Exact Online Integration Summary
Imports Products from Exact.
Imports Sales Orders from Exact with Status Filter (Approval filter available for Exact Premium accounts).
Completes Sales Orders on Exact with goods delivery note when shipped on Mintsoft.
Imports Purchase orders as an ASN in Mintsoft.
Completes Purchase Order on Exact when received in Mintsoft.
Exports Sales Orders to Exact as either Sales Invoice or Sales Order.
Multi-Site support.
Stock Sync (using a single bin location on Exact).
Setting up an Exact Online connection
Login to https://om-test.mintsoft.co.uk/ with your normal credentials.
The Test site just needs to be used for authenticating the connection, it has the same security and policies as the normal Mintsoft site.
Click Connect then Order Integrations.
Next, click Exact then click Create New.
Choose the UK as the Account Location.
Only UK Connections are supported.
Click Continue.
Then Sign In with your Exact account login details and authorise.