Contents
- Contents
- Exact Online Data Pipeline
- Connect Exact Online
- Connect Exact Online (Private App) — Setup Guide
- Exact Online data sync to a data warehouse
- Configure custom sync frequency for selected tables
- Troubleshooting
- Connection starts failing after some time (no valid token)
- Exact Online user cannot add a connection in Peliqan
- No access to some tables such as “Goods Delivered”
- 403 “Forbidden” error on some or all tables
- No data for Wholesale, Manufacturing or Project
- 429 Rate limit errors in logs and not all data is synced
- Exact Online Data Activation
- Need further help
Exact Online Data Pipeline
Connect Exact Online
Connect Exact online through the Peliqan Connectivity module:- Starting year
- Country
- (Optional) table selection via ‘Advanced’
- Provide your username and password
- Authorize Peliqan to access your data
Connect Exact Online (Private App) — Setup Guide
Use a private app instead of the standard public connector when you want full control over scopes/permissions, or when your organization’s security policy requires your own registered app. Step 1 — Register a private app in Exact Online- Go to apps.exactonline.com and log in with your Exact Online account.
- Go to Manage → My Apps → Create App (or “New App”).
- Choose Private mode. A private app works only with the Exact Online account/division that created it, requires no review from Exact, and is available immediately.
- In Peliqan, go to Connections → Add Connection and search for Exact Online (Private App).
- Fill in the connect form:
- Client ID and Client Secret from Step 3
- Starting Year — the earliest year of data you want synced (default 2020)
- Click Connect / Authorize.
- Exact Online does not allow two parallel connections using the same user + app. If you need multiple connections, use separate Exact Online users.
- Multi-User (“shared account”) Exact One Identity accounts may run into issues adding a connection — use a dedicated named user if possible.
- Exact enforces a 5,000 API calls/day rate limit per app; large multi-division setups may take longer for the initial sync.
Exact Online data sync to a data warehouse
Peliqan offers an out of the box data warehouse. Optionally the user can choose to sync Exact online data to their own data warehouse such as Snowflake, Google BigQuery, MS SQL etc. Data will be synced to the chosen data warehouse and made available through the Peliqan UI for exploration.Configure custom sync frequency for selected tables
We’ve set the default sync frequency for the Exact Online connector to every 6hours due to the heavy rate limits Exact Online imposes.Code snippet
Code snippet
Where to find this function?
Where to find this function?
Where to find my connection name?
Where to find my connection name?
The connection name is the name you see in the UI. You can verify the name by looking at a table detail:

Troubleshooting
Connection starts failing after some time (no valid token)
Exact Online does not allow 2 parallel connections with the same users and app. So adding the same connection (User - Peliqan) will result in one of the 2 connections to start failing due to invalid authorization tokens.Exact Online user cannot add a connection in Peliqan
Multi-User account (= “shared account” in Exact One Identity) are accounts configured to be accessed by multiple users and are not allowed to use the API. API calls must be made using individual accounts for security and traceability reasons. Create separate Exact One Identity accounts for each user and use such a user to add a connection in Peliqan and authenticate in Exact Online.No access to some tables such as “Goods Delivered”
If you don’t have access to some tables such as Goods Delivered, double check the division type. If it is of Company Type “Collaboration Extended” (Administratie Type “Samenwerken Uitgebreid”), you will not have access to all tables. Click here for more info.403 “Forbidden” error on some or all tables
If you don’t have access to certain tables (403 “Forbidden” error), make sure all Rights (“Rechten”) are active for the user that you used to make a connection in Peliqan. In Exact Online:- Login via the main user
- Click on your Company name (Top left) > Master data > users > overview
- Then click on the name of the user that you used in Peliqan to add a connection to Exact Online
- Click on “Rights”
- Select all the rights that are necessary for the user to use the API link, in all tabs !
- Save
No data for Wholesale, Manufacturing or Project
In the Exact Online license “Exact Online for Accounting Professional” there are no Wholesale, Manufacturing or Project features, so this data will not be available.429 Rate limit errors in logs and not all data is synced
The Exact Online API has heavy API rate limitations. It is advised to limit the data that will be synced by selecting only the tables needed and set a starting year that is not too far in the past. The Peliqan default schedule is every 6 hours. A more frequent sync is not advised. Note the Peliqan uses the optimal API endpoints to sync data, where available, which is a combination of:- Using Sync or Bulk API
- Incremental syncs
- Start date (only sync data with a date from the Start date)
- Incremental through parent object, e.g. purchase entry lines are only synced for new & updated purchases
Exact Online Data Activation
Report Exact Online data to Spreadsheets and BI tools
With the Peliqan Excel add-in you can easily sync your Exact data or query output to Excel and use the powers of Excel to report on the data.Dealing with Documents
Peliqan offers Exact Online data activation functions for adding “Documents” and attaching files to documents. Attachments can be added to the document in the Base64 format after the document object has been generated.Creating a Document
Updating a document
With document_update endpoint we can easily update the document object details and verify them using document_findone method:Finding a Document
“FindOne Document” method allows user to find document based on Unique Document Name( Subject ). Name of document must always be a unique name.Upserting a Document
“document_upsert” method allows users to add or update an object if the document with provided unique document name is present. In the below example, we performed upsert on document with “Subject” as serachfield that represents document name, which first searches for document with name = “327_INV/2024/00003”, and once it founds the object it updates the document details.Finding Document Attachments
With Peliqan, Document Attachments can be found in two ways, either by providing Document Attachment ID or Document Attachment Name. Make sure that you provide unique Filename.Adding Attachments to a Document
Attachments/Files data are converted to Base64 byte Object and passed along with Document object ID & unique attachment NameDelete records in the DWH that were deleted in Exact Online
The tabledeleted provides a list of records that were deleted in Exact Online. In order to delete those records in the Peliqan data warehouse, you can run the below script on e.g. a daily or hourly schedule. This script performs a JOIN with the table entitytype:
