Glimps books in Exact Online. The connection is set up once per administration, by an administrator, under Settings > Integrations.
Connecting
Pick your country
Exact Online Netherlands and Exact Online Germany are separate systems. Pick the one your administration lives in.
Sign in with Exact
You are sent to Exact, you sign in, and you grant Glimps access.
Wait for the first sync
Glimps pulls in relations, ledger accounts, VAT codes, journals, payment conditions, and, if you use them, purchase orders and cost centers. The first sync takes a few minutes.
The Exact Online card shows Connected and the time of the last token refresh.
Several administrations
One Exact account can grant access to several administrations. Use Sync administrations to pull them in, and each becomes its own workspace in Glimps, with its own settings and its own team.
You can also add a second Exact account. That creates a separate connection, and the administrations it grants are added next to the ones you already had. Your existing connection is untouched.
Keeping it healthy
Exact tokens are refreshed automatically. If a refresh fails, the invoice list shows a banner and asks you to reconnect. Nothing is lost while the connection is down. Invoices keep arriving and processing, and only booking waits.
Reconnect with the same Exact user where you can. A different user may not have rights to the same administrations, which can make purchase orders or relations disappear from Glimps.
What Glimps reads and writes
Creating a supplier from an invoice
An invoice from an unknown supplier can create the relation without leaving Glimps. Fill in the details, and Glimps checks for suppliers that look the same first, in Glimps and in Exact, so you do not end up with a duplicate relation.
If Exact refuses, it says why. The most common reason is that the connected Exact user is not allowed to create relations. That is fixed in Exact Online.
Other connections
The same settings page holds your external API connections, used as a purchase order source, and your AI assistant connections. 