ConnectWise to Exact Online
invoice integration

INTEGRATE

Connecting applications through sophisticated middleware that’s easy to use.

AUTOMATE

Save time, simplify your work and eliminate manual mistakes by process automation.

PROFIT

Increase efficiency, use valuable time differently and maximize your profit.

Basic information

The monthly invoice from Exact Online contains all recurring services, in other words, all services purchased in the previous period. The integration between Exact Online and ConnectWise allows the user to automatically read this invoice, check it and transfer deviations to their PSA solution at the touch of a button.

How exactly does this work?

Select the desired month from a pulldown menu and click on the ‘load invoice’ button. The ApplicationLink platform then automatically retrieves the desired invoice at Exact Online through their API. The invoice data is presented in a spreadsheet/grid for a clear and easy overview.

Customers, agreements and products need to be (automatically) linked on every grid line. Mapping only needs to be done once, as we remember this for future use (next month’s invoice). If an agreement or product is not yet available in ConnectWise, it can be created directly from the ApplicationLink platform with the correct data.

The ApplicationLink platform will validate the Exact Online invoice over the API against the ConnectWise agreement and offer the following options based on the feedback:

  • When the unit cost of the product does not match, it can be changed;
  • When the quantity of the product does not match, it can be updated.

demo video

Do you still have some questions? Please feel free to drop us an email or contact us by phone!

Interesting facts

  • One flat monthly fee despite the number of invoices transferred to Exact Online
  • Saves the finance department a lot of time
  • Every important detail of an invoice in ConnectWise will be transferred to Exact Online
  • Also for these ConnectWise invoices you can now process payments and send out reminders from Exact Online
Set-up guides

The following manuals are relevant for the set-up and use of this specific integration:

  • ConnectWise application login
  • Exact Online application login
  • ConnectWise to Exact Online invoice link creation
  • Coordination between ConnectWise and Exact Online (invoice integration)

Frequently Asked Questions

No, this integration can be cancelled on a monthly basis

Yes, on the ApplicationLink platform you can review the log file of every transfer. This log file can also be send to a pre-assigned email address in the link settings

By clicking on the play button manually on the ApplicationLink platform or by setting up the scheduler in the link settings for an automated transfer

Our goal is to have a direct debit signed so that we can collect the monthly subscription fee up front

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