Exact Online connector · Accounting & ERP
Exact Online Power BI connector
The DigiData Exact Online connector synchronizes supported relationships, invoices, general ledger accounts, divisions and HRM entities to OData and CSV for reporting.
Here you will find the supported data, operation and availability of the connection. Follow the practical guide Exact Online Power BI setup guide for the steps in Power BI.
Want to learn DigiData on your Exact Online data? Take the Exact Online training: build dashboards, automate reports and work with the AI agent in one day.
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The reason
Why connect Exact Online to DigiData?
DigiData uses the Exact Online connection to synchronize the entities on this page per accessible division. Relationships, addresses, bank accounts, documents, employees, salaries and general ledger accounts are presented as separate tables. You use OData for recurring loading in Power BI or Excel and CSV for a defined export. Other systems, report definitions and Power BI measures are not included in the Exact Online connector.
Connecting Exact Online to Power BI in short
The Exact Online connector is available and synchronizes supported tables such as Transaction lines and sales entries, Relationships (Accounts), Addresses and Bank accounts. DigiData offers these source records via OData for Power BI and Excel and via CSV for separate exports. The connector only supplies the entities listed on this page; source permissions, the source API, and your sync schedule determine which records and updates are available. You set up relationships, calculations and dashboards in the reporting tool.
Exact Online connector: from bookkeeping to reporting
This connector unlocks the Exact Online entities listed below as OData tables and CSV export. Other business software does not automatically fall within this link and requires a separate data source.
Exact Online Power BI connector
Use the OData feed for invoices, relations, general ledger accounts and companies without your own Power BI connector or API script.
Other sources are separate
CRM or hours data can only be combined when that source is separately available and linked; this connector reads Exact Online.
Data model and tables
Work with recognizable tables for finance, consolidation and control instead of separate monthly exports.
Conditions
Availability, setup and conditions
- Availability
- Status: Available. The connector provides the entities listed on this page under "Available data".
- Setup
- Add Exact Online in the DigiData dashboard and configure access to the source. DigiData confirms during setup which accounts and entities are available.
- Refresh
- Incremental sync: only changed records are retrieved, which saves bandwidth. New source data will not appear until the source sync and then the Power BI refresh are complete.
- Security
- Secure connection via OAuth2 so that DigiData never sees your password
- Limitations
- Only the listed entities are supported. Availability and timeliness depend in part on the source API and your rights in Exact Online. DigiData supplies the source data to DigiData dashboards and the AI agent, and through OData and CSV to your own reporting tool. In Power BI or Excel you set up relationships and measures yourself.
- Price and trial period
- €50 per month for the Exact Online connector, plus a €95 monthly DigiData platform fee, without start-up costs. You can test DigiData 14 days for free. View current prices.
What you get
What do you get with the Exact Online link?
An overview of what DigiData does with your Exact Online data:
Which data
Available Exact Online data in DigiData
The following entities are automatically synchronized and available via OData or CSV export:
Exact Online data model: tables and relationships
Every OData table starts with ExactOnline_ and has a division column with the administration code. That lets you load several administrations into one model; always join tables on division and the key. Column names start with a lowercase letter in the feed, exactly as shown below.
| Table | Contents | Key |
|---|---|---|
| ExactOnline_TransactionLines | General ledger lines: date, financial year, period, amount (amountDC), GL account, relation, cost centre, cost unit and project. | division + exactOnlineId |
| ExactOnline_GLAccounts | GL accounts with code, description and balanceType: B for balance sheet, W for profit and loss. | division + exactOnlineId |
| ExactOnline_GLAccountClassificationMappings | How each GL account maps into a reporting scheme (gLSchemeCode), such as RGS. An account appears once per scheme: filter on one gLSchemeCode before you join. | gLAccount → GLAccounts |
| ExactOnline_Accounts | Relations: customers and suppliers with code, name, city and VAT number. | division + exactOnlineId |
| ExactOnline_SalesInvoices | Sales invoices at line level: one row per invoice line with invoiceID, invoiceNumber, lineNumber, customer and amount. Group by invoiceID for invoice totals. | division + exactOnlineId |
| ExactOnline_Divisions | The connected administrations: code and description. | code |
Relationships in your model
- ExactOnline_TransactionLines.gLAccount = ExactOnline_GLAccounts.exactOnlineId, and division = division
- ExactOnline_GLAccountClassificationMappings.gLAccount = ExactOnline_GLAccounts.exactOnlineId, and division = division, after filtering on one gLSchemeCode
- ExactOnline_TransactionLines.account = ExactOnline_Accounts.exactOnlineId, and division = division
- ExactOnline_TransactionLines.division = ExactOnline_Divisions.code
Check the numbers
The amountDC column is positive for debit and negative for credit, so revenue shows as a negative amount on revenue accounts; flip the sign in your measure. Leave out the year-end closing entries (description starts with Jaarafsluiting): they move the result to equity. Then check per division, financialYear and financialPeriod that the total of the W accounts matches the result in Exact Online.
Use cases
What can you do with Exact Online data?
Financial reports in Power BI with synchronized Exact Online data
HR analyses by combining salary data with time registration
Multi-company overviews for holding structures
Automatic backups of your accounting safely in DigiData
How it works
How does the Exact Online link work?
Connect Exact Online
Link your Exact Online account via the DigiData dashboard. Safe and fast.
Select your dates
Check which accounts, environments, and entities are available for this resource. The options differ per connector.
Analyze in Power BI
Use the OData feed in Power BI, Excel or download CSV exports.
Build a Exact Online dashboard with AI
Describe which overview of your Exact Online data you want to see and the DigiData AI agent builds the dashboard, with filters, drilldowns and a presentation mode for TV screens or meetings. You do not need a Power BI model and you do not pay per viewer.
Often used in: Solution for Construction & Field Service, Solution for Accounting & Advisory Firms, Solution for Agencies, IT & Consultancies, Solution for Retail, Fitness & Franchise Chains
Exact Online in Power BI
Load supported Exact Online tables into Power BI via the DigiData OData feed. Relationships, general ledger accounts, divisions and HRM entities are available separately; you configure relationships and measures in the Power BI model.
Discuss your Exact Online numbers with AI
Ask about your Exact Online data in plain language. Use the DigiData AI agent in Teams, Slack or the web chat, or connect your numbers to ChatGPT securely and read-only.
Frequently asked questions
Questions about the Exact Online integration
How do I connect Exact Online to Power BI?
With DigiData you automatically synchronize Exact Online data to an OData feed. In Power BI Desktop, choose 'Get Data', select OData feed and paste the DigiData URL. You can then load, combine and refresh the tables without building a Exact Online API connection yourself.
How often is Exact Online data refreshed?
Incremental sync: only changed records are retrieved, which saves bandwidth. The availability of new records remains dependent on the source API and your set synchronization schedule.
What does the Exact Online connection cost?
DigiData charges platform costs plus an amount per active integration. There are no start-up costs and you can test for 14 days for free. View the current price on the prices page.
Which Exact Online data is synchronized?
DigiData synchronizes accounts, transaction lines, sales entries, ledger accounts, documents and HR data from Exact Online. Available tables and fields depend on your Exact environment and permissions; check the selection in your DigiData dashboard.
How often is the data updated?
By default, DigiData synchronizes daily (at midnight UTC). Depending on your plan, you can configure multiple chosen daily sync times. Incremental sync ensures only changed records are retrieved.
Are multiple companies supported?
Yes, DigiData supports multiple Exact Online divisions. You can choose per company which data you want to synchronize.
Combine
Other integrations that may interest you
Most companies do not run on one package. Place Exact Online next to your other sources, so that you have one report.
14 days free · no start-up costs
Ready to connect Exact Online to DigiData?
Use the trial period to validate the available tables, synchronization and your reporting model with your own data.
