stock Positions — Finds the complete current stock dataset of the administration — one row per item per warehouse — optionally filtered to one warehouse and/or a list of item codes.
Find Asset(s) — Finds one or multiple assets (asset cards). Note: the running total depreciated amount and last depreciation date are not available via Exact's REST API (XML API only); Depreciated Amount/Periods/Start Date are only filled for assets that were already partly depreciated before registration in Exact Online.
Find Bank Account — Finds a bank account in the system.
Find Bank Entries — Finds one or multiple bank entries in the system.
Find Bank Entry — Finds a bank entry in the system.
Find Bank Entry Lines — Finds one or multiple bank entry lines in the system.
Find Bank Transactions (Statement Mirror) — Finds the bank-side ledger lines of bank entries (open or processed — the Status field tells which): exactly one row per real bank/statement transaction on the selected bank G/L account, no matter how the booking was split over counter lines. Pair with Schedule by Zapier to mirror a bank statement to a spreadsheet. Optionally enriches each row with the counter lines' account name and description as separate fields (Include Counter Line Details).
Find Budgets (Per Period) — Finds financial budgets (amount per G/L account, reporting year and period), optionally filtered by budget-specific cost center, cost unit or item.
Find Contact — Finds a contact in the system.
Find Cost Center — Finds a cost center in the system.
Find Cost Unit — Finds a cost unit in the system.
Find Deleted Records (Sync) — Finds records deleted in a division via Exact's sync deletion log (sync/Deleted). Read-only and replay-safe — running it again never changes any data in Exact. Exact keeps the deletion log for 2 months only. For a continuous sync, feed the HighestTimestamp output back into the Timestamp input on the next run.
Find Division(s) — Finds one or multiple divisions in the system.
Find Document — Finds a document in the system.
Find Exchange Rate(s) — Finds the exchange rates of a division: the rate of a foreign (source) currency against the division's default currency, valid from its start date. Filter by currency or start-date range.
Find Financial Periods — Finds the financial periods of a division: every year/period combination with its start and end date. Filter by financial year and period, or find the period containing a given date — the pre-flight check before posting to a period.
Find General Journal Entry Lines — Finds general journal entry lines — for example to look up or verify a booking made with Create General Journal Entry. Filter by entry, journal, financial year/period, G/L account, or entry date range.
Find General Ledger Account(s) — Finds one or multiple general ledger accounts in the system.
Find Goods Delivery — Finds a goods delivery in the system.
Find Goods Delivery Line(s) — Finds one or multiple goods delivery lines in the system
Find Goods Receipt Line(s) — Finds one or multiple goods receipt lines in the system.
Find Goods Receipt(s) — Finds one or multiple goods receipt in the system.
Find Item Group(s) — Finds one or multiple item groups in the system.
Find Item Stock Per Location — Finds one or multiple item stock per location in the system.
Find Item Stock Per Warehouse — Finds the stock per warehouse for one or multiple items in the system.
Find Item(s) — Finds one or multiple items in the system.
Find Journal Status (Open/Closed Periods) — Finds the open/closed status of journals per financial year and period, optionally filtered by journal code, year, period or status.
Find Mail Message Sent — Finds a sent mail message in the system.
Find Many Accounts — Finds many accounts in the system.
Find Many Contacts — Finds many contacts in the system.
Find Many Items — Finds many items in the system.
Find Many Quotations — Finds many quotations in the system.
Find Many Sales Invoice Lines — Finds one or multiple sales invoice lines in the system.
Find Many Sales Invoices — Finds one or multiple sales invoices in the system.
Find Opportunity — Finds an opportunity in the system.
Find Outstanding Invoices Overview — Finds the outstanding invoices overview: one read-only summary row per currency with the outstanding and overdue payable/receivable invoice amounts and counts. Multiple result rows mean the administration has outstanding items in multiple currencies.
Find Payables (Outstanding Items) — Finds outstanding payables (supplier payment terms, as shown in the Outstanding items report), optionally filtered by supplier and/or age group.
Find Payment — Finds a payment in the system.
Find Profit Loss Overview — Finds the profit loss overview in the system.
Find Project — Finds a project in the system.
Find Project Classification — Finds a project classification in the system.
Find Project Time Transaction — Finds a project time transaction in the system.
Find Purchase Entry — Finds a purchase entry in the system.
Find Purchase Entry Line(s) — Finds one or multiple purchase entry lines in the system.
Find Purchase Invoice — Finds a purchase invoice in the system.
Find Purchase Order Line(s) — Finds one or multiple purchase order lines in the system.
Find Purchase Order Reconciliation — Reconciles a purchase order: returns, per order line, how many units were received, credited, and still outstanding for delivery.
Find Purchase Order(s) — Finds one or multiple purchase orders in the system.
Find Quotation — Finds a quotation in the system.
Find Quotation Line(s) — Finds one or multiple quotation lines in the system, e.g. all lines of an existing quotation.
Find Receivable(s) — Finds one or multiple receivables in the system.
Find Receivables (Outstanding Items) — Finds outstanding receivable items (open customer payment terms, as in the Outstanding items report), optionally filtered by account and/or ageing bucket.
Find Reporting Balance (Trial Balance) — Finds trial-balance rows (reporting balance) per G/L account, reporting year/period, cost center and cost unit, with debit/credit/balance amounts.
Find Revenue Per Period — Finds revenue per period (calculated from all revenue-type G/L accounts), optionally filtered by year and entry-processing status.
Find Sales Entry — Finds a sales entry in the system.
Find Sales Invoice(s) — Finds one or multiple sales invoice in the system.
Find Sales Item Price(s) — Finds one or multiple sales item prices in the system.
Find Sales Order Line(s) — Finds one or multiple sales order lines in the system.
Find Sales Order(s) — Finds one or multiple sales orders in the system.
Find Sales Price List — Finds a sales price lists in the system.
Find Sales Price List Volume Discounts — Finds one or multiple sales price list volume discounts in the system.
Find Stock Count(s) — Finds stock counts (inventory counting documents) — newest first. Filter by stock count ID/number, warehouse, or status (12 = Draft, 21 = Processed). Requires the Manufacturing or Wholesale & Distribution package — without it Exact Online refuses the request.
Find Stock Position(s) — Finds stock position of one or multiple items in the system.
Find Subscription — Finds a subscription in the system.
Find Tax Returns (VAT / EC Sales List) — Finds tax returns (VAT, EC Sales list, VAT listing, Intrastat, income/corporate tax, payroll declarations), optionally filtered by year, period and type.
Find Transaction Line(s) — Finds one or multiple transaction lines in the system.
Find User — Finds a user in the system.
Find VAT Code(s) — Finds VAT codes of the division — a pre-flight check before creating invoices or entries: verify the code exists, is not blocked, and confirm its type, transaction type and active percentage before mapping it into a create step.
Find Warehouse Transfer — Finds a warehouse transfer in the system.
Find Warehouse(s) — Finds one or multiple warehouses by ID, code or description. Requires the Wholesale & Distribution or Manufacturing module.
Get General Ledger Totals for Period — Returns general ledger totals for a specific period in the system.
Sync Addresses — Sync addresses to create a one-time or ongoing sync in the system.
Sync Payment Terms — Sync payment terms to create a one-time or ongoing sync in the system.