

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.
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Trusted by experts at...
























Ready 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.
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.


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Salesforce (4)
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HubSpot (4)
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Slack (4)
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Mailchimp (4)
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Stripe (4)
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Google Drive (4)
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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.
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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.
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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.
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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 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 → 
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 → What can you automate with Exact Online + Microsoft Excel?
Streamline your workflows by connecting Exact Online triggers directly to Microsoft Excel spreadsheet actions.
📋
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
Operations managers
Account managers
Data processing teams
Sales operations specialists
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.

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
Connect Exact Online + Microsoft Excel with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Exact Online + Microsoft Excel Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Highest Rated Integration Platform on G2
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Connect Exact Online + Microsoft Excel Now 
In Just 1 Click!




Frequently Asked Questions
How do I connect Exact Online to Microsoft Excel?
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?
Can I connect Exact Online, Microsoft Excel, and Slack?
What is a good Zapier alternative for Exact Online and Microsoft Excel?
How do account updates in Exact Online affect Microsoft Excel sheets?
Can item updates in Exact Online trigger spreadsheet changes in Microsoft Excel?
Do I need coding skills to automate Exact Online and Microsoft Excel?
Is the Exact Online and Microsoft Excel integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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