Exact Online has an API connection with iController. An API is a standardized program, which allows you to easily extract data from Exact Online and import this data into iController.
To do so, our Customer Success department will guide you through the following steps:
1. Please make sure that your Exact Online user has the rights to use the API
- Login into Exact Online as an admin user
- Follow these steps:
- Click on 'Dossier'
- Click on 'Stamgegevens'
- Click on 'Gebruikers'
- Click on Overzicht'
- Click on the user you wish to use to connect with iController
- Click on 'Rechten' (right in your screen)
- Check the box in the section 'Algemeen' (third submenu item), on the third line: 'Abonnementen beheren'
This makes sure that this user is allowed by Exact Online to use the API.
2. Get in touch with your project manager of the Customer Success department, to guide you through the API connector steps in iController.