Exact Online
Bring Exact Online customer and supplier accounts into DataOS
This guide brings your Exact Online customer and supplier accounts (the CRM account list for one company division) into DataOS.
exact.com
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What you need
An Exact Online app's client ID and secret, a refresh token, your site address and your division number
Who can get it
An Exact Online administrator
Where data lands
A governed table in your DataOS lakehouse
Connection type
OData / SOAP
How the connection works
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Source
Exact Online
DataOS connector
Keeps it up to date
DataOS lakehouse
Governed data product
The connector uses your Exact Online app to ask for the accounts in one division, then refreshes the table in DataOS. It only reads accounts.
What's next
Ready to bring this data into DataOS?