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Integration · Accounting

Connect Exact Online to Count-IT

Count-IT synchronises contacts, products, prices, stock, sales and purchase orders, invoices and POS revenue with Exact Online, in the direction you choose.

In short

The Exact Online integration is Count-IT's most extensive: contacts, products, prices, stock, warehouses, sales orders, purchase orders, pick lists and sales invoices flow in both directions, and POS revenue goes to Exact as a journal entry. It is mainly used by wholesalers, B2B businesses and retailers with Exact as their financial backbone.

  • Category: Accounting
  • Included in the Full plan
  • We help you set it up personally
Ask about this integration Visit the Exact Online website

Exact Online is an online package for accounting, ERP and trade. Count-IT adds a POS system, order processing and a customer portal, while your administration stays in Exact. The integration works per data type: you decide which system leads.

Master data in both directions

Contacts and contact persons, products, sales and purchase prices, units, warehouses, general ledger accounts, VAT codes, cost centres and payment terms can be exchanged in both directions. Count-IT loads product groups, price lists and storage locations from Exact.

Orders, invoices and stock

Sales orders, purchase orders, pick lists and sales invoices synchronise in both directions, as does stock per warehouse. Stock counts from Count-IT go to Exact. So you sell at the till or through the customer portal and Exact sees the same stock and revenue straight away.

Finance

POS revenue goes to Exact as a journal entry. Count-IT sends payment reconciliations to Exact and loads outstanding items from Exact. Purchase entries are exchanged in both directions.

Exactly what is exchanged also depends on your Exact subscription.

Synchronisation

What is synchronised?

This is the data Count-IT exchanges with Exact Online, and the direction in which it flows.

Data Count-IT exchanges with Exact Online
DataDirection
Customers and contactsBoth directions
Contact personsBoth directions
ProductsBoth directions
Product groups and categoriesTo Count-IT
Sales pricesBoth directions
Purchase pricesBoth directions
Price listsTo Count-IT
StockBoth directions
WarehousesBoth directions
Stock countsTo Exact Online
Sales ordersBoth directions
Pick lists and deliveriesBoth directions
Purchase ordersBoth directions
Sales invoicesBoth directions
Journal entries (such as daily POS revenue)To Exact Online
Purchase entriesBoth directions
Payment reconciliationsTo Exact Online
Outstanding itemsTo Count-IT
General ledger accountsBoth directions
VAT codesBoth directions
Cost centresBoth directions
Payment termsBoth directions

You choose which data types and directions you use for each integration. Pick one leading system per data type, so changes do not overwrite each other.

Setup

How to set it up

  1. Add the app

    Go to Settings › Master data › App connector › Apps, choose Add app, select Exact Online and save the app.

  2. Connect

    Open Connection and grant access, or enter the details you received from Exact Online. Then choose the right administration, store or environment.

  3. Choose directions and mappings

    For each data type, set the direction and the leading system, and configure compare fields and mappings (for example VAT, payment methods or warehouses).

  4. Test first

    Test with one contact, one product or one transaction and check the result in History › Synchronisation.

  5. Synchronise automatically

    Did the test work? Then switch on automatic synchronisation. Enter an email address for synchronisation errors, so you are notified if something keeps failing.

More in the knowledge base: setting up integrations

Who is this integration for?

Count-IT with Exact Online is mainly used by:

Plan and costs

Integrations are part of the Full plan. See the plans and pricing. You also need your own Exact Online account; integrations that run through third parties may be invoiced separately.

Frequently asked questions

Questions about the Exact Online integration

Are purchase orders synchronised with Exact Online?

Yes. Purchase orders are exchanged between Count-IT and Exact Online, as are sales orders, pick lists, sales invoices, stock and purchase entries.

Which system leads for products and prices?

You choose per data type. For products, prices and stock you can make Count-IT or Exact the leading system. Pick one leading system per data type, so changes do not overwrite each other, and test with one product first.

What does it mean when Exact reports a customer as blocked or inactive?

Exact then does not accept a new order or invoice for that customer. Check the status of the contact in Exact, change it if needed and retry the synchronisation via History › Synchronisation.

Accounting

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Connect Exact Online to Count-IT?

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