Pourquoi connecter Exact Online NL avec Data Merge Finance ?
Préparez la configuration de Exact Online NL avec Data Merge Finance en Belgique, en France ou en Europe : prérequis, cadrage comptable et documentation Chift.
Cette connexion s’adresse aux PME, fiduciaires et structures en croissance qui utilisent Exact Online NL comme logiciel et veulent transmettre des données fiables vers leur environnement comptable en Belgique, en France ou dans un contexte transfrontalier.
Les recherches les plus fréquentes autour de cette page portent sur des besoins concrets comme Zoho Books + Exact Online NL, Odoo + Exact Online NL ou Teamleader + Exact Online NL. Derrière ces requêtes, l’objectif reste le même : connecter la facturation, la TVA, les tiers et les écritures sans ressaisie manuelle.
- Synchronised data: sales invoices, purchases, credit notes, third parties, VAT, newspapers and useful items according to the selected framing.
- Expected benefits: less double encoding, fewer closing corrections and better continuity between management and accounting.
- Setting up: a few days of framing and validation on your priority cases, then a gradual and controlled production.
La documentation technique ci-dessous détaille ensuite les prérequis, les étapes de configuration et les points de contrôle pour intégrer Exact Online NL proprement dans votre flux Data Merge Finance.
Configuration complète de Exact Online NL
PREPARATION
If you don’t see any field for analytical/cost axes on your activation page (Step 2 of the Connection section), or if you don’t need them, you can skip this step.
Check if your account has analytical/cost axis enabled.
For that , log into your Exact Online account.
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Go to the Financial tab → Analysis & Results.
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In the example below, two axes are enabled: Cost Centres and Cost Units.
CONNECTION
Step 1: Choose a name for your connection.
Step 2: Define the analytical/cost axis to activate.
Step 3: Click "Authorise" to finalise the connexion
AUTHORIZATION
You will be redirected to an Exact Online page to authenticate your account
CONFIGURATION
Step 1: Select the company, folder, division you like to configure.
ATTENTION: it is possible that you don't find the company/division you want to connect in the dropdown menu. If this is the case, you need to adapt the allowed companies/divisions through the Exact Online interface:
1) Open Exact Online "Import/Export" Settings
2) Select "App permissions"
3) Select the app you are trying to connect to Exact Online
4) Go to the "Permitted companies" section. Here you can allow all current and future companies OR select "Manage companies" to only allow specific companies
Step 2: Click "Submit" to finalise the configuration.
