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Accountancy

Exact Online – Windows Plus Client Add-In Telephony Integration

Connect Exact Online with Xinix telephony. View supported features, system requirements, and integration details.

System Characteristics

Application Information:

Manufacturer: Exact Online
Application: Exact Online
Market: Financial/Insurance

Other Information:

Operating System: Windows
Installation Options: Optional.
Product: Go Integrator Nava

Supported Features (related to latest supported release)

Address Book Search
Click to dial via Communicator for Xinix
Click to dial via business application
Caller details preview
Manual screen pop
Auto screen pop
Pop contact in edit mode
Automatic call activity logging
Manual call activity logging
Additional features
Integration with Notes
Add contact
Live Mode
Cached Mode
Related data

Note/Advisories

Requires the user to be registered as an Exact Online App Centre Partner – https://support.exactonline.com/community/s/knowledge-base#All-All-DNO-Reference-appcenter-eol-appcenter-dev-task-becomepartner. Each user must use their own Exact Online login credentials within the Add-in.In newer versions of the integration, we now use Exact's "Sync API". You can set the sync interval locally, with each sync only getting the changed/deleted records, reducing the amount of API Calls considerably.2 Factor Authentication is supported

Plus Client Add-In
Standard
Unite

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