Keep Exact Online and Outlook updated automatically.
This connector fixes that, and we build it on request: what happens in Exact Online lands in Outlook by itself, in the shape Outlook expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today you create the ticket or appointment yourself when something arrives through another channel.
What Exact Online to Outlook saves you
- Open a Outlook ticket automatically for every invoice you send from Exact Online.
- Open a Outlook ticket automatically for a Exact Online invoice going overdue.
- Open a Outlook ticket automatically for every paid Exact Online invoice.
What travels across the link
Everything this connector moves between Exact Online and Outlook, and how often.
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Contacts
to Outlook automaticallyThe sender is recognised or created as a contact in Outlook, so the conversation sits with the right person.
What each side expects
Exact Online and Outlook do not describe the world the same way. This is what has to line up.
Outlook
A customer contact system wants a sender and a subject, so a message lands with the right customer.
Setting it up
- 01
Request the connector
Let us know you want to link Exact Online to Outlook. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Exact Online. A customer contact system wants a sender and a subject, so a message lands with the right customer.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- An Exact Online account with rights on the administration you want linked. You grant Schakel access once through Exact itself.
- An account you administer, and the inbox or channel involved.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect Exact Online to Outlook?
Yes. Schakel connects through the official APIs of Exact Online and Outlook, so you install nothing on your own server and nothing travels outside those two parties.
Is a ticket created automatically in Outlook?
Yes. What arrives from Exact Online becomes a ticket in Outlook for the right customer, so a question does not sit somewhere unanswered.
Does Outlook recognise the sender as an existing customer?
The sender is looked up by email in Outlook and attached to the existing contact; with no match, a new contact is created.
What does connecting Exact Online and Outlook cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Exact Online sync with Outlook?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
What if Exact Online or Outlook is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
How do I connect Exact Online to Outlook?
You give Schakel access to Exact Online and Outlook once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.
Is my Exact Online data safe in this connector?
Your credentials are stored encrypted and we only process what is needed to update Outlook. We sell nothing on and comply with the GDPR.
Missing something you need?
Tell us what Exact Online and Outlook should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.