To connect different Exact companies under the same Exact account in Productive, follow these steps:
1) Remove Existing Integrations
First, go to Productive's App marketplace and remove any existing Exact integrations for the organization you are trying to connect.
2) Revoke Access in Exact
Log into Exact and choose the company you wish to connect.
Navigate to My Exact Online and go to the Security centre tab.
Under "My app's permissions," revoke any Productive integrations listed.
3) Create a New Exact Integration in Productive
Return to Productive' App marketplace and initiate a new Exact integration.
The connection wizard will guide you to log into Exact. After logging in, you will see a screen where you can select the company to connect.
Choose the "One or more companies" option and click the search icon 🔍 to bring up a list of companies under the Exact account.
Select the desired company and ensure it is displayed on the screen after selection.
Tip: Use an incognito/private window for each integration to avoid issues with Exact remembering the last login, ensuring each integration is correctly linked to its respective company.
4) Complete the Integration
Accept the terms and complete the integration process as usual.
This setup ensures that the integration is valid only for the selected Exact company, even when multiple companies are under the same Exact account.
For more detailed instructions on setting up an Exact integration in Productive, refer to this article.