Keep HubSpot and Exact Online updated automatically.
In HubSpot your sales team builds the pipeline and closes deals, but Exact Online runs on journals, ledger accounts, relations and VAT codes and expects every invoice to slot neatly into them. Moving a won deal to Exact by hand costs time and creates duplicate relations. Schakel reads your HubSpot deals and turns every deal that reaches the won stage into a sales invoice in Exact Online, on the sales journal you assign, with the company as a relation and the line items as invoice lines.
What travels across the link
Everything this connector moves between HubSpot and Exact Online, and how often.
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Won deal as sales invoice
When a deal reaches the won stage in your pipeline, Schakel turns it into a sales invoice in Exact Online, in the sales journal you choose, with the line items as lines and the deal name as reference.
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Company as a relation
The HubSpot company is found in Exact by name, email or VAT number or created as a relation, with the contact person attached, so the invoice sits with the right debtor without duplicate relations.
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Line items and ledger per product group
The line items on the deal come through as separate invoice lines and are booked per product group to the right ledger account, so your revenue in Exact splits out the way you want to report.
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VAT code per line
Based on the company country and VAT number each line gets the right VAT code, including reverse charge for foreign business customers, ready for your return in Exact.
What HubSpot to Exact Online saves you
- A won deal in HubSpot becomes a sales invoice in Exact Online by itself.
- Companies arrive as relations, with VAT number, without duplicates.
- Line items book per product group to the right ledger account.
- Your accountant keeps working in Exact, the won deals are already booked.
Setting it up
- 01
Connect HubSpot
You grant Schakel access to your deals, companies and products through the HubSpot app. Your pipelines and properties stay unchanged.
- 02
Grant access to Exact Online
You authorise Schakel through Exact Online and pick the administration the invoices should land in. Your password is never asked for or stored.
- 03
Set the stage, journal and codes
You set per pipeline which stage creates the invoice, the sales journal and how your product groups and VAT codes map to ledger accounts.
- 04
Check and let it run
You see the first invoices in an overview before they are final. Once it looks right, every won deal becomes a sales invoice in Exact by itself.
What you need
- An account you administer, with access to the data you want linked.
- An Exact Online account with rights on the administration you want linked. You grant Schakel access once through Exact itself.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
Request this connector: tell us what you need and we reply within 24 hours.
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HubSpot and Exact Online is one of many. Pick two systems and see what travels between them.
Common questions
Is the HubSpot to Exact Online connector available?
Request this connector and get access. You let us know you want to link HubSpot to Exact Online, and we make sure you can get started. You hear from us within 24 hours.
Which deal stage creates the invoice?
By default the won stage, but you choose per pipeline which stage creates the sales invoice in Exact, so open deals are not invoiced yet.
Which journal do the invoices land on in Exact?
On the sales journal you assign. Per product group you can pick a separate ledger account, so your revenue in Exact splits out the way you want to report.
Do duplicate relations appear in Exact?
No. The company is found by name, email or VAT number. Only without a match does Schakel create a new relation.
Does this work with multiple pipelines and administrations?
Yes. You set per pipeline which stage invoices, and you can book into the Exact administration you grant access to, including as an accountant with client administrations.
Can you connect HubSpot to Exact Online?
Yes. Schakel connects through the official APIs of HubSpot and Exact Online, so you install nothing on your own server and nothing travels outside those two parties.
Which VAT rate do my sales get in Exact Online?
The rate is set per line: 21%, 9% or 0%. Sales to Belgium and other EU countries get the rate of the destination country, ready for your OSS return.
Are commission and fees booked separately in Exact Online?
Yes. Commission, shipping and other fee types each land on their own ledger account in Exact Online, rather than in one lump sum, so your margin stays readable.
Missing something you need?
Tell us what HubSpot and Exact Online 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.