Register Exact Online app for use with Invantive Cloud

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After using a trial license, it is necessary to register and use an Exact Online app to connect with Exact Online from Power BI.

Do you also want to register an app for use with Invantive Control for Excel? Then also register an app as described in Register Exact Online app for use with Invantive Control for Excel.

Perform the following steps to register an Exact Online app:

  • Go to https://start.exactonline.nl.
  • Sign in.
  • Go to the Master Data:
    Exact Online master data
  • Click on "Roles:
    Exact Online roles
  • If “Roles” is not among them, then you do not have enough permissions. Please contact your Exact Online application administrator. Preferably, they will perform the remaining steps.
  • Search for “Manage Subscription” and press the number to the right of that text:
  • Check that your username is on the right:
  • Verify also that in the form “My Subscription”, accessible through the drop down menu in the blue top bar, with the “My Subscription” there is also “Manage Subscription”:
    Manage subscription
  • If your username is not listed, then you do not have enough permissions. Contact your Exact Online application administrator. Preferably he or she will perform the remaining steps.
  • Go to https://apps.exactonline.com.
  • Do you work from another country than the Netherlands? Then first choose at the ultimate end the correct Exact Online country:
    Choose Exact Online country
  • Click on “Login”:
  • A user with the “Manage Subscriptions” role will see “Manage My Apps” in the red bar at the top:
    Manage my apps
  • Choose “Manage my apps.”
  • Choose “Register an app.”
    Register an app
  • Describe the purpose of the app, such as “Reporting with Power BI”:
  • Enter “Anmelden” as the redirect URI.
  • Check the terms and conditions.
  • Choose “Register.”
  • Save the data at “Client ID”, “Redirect URI” and “Client secret”:
  • Above all, store the client secret safely; it is part of a password, so to speak.

The Manage Subscription privileges within Exact Online were only required for the registration of the Exact Online app. Any user - with or without privileges on Manage Subscription - can use the registered app.

Now log in to Invantive Cloud and perform the following steps to define a database on this new Exact Online app: