Exact Online connector for Okou
Connect Exact Online to read accounting, finance, CRM, sales, purchasing, inventory, projects, HRM, payroll, and system data through the official REST API.
Sales & operations · OAuth 2 Access Token
Use Exact Online in Okou
Use the official Exact Online REST API to read reviewed accounting, finance, CRM, sales, purchasing, inventory, projects, HRM, payroll, and system data.
Once connected, supported Exact Online actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Exact Online
- Read Exact Online accountancy and practice-management data.
- Read Exact Online activities, tasks, events, and requests.
- Read Exact Online fixed-asset records and metadata.
- Read Exact Online budgets and budget scenarios.
- Read Exact Online bulk and high-volume resource data.
- Read Exact Online accounts, contacts, leads, and quotations.
- Read Exact Online banks, payments, and cashflow data.
- Read Exact Online documents, folders, and attachments.
How the Exact Online connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Exact Online
Choose OAuth 2 Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Exact Online securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth 2 Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Exact Online covers
The topics this connector's published operations touch.
- exact online
- accounting
- enterprise resource planning
- finance
- financial management
- crm
Exact Online connector questions
- What can Okou do with Exact Online?
- Connect Exact Online to read accounting, finance, CRM, sales, purchasing, inventory, projects, HRM, payroll, and system data through the official REST API. Documented actions include: Read Exact Online accountancy and practice-management data. Read Exact Online activities, tasks, events, and requests.
- How do I connect Exact Online to Okou?
- Connect Exact Online using OAuth 2 Access Token. The connection controls which supported actions a workflow can use.
- Can Exact Online run in an automated workflow?
- Yes. After it is connected, supported Exact Online actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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