Exact Online

Please note that currently, you cannot sign in with embedded credentials in the following regions: Spain, Belgium, France, and Germany. Please create a custom OAuth application to sign in instead. See Creating a Custom OAuth Application.

Setup Guide

Follow these steps to connect Exact Online to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Exact Online into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Select a region in the Region drop-down list that is associated with your Exact Online administration.

6. Click Sign in to connect securely through OAuth. This action opens the Exact Online sign-in page in a new tab.

7. Log in to your Exact Online account and provide the requested permissions (if applicable).

8. The Division field populates with the divisions associated with your Exact Online administration. Select a division from the drop-down list. The default value is the first division in the list.

More Information

For more information about interactions between Connect AI and Exact Online, see this information page.