Connect Exact Online and Harvest to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Exact Online with Harvest - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New or Updated Account" from Exact Online.

Add your action

An action happens after the trigger—such as "Create Client" in Harvest.

You’re connected!

Zapier seamlessly connects Exact Online and Harvest, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Division
  Required
- Receive Updates on Deleted Accounts
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Bank Entries
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Expand Batch Numbers
- Expand Serial Numbers
- Receive Updates on Deleted Goods Deliveries
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Output ID only
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Opportunities
- Event Type Copy
Trigger
Instant
Try It

- Division
  Required
- Receive Updates on Deleted Purchase Entries
- Include Purchase Order Credit Lines
- Info on Event Type
Trigger
Instant
Try It
- Division
  Required
- Expand Account Details
- Receive Updates on Deleted Quotations
- Event Type Copy
Trigger
Instant
Try It

- Division
  Required
- Expand Account Details
- Expand Contact Details
- Receive Updates on Deleted Sales Invoices
- Event Type Note
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Subscriptions
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
Trigger
Instant
Try It
- Division
  Required
- Journal (Code)
  Required
- Supplier (ID)
  Required
- Description
- Document (ID)
- Currency (Code)
- Entry Number
- Due Date
- Entry Date
- Invoice Number
- Payment Reference
- Payment Condition (Code)
- Order Number
- Reversal
- Your Ref
- Reporting Period
- Reporting Year
- General Ledger Account (ID)
  Required
- Amount FC
  Required
- VAT (Code)
- Quantity
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
- Description
- Project (ID)
- Serial Number
- Asset (ID)
- Notes
- VAT Amount FC
Action
Write
- Division
  Required
- Status
- Name
  Required
- Code
- Email address
- Phone
- Address Line 1
- Address Line 2
- Address Line 3
- Postcode
- City
- State/Province/County (Code)
- Country (Code)
- Language (Code)
- Chamber Of Commerce
- VAT-Number
- Sales VAT Code
- Invoice Account (ID)
- Shipping Method (ID)
- Price List (ID)
- Is Sales
- Is Supplier
- Lead Source (ID)
- Payment Condition Sales (Code)
- General Ledger Account Sales (ID)
- Discount Sales
- Search Code
- Account Manager (ID)
- Remarks
- Extra Fields
- Show Address ID in Output
- Info on Contact
- Contact First Name
- Contact Middle Name
- Contact Last Name
- Contact Email address
- Contact Phone
- Contact Mobile
- Contact Notes
Action
Write
Create Bank Account
Creates a Bank Account in Exact Online
Action
Write
- Division
  Required
- Bank Journal (Code)
  Required
- Bank General Ledger Account (Code)
  Required
- Description
  Required
- Currency (Code)
- Entry Number
- Opening Balance FC
- Closing Balance FC
- Date
  Required
- Counterparty General Ledger Account (Code)
  Required
- Account (Code)
  Required
- Description
- Amount FC
  Required
- VAT (Code)
- Cost Center (Code)
- Cost Unit (Code)
Action
Write
- Division
  Required
- Opening Balance FC
- Closing Balance FC
- Currency (Code)
- Financial Period
- Financial Year
- Journal (Code)
  Required
- Account (ID)
- Amount FC
  Required
- Amount VAT FC
- Asset (ID)
- Cost Center
- Cost Unit
- Date
- Description
- General Ledger Account (ID)
  Required
- Document (ID)
- Exchange Rate
- Our Ref
- Project (ID)
- Quantity
- VAT (Code)
- Extra remarks
Action
Write
- Division
  Required
- Account (ID)
  Required
- First Name
- Middle Name
- Last Name
- Email address
- Phone
- Mobile
- Is Mailing Excluded
- Notes
- Extra Fields
Action
Write
- Division
  Required
- Code
  Required
- Description
  Required
- End Date
Action
Write
Create Direct Debit Mandate
Creates a Direct Debit Mandate in Exact Online
Action
Write
- Division
  Required
- Document (ID)
  Required
- File Name
  Required
- Attachment
  Required
Action
Write
- Division
  Required
- Journal (Code)
  Required
- Currency (Code)
- Entry Number
- Exchange Rate
- Financial Period
- Financial Year
- General Ledger Account (ID)
  Required
- Account (ID)
- Amount FC
- Amount VAT FC
- Asset (ID)
- Cost Center (Code)
- Cost Unit (Code)
- Entry Date
- Description
- Document (ID)
- Our Ref
- Quantity
- VAT (Code)
- Project (ID)
- Notes
Action
Write
- Division
  Required
- Delivery Date
  Required
- Description
- Tracking Number
- Shipping Method (ID)
- Remarks
- Sales Order Line (ID)
  Required
- Description
- Quantity Delivered
  Required
- Tracking Number
- Batch Number (ID)
- Notes
Action
Write
- Division
  Required
- Name
- Account (ID)
- Contact (ID)
- Owner (ID)
- Reason (ID)
- Lead Source (ID)
- Project (ID)
- Opportunity Stage (ID)
- Campaign (ID)
- Sales Type (ID)
- Action Date
- Next Action
- Currency (Code)
- Amount DC
- Amount FC
- Rate FC
- Close Date
- Probability
- Notes
Action
Write
- Division
  Required
- Description
  Required
- Code
  Required
- Use Employee Cost Center and Cost Unit
- Cost Center (Code)
- Cost Unit (Code)
Action
Write
Create Purchase Invoice
Creates a Purchase Invoice in Exact Online
Action
Write
Create Purchase Order
Creates a Purchase Order in Exact Online
Action
Write
- Division
  Required
- Type
- Description
- Order Number
- Order Date
- Payment Reference
- Your Ref
- Currency (Code)
- Journal
  Required
- Ordered By
  Required
- Ordered By Contact Person
- Invoice To
- Invoice To Contact Person
- Deliver To
- Deliver To Contact Person
- Deliver To Address
- Warehouse
- Payment Condition
- Document (ID)
- Remarks
- Extra Fields
- Item
  Required
- Description
- Quantity
- Unit Price
- Net Price
- Cost Center
- Cost Unit
- General Ledger Account
- Unit (Code)
- VAT (Code)
- Delivery Date
- Start Time
- End Time
- Extra notes
- Project
- Print Sales Invoice
- Document Layout
- Email Layout
- Send Email To Customer
- Sender Email Address
- Invoice Date
- Reporting Period
- Reporting Year
Action
Write
- Division
  Required
- Journal (Code)
  Required
- Customer (ID)
  Required
- Description
- Batch Number
- Currency (Code)
- Document (ID)
- Due Date
- Entry Date
- Entry Number
- External Link Reference
- G Account Amount FC
- Invoice Number
- Is Extra Duty
- Order Number
- Payment Condition (Code)
- Payment Reference
- Process Number
- Rate
- Reporting Period
- Reporting Year
- Reversal
- Your Ref
- Amount FC
  Required
- General Ledger Account (ID)
  Required
- Description
- Project (ID)
- Quantity
- Serial Number
- Asset (ID)
- VAT (Code)
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
Action
Write
- Division
  Required
- Order Number
- Order Date
- Description
- Payment Reference
- Shipping Method
- Your Ref
- Currency (Code)
- Ordered By (ID)
  Required
- Ordered By Contact Person (ID)
- Invoice To (ID)
- Invoice To Contact Person (ID)
- Deliver To (ID)
- Deliver To Contact Person (ID)
- Delivery Address (ID)
- Warehouse (ID)
- Salesperson (ID)
- Selection Code (ID)
- Delivery Date
- Remarks
- Extra Fields
- Info on Custom Fields
- Show Custom Fields
- Item (ID)
  Required
- Description
- Quantity
- Cost Center
- Cost Unit
- Unit Price
- Unit (Code)
- Discount
- Delivery Date
- Extra notes
- Full details in output
- Info on Goods Delivery
- Delivery Date
- Description
- Tracking Number
- Shipping Method
- Remarks
Action
Write
- Division
  Required
- Subscription Type (ID)
  Required
- Description
  Required
- Ordered By
  Required
- Ordered By Contact Person (ID)
- Invoice To (ID)
- Invoice To Contact Person (ID)
- Currency (Code)
- Invoice Day
- Start Date
- End Date
- Invoicing Start Date
- Notes
- Line Type (ID)
- Description
- Item (ID)
  Required
- Quantity
- Unit Price
- Net Price
- From Date
- To Date
- VAT (Code)
- Unit (Code)
- Cost Center (Code)
- Cost Unit (Code)
Action
Write
- Division
  Required
- Description
  Required
- Part Of (ID)
- Project (ID)
  Required
- Invoice Method
- Auto Create Invoice Term
- Block Entry
- Budgeted Cost
- Budgeted Hours
- Budgeted Revenue
- Budget Overrun Hours
- Completed
- Default Item (ID)
- Default Item Is Mandatory
- Start Date
- End Date
- Invoice Date
- Invoice Separately
- Release Invoice Term
- Release Invoice Term Date
- Sequence Number
- Time Quantity To Alert
- Notes
- Extra Fields
Action
Write
- Division
  Required
- Contact (ID)
  Required
Action
Write
Delete Sales Invoice Line
Deletes a Sales Invoice Line in Exact Online
Action
Write
Delete Sales Order Line
Deletes a Sales Order Line in Exact Online
Action
Write
- Division
  Required
- Subscription Line (ID)
  Required
Action
Write
- Download URL
  Required
Action
Write
- Division
  Required
- Description
  Required
- Code
  Required
- Barcode
- Unit (Code)
- Cost Price Standard
- Cost Price Currency
Action
Write
- Division
  Required
- Invoice (ID)
  Required
- Document Layout
- Email Layout
- Send Email To Customer
- Sender Email Address
Action
Write
Update Address
Updates an Address in Exact Online
Action
Write
Update Contact
Updates a Contact in Exact Online
Action
Write
- Division
  Required
- Cost Unit (ID)
  Required
- Description
- End Date
Action
Write
- Division
  Required
- Opportunity (ID)
  Required
- Name
- Account (ID)
- Contact (ID)
- Owner (ID)
- Lead Source (ID)
- Reason (ID)
- Project (ID)
- Campaign (ID)
- Opportunity Stage (ID)
- Sales Type (ID)
- Action Date
- Next Action
- Close Date
- Amount DC
- Amount FC
- Rate FC
- Currency (Code)
- Probability
- Notes
Action
Write
Update Purchase Order
Updates a Purchase Order in Exact Online
Action
Write
Update Sales Order Line
Updates a Sales Order Line in Exact Online
Action
Write
- Division
  Required
- Sales Entry Line (ID)
  Required
- Amount FC
- Quantity
- VAT (Code)
- Description
- Notes
- Extra Fields
Action
Write
Find Profit Loss Overview
Finds the Profit Loss Overview in Exact Online
Action
Search
- Division
  Required
- Account Classification (ID)
  Required
Action
Search
- Division
  Required
- User (ID)
- Full Name (Exact Match)
- Full Name (Partial Match)
- Email Address
Action
Search
- Division
  Required
- Timestamp
  Required
Action
Search
- Division
  Required
- Bank Entry (ID)
- Entry Number
Action
Search
- Division
  Required
- Created
- Info on timeframe
- Created (From)
- Created (Until)
Action
Search
Find Cost Center
Finds a Cost Center in Exact Online
Action
Search
- Status
  Required
Action
Search
Find General Ledger Account(s)
Finds one or multiple General Ledger Accounts in Exact Online
Action
Search
- Division
  Required
- Goods Receipt Line (ID)
- Purchase Order (ID)
- Purchase Order Number
Action
Search
- Division
  Required
- Item (ID)
- Code
- Barcode
- Description
- Note
Action
Search
- Division
  Required
- Mail Message (ID)
- Output Fields
  Required
Action
Search
- Division
  Required
- Item (ID)
- Code
- Barcode
- Output Fields
- Skip Token
- Load All Results
Action
Search
- Division
  Required
- Sales Invoice (ID)
- Description (Line)
- Skip Token
- Load All Results
Action
Search
Find Opportunity
Finds an Opportunity in Exact Online
Action
Search
- Division
  Required
- Project (ID)
- Code
- Type
- Account (ID)
- Created
Action
Search
- Division
  Required
- Project Classification (ID)
- Code
- Description
Action
Search
- Division
  Required
- Purchase Invoice (ID)
- Supplier (ID)
- Entry Number
Action
Search
Find Purchase Order
Finds a Purchase Order in Exact Online
Action
Search
- Division
  Required
- Receivable (ID)
- Account (ID)
- End Date
- Invoice Number
- Status
- Modified Since
Action
Search
Find Sales Order Line
Finds a Sales Order Line in Exact Online
Action
Search
Find Sales Invoice
Finds a Sales Invoice in Exact Online
Action
Search
- Division
  Required
- Sales Order (ID)
- Order Number
- Ordered By (Account ID)
- Expand Account Details
- Order Date Filter
- Order Date (From)
- Order Date (Before)
Action
Search
- Division
  Required
- Sales Price List Volume Discounts (ID)
- Price List (Code)
Action
Search
Find Subscription
Finds a Subscription in Exact Online
Action
Search
- Division
  Required
- Warehouse Transfer (ID)
- Transfer Number
- Description
Action
Search
- Division
  Required
- Account (ID)
- Name
- Code
- Email address
- Phone
- Chamber Of Commerce
- VAT Number
- Is Sales
- Is Supplier
- Search Code
- Legacy Mode
- Status
- Name
  Required
- Code
- Email address
- Phone
- Address Line 1
- Address Line 2
- Address Line 3
- Postcode
- City
- State/Province/County (Code)
- Country (Code)
- Language (Code)
- Chamber Of Commerce
- VAT-Number
- Sales VAT Code
- Invoice Account (ID)
- Shipping Method (ID)
- Price List (ID)
- Is Sales
- Is Supplier
- Lead Source (ID)
- Payment Condition Sales (Code)
- General Ledger Account Sales (ID)
- Discount Sales
- Account Manager (ID)
- Remarks
- Extra Fields
- Show Address ID in Output
- Info on Contact
- Contact First Name
- Contact Middle Name
- Contact Last Name
- Contact Email address
- Contact Phone
- Contact Mobile
- Contact Notes
Action
Search or write
Find or Create Bank Account
Finds a Bank Account in Exact Online
Action
Search or write
- Division
  Required
- Code
  Required
- Description
  Required
- End Date
Action
Search or write
- Division
  Required
- Goods Delivery (ID)
- Delivery Date
  Required
- Description
- Tracking Number
- Shipping Method (ID)
- Remarks
- Sales Order Line (ID)
  Required
- Description
- Quantity Delivered
  Required
- Tracking Number
- Batch Number (ID)
- Notes
Action
Search or write
- Division
  Required
- Item (ID)
- Code
- Barcode
- Description
- Note
- Description
  Required
- Code
  Required
- Barcode
- Unit (Code)
- Cost Price Standard
- Cost Price Currency
Action
Search or write
- Division
  Required
- Project Classification (ID)
- Code
- Description
- Description
  Required
- Code
  Required
- Use Employee Cost Center and Cost Unit
- Cost Center (Code)
- Cost Unit (Code)
Action
Search or write
- Division
  Required
- Purchase Invoice (ID)
- Supplier (ID)
- Entry Number
Action
Search or write
- Division
  Required
- Journal (Code)
  Required
- Customer (ID)
  Required
- Description
- Batch Number
- Currency (Code)
- Document (ID)
- Due Date
- Entry Date
- Entry Number
- External Link Reference
- G Account Amount FC
- Invoice Number
- Is Extra Duty
- Order Number
- Payment Condition (Code)
- Payment Reference
- Process Number
- Rate
- Reporting Period
- Reporting Year
- Reversal
- Your Ref
- Amount FC
  Required
- General Ledger Account (ID)
  Required
- Description
- Project (ID)
- Quantity
- Serial Number
- Asset (ID)
- VAT (Code)
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
Action
Search or write
- Division
  Required
- Type
- Description
- Order Number
- Order Date
- Payment Reference
- Your Ref
- Currency (Code)
- Journal
  Required
- Ordered By
  Required
- Ordered By Contact Person
- Invoice To
- Invoice To Contact Person
- Deliver To
- Deliver To Contact Person
- Deliver To Address
- Warehouse
- Payment Condition
- Document (ID)
- Remarks
- Extra Fields
- Item
  Required
- Description
- Quantity
- Unit Price
- Net Price
- Cost Center
- Cost Unit
- General Ledger Account
- Unit (Code)
- VAT (Code)
- Delivery Date
- Start Time
- End Time
- Extra notes
- Project
- Print Sales Invoice
- Document Layout
- Email Layout
- Send Email To Customer
- Sender Email Address
- Invoice Date
- Reporting Period
- Reporting Year
Action
Search or write
- Division
  Required
- Subscription Type (ID)
  Required
- Description
  Required
- Ordered By
  Required
- Ordered By Contact Person (ID)
- Invoice To (ID)
- Invoice To Contact Person (ID)
- Currency (Code)
- Invoice Day
- Start Date
- End Date
- Invoicing Start Date
- Notes
- Line Type (ID)
- Description
- Item (ID)
  Required
- Quantity
- Unit Price
- Net Price
- From Date
- To Date
- VAT (Code)
- Unit (Code)
- Cost Center (Code)
- Cost Unit (Code)
Action
Search or write
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Polling
Try It
New Client
Triggers when a new client is added.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Project
Triggers when a project is created.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
New User Assignment
Triggers when a user is assigned to a project.
Trigger
Polling
Try It
Timer Stopped
Triggers when a timer is stopped.
Trigger
Polling
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
Try It
- Name
  Required
- Address
Action
Write
- Client
  Required
- Name
  Required
- Code
- Bill By (required)
- Hourly Rate
- Budget By (required)
- Budget
- Cost Budget
- Notes
Action
Write
- Project
  Required
- Task
  Required
- Hours
  Required
- Spent Date
  Required
- Notes
Action
Write
- Project
  Required
- Task
  Required
- Spent Date
  Required
- Notes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice ID
  Required
Action
Search
- Name
  Required
Action
Search

- Division
  Required
- Receive Updates on Deleted Bank Accounts
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Contacts
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Items
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Output ID only
- Info on New and Updated
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Project Time Transactions
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Purchase Orders
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted Sales Entries
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Expand Account Details
- Receive Updates on Deleted Sales Orders
- Event Type Copy
Trigger
Instant
Try It
- Division
  Required
- Receive Updates on Deleted General Ledger Accounts
Trigger
Instant
Try It
Accept Quotation
Accepts a Quotation in Exact Online.
Action
Write
Create Warehouse Transfer
Creates a Warehouse Transfer in Exact Online
Action
Write
- Division
  Required
- Account (ID)
  Required
- Contact (ID)
- Type
- Address Line 1
- Address Line 2
- Address Line 3
- Postcode
- City
- State/Province/County (Code)
- Country (Code)
- Main
- Notes
Action
Write
- Division
  Required
- Opening Balance FC
- Closing Balance FC
- Entry Number
- Currency (Code)
- Financial Period
- Financial Year
- Journal (Code)
  Required
- Account (ID)
- Amount FC
  Required
- Amount VAT FC
- Asset (ID)
- Cost Center (Code)
- Cost Unit (Code)
- Entry Date
- Description
- Document (ID)
- Exchange Rate
- General Ledger Account (ID)
  Required
- Our Ref
- Project (ID)
- Quantity
- VAT (Code)
- VAT Percentage
- VAT Type
- Extra remarks
Action
Write
- Division
  Required
- Item Version (ID)
  Required
- Part Item (ID)
  Required
- Type
- Backflush
- Calculator Type
- Cost Center (Code)
- Cost Unit (Code)
- Description
- Detail Drawing
- Net Weight
- Quantity
- Routing Step (ID)
- Waste Percentage
- Notes
- Extra Fields
Action
Write
- Division
  Required
- Subject
- Notes
- Date
- Account (ID)
- Contact (ID)
- Opportunity (ID)
- Document (ID)
- Campaign (ID)
Action
Write
- Division
  Required
- Code
  Required
- Description
  Required
- End Date
Action
Write
- Division
  Required
- Invoice (ID)
- Invoice Number
- Print Sales Invoice
- Document Layout (ID)
- Email Layout (ID)
- Send Email To Customer
- Sender Email Address
Action
Write
- Division
  Required
- Subject
  Required
- Document Type
  Required
- Document Folder
- Document Category
- Account (ID)
- Contact (ID)
- Item (ID)
- Info on Document Attachment
- File Name
- Attachment
Action
Write
- Division
  Required
- Code
  Required
- Description
  Required
- Type
- Allow Costs In Sales
- Balance Side
- Balance Type
- Cost Center (Code)
- Cost Unit (Code)
- Search Code
- VAT (Code)
- Extra Fields
Action
Write
Create Goods Receipt
Creates a Goods Receipt in Exact Online
Action
Write
- Division
  Required
- Create Mode
  Required
- Invoice Mode
  Required
- Journal (Code)
  Required
- Delivery Number
- Start Date
- End Date
- Sales Order (ID)
  Required
- Full details in output
- Details on Print Sales Invoice
- Print Sales Invoice
- Document Layout (ID)
- Email Layout (ID)
- Send Email To Customer
- Sender Email Address
Action
Write
- Division
  Required
- Type
  Required
- Description
  Required
- Code
- Budget Type (ID)
- Account (ID)
- Account Contact (ID)
- Payment Condition (Code)
- Classification (ID)
- Start Date
- End Date
- Sales Time Quantity
- Fixed Price Item (ID)
- Notes
Action
Write
Create Project Time Transaction
Creates a Project Time Transaction in Exact Online.
Action
Write
Create Purchase Entry Line
Creates a Purchase Entry Line in Exact Online
Action
Write
- Division
  Required
- Quotation Number
- Quotation Date
- Due Date
- Description
- Your Ref
- Order Account (ID)
  Required
- Order Account Contact (ID)
- Invoice Account (ID)
- Invoice Account Contact (ID)
- Delivery Account (ID)
- Delivery Account Contact (ID)
- Delivery Address (ID)
- Payment Condition (Code)
- Warehouse (ID)
- Opportunity (ID)
- Currency (Code)
- Remarks
- Item (ID)
  Required
- Quantity
- Unit Price
- Net Price
- Unit (Code)
- Description
- Cost Center (Code)
- Cost Unit (Code)
Action
Write
- Division
  Required
- Sales Invoice (ID)
  Required
- Item (ID)
  Required
- Description
- General Ledger Account (ID)
- Quantity
- Unit Price
- Net Price
- Unit (Code)
- Delivery Date
- VAT (Code)
- Cost Center (Code)
- Cost Unit (Code)
- Notes
Action
Write
Create Sales Item Price
Creates a Sales Item Price in Exact Online
Action
Write
- Division
  Required
- Sales Order (ID)
  Required
- Cost Center (Code)
- Cost Unit (Code)
- Item (ID)
  Required
- Unit (Code)
- Quantity
- Unit Price
- Discount
- Delivery Date
- Description
- Extra notes
- Info on Goods Delivery
- Delivery Date
- Description
- Tracking Number
- Shipping Method
- Remarks
Action
Write
- Division
  Required
- Task Type
- Custom Task Type (ID)
- Description
- Action Date
- Account (ID)
- Contact (ID)
- User (ID)
- Opportunity (ID)
- Project (ID)
- Document (ID)
- Employee (ID)
- HID
- Notes
- Extra Fields
Action
Write
- Division
  Required
- Account (ID)
  Required
Action
Write
Delete Sales Invoice
Deletes a Sales Invoice in Exact Online
Action
Write
- Division
  Required
- Sales Order (ID)
  Required
Action
Write
- Division
  Required
- Subscription (ID)
  Required
Action
Write
- Division
  Required
- Webhook
  Required
Action
Write
- Division
  Required
- Item (ID)
  Required
- Unit (ID)
  Required
- Supplier (ID)
  Required
- Purchase Unit (Code)
  Required
- Main Supplier
- Notes
- Extra Fields
Action
Write
- Division
  Required
- Sales Order (ID)
  Required
- Document Layout (ID)
- Email Layout (ID)
- Send Email To Customer
- Sender Email Address
- Extra Fields
Action
Write
- Division
  Required
- Account (ID)
  Required
- Status
- Code
- Name
- Address Line 1
- Address Line 2
- Address Line 3
- Postcode
- City
- State/Province/County (Code)
- Country (Code)
- Language (Code)
- Chamber Of Commerce
- VAT-Number
- Email address
- Phone
- Sales VAT Code
- Shipping Method (ID)
- Price List (ID)
- Is Sales
- Is Supplier
- Lead Source (ID)
- Payment Condition Sales (Code)
- General Ledger Account Sales (ID)
- Discount Sales
- Search Code
- AccountManager (ID)
- Remarks
Action
Write
- Division
  Required
- Bank Account (ID)
  Required
- Account (ID)
- Description
- Bank Account Holder Name
- Blocked
- Main
- Extra Fields
Action
Write
- Division
  Required
- Cost Center (ID)
  Required
- Description
- End Date
Action
Write
- Custom Fields URL
  Required
- Show Custom Fields
  Required
Action
Write
Update Purchase Entry
Updates a Purchase Entry in Exact Online
Action
Write
- Division
  Required
- Purchase Order Line (ID)
  Required
- Item (ID)
- Cost Center (Code)
- Cost Unit (Code)
- Description
- Unit Price
- Net Price
- Discount
- Project (ID)
- Receipt Date
- Rebill
- VAT (Code)
- Notes
- Extra Fields
Action
Write
Update Sales Entry
Updates a Sales Entry in Exact Online
Action
Write
- Division
  Required
- Sales Order (ID)
  Required
- Order Number
- Order Date
- Description
- Payment Reference
- Your Ref
- Currency (Code)
- Ordered By Contact Person
- Deliver To Contact Person
- Delivery Address
- Warehouse (ID)
- Delivery Date
- Info on Custom Fields
- Show Custom Fields
Action
Write
- Division
  Required
- Account (ID)
- Name
- Code
- Email address
- Phone
- Chamber Of Commerce
- VAT Number
- Is Sales
- Is Supplier
- Search Code
- Legacy Mode
Action
Search
- Division
  Required
- Name
- Name (Partial Match)
- Account (ID)
- Email address
- Phone Number
- Chamber Of Commerce
- Code
- VAT Number
- Is Sales
- Is Supplier
- Skip Token
- Load All Results
Action
Search
Find Address
Finds an address in Exact Online.
Action
Search
Find Bank Account
Finds a Bank Account in Exact Online
Action
Search
- Division
  Required
- Status
- Created
- Info on timeframe
- Created (From)
- Created (Until)
Action
Search
Find Contact
Finds a Contact in Exact Online.
Action
Search
Find Cost Unit
Finds a Cost Unit in Exact Online
Action
Search
Find Document
Finds a Document in Exact Online
Action
Search
- Division
  Required
- Goods Delivery (ID)
Action
Search
- Division
  Required
- Goods Receipt (ID)
Action
Search
- Division
  Required
- Item Group (ID)
- Code
Action
Search
- Division
  Required
- Account (ID)
- Contact (ID)
- First Name
- Last Name
- Email address (Exact Match)
- Email address (Partial Match)
- Is Main Contact
- Skip Token
- Load All Results
Action
Search
- Division
  Required
- Quotation (ID)
- Quotation Number
- Status
- Quotation Date From
- Quotation Date Until
- Skip Token
- Load All Results
Action
Search
- Division
  Required
- Sales Invoice (ID)
- Ordered By (ID)
- Invoice Number
- Description (Header)
- Payment Reference
- Order Number
- Your Ref
- Status
- Skip Token
- Load All Results
Action
Search
Find Payment
Finds a Payment in Exact Online
Action
Search
- Division
  Required
- Project Time Transaction (ID)
- Account (ID)
- Project (ID)
- Entry Number
Action
Search
Find Purchase Entry
Finds a Purchase Entry in Exact Online
Action
Search
- Division
  Required
- Purchase Entry Line (ID)
- Description
- Info on Looping
- Load All Results
- Skip Token
Action
Search
- Division
  Required
- Quotation (ID)
- Quotation Number
- Description
- Created From
Action
Search
Find Sales Entry
Finds a Sales Entry in Exact Online
Action
Search
- Division
  Required
- Sales Price List (ID)
- Code
Action
Search
- Division
  Required
- Sales Item Price (ID)
- Account (ID)
Action
Search
- Division
  Required
- Account (ID)
- Price List (ID)
Action
Search
- Division
  Required
- Item (ID)
Action
Search
- Division
  Required
- Transaction Line (ID)
- Description
- General Ledger Account (ID)
- Cost Center (Code)
- Cost Unit (Code)
- Financial Period
- Financial Year
- Transaction Type
- Load All Results
- Info on Skip Token
- Skip Token
Action
Search
- Division
  Required
- Financial Year
- Financial Period
- Info on Timerange
- Entry Date (From)
- Entry Date (Until)
Action
Search
- Division
  Required
- Account (ID)
  Required
- Contact (ID)
- Type
- Address Line 1
- Address Line 2
- Address Line 3
- Postcode
- City
- State/Province/County (Code)
- Country (Code)
- Main
- Notes
Action
Search or write
- Division
  Required
- Account (ID)
  Required
- First Name
- Middle Name
- Last Name
- Email address
- Phone
- Mobile
- Is Mailing Excluded
- Notes
- Extra Fields
Action
Search or write
- Division
  Required
- Code
  Required
- Description
  Required
- End Date
Action
Search or write
- Division
  Required
- Goods Receipt (ID)
Action
Search or write
- Division
  Required
- Project (ID)
- Code
- Type
- Account (ID)
- Created
- Type
  Required
- Description
  Required
- Code
- Budget Type (ID)
- Account (ID)
- Account Contact (ID)
- Payment Condition (Code)
- Classification (ID)
- Start Date
- End Date
- Sales Time Quantity
- Fixed Price Item (ID)
- Notes
Action
Search or write
- Division
  Required
- Journal (Code)
  Required
- Supplier (ID)
  Required
- Description
- Document (ID)
- Currency (Code)
- Entry Number
- Due Date
- Entry Date
- Invoice Number
- Payment Reference
- Payment Condition (Code)
- Order Number
- Reversal
- Your Ref
- Reporting Period
- Reporting Year
- General Ledger Account (ID)
  Required
- Amount FC
  Required
- VAT (Code)
- Quantity
- From
- To
- Cost Center (Code)
- Cost Unit (Code)
- Description
- Project (ID)
- Serial Number
- Asset (ID)
- Notes
- VAT Amount FC
Action
Search or write
- Division
  Required
- Quotation (ID)
- Quotation Number
- Description
- Created From
- Quotation Date
- Due Date
- Your Ref
- Order Account (ID)
  Required
- Order Account Contact (ID)
- Invoice Account (ID)
- Invoice Account Contact (ID)
- Delivery Account (ID)
- Delivery Account Contact (ID)
- Delivery Address (ID)
- Payment Condition (Code)
- Warehouse (ID)
- Opportunity (ID)
- Currency (Code)
- Remarks
- Item (ID)
  Required
- Quantity
- Unit Price
- Net Price
- Unit (Code)
- Description
- Cost Center (Code)
- Cost Unit (Code)
Action
Search or write
- Division
  Required
- Sales Order (ID)
  Required
- Cost Center (Code)
- Cost Unit (Code)
- Item (ID)
  Required
- Unit (Code)
- Quantity
- Unit Price
- Discount
- Delivery Date
- Description
- Extra notes
- Info on Goods Delivery
- Delivery Date
- Description
- Tracking Number
- Shipping Method
- Remarks
Action
Search or write
- Division
  Required
- Sales Order (ID)
- Order Number
- Ordered By (ID)
  Required
- Expand Account Details
- Order Date Filter
- Order Date (From)
- Order Date (Before)
- Order Date
- Description
- Payment Reference
- Shipping Method
- Your Ref
- Currency (Code)
- Ordered By Contact Person (ID)
- Invoice To (ID)
- Invoice To Contact Person (ID)
- Deliver To (ID)
- Deliver To Contact Person (ID)
- Delivery Address (ID)
- Warehouse (ID)
- Salesperson (ID)
- Selection Code (ID)
- Delivery Date
- Remarks
- Extra Fields
- Info on Custom Fields
- Show Custom Fields
- Item (ID)
  Required
- Description
- Quantity
- Cost Center
- Cost Unit
- Unit Price
- Unit (Code)
- Discount
- Delivery Date
- Extra notes
- Full details in output
- Info on Goods Delivery
- Delivery Date
- Description
- Tracking Number
- Shipping Method
- Remarks
Action
Search or write
- Division
  Required
- Warehouse Transfer (ID)
- Transfer Number
- Description
Action
Search or write
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Polling
Try It
New Contact
Triggers when new contact is added.
Trigger
Polling
Try It
New Invoice
Triggers when an invoice is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is added.
Trigger
Polling
Try It
New User
Triggers when a new User is added.
Trigger
Polling
Try It
Timer Started
Triggers when a timer is started.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
- Client
  Required
- First Name
  Required
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- Name
  Required
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- Project
  Required
- Task
  Required
- Started Time
  Required
- Ended Time
  Required
- Spent Date
  Required
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- Name
  Required
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Exact Online and Harvest to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Harvest on the Zapier blog

Make work flow with AI

Level up your Exact Online to Harvest integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Exact Online + Harvest integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Exact Online and Harvest

How do I connect Exact Online with Harvest for data synchronization?

To connect Exact Online with Harvest, you first need to create an account on our platform. Once you’ve done that, navigate to the integrations section and select both Exact Online and Harvest. Follow the prompts to authorize access to both services, ensuring that you have admin rights or necessary permissions on both platforms.

What triggers and actions are available in the Exact Online and Harvest integration?

The integration supports a variety of triggers such as new or updated customers in Exact Online and new time entries in Harvest. Corresponding actions include creating invoices in Exact Online when a project is completed in Harvest or updating project details when there are changes in Harvest's time entries.

Is it possible to automate invoice creation from Harvest projects into Exact Online?

Yes, it is possible to automate this process. By using our integration, you can set a trigger for completed projects in Harvest which will automatically create an invoice in Exact Online using predefined templates or custom mappings.

Can I map custom fields between Exact Online and Harvest during the integration?

Our platform allows mapping of basic fields by default, but if you need custom field mapping, you can configure this via the advanced settings. Ensure both platforms have matching fields labeled accurately for successful mapping.

How often will my data sync between Exact Online and Harvest?

The synchronization frequency depends on your selected plan. For most plans, data will sync every 15 minutes by default. However, we offer configurations that allow real-time syncing if required by your workflow.

What should I do if my data isn't syncing correctly between Exact Online and Harvest?

If you experience issues with data syncing, first check your connection status on the dashboard. Ensure all authorizations are up-to-date and no changes have been made to permissions. If problems persist, consult our support team who can help diagnose any underlying issues.

Are there any limitations when integrating Exact Online with Harvest?

While most features are fully supported, note that certain complex workflows involving multi-stage approvals may require manual intervention due to platform constraints. Refer to the feature list on our site for detailed information about limitations of specific triggers or actions.

About Exact Online

Exact Online is a cloud-based accounting and ERP software tailored for SMEs, offering financial management, invoicing, and inventory tracking.

Learn moreLearn moreHelpHelp

Related categories

Accounting

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.