How does ml-connector handle Exact Online's region-specific base URLs?

Exact Online publishes region-specific API endpoints for Netherlands, Belgium, UK, Germany, France, Spain, and USA. ml-connector accepts the region as a configuration parameter and constructs the correct base URL (e.g., https://start.exactonline.de/api/v1/ for Germany). This allows a single integration to connect to the right regional instance without hard-coding a single endpoint.

Does the integration support Exact Online webhooks, or does it poll?

Exact Online supports webhooks with HMAC-SHA256 signature verification on resources including SalesOrders and Accounts. ml-connector can receive webhooks if you enable them in Exact Online's App Center, providing near-instant push updates. If webhooks are not enabled, ml-connector will poll at a schedule you define, with no additional API cost beyond the normal request volume.

What happens when one system's token expires or the API rate limit is hit?

Exact Online access tokens expire after 10 minutes and are refreshed automatically using the rotating refresh token; if the refresh token expires (after 30 days unused), the integration will alert you to re-authorize. On the Pipedrive side, ml-connector tracks the daily token budget and warns before exhausting your plan's allocation. Both systems implement exponential backoff and retry on transient failures.

Exact OnlinePipedrive

Exact Online and Pipedrive integration

Exact Online runs your accounting and purchasing. Pipedrive runs your sales pipeline. Connecting the two keeps customer records and order data aligned across both systems. New sales orders and updated customer information from Exact Online flow into Pipedrive as deals and organizations, so your sales team works from the same customer view as your finance team. ml-connector bridges the two systems and handles the OAuth2 flow, regional endpoints, and token refreshes on both sides.

How Exact Online works

Exact Online is a cloud ERP and accounting platform available in eight regions (Netherlands, Belgium, UK, Germany, France, Spain, and USA). It exposes customers and suppliers as Accounts entities with flags (IsCustomer=true, IsSupplier=true), sales orders, sales invoices, GL accounts, cost centers, and related entities through a REST API with OData v3 query syntax (filter, select, orderby, top, skip). Authentication uses OAuth2 Authorization Code Grant with 10-minute access tokens and 30-day rotating refresh tokens. The API requires a division ID for all calls, which must be fetched first from /current/Me. Exact Online supports webhooks with HMAC-SHA256 signature verification on a push model for significant resources including SalesOrders, SalesInvoices, Accounts, and Contacts.

How Pipedrive works

Pipedrive is a cloud CRM platform focused on sales pipeline management. It exposes deals, organizations, persons, products, pipelines, stages, activities, and notes through REST APIs (v1 with action.object naming and v2 with separate action and entity fields). Authentication uses API tokens (x-api-token header) or OAuth2 bearer tokens. The v2 API supports cursor-based pagination with up to 500 items per request. Pipedrive enforces daily token budgets based on plan tier and seat count (30,000 base tokens multiplied by plan multiplier), and burst rate limits vary by plan and auth type (API token 20-120 requests per 2-second window). Pipedrive also supports webhooks with HMAC-SHA256 signature verification, though webhook delivery requires a valid TLS certificate (self-signed not supported).

What moves between them

Sales orders and customer accounts flow from Exact Online into Pipedrive. Exact Online customers (Accounts with IsCustomer=true) sync as Pipedrive organizations; sales orders map to Pipedrive deals and attach to the customer organization. The sync runs on a cadence based on webhook push from Exact Online (when enabled) or polled at a configured interval. Each deal in Pipedrive includes the customer reference, order value, and item details from the corresponding Exact Online sales order. Pipedrive's daily token budget is tracked to prevent exceeding plan limits.

How ml-connector handles it

ml-connector stores encrypted Exact Online OAuth credentials and fetches the division ID at startup. It accepts the region-specific base URL (Netherlands, Belgium, UK, Germany, France, Spain, or USA) so it connects to the correct regional instance. Access tokens expire after 10 minutes and are refreshed automatically using the rotating refresh token (which must be used at least once every 30 days). On the Pipedrive side, ml-connector refreshes the OAuth2 bearer token when calls return 401, and monitors the daily token budget to avoid exhausting the plan's allowance. Sales order amounts are mapped to Pipedrive deal values. Customer names and billing contact information from Exact Online Accounts flow into Pipedrive organization profiles. Webhook signatures on both sides are verified with HMAC-SHA256 using the respective secrets. If Exact Online webhooks are enabled, ml-connector receives push notifications; otherwise it polls at a schedule you define. All records carry a full audit trail and can be replayed if a sync fails.

A real-world example

A mid-market B2B software company runs Exact Online in Germany for invoicing and financial reporting, and uses Pipedrive for sales pipeline management across three account teams. Before the integration, sales reps manually created deals in Pipedrive and the finance team entered customer data into Exact Online separately, leading to duplicate customer records and deals lost to miscommunication. With Exact Online and Pipedrive connected, each new customer created in Exact Online appears in Pipedrive as an organization within minutes, and sales orders entered in Exact Online flow into Pipedrive as deals with the correct customer attached and value populated. Sales reps see up-to-date customer credit terms and order history without leaving the CRM, and finance has confidence that the pipeline in Pipedrive matches the orders sitting in the ERP ready to invoice.

What you can do

Sync Exact Online customers (Accounts) to Pipedrive organizations, keeping customer names, contact names, and billing information in sync.
Map Exact Online sales orders to Pipedrive deals, with order value and item details flowing into the CRM.
Support all eight Exact Online regional instances (Netherlands, Belgium, UK, Germany, France, Spain, USA) by accepting region-specific base URLs.
Handle OAuth2 token refresh automatically on both sides, managing Exact Online's 10-minute access tokens and rotating refresh tokens, and Pipedrive's bearer token expiry.
Track Pipedrive daily token budgets and warn before plan limits are exceeded, with full audit trail on every record synced.

Questions

How does ml-connector handle Exact Online's region-specific base URLs?: Exact Online publishes region-specific API endpoints for Netherlands, Belgium, UK, Germany, France, Spain, and USA. ml-connector accepts the region as a configuration parameter and constructs the correct base URL (e.g., https://start.exactonline.de/api/v1/ for Germany). This allows a single integration to connect to the right regional instance without hard-coding a single endpoint.
Does the integration support Exact Online webhooks, or does it poll?: Exact Online supports webhooks with HMAC-SHA256 signature verification on resources including SalesOrders and Accounts. ml-connector can receive webhooks if you enable them in Exact Online's App Center, providing near-instant push updates. If webhooks are not enabled, ml-connector will poll at a schedule you define, with no additional API cost beyond the normal request volume.
What happens when one system's token expires or the API rate limit is hit?: Exact Online access tokens expire after 10 minutes and are refreshed automatically using the rotating refresh token; if the refresh token expires (after 30 days unused), the integration will alert you to re-authorize. On the Pipedrive side, ml-connector tracks the daily token budget and warns before exhausting your plan's allocation. Both systems implement exponential backoff and retry on transient failures.

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