Configure Exact Online imports

Choose which relations, items, payments, and advanced records OutSmart imports from Exact Online.

Use the import settings to choose which data OutSmart pulls from Exact Online.

You can also start a manual import per category.

Available import options

Relations

Import customers from Exact Online into OutSmart.

You can filter by relation type and include inactive or blocked relations.

Materials

Import products from Exact Online into materials in OutSmart.

You can limit the import to selected categories.

Hour types

Import labor categories from Exact Online into hour types.

You can also filter these by category.

Other standard imports

You can also import:

categories
employees
payment transactions

Pro-only imports

With Exact Online Pro, you can also import:

warehouses and price agreements
sales orders, shop orders, and goods deliveries
quotations, project planning, and assembly orders

Open the Exact Online settings

Go to Settings → General → Software integrations.

Open Exact Online.

Choose the import options

In Import settings, enable the data you want to import.

Each category can be turned on separately.

Add filters where available

Choose the categories or relation types you want to include.

This keeps the import focused.

Save the settings

Click Save.

The selected imports then run automatically.

Run a manual import if needed

Click the sync icon next to a category.

This starts an import for that category right away.

How matching works

Existing customers update when the code already exists in OutSmart.
New customers are created when no match is found.
Category filters help limit materials and hour types to the data you need.

Frequently asked questions

Can I import only certain customers?

Yes.

Filter relations by type and choose whether inactive or blocked relations should be included.

What happens when a customer already exists in OutSmart?

OutSmart updates the existing record when the customer code matches.

Can I import only some products or hour types?