For the complete documentation index, see llms.txt. This page is also available as Markdown.

Exact Online

Register an Exact Online application and configure its Zwapgrid System Setting.

Exact Online is a cloud business-software platform with accounting and ERP functionality. Set up new Exact Online integrations with a System Setting in the Zwapgrid Client Portal.

Item
Details

Client Portal configuration

Available

Test option

Exact Online Developer account and test administration

Vendor information

Before you start

Exact offers different products and regional environments. Confirm that your developer account, test administration, and application are created in the same country or region that you intend to test.

Register an Exact Online application

  1. Obtain Exact Online developer access for the relevant region.

  2. Create or select a test administration.

  3. Register an application in the Exact Online App Center.

  4. Use the redirect URI displayed in the Zwapgrid System Setting.

  5. Store the generated Client ID and Client Secret securely.

  6. Confirm the application's scopes cover every API.1 and Proxy.1 operation you plan to use.

Exact's available subscription and application-management options can differ by market. Follow the regional instructions shown in your Exact account.

Configure Zwapgrid

  1. In the Client Portal, open Systems → Exact Online → Configure.

  2. Create a System Setting for the Exact application.

  3. Enter the Client ID and Client Secret.

  4. Confirm that the registered redirect URI matches the value displayed by Zwapgrid.

  5. Save, review, and publish the setting.

See System Settings for lifecycle and Consent-selection rules.

Test and move to production

  1. Create a Development Consent using the published setting.

  2. Connect the test administration through the Onboarding Flow.

  3. Test all required operations and company-selection behaviour.

  4. Confirm Exact's current production and App Center requirements before customer rollout.

  5. Use a separate production System Setting when the vendor issues different credentials.

If the authorisation flow opens the wrong Exact region or cannot find the expected administration, first confirm the region of the Exact account and registered application.

Last updated

Was this helpful?