Connecting to Exact Online

The Sisense Exact connector is a standalone connector that allows you to import data from Exact’s API into the ElastiCube Manager. After you have downloaded and installed the connector, you can connect through a connection string you provide Sisense in the ElastiCube Manager. The connection string is used to authenticate users who connect to the Exact APIs. To obtain a connection string, you will need to create a Exact app.

Once you have connected to Exact, you can import a variety of tables from the Exact API.

This page describes how to install the Exact connector, how to connect to Exact with a connection string, and what tables you can import into the ElastiCube Manager:

Installing the Exact Connector

Sisense provides the Exact connector as a standalone connector that you can download and add to your list of default Sisense connectors.

To install the Exact connector:

  1. Download the Exact installation file.
  2. Open the installation file and click Install.
  3. After the installation process is complete, click Close.
    The Exact connector is displayed in the ElastiCube Manager under Add Data > Web Services.

Adding Exact Tables to your ElastiCube

Sisense uses connection strings to connect to Exact and import data into the ElastiCube Manager. The default connection string for Exact is:

jdbc:exactonline:InitiateOAuth=GETANDREFRESH;Region=’United States’;Division=5512;

After you connect using the default connection string, Sisense redirects you to Exact’s Login page where you log in and your account is authenticated. Once the account is authenticated, the relevant tables can be added to your ElastiCube.

If you want to customize your connection string, you can by creating an Exact app and passing additional connection string parameters. For more information, see Registering an App at the end of this page.

To add Exact data:

  1. In ElastiCube Manager, click Add Data and then, Exact. The Connect to Exact window is displayed.
  2. In Datasource Connection String, enter the connection string: jdbc:exactonline:InitiateOAuth=GETANDREFRESH;Region='United States';Division=5512;
  3. Click Connect to Server. You are redirected to the Exact Login page.
  4. Log in to your Exact account. Exact is displayed in the Select Database list in the ElastiCube Manager.
  5. Click OK. Sisense connects to Exact and displays a list of tables available for you to import.
  6. Select the relevant tables and click Add. The tables are displayed in the ElastiCube Manager.

Exact Tables

Exact’s RESTful APIs expose the following Exact tables that you can import into the ElastiCube Manager through the Sisense Exact connector:

Available Tables

Available Views

Registering an App

To access Exact’s REST API from the ElastiCube Manager, you must provide valid Oauth Exact credentials through a connection string. These credentials are provided by Exact when you register an application.

After you receive your credentials from Exact, you can create the connection string and provide Sisense with it to connect to your data. Each connection string contains a authentication parameters that the data source uses to verify your identity and what information you can export to Sisense. To learn more, see Connection String Parameters.

Follow the steps below to obtain the OAuth client credentials, the OAuthClientId and OAuthClientSecret:

  1. Create an Exact Online developer account.
  2. Log into the App Center and click Manage Apps > Add a New Application.
  3. Enter the app name to be displayed to users when they are prompted to grant permissions to your app.
  4. Enter the Redirect URI.If you are making a desktop application, set the Redirect URI to http://localhost:portnumber. If you are making a Web application, set the Redirect URI to a page you would like the user to be returned to after they have granted your application permissions.
  5. Click Edit for your app. The client credentials, the client Id and client secret, are displayed.