Exact Online connector · Accounting & ERP
Exact Online 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.
Last reviewed:
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 Relationships (Accounts), Addresses, Bank accounts and Contacts. 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 administration 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 administrations 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 source data via OData and CSV; you set up relationships, measures and dashboards in the reporting tool.
- Price and trial period
- From €145 per month for the platform and one Exact Online link, 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:
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-administration 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.
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.
Use Exact Online data with DigiData AI or ChatGPT
DigiData first synchronizes Exact Online to the tenant database. An administrator can then make explicitly selected tables and columns available read-only via MCP; an external assistant does not receive an OData API key.
Link Exact Online to ChatGPT via DigiData MCP
Practical explanations for selected financial data and a read-only connection.
Link ChatGPT to company data
Current prerequisites, OAuth steps, authentication prompt, and troubleshooting.
Security of DigiData MCP
OAuth, tenant isolation, data minimization, audit and external processing.
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 more than 20 entities including relationships, invoices, general ledger accounts, employees, salaries, documents and more. The full list is available in your dashboard after activating the link.
How often is the data updated?
By default, DigiData synchronizes every 24 hours, but you can adjust this to every 6, 12 hours or weekly. Only changed records are retrieved via incremental sync.
Are multiple administrations supported?
Yes, DigiData supports multiple Exact Online divisions. You can choose per administration 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.
