Exact Online
FinanceOAuth 2.0
Manage accounts, contacts, items, sales invoices and orders, and read receivables and ledger data in Exact Online.
12 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| exact_online_get_current_userReturns the signed-in user and their current division (administration) code, which every other tool needs | read | Personal data | |
| exact_online_list_divisionsLists the divisions (administrations) the user can open, with code and description | read | General | |
| exact_online_list_accountsLists CRM accounts (customers, suppliers, prospects) with OData filtering, e.g | read | Personal data | |
| exact_online_create_accountCreates a CRM account: a customer (status C), prospect (P), suspect (S) or supplier | write | Personal data | |
| exact_online_list_contactsLists contact persons of accounts with OData filtering, e.g | read | Personal data | |
| exact_online_list_itemsLists items (products and services) with code, description, prices and stock flags | read | General | |
| exact_online_list_sales_invoicesLists sales invoices with customer, dates, amounts and status (20 open, 50 processed) | read | Personal data | |
| exact_online_create_sales_invoiceCreates a draft (open) sales invoice for a customer account with item lines, in a sales journal | write | Personal data | |
| exact_online_list_sales_ordersLists sales orders with customer, dates, amounts and delivery and invoice status | read | Personal data | |
| exact_online_list_receivablesLists outstanding receivables per invoice: customer, amount due, invoice and due dates | read | Personal data | |
| exact_online_list_gl_accountsLists general ledger accounts with code, description and type | read | General | |
| exact_online_list_transaction_linesLists posted financial transaction lines with date, GL account, account, amount and description | read | Personal data |