Exact Online

The Exact Online Integration extension for Magento 2 connects your Magento store directly with Exact Online, enabling automated synchronization of financial and order data.

This extension for Magento is designed for merchants who want to streamline their bookkeeping processes, reduce manual work, and maintain accurate financial records. By connecting your webshop to Exact Online, orders, invoices, customers, and payments are processed consistently across both systems.

Instead of relying on manual exports or external tools, this integration ensures that your financial administration reflects real-time webshop activity, helping you save time and reduce errors.

Key Benefits

• Automate bookkeeping workflows between Magento and Exact Online
• Reduce manual data entry and human errors
• Keep financial data accurate and up to date
• Save time on administrative processes
• Gain better insight into your business performance

Core Features

Order Synchronization

Automatically export Magento orders to Exact Online as sales entries. The extension for Magento ensures that order data is transferred accurately and consistently.

• Export orders based on configurable order statuses
• Support for both B2C and B2B order types
• Mapping of payment methods to Exact journals
• Mapping of shipping methods to ledger accounts

Invoice Creation

Generate invoices in Exact Online based on Magento orders, ensuring that all financial documents are created automatically and correctly.

• Automatic invoice generation
• Support for multiple VAT rates
• Accurate handling of discounts and shipping costs
• Configurable invoice descriptions

Customer Synchronization

Keep your customer data aligned between Magento and Exact Online to maintain a consistent and reliable customer database.

• Automatic creation of customers in Exact Online
• Matching of existing customers based on email or configuration
• Support for both company and individual customers

Payment Handling

Ensure that payments are correctly registered in your accounting system and reflect the actual payment status of orders.

• Payment status synchronization
• Mapping of Magento payment methods to Exact payment journals
• Support for both partial and full payments

Product and Ledger Mapping

Maintain full control over how financial data is structured within Exact Online.

• Map Magento products to specific ledger accounts
• Configure revenue accounts per product type or tax class
• Flexible VAT mapping options

Advanced Configuration

The extension for Magento offers flexible configuration options to support different business models and operational requirements.

• Multi-store support
• Multi-currency compatibility, depending on Exact configuration
• Custom mapping for journals, VAT codes, and ledger accounts
• Export conditions based on order status

Automation and Scheduling

Automation is a key component of this integration, ensuring that data is synchronized without manual intervention.

• Automated export via Magento cron jobs
• Manual export option for testing or control
• Detailed logging for all synchronization actions
• Error reporting for failed exports

Compatibility

• Compatible with Magento Open Source and Adobe Commerce
• Supports Magento 2.x versions
• Compatible with the Exact Online API

Security and Reliability

This extension for Magento is built with security and reliability in mind, ensuring safe and stable data exchange.

• Secure API communication with Exact Online
• No sensitive financial data stored outside Magento or Exact
• Built according to Magento best practices and service contracts

Use Cases

This extension for Magento is suitable for a wide range of businesses and use cases.

• Merchants using Exact Online for bookkeeping
• Businesses processing high order volumes
• Stores looking to automate financial administration
• Agencies managing accounting integrations for clients

Support and Documentation

• Detailed configuration documentation included
• Regular updates to maintain compatibility
• Support available for installation and configuration

Why Choose This Extension

This integration is designed for stability, flexibility, and scalability. The extension for Magento provides a reliable connection between your Magento store and Exact Online, allowing you to focus on growing your business instead of managing manual accounting processes.

Technical Notes

• Requires an active Exact Online account
• Requires API access credentials from Exact
• Magento cron must be configured for automation features