Installation
1
Install the App
Open Shopify-Exact Online by Cloudify from the Shopify App Store, select Install, and click “Let’s Get Started” to authorize the installation.
2
Connect to Exact Online
Click “Connect to Exact Online”. You’ll be redirected to the Exact Online login page to authorize the connectionLog in with your Exact Online credentials and click Allow to grant the app access to your account.Once authorized, your connected account email will appear on the connection screen. You can disconnect and reconnect a different account at any time before your first sync.Select your Division — After connecting, select the Exact Online division (administration) you want to sync Shopify orders into.
Make sure you are logging in with the correct Exact Online account. Administrative privileges are required to complete this step.
3
You're All Set
Once your account is connected and division is selected, you’ll land on the final setup screen confirming everything is configured and ready.From here you have two ways to start:
- Test with Sample Data — Run a demo sync with sample data to see how a Shopify order flows into Exact Online before going live.
- Open Dashboard — Go live with your real orders. Your first real sync activates automation, and every future order is handled automatically.
Smart settings (auto-configured)
The integration ships with sensible defaults so you can start syncing immediately. Change any of these by clicking Customize.Want a guided setup or to see a sync run live? A free consultation is available after installation — click Support on the setup screen to book one.