---
title: "Exact Online CRM"
description: "This page serves as the parent page for the Customer Setup and Delivery Setup guides."
canonical: "https://docs.cm.com/marketplace/crm-integrations/exact-online-crm"
---

# Exact Online CRM

> This page serves as the parent page for the Customer Setup and Delivery Setup guides.

Source: https://docs.cm.com/marketplace/crm-integrations/exact-online-crm

This page serves as the parent page for the **Customer Setup** and **Delivery Setup** guides. It provides an overview of the Exact Online CRM integration process.

---

## **Overview**

The Exact Online CRM integration connects a customer's Exact Online administration with the Marketplace platform. Changes to customers (**Accounts**) and **Sales orders** in Exact Online are pushed to the Marketplace through Exact Online webhooks and forwarded to CDP.

This guide is divided into two sections:

1. **Customer Setup**: What the customer needs to do in Exact Online and provide to enable the integration.
2. **Delivery Setup**: What our team configures on the Marketplace platform based on the customer's input.

---

## **How it works**

- **Authentication**: OAuth 2.0 with the customer's **own** Exact Online app (Client ID and Client Secret). The customer authorizes the connection once.
- **Token refresh**: Exact Online access tokens are valid for 10 minutes, and every refresh token can be used **only once**. The Marketplace refreshes the token automatically (about every 10 minutes) and stores the new refresh token each time. No action is needed from the customer.
- **Data flow**: After authorization, the Marketplace automatically registers Exact Online webhooks for `Accounts` and `SalesOrders`. When a record is created or changed, Exact Online notifies the Marketplace, which reads the full record from the Exact Online API and forwards it to CDP.
- **Access**: Read-only. The integration does not create, change or delete data in Exact Online.

\:::warning Single-use refresh tokens

The Marketplace must be the only system that refreshes the Exact Online token for a connection. If another tool (for example a script, Postman or another platform) uses the same refresh token, the token chain breaks and the customer has to authorize again.

\:::

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## **Integration Setup Process**

1. [**Customer Setup for Exact Online**](https://docs.cm.com/marketplace/crm-integrations/exact-online-crm/customer-setup-for-exact-online): The customer creates a dedicated read-only user, registers an internal app in Exact Online, shares the Client ID, Client Secret and Division, and authorizes the connection.
2. [**Delivery Setup for Exact Online**](https://docs.cm.com/marketplace/crm-integrations/exact-online-crm/delivery-setup-for-exact-online): Our team configures the integration on the Marketplace platform using the customer's details and verifies that data is flowing.