Integrations

Exact Online

CRM & practice softwareBE·NL

You connect Exact Online to your Exact account once. After that you pick your relation from Exact instead of retyping it.

What the integration does

  • Relations and contacts

    Both the company and the contact person are available as a party.

  • Addresses included

    The visiting and invoicing addresses from Exact Online are carried over.

  • Sign in through Exact

    The integration runs through Exact’s own sign-in — no password is handed to Instaclause.

How it works

  1. Go to Settings > Integrations and pick Exact Online.
  2. Sign in with your Exact account and grant Instaclause read access.
  3. Choose Exact Online as the source when identifying parties.

What you need

  • An Exact Online account with access to the administration
  • Permission to connect an app to Exact
  • Administrator rights in Instaclause

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