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All rights reserved.",{},"/en/settings",{"description":874},"en/settings","WEQ4qT3y_0itGXSQasjrX3_o5unwpfXobFSFaaR_o98",{"id":1076,"title":629,"auth":21,"body":1077,"canonical":21,"description":1901,"extension":882,"icon":21,"image":21,"keywords":1902,"last_reviewed":1910,"last_updated":1910,"layout":1911,"listed":42,"meta":1912,"nav_column":21,"nav_tab":21,"navigation":595,"no_index":42,"path":630,"redirect":21,"schema_type":1914,"search_boost":21,"seo":1915,"seo_description":21,"seo_title":1083,"show_chat":595,"stem":631,"translationKey":1916,"__hash__":1917},"product/en/5.docs/1.product/4.integrations/18.exact-online.md",{"type":871,"value":1078,"toc":1882},[1079,1084,1143,1147,1152,1155,1171,1175,1304,1308,1311,1317,1321,1324,1335,1339,1342,1398,1409,1413,1416,1443,1452,1456,1467,1471,1474,1477,1481,1484,1538,1541,1545,1548,1614,1618,1621,1706,1709,1713,1721,1785,1788,1792,1811,1818,1829],[1080,1081,1083],"h1",{"id":1082},"connect-exact-online-with-econnect","Connect Exact Online with eConnect",[1085,1086,1087,1098],"table",{},[1088,1089,1090],"thead",{},[1091,1092,1093,1096],"tr",{},[1094,1095],"th",{},[1094,1097],{},[1099,1100,1101,1113,1123,1133],"tbody",{},[1091,1102,1103,1110],{},[1104,1105,1106],"td",{},[1107,1108,1109],"strong",{},"Integration method",[1104,1111,1112],{},"Autopilot + Digital Mailbox",[1091,1114,1115,1120],{},[1104,1116,1117],{},[1107,1118,1119],{},"Direction",[1104,1121,1122],{},"Receive (purchase)",[1091,1124,1125,1130],{},[1104,1126,1127],{},[1107,1128,1129],{},"Minimum subscription",[1104,1131,1132],{},"Basic",[1091,1134,1135,1140],{},[1104,1136,1137],{},[1107,1138,1139],{},"Contract required",[1104,1141,1142],{},"No",[1144,1145,1146],"p",{},"Exact Online is one of the most widely used connections with eConnect. Via the Autopilot, purchase invoices are automatically processed and booked in your administration. The Digital Mailbox ensures purchase invoices are directly available in Exact Online.",[1148,1149,1151],"h2",{"id":1150},"before-you-start","Before you start",[1144,1153,1154],{},"Make sure you have the following ready:",[1156,1157,1158,1165,1168],"ul",{},[1159,1160,1161,1162],"li",{},"An active eConnect account with at least a ",[1107,1163,1164],{},"Basic subscription",[1159,1166,1167],{},"Administrator access to your Exact Online environment",[1159,1169,1170],{},"Sufficient transaction credit on your eConnect account",[1148,1172,1174],{"id":1173},"setting-up-the-connection","Setting up the connection",[1176,1177,1178,1183,1209,1216,1222,1235,1241,1247,1253,1259,1262,1266,1269,1280,1286,1292,1298],"e-steps",{},[1179,1180,1182],"h3",{"id":1181},"step-1-activate-the-autopilot","Step 1: Activate the Autopilot",[1184,1185,1186,1197,1203],"ol",{},[1159,1187,1188,1189,1196],{},"Log in to ",[1190,1191,1195],"a",{"href":1192,"rel":1193},"https://platform.econnect.eu",[1194],"nofollow","platform.econnect.eu",".",[1159,1198,1199,1200,1202],{},"Go to your organisation and open the ",[1107,1201,274],{}," app.",[1159,1204,1205,1206,1208],{},"Select ",[1107,1207,629],{}," as your software package.",[1144,1210,1211],{},[1212,1213],"img",{"alt":1214,"src":1215},"Opening Autopilot on the eConnect platform","/integraties/images/exact-online-1.png",[1144,1217,1218],{},[1212,1219],{"alt":1220,"src":1221},"Selecting Exact Online as software package","/integraties/images/exact-online-2.png",[1184,1223,1225,1232],{"start":1224},4,[1159,1226,1227,1228,1231],{},"Click ",[1107,1229,1230],{},"Connect",". You are redirected to the Exact Online login page.",[1159,1233,1234],{},"Log in with your Exact Online account and authorise the connection.",[1144,1236,1237],{},[1212,1238],{"alt":1239,"src":1240},"Logging in to Exact Online for authorisation","/integraties/images/exact-online-3.png",[1184,1242,1244],{"start":1243},6,[1159,1245,1246],{},"Select the administration you want to connect.",[1144,1248,1249],{},[1212,1250],{"alt":1251,"src":1252},"Selecting administration for the connection","/integraties/images/exact-online-4.png",[1144,1254,1255],{},[1212,1256],{"alt":1257,"src":1258},"Autopilot is active after successful authorisation","/integraties/images/exact-online-5.png",[1144,1260,1261],{},"After authorisation, the Autopilot is immediately active.",[1179,1263,1265],{"id":1264},"step-2-configure-the-digital-mailbox","Step 2: Configure the Digital Mailbox",[1144,1267,1268],{},"The Digital Mailbox is the feature within Exact Online that automatically makes purchase invoices from external sources (such as eConnect) available. Activate the Digital Mailbox in your Exact Online environment:",[1184,1270,1271,1277],{},[1159,1272,1273,1274,1196],{},"In Exact Online, go to ",[1107,1275,1276],{},"Settings > Digital Mailbox",[1159,1278,1279],{},"Activate the Digital Mailbox for the desired administration.",[1144,1281,1282],{},[1212,1283],{"alt":1284,"src":1285},"Opening Digital Mailbox in Exact Online","/integraties/images/exact-online-6.png",[1144,1287,1288],{},[1212,1289],{"alt":1290,"src":1291},"Activating Digital Mailbox for the administration","/integraties/images/exact-online-7.png",[1184,1293,1295],{"start":1294},3,[1159,1296,1297],{},"Ensure the rights are configured correctly. You need sufficient rights to manage the Digital Mailbox.",[1144,1299,1300],{},[1212,1301],{"alt":1302,"src":1303},"Setting rights for the Digital Mailbox","/integraties/images/exact-online-8.png",[1148,1305,1307],{"id":1306},"sending-invoices","Sending invoices",[1144,1309,1310],{},"The Autopilot connection with Exact Online is focused on receiving and booking purchase invoices. Sending sales invoices via the Autopilot is not currently available for Exact Online.",[1144,1312,1313,1314,1316],{},"Want to send sales invoices via Peppol? You can do this via the eConnect platform or via the ",[1190,1315,314],{"href":315}," with the XML auto-send option.",[1148,1318,1320],{"id":1319},"receiving-invoices","Receiving invoices",[1144,1322,1323],{},"Purchase invoices received via eConnect are automatically placed in your Exact Online administration:",[1184,1325,1326,1329,1332],{},[1159,1327,1328],{},"The invoice arrives at eConnect (via Peppol, email or the Email Receiver).",[1159,1330,1331],{},"The Autopilot forwards the invoice to the Digital Mailbox of Exact Online.",[1159,1333,1334],{},"The invoice appears in your Exact Online administration, ready for processing.",[1148,1336,1338],{"id":1337},"common-error-messages","Common error messages",[1144,1340,1341],{},"When connecting via the eConnect app, a digital mailbox is automatically created in Exact Online. If that fails, you will see one of the following error messages.",[1085,1343,1344,1357],{},[1088,1345,1346],{},[1091,1347,1348,1351,1354],{},[1094,1349,1350],{},"Error message",[1094,1352,1353],{},"Cause",[1094,1355,1356],{},"Solution",[1099,1358,1359,1372,1385],{},[1091,1360,1361,1366,1369],{},[1104,1362,1363],{},[1107,1364,1365],{},"Forbidden",[1104,1367,1368],{},"Insufficient rights on the mailbox",[1104,1370,1371],{},"Check that your Exact Online account has access to the Digital Mailbox. Ask an administrator to adjust your rights if needed.",[1091,1373,1374,1379,1382],{},[1104,1375,1376],{},[1107,1377,1378],{},"Already exists: Digital mailbox; Invalid: Division",[1104,1380,1381],{},"The mailbox is linked to the wrong administration",[1104,1383,1384],{},"Compare the division numbers from the error message with the division number in the Exact Online URL. Link the mailbox to the correct administration.",[1091,1386,1387,1392,1395],{},[1104,1388,1389],{},[1107,1390,1391],{},"Trial account limit",[1104,1393,1394],{},"You are using an Exact Online trial account with limited rights",[1104,1396,1397],{},"Change your licence to a full Exact Online licence.",[1399,1400,1401],"e-accordion",{},[1402,1403,1406],"e-accordion-item",{"header":1404,"value":1405},"invalid_grant / No consent from user (API 401)","err-oauth",[1144,1407,1408],{},"The OAuth authorisation in Exact Online has expired or been revoked. This happens when the connection has been inactive for a long time or the user changed their password. Solution: open the Autopilot settings in eConnect, remove the current connection and reconnect by logging in to Exact Online again.",[1179,1410,1412],{"id":1411},"create-the-digital-mailbox-manually","Create the Digital Mailbox manually",[1144,1414,1415],{},"If the mailbox was not created automatically, you can do this manually:",[1184,1417,1418,1423,1428,1440],{},[1159,1419,1273,1420,1196],{},[1107,1421,1422],{},"My Exact Online > My contact details > My digital mailboxes",[1159,1424,1227,1425,1196],{},[1107,1426,1427],{},"Add",[1159,1429,1430,1431,1435,1436,1439],{},"Enter the email address in the format: ",[1432,1433,1434],"code",{},"\u003Ckvk-number>@facturen.econnect.eu"," (replace ",[1432,1437,1438],{},"\u003Ckvk-number>"," with the KVK number of your organisation).",[1159,1441,1442],{},"Make sure this email address is also included in your contact details.",[1444,1445,1446],"blockquote",{},[1144,1447,1448,1451],{},[1107,1449,1450],{},"Tip",": It may take a few minutes before the mailbox is usable after creation. Wait a moment and try again if the connection does not work immediately.",[1148,1453,1455],{"id":1454},"important-notes","Important notes",[1156,1457,1458,1461,1464],{},[1159,1459,1460],{},"If you previously used another integration method, disconnect it first before activating the Autopilot.",[1159,1462,1463],{},"The Autopilot works per administration. If you have multiple administrations, set up the Autopilot per administration separately.",[1159,1465,1466],{},"After setup, there may be a short delay before the first invoices are visible.",[1148,1468,1470],{"id":1469},"mijnkantoor-vs-full-user","MijnKantoor vs. full user",[1144,1472,1473],{},"Not every Exact Online account is suitable for connecting with eConnect. A MijnKantoor user is intended for collaboration between customers and their accounting firm via the Exact Online for Accountancy platform. These users have a limited access model: they do not have API access and therefore cannot create connections with external systems such as the Autopilot.",[1144,1475,1476],{},"For a successful connection with eConnect, you always need a full Exact Online user with a paid licence and full rights. If authentication fails or you receive a \"Forbidden\" error message, first check whether your account is a MijnKantoor account. If so, your organisation must purchase a full licence.",[1148,1478,1480],{"id":1479},"minimum-rights-for-autopilot","Minimum rights for Autopilot",[1144,1482,1483],{},"The user who sets up the Autopilot connection needs specific rights in Exact Online. The minimum required rights per tab are listed below.",[1085,1485,1486,1496],{},[1088,1487,1488],{},[1091,1489,1490,1493],{},[1094,1491,1492],{},"Tab",[1094,1494,1495],{},"Required rights",[1099,1497,1498,1508,1518,1528],{},[1091,1499,1500,1505],{},[1104,1501,1502],{},[1107,1503,1504],{},"General",[1104,1506,1507],{},"Create and modify administration-related electronic messages, Manage digital mailboxes, Create/update/delete documents",[1091,1509,1510,1515],{},[1104,1511,1512],{},[1107,1513,1514],{},"Financial",[1104,1516,1517],{},"Enter/edit/delete purchase entries, Enter/edit/delete sales entries",[1091,1519,1520,1525],{},[1104,1521,1522],{},[1107,1523,1524],{},"Relations",[1104,1526,1527],{},"Manage bank accounts for relations, Manage relations",[1091,1529,1530,1535],{},[1104,1531,1532],{},[1107,1533,1534],{},"Master data",[1104,1536,1537],{},"Manage and view financial master data, Manage periods",[1144,1539,1540],{},"You can find these rights in Exact Online via Master data > Users > Overview. It is recommended to create a separate user profile or role with exactly these rights and assign it to the user managing the Autopilot connection.",[1148,1542,1544],{"id":1543},"package-types-in-exact-online","Package types in Exact Online",[1144,1546,1547],{},"Exact Online is available in different package types, each with three variants (Essentials, Plus and Professional). The connection with eConnect works with all package types, but the available functionality in Exact Online differs per type.",[1085,1549,1550,1563],{},[1088,1551,1552],{},[1091,1553,1554,1557,1560],{},[1094,1555,1556],{},"Package type",[1094,1558,1559],{},"Variants",[1094,1561,1562],{},"Description",[1099,1564,1565,1578,1590,1602],{},[1091,1566,1567,1572,1575],{},[1104,1568,1569],{},[1107,1570,1571],{},"Trade",[1104,1573,1574],{},"Essentials / Plus / Professional",[1104,1576,1577],{},"Accounting, inventory and order management",[1091,1579,1580,1585,1587],{},[1104,1581,1582],{},[1107,1583,1584],{},"Manufacturing",[1104,1586,1574],{},[1104,1588,1589],{},"Work orders, MRP, bill of materials",[1091,1591,1592,1597,1599],{},[1104,1593,1594],{},[1107,1595,1596],{},"Office management",[1104,1598,1574],{},[1104,1600,1601],{},"Document management, project and time module",[1091,1603,1604,1609,1611],{},[1104,1605,1606],{},[1107,1607,1608],{},"Projects",[1104,1610,1574],{},[1104,1612,1613],{},"Project invoicing, hours, subscriptions",[1148,1615,1617],{"id":1616},"api-limits","API limits",[1144,1619,1620],{},"Exact Online enforces strict API limits that may affect the Autopilot connection, especially for larger administrations or higher invoice volumes. The Autopilot connection uses JSON format (not XML). Note that XML calls count as 50 API calls.",[1085,1622,1623,1642],{},[1088,1624,1625],{},[1091,1626,1627,1630,1633,1636,1639],{},[1094,1628,1629],{},"Level",[1094,1631,1632],{},"Booking lines per month",[1094,1634,1635],{},"Calls per minute (per app)",[1094,1637,1638],{},"Calls per day (per app)",[1094,1640,1641],{},"Calls per day (per administration)",[1099,1643,1644,1660,1676,1691],{},[1091,1645,1646,1648,1651,1654,1657],{},[1104,1647,1574],{},[1104,1649,1650],{},"10,000",[1104,1652,1653],{},"60",[1104,1655,1656],{},"5,000",[1104,1658,1659],{},"20,000",[1091,1661,1662,1665,1668,1670,1673],{},[1104,1663,1664],{},"Premium",[1104,1666,1667],{},"25,000",[1104,1669,1653],{},[1104,1671,1672],{},"n/a",[1104,1674,1675],{},"30,000",[1091,1677,1678,1681,1684,1686,1688],{},[1104,1679,1680],{},"Premium + 1 Volume Pack",[1104,1682,1683],{},"50,000",[1104,1685,1653],{},[1104,1687,1672],{},[1104,1689,1690],{},"35,000",[1091,1692,1693,1696,1699,1701,1703],{},[1104,1694,1695],{},"Premium + 2 Volume Packs",[1104,1697,1698],{},"75,000",[1104,1700,1653],{},[1104,1702,1672],{},[1104,1704,1705],{},"40,000",[1144,1707,1708],{},"If you hit API limits, consider upgrading to a Premium package or contact Exact Online. Limits are periodically updated by Exact.",[1148,1710,1712],{"id":1711},"advanced-connection-setting-up-automatic-bookings","Advanced connection: setting up automatic bookings",[1144,1714,1715,1716,1720],{},"The advanced connection with Exact Online enables automatic bookings via the Autopilot. You need a full Exact Online user (not MijnKantoor) with the ",[1190,1717,1719],{"href":1718},"#minimum-rights-for-autopilot","minimum rights"," described above.",[1184,1722,1723,1732,1735,1741,1747,1750,1753,1756,1763,1770,1776,1782],{},[1159,1724,1725,1726,1728,1729,1196],{},"Go to ",[1107,1727,274],{}," in the menu and click ",[1107,1730,1731],{},"New connection",[1159,1733,1734],{},"Select the organisation you want to connect.",[1159,1736,1737,1738,1196],{},"Choose the ",[1107,1739,1740],{},"Exact Online logo",[1159,1742,1227,1743,1746],{},[1107,1744,1745],{},"Open"," to connect with Exact Online in a separate window.",[1159,1748,1749],{},"Log in to Exact Online with the user who has access to the administration (username, password and optionally a verification code).",[1159,1751,1752],{},"After successful authentication, you can close the Exact window. Authentication is complete, but the connection is not yet configured.",[1159,1754,1755],{},"Back in the platform: click the green button to configure the connection.",[1159,1757,1758,1759,1762],{},"In the Autopilot flow, select the ",[1107,1760,1761],{},"Automatic booking"," option.",[1159,1764,1765,1766,1769],{},"Open the ",[1107,1767,1768],{},"Administration"," section and select the desired administration from the dropdown.",[1159,1771,1765,1772,1775],{},[1107,1773,1774],{},"Document types"," section and check that the desired document types are selected.",[1159,1777,1765,1778,1781],{},[1107,1779,1780],{},"Booking scheme"," section and select the desired booking scheme.",[1159,1783,1784],{},"Click the green button to save the connection, complete the configuration and start automatic processing.",[1144,1786,1787],{},"If authentication fails, check that the user is a full Exact Online user and that the minimum rights are correctly configured.",[1148,1789,1791],{"id":1790},"frequently-asked-questions","Frequently asked questions",[1399,1793,1794,1801,1808],{},[1402,1795,1798],{"header":1796,"value":1797},"What is the difference between the Autopilot and the Digital Mailbox?","item-1",[1144,1799,1800],{},"The Autopilot is the connection that automatically processes and books invoices in your Exact Online administration. The Digital Mailbox is the feature within Exact Online that makes purchase invoices from eConnect available in your administration. Both work together for a fully automated process.",[1402,1802,1805],{"header":1803,"value":1804},"Can I use a MijnKantoor account for the connection?","item-2",[1144,1806,1807],{},"No, MijnKantoor users do not have API access and cannot create connections with external systems. You need a full Exact Online user with a paid licence and the correct rights.",[1144,1809,1810],{},"::e-accordion-item{value=\"item-3\" header=\"What if I get a \"Forbidden\" error message when connecting?\"}\nFirst check whether your account is a MijnKantoor account, as that has insufficient rights. Also verify that your user has the minimum rights for the Autopilot, including managing digital mailboxes and the required financial and relations management rights.\n::",[1144,1812,1813,1814,1196],{},"Want to know more about automatic booking suggestions? 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