Exact Online + Microsoft Excel Integration

Integrate Exact Online to Microsoft Excel in one click, or tell Integrately AI how you want each contact handled. Export contact data, log updates, update your spreadsheets, and track your business information automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Microsoft Excel
    Row is created in Microsoft Excel
  • Microsoft Excel
    Row is created or updated in Microsoft Excel
  • Microsoft Excel
    Row is created in table in Microsoft Excel
  • Microsoft Excel
    Worksheet is created in Microsoft Excel
Arrow Right
2.
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Microsoft Excel
    Delete row in Microsoft Excel
  • Microsoft Excel
    Create row in Microsoft Excel
  • Microsoft Excel
    Update row in Microsoft Excel
  • Microsoft Excel
    Search row using column and value in Microsoft Excel
  • Microsoft Excel
    Create row in table in Microsoft Excel
  • Microsoft Excel
    Create worksheet in Microsoft Excel

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Ready WorkflowsReady Workflows   for Exact Online + Microsoft Excel Integration

Capture contacts, organise spreadsheet rows, keep financial records updated, and track items, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Exact Online + Microsoft Excel flow

Sync your core data with external CRM platforms, team chat spaces, and marketing tools to streamline your entire workflow. Pick a combination and activate it in one click.

Exact Online
Microsoft Excel
+
SalesforceSalesforce (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
E
M
S
Add every new Exact Online contact to Microsoft Excel, and create a corresponding lead in Salesforce.
New Exact Online contacts populate your Microsoft Excel spreadsheet and create a lead in Salesforce instantly, eliminating manual copy-pasting.
E
M
S
When an Exact Online account is updated, update the matching Microsoft Excel row and update the Salesforce record.
Account updates in Exact Online automatically refresh your Microsoft Excel sheet and Salesforce record in real time.
M
E
S
Create a Salesforce task for every Microsoft Excel row marked for follow-up, and update the contact in Exact Online.
Mark rows in Microsoft Excel for follow-up to automatically trigger a Salesforce task and update Exact Online.
E
M
S
Use Claude to analyse new Exact Online contacts, log them in Microsoft Excel, and create a lead in Salesforce.
Claude reviews new Exact Online contacts before logging them in Microsoft Excel and creating a lead in Salesforce.

Supported triggers and actions for Exact Online and Microsoft Excel

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it →
Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it →
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it →
Create document in Exact Online
Creates a new document
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Create project in Exact Online
Creates a new project
Try it →
Create item in Exact Online
Creates a new item
Try it →
Search account by name in Exact Online
Searches for an account by name
Try it →
Search address by contact name in Exact Online
Searches for an address by contact name
Try it →
Search bank account by account name in Exact Online
Searches for a bank account by name
Try it →
Search contact by first name in Exact Online
Searches for a contact by first name
Try it →
Search cost centre by code in Exact Online
Searches for a cost center by code
Try it →
Search cost unit by code in Exact Online
Searches for an item by code
Try it →
Search item by code in Exact Online
Searches for an item by code
Try it →
Create cost unit in Exact Online
Creates a new cost unit
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Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
Try it →
Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
Try it →
Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
Try it →
Search document by accountName in Exact Online
Searches for documents by account name
Try it →
Create cost centre in Exact Online
Creates a new cost centre
Try it →
Create contact in Exact Online
Creates an contact
Try it →
Create account in Exact Online
Creates an account
Try it →
Create address in Exact Online
Creates a new address
Try it →
Create bank account in Exact Online
Creates a new bank account
Try it →
Microsoft Excel
Microsoft Excel Triggers & Actions
Row is created in Microsoft Excel
Triggers the automation when a new row is added to a spreadsheet
Try it →
Row is created or updated in Microsoft Excel
Triggers the automation when a row is created or updated
Try it →
Row is created in table in Microsoft Excel
Triggers the automation when a new row is created in a table
Try it →
Worksheet is created in Microsoft Excel
Triggers the automation when a new worksheet is created
Try it →
Delete row in Microsoft Excel
Removes a row from a sheet in Microsoft Excel
Try it →
Create row in Microsoft Excel
Adds a new row to a designated dataset
Try it →
Update row in Microsoft Excel
Updates a specified row in a spreadsheet or database
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Search row using column and value in Microsoft Excel
Locates and retrieves rows based on a particular column and value parameter
Try it →
Create row in table in Microsoft Excel
Adds a new row to an existing table
Try it →
Create worksheet in Microsoft Excel
Generates a new worksheet with particular details
Try it →

What can you automate with Exact Online + Microsoft Excel?

Streamline your workflows by connecting Exact Online triggers directly to Microsoft Excel spreadsheet actions.

What you can automate?
📋
Log every new Exact Online contact in Microsoft Excel automatically
Trigger a spreadsheet update whenever a new contact is created or updated in Exact Online. Your Microsoft Excel sheet stays fully synchronized without manual copying.
🏷️
Capture every submitted item and account field
Map detailed Exact Online item codes and account names into separate Microsoft Excel columns. Your spreadsheet becomes a comprehensive record for analysis.
🔔
Alert your team instantly when records change
Combine your spreadsheet logging with instant team notifications so everyone knows immediately when major account updates occur in Exact Online.
🔀
Route data based on submitted field criteria
Apply conditional rules to sort incoming Exact Online records into different Microsoft Excel tables depending on account value or item type.
🔄
Keep spreadsheet rows updated as records change
Automatically update existing Microsoft Excel rows whenever account details or contact information are modified within Exact Online.
🔍
Search and update instead of creating duplicates
Look up existing rows in Microsoft Excel using column values before adding new data, ensuring your spreadsheet remains clean and organized.
📅
Handle status updates and project milestones
Track project creations and cost center adjustments from Exact Online inside your Microsoft Excel sheets for better milestone visibility.
🌐
Extend your workflow to external tools
Send logged Microsoft Excel data downstream to communication apps like Slack or CRM platforms like HubSpot for broader team collaboration.
And much more...

Who is Exact Online + Microsoft Excel integration for?

Business professionals and financial analysts relying on Exact Online who need accurate Microsoft Excel data without manual data entry or stale reporting issues.

Financial analysts and controllers
Financial analysts and controllers
Operations managers
Operations managers
Account managers
Account managers
Data processing teams
Data processing teams
Sales operations specialists
Sales operations specialists
Compliance officers
Compliance officers
📈
Financial analysts and controllers
You're pulling financial figures from Exact Online but your spreadsheet only updates when someone manually exports records, so the row calculations you rely on are always hours behind — integrating these apps means every new contact and item lands in your sheet instantly and your data stays current.
Operations managers
You need to track inventory and account changes as they happen, but finding out about updates hours later delays fulfillment — this integration means every record flows into your spreadsheet immediately so your team acts on live data.
🤝
Account managers
You answer to clients who want up-to-date reports on their account status, but manual data compilation causes frustrating delays — automating both apps means client spreadsheets populate instantly and reporting meetings always feature accurate numbers.
📊
Data processing teams
The volume of new accounts and items is too high for anyone to keep up by hand without introducing spreadsheet errors — connecting these apps means every entry is logged automatically without manual transcription mistakes.
🔄
Sales operations specialists
You own the next step in the customer lifecycle and depend on upstream accounting updates to trigger outreach — this integration means every new contact flows straight into your tracking sheet the moment it appears.
📁
Compliance officers
You need a reliable history of account modifications and item updates, but manual logging keeps leaving audit gaps — automating both apps means every transaction and contact change is recorded in your spreadsheet without omissions.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Microsoft Excel

Build and manage your Exact Online + Microsoft Excel automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Microsoft Excel with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Exact Online to Microsoft Excel?
Frequently Asked Questions
You can connect Exact Online to Microsoft Excel in 1 click using ready workflows on Integrately, or use Integrately AI to build your custom automation. With 42,000+ active users and 1,500+ integrations, syncing financial records and tracking sheets takes minutes.
Can I automatically log new Exact Online contacts into Microsoft Excel rows?
Frequently Asked Questions
Can I connect Exact Online, Microsoft Excel, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Microsoft Excel?
Frequently Asked Questions
How do account updates in Exact Online affect Microsoft Excel sheets?
Frequently Asked Questions
Can item updates in Exact Online trigger spreadsheet changes in Microsoft Excel?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Microsoft Excel?
Frequently Asked Questions
Is the Exact Online and Microsoft Excel integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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You Can Also Connect Exact Online or Microsoft Excel With 1500+ Other Apps

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Microsoft Excel
Popular Microsoft Excel Integrations
Sync Microsoft Excel with data analysis, reporting, database, and business intelligence platforms to keep numbers working across your stack.