Connecting to Exact Online

Concept Information

ACCESSDATA command

Exact Online is a cloud-based accounting and customer relationship management (CRM) solution. You can use the Exact Online data connector to import your organization's Exact Online data.

Note

The Exact Online data connector is provided by our data partner, CData. For information about any of the connection fields, refer to the documentation available at the CData website.

Before you start

To connect to Exact Online, you must gather the following information:

  • the region of the Exact Online server to which you are connecting
  • the client ID assigned when you register your application with an OAuth authorization server
  • the client secret assigned when you register your application with an OAuth authorization server

For help gathering the connection prerequisites, contact the Exact Online administrator in your organization. If your administrator cannot help you, you or your administrator should contact Exact Online Support.

Create an Exact Online connection

  1. From the Analytics main menu, select Import > Database and application.
  2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select Exact Online.

    Tip

    You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

    The DSN Configuration dialog box appears.

  3. In the DSN Configuration dialog box, click Show Required.
  4. Provide values for the required fields, if any.
  5. Click Test Connection.

    Note

    When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

    The log-in page for Exact Online appears.

  6. Provide the connection details and authenticate your log-in.

    When the connection is successful, a dialog box opens displaying a success message.

  7. Click OK in the dialog box that appears.

    The connection to Exact Online is established successfully.

  8. In the DSN Configuration dialog box, click OK.

The connection for Exact Online is saved to the Existing Connections tab. In the future, you can reconnect to Exact Online from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from Exact Online, see Working with the Data Access window.

Rename the connection

When you create the Exact Online data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to Exact Online and select Rename connection.