Connect Exact Online and Google Sheets to unlock the power of automation
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Set up your first integration
Quickly connect Exact Online to Google Sheets with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Exact Online with Google Sheets - no code necessary. See how you can get setup in minutes.
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 Spreadsheet Column" in Google Sheets.
You’re connected!
Zapier seamlessly connects Exact Online and Google Sheets, 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.
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Practical ways you can use Exact Online and Google Sheets
Log sales invoices to Google Sheets
When a new or updated sales invoice is added in Exact Online, Zapier automatically logs the data into a Google Sheets spreadsheet. This creates a centralized place to review or analyze invoicing information, saving manual data entry time and reducing human errors.
Business OwnerSync leads account data to Google Sheets
When a new or updated account is added in Exact Online, Zapier mirrors the data into Google Sheets. This simplifies team access to lead details, enabling better lead management and faster follow-ups.
Marketing & Marketing OpsTrack new projects in Google Sheets
When a new project is created in Exact Online, Zapier creates a corresponding row in Google Sheets. This keeps the team up-to-date with a shared record of all active and upcoming projects, ensuring efficient project tracking and collaboration.
Project ManagementLearn how to automate Google Sheets on the Zapier blog
Frequently Asked Questions about Exact Online + Google Sheets 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 Google Sheets
Can I automatically sync data from Exact Online to Google Sheets?
Yes, you can set up an automatic data sync from Exact Online to Google Sheets by using triggers from Exact Online. When specific events occur, such as a new invoice being created, our integration can automatically update your Google Sheets with the latest data.
How do I handle errors during data transfer between Exact Online and Google Sheets?
Our integration provides detailed logs of all operations. If an error occurs during the data transfer, you can review these logs in your dashboard to understand and resolve the issue. Additionally, activating error notifications helps in promptly addressing such issues.
Is it possible to update existing rows in Google Sheets when there are changes in Exact Online?
Absolutely! With our integration, you can set actions that update existing rows in Google Sheets whenever there's a change in your Exact Online data. This ensures your records remain accurate without manual intervention.
Can I create custom triggers for specific events in Exact Online?
Yes, we allow you to create custom triggers for various events within Exact Online. These could include changes like new customer creation or updates to stock levels, enabling tailored automation workflows according to your needs.
How often is data synced between Exact Online and Google Sheets?
The frequency of data syncing depends on your configuration settings within our platform. You can choose real-time updates or set intervals based on your preference and needs for the most efficient workflow.
What kind of access permissions are required for integrating Exact Online with Google Sheets?
You'll need to authorize access for both applications. For Exact Online, access permissions will typically include reading contacts and invoices while for Google Sheets, permissions must allow reading and writing sheet data.
Is it possible to perform calculations on my data automatically through this integration?
Yes, by connecting with Google Sheets post-data transfer from Exact Online, you can run predefined scripts or formulas in sheets that automate calculations based on new or updated entries ensuring seamless analytic processes.
