Connect to Exact Online

How does the synchronization work?

The synchronization with Exact Online works in only one direction. This means:

  • The data collection in Genkgo is the guiding factor. It is not possible to import data from Exact Online into Genkgo.
  • Deviant data in Exact Online will be overwritten by the data in Genkgo.
  • If a bank account number is present in the profile of a relation in Exact Online, but isn’t in the profile of the relation in Genkgo, the bank account number in Exact won’t be deleted.
  • If an existing bank account number is edited in Genkgo, this will not change in Exact as well. An extra bank account number will be created and set as the primary account.
  • New profiles in Genkgo will automatically be added as new relations in Exact Online.
  • Existing profiles in Exact Online can be connected (matched) with profiles in Genkgo, except for contact persons of companies.
  • You need to indicate which folders/groups from Genkgo should be synchronized with Exact profiles.
  • Synchronization is automatic, once a day, around 3 AM.

Genkgo data is the guiding factor. Please make sure that the information in the Organization is correct and up to date before the connection with Exact is made.

Types of connections

Synchronization of persons (relations)

Profiles (of relations such as members and persons) in the Organization Application will be synchronized with accounts in Exact Online.

The following fields from Genkgo will be synchronized with the ones in Exact Online:

  • Display name
  • First name
  • Middle name
  • Surname
  • Gender
  • Date of Birth
  • Initials
  • E-mail address
  • Address
  • Postal code
  • City
  • County
  • Country
  • Phone number
  • Fax
  • Mobile number
  • Website
  • IBAN

Synchronization of companies (relations) and contact persons

Profiles of companies or contact persons in the Organization application will be synchronized with accounts in Exact Online.

The contact person of the profile in Genkgo will be added as the contact person of the relation in Exact Online. If there are multiple contact persons in Genkgo, the person with the contact type ‘Financial’ will automatically be chosen as the contact person for the account in Exact. You can set the type of a contact person in the tab ‘Contact persons’ in the profile of the company in the Organization application.

The following fields from Genkgo will be synchronized with the ones in Exact Online:

  • Display name
  • Address
  • Postal code
  • City
  • County
  • Country
  • Phone number
  • Fax
  • E-mail
  • Website
  • Bank account number IBAN

Connection of accounts receivable

Accounts receivable or Invoices from Exact Online that belong to members in Genkgo will be collected.

The accounts receivable will be displayed on a dedicated page in a secured part of the website, where relations can view the information. Administrators can view this information in the Admin.

A relation can see the outstanding and paid invoices. The following information is included:

  • Receivable/Invoice number
  • Amount
  • Description
  • Invoice date
  • Due on