This integration enables you to send invoices from Productive to your Exact account.
To turn on the integration, go to Settings - App marketplace:
Under the list of available integrations, locate Exact,
select Connect app:
and then choose one of the available locales (Belgium, Netherlands, or Germany):
Log into Exact with your account credentials and that's it - you have successfully created the Exact integration!
To finish setting it up, select who will be responsible for generating invoice numbers - Productive or Exact and select your division (if there is more than one in your Exact account).
Copy Invoice to Exact
After you have created an invoice, click on Copy data to Exact in the upper right:
You will then be prompted to fill in the following settings:
Exact customer
Journal code
Ledger code
VAT code
When choosing a customer here, instead of selecting a pre-existing customer in Exact, you can also create a new one.
💡 Please note that this integration does not support syncing expenses created in Productive, and vice versa.
Payment Sync
If you mark an invoice as paid in Exact, that status will reflect in Productive as well.
It is important to note that if an invoice is marked as paid in Productive, this change will not be taken into account in Exact. In other words, this is not a 2-way sync.
To enable payments sync, go to Settings - App Marketplace - Exact and select the pencil icon to Edit the integration:
Then, simply set the switch to On:
Mapping Services in Exact
If you are using Exact as your accounting tool, when creating invoices in Productive and copying them to Exact you can:
select the default Journal
select the default Ledger Code (G/L Account)
map services to the Ledger Code
Selecting the Default Journal
In the integration window, selecting the default Journal is optional.
If selected, during the invoice export, it will be pre-selected by default:
Mapping Service Types
After clicking Next on the previous screen, you will be prompted with a new window where you can:
Select the default Exact ledger
Map Productive service types to Exact ledgers
For example, when exporting an invoice with the settings applied above, the following fields will be pre-filled:
If the services are mapped to ledger codes and the invoice with services displayed as line items is exported, each line item will have the corresponding Ledger Code in Exact.
On the other hand, if services are not mapped, the default ledger code will be pre-selected on each invoice.
Here's how the following invoice in Productive will look in Exact:
Why is the VAT Field not visible when exporting an invoice to Exact?
This is due to VAT codes in Exact not being populated. You will need to enter them first in Exact, in order to be shown in Productive.
For more information on how to set up VAT codes in Exact, follow this link:
Copying an invoice to Exact after it has already been copied
If you've already copied the invoice to Exact and wish to update it or create a new one, open that invoice and hover over the Invoiced copied option where you will be able to Update the existing invoice or Create a new one.
By selecting Update existing, the system will update the invoice that was previously copied to Exact. If the invoice was copied to Exact several times, only the last one that was copied will be updated.
Create new will create a new invoice in Exact (a duplicate if it had already been copied).
