This integration enables you to send invoices from Productive to your Exact account.
When you integrate your Productive account with Exact you can also enable the payments sync with Productive.
In other words, when you mark an invoice as paid in Exact, that status will reflect in Productive as well. This also applies to partial payments or payments in tranches.
Integrating your Exact account with Productive is available on the Professional and Ultimate subscription plans.
Linking Your Exact Account to Productive
To link your Productive account to Exact:
1) Log into Productive and go to Settings > App Marketplace
2) Find Exact in the list and click Connect App
3) Select the subsidiary (the bill-from entity from Productive).
4) Choose one of the available locales (Belgium, Netherlands, or Germany)
Completing the Setup
Once connected, a setup window appears. Configure the following options before clicking Next.
Which system generates invoice numbers?
Choose which platform assigns invoice numbers when an invoice is copied to Exact:
Productive: Productive generates the invoice number. Use this if you manage your invoicing workflow in Productive.
Exact: Exact generates the invoice number. Use this if Exact is your system of record for invoicing.
📌 This setting affects how invoices are numbered in Exact. If your team follows a specific numbering sequence in either tool, make sure to align this choice with that workflow.
Select your division
Choose which Exact division (company entity) to connect to Productive.
Select default journal
Choose the default journal in Exact that invoices will be posted to. This can be left empty and set later.
Synchronize payments from Exact to Productive
When enabled, payments registered in Exact will automatically update the invoice status in Productive.
📌 This sync only works for payments registered directly on an invoice in Exact. Bulk payments are not synced (payments created separately in Exact and matched to multiple invoices). Invoices paid this way will need to be updated manually in Productive.
Mapping Ledger Codes
The second setup screen lets you configure how invoice line items are posted to Exact ledgers.
Default Exact Ledger
Select the ledger code that will be used for all invoice line items by default. This applies to any service type that isn't mapped individually.
Manually select ledger on invoice
Check this if you want to choose the ledger code manually each time you copy an invoice to Exact, rather than having it pre-filled.
Map service types to Exact ledger
Check this to assign a specific ledger code to each Productive service type. When an invoice is copied to Exact, each line item will carry the ledger code mapped to its service type.
📌 If a service type isn't mapped, the default Exact ledger will be used for that line item.
👉 Learn more about service types in Productive.
Managing Your Exact Integration
Once saved, your connected Exact integration appears in the App Marketplace under the Exact app. Each connection shows:
The name you gave the integration
The Exact locale it's connected to (Belgium, Netherlands, or Germany)
The division linked to Productive
To make changes, hover over the integration and click the pencil icon to edit the settings, or the bin icon to disconnect it.
📌 Each connection represents one Exact division. If you need to connect additional divisions, click Connect app to add another.
Copying Invoices to Exact
To copy an invoice to Exact, open the invoice and click Copy to Exact. You'll be prompted to confirm the following settings before copying:
Customer
Search for an existing customer in Exact to link this invoice to. If you leave this blank, Exact will automatically create a new customer.
Journal code
Select the journal in Exact this invoice should be posted to.
Ledger code
Select the ledger code for this invoice. If you set a default ledger during the integration setup, it will be pre-selected here. If you enabled Manually select ledger on invoice, you'll need to choose one each time.
VAT code
Select the applicable VAT code from Exact.
📌 If no VAT codes appear in the dropdown, they haven't been configured in Exact yet. You'll need to set them up in Exact first before they're visible here. See how to set up VAT codes in Exact.
Once you've confirmed the settings, click Copy and Finalize.
Copying an Invoice That Has Already Been Copied
If you need to re-copy an invoice that was previously sent to Exact, open the invoice and hover over the Invoice copied status. You'll see two options:
Update existing: overwrites the invoice last copied to Exact. If the invoice was copied multiple times, only the most recent copy is updated.
Create new: creates a new invoice in Exact regardless of previous copies.
Payments Sync
When the payments sync is enabled, any payment registered in Exact will automatically update the invoice status in Productive. Payment edits and deletions made in Exact are also reflected in Productive.
The sync is 1-way (Exact → Productive): marking an invoice as paid in Productive does not update its status in Exact.
If you didn't enable the sync during setup, you can turn it on at any time:
Go to Settings > App Marketplace > Exact
Click the pencil icon to edit the integration
Toggle Synchronize payments from Exact to Productive on
📌 Productive only syncs payments registered directly on an invoice in Exact.
If a payment is created separately in Exact and then matched to one or more invoices, such as a bulk payment covering multiple invoices, Exact does not send that payment data to Productive.
Those invoices will remain Unpaid in Productive and will need to be updated manually.
📌 Syncing expenses between Productive and Exact is not supported.
Disconnecting Exact from Productive
To remove the integration entirely:
Go to Settings > App Marketplace
Find your Exact integration
Click the bin icon to disconnect
Disconnecting stops all syncing between Productive and Exact. Invoices already copied to Exact are not affected: they remain in Exact as-is. You can reconnect at any time from the App Marketplace.
