> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.solvimon.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.solvimon.com/_mcp/server.

# Exact Online

Connect Solvimon to Exact Online to import your customers, billing entities, and products, and to push finalised invoices to Exact as sales entries.

---

## Prerequisites

* An active Exact Online account.
* Your Exact `Client ID` and `Client Secret` for authentication.

## Connect Solvimon to Exact Online

#### Connect your Exact account

In Solvimon Desk, go to **Menu → Settings → Integrations → Exact** and click `Connect to Exact`. You'll see a pop-up like the one shown below.

![](/_fern-img/b314fd3b7238bea7955788fb20b2577ff1d78405472227b45312592fbedad41b.webp)

Click `Connect` and log in with your Exact account credentials, in this case the `Client ID` and `Client Secret`.

After authenticating, the Solvimon connect app is automatically installed on your Exact Online platform, enabling the integration.

#### Configure and enable workflows

Once authenticated, open the configurations tab to enable the workflows you want to run against your Exact Online platform. The supported out-of-the-box workflows are listed under configuration; if you don't see the one you're looking for, reach out to your Sales Executive.

For exporting invoices, configure the TAX codes in the settings as shown below.

![](/_fern-img/66246d9b8a20ba137817544b516f2bebc0e5bfab5c27c14cc73e2acfa3f3474f.webp)

## Data flow

Imports are triggered manually from the workflow list in Desk; invoice export runs automatically.

```mermaid
flowchart LR
    EX[Exact Online] -->|customers, billing entities, products| SV[Solvimon]
    SV -->|invoices| EX
```

| Workflow                       | Direction        | Trigger                            |
| :----------------------------- | :--------------- | :--------------------------------- |
| Import customers               | Exact → Solvimon | Manual                             |
| Import billing entities        | Exact → Solvimon | Manual                             |
| Import products                | Exact → Solvimon | Manual                             |
| Export invoices to sales entry | Solvimon → Exact | Automatic, on invoice finalisation |

#### Import customers

You can import your Customers from Exact Online to Solvimon to speed up your onboarding process.

Every `Division` entity in Exact is treated as a `Platform` in Solvimon. All `Accounts` from Exact are synced as `Customers` in Solvimon along with their associated `Contacts`.

| Solvimon                                      | Exact Online      |
| :-------------------------------------------- | :---------------- |
| reference                                     |                   |
| email                                         | Email             |
| organization.legal\_name                      | Name              |
| organization.tax\_id                          | VATNumber         |
| organization.registration\_number             | ChamberofCommerce |
| organization.registered\_address.line1        | AddressLine1      |
| organization.registered\_address.city         | City              |
| organization.registered\_address.postal\_code | Postcode          |
| organization.registered\_address.state        | State             |
| organization.registered\_address.country      | Country           |
| custom\_fields.reference.EXACT\_ACCOUNT\_CODE | Code              |
| custom\_fields.reference.EXACT\_ACCOUNT\_ID   | ID                |

#### Import billing entities

You can import details of your [billing entities](/platform-guides/platform-configuration/billing-entities).

You can add more than one Billing Entity to your platform. Each Division in Exact Online is treated as a separate Billing Entity in Solvimon.

| Solvimon                                                              | Exact Online |
| :-------------------------------------------------------------------- | :----------- |
| legal\_name                                                           | Description  |
| tax\_id                                                               | VATNumber    |
| email                                                                 | Email        |
| registered\_address.line1                                             | AddressLine1 |
| registered\_address.line2                                             | AddressLine2 |
| registered\_address.city                                              | City         |
| registered\_address.postal\_code                                      | Postcode     |
| registered\_address.state                                             | State        |
| registered\_address.[country](/platform-guides/for-developers/locale) | Country      |
| custom\_fields.EXACT\_DIVISION\_CODE                                  | Code         |

> **Note**
>
> To be valid and usable in Subscriptions and Invoicing, a Billing Entity needs a name, tax ID, and a complete address (first line, postal code, city, and country).

#### Import products

Products configured on your Exact account can be synced to Solvimon. They are created in the Products section of the settings menu under the category `Exact Products`.

This includes the product line items defined in the ERP along with their metadata, i.e. the GL product code.

| Solvimon                                     | Exact Online                 |
| :------------------------------------------- | :--------------------------- |
| reference                                    | Items.ItemGroups.Code        |
| name                                         | Items.ItemGroups.Description |
| description                                  | Items.ItemGroups.Description |
| custom\_fields.reference.EXACT\_ITEM\_CODE   | Items.ItemGroups.Code        |
| custom\_fields..EXACT\_ITEM\_ID              | Items.ItemGroups.ID          |
| custom\_fields.reference.EXACT\_ITEM\_GLCODE | Items.ItemGroupID            |

#### Export invoices to sales entry

Whenever an invoice is finalised in Solvimon, it is automatically pushed to Exact as a sales entry.

Each Product is treated as a line item in the Exact invoice, along with its usage, quantity, price, and tax.

| Solvimon                                    | Exact Online            |
| :------------------------------------------ | :---------------------- |
| type                                        | Type                    |
| billing\_currency                           | Currency                |
| custom\_fields.reference.EXACT\_ACCOUNT\_ID | Customer                |
| invoice\_number                             | Description             |
| due\_date                                   | DueDate                 |
| invoice\_date                               | EntryDate               |
| invoice\_number                             | InvoiceNumber           |
| input.SalesJournal                          | Journal                 |
| invoice\_number                             | OrderNumber             |
| PONumber OR invoice\_number                 | YourRef                 |
| invoice\_pdf                                | Document                |
| invoice\_number                             | PaymentReference        |
| invoice\_id                                 | ExternalLinkReference   |
| Solvimon Invoice                            | ExternalLinkDescription |
| invoice\_lines                              | SalesEntryLines         |

Each invoice line is mapped as follows:

| Solvimon                                     | Exact Online  |
| :------------------------------------------- | :------------ |
| tax\_categories.base\_amount.quantity        | AmountFC      |
| custom\_fields.reference.EXACT\_ITEM\_GLCODE | GLAccount     |
| group.product.name                           | Description   |
| tax\_categories.percentage                   | VATPercentage |
| tax\_categories.tax\_amount.quantity         | VATAmountFC   |
| tax\_categories.category                     | VATCode       |
| start\_at                                    | From          |
| end\_at                                      | To            |

> **Info**
>
> Configuring the GL account codes for product or revenue items ensures that the corresponding line items from the invoice are booked to the mapped account.

## Recommended workflow

To get the most value from the integration, follow these steps:

1. Import your customers from Exact to Solvimon.
2. Use Solvimon to create draft invoices.
3. Review and edit invoices in Solvimon Desk as needed.
4. Finalise and send invoices to customers using Solvimon.
5. Invoices are synced to Exact for revenue recognition and general accounting.

> **Note**
>
> Synchronisation is trigger-based by default. If you need custom triggers, reach out to your sales executive.