Articles on: Integrations

How to connect with Exact Online?

Note: Only the administrator (a user with an admin role) can make the connection with Exact Online.

Make sure you are logged in to the Klippa Web App as a user with 'admin' rights.
In the left menu, navigate to Settings and then Company. You are now in the company account settings.
Click on Connections.
In this overview, look for Exact Online and click on Connect with Exact Online. You will now be redirected to the login page of Exact.
Enter your Exact Online username and password.

Warning: Use the login details of an Exact Online account with at least the following rights for the administration that will be used in Klippa:

System: Create and change administration-related electronic messages

Financial bookings: Enter, edit and delete bookings

The rights per user can be found in Exact Online by navigating to Master data > Users > Overview.

Select the administrations you would like to use in Klippa.

Then grant permission and press save. The connection is now successfully established.

Updated on: 20/02/2024

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