Please note that currently, you cannot sign in with embedded credentials in the following regions: Spain, Belgium, France, and Germany. Please create a custom OAuth application to sign in instead. See Creating a Custom OAuth Application.
Setup Guide
Follow these steps to connect Exact Online to your Connect AI account:1
Open the Connections page of the Connect AI dashboard.
2
Click + Add Connection in the upper-right corner.
3
Type Exact Online into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Select a region in the Region drop-down list that is associated with your Exact Online administration.
6
Click Sign in to connect securely through OAuth. This action opens the Exact Online sign-in page in a new tab.
7
Log in to your Exact Online account and provide the requested permissions (if applicable).
8
The Division field populates with the divisions associated with your Exact Online administration. Select a division from the drop-down list. The default value is the first division in the list.