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Integrations

Connect accounting, HR and identity systems to sync data in. A sync pulls vendors, invoices and users; discovered items land in Discovery for triage.

Steps

1. Connect an accounting system

On the Exact Online card click Connect Exact and complete the OAuth flow. Use Sync now for a manual sync, or Disconnect to remove it.

2. Add a custom API or marketplace app

Under Custom API click Add, enter a display name, base URL and API key, and Connect. In the Marketplace, search by category or keyword and click Install.

3. Connect Microsoft 365 for seat automation

Install the Microsoft 365 connector to reconcile licence seats automatically: once connected, the Licences page surfaces inactive and unassigned seats (and the money you can reclaim) instead of you tracking them by hand.