What this article covers
Exact Online–specific setup, configuration, and FAQs. For general Sources behaviour (connection status, sync schedule, manual refresh, common imports FAQ), see Sources overview.
How do I set up an Exact Online connection?
In Finstack, go to Setup → Sources and click Add source (top right).
Select Exact Online from the list.
You're redirected to Exact Online's login page. Sign in with your Exact credentials.
Authorise Finstack to access your Exact administrations.
After authorisation, return to Finstack. The connection is set up and transactions start loading.
For general connection mechanics (status, refresh schedule, manual sync), see Sources overview.
How do I add or remove companies for sync?
To change which Exact Online companies sync to Finstack, adjust the permitted companies in Exact:
In Exact Online:
Click your username (top right) and select My Exact Online.
Go to Security Centre in the menu, then Show all next to My app's permissions.
Select Finstack in the Application name column.
Click Manage companies (bottom right).
Use the arrows in the centre to include or exclude companies. Everything in the right panel will sync to Finstack. Click Save and Close.
In Finstack:
Go to Setup → Sources and click Start import (top right) to trigger a sync with the updated company list.
What permissions do I need in Exact for the connection to work?
Permissions are configured per user in Exact at: Stamgegevens → Overzicht | Gebruikers → Gebruiker → Gebruiker — Rechten toekennen.
Required permissions by data type:
SyncDocumentsDocumentAttachments — Create, update, and delete documents.
SyncCRMAccounts — at minimum View accounts. For account creation: also Manage accounts.
HRMCostcenters, FinancialFinancialPeriods, SyncFinancialGLAccounts — at minimum View financial master data. For creation: Maintain financial master data.
SyncFinancialTransactionLines — Enter, modify and delete sales entries, Enter, modify and delete purchase entries, Enter, modify and delete general journal entries, Enter, modify and delete cash entries.
SyncCashflowPaymentTerms — View creditor reports and View debtor reports.
SyncDeleted — Enter, modify and delete requests.
Can I run a health check on Exact to prevent import issues?
Yes. Run Exact's Consistency check (Consistentiecontrole) to verify your master data:
Go to Bedrijfsnaam → Stamgegevens → Gegevensbeheer → Consistentiecontrole. Exact will flag potential issues with your master data and let you fix them in the ERP.
