All content on these pages are related to the latest supported release of the Centile UCC Connect client.

Exact Online

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

CRM

ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Exact Online

Application:

Exact Online

Market:

Financial/Insurance

Notes / 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

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

Centile CRM Integration

References

  1. Exact Online (Product Website)
  2. Exact Online (Manufacturer Website)