Exact Online Integration

Follow these steps to set up the Exact Online integration between GoMeddo Subscription Management and Exact Online.

1. Get redirect url

Set the Synchronisation field on the administration record to Exact. Use the action-buttons top right and press the ‘Set Synchronisation Credentials’. The follow modal should appear.

2. Create a Connected app in Exact Online.

Use the following steps to create a connected app in Exact Onlinehttps://support.exactonline.com/community/s/knowledge-base#All-All-DNO-Process-appcenter-eol-appcenter-dev-registerapp-p. When creating a new connected app, set the Redirect URI to the value found in the modal popup from step 1.

Make sure to note down the Client Id and Client secret, you need these in step 3.

3. Update fields in the modal

Paste the Client Id and Client secret in the fields and press update credentials. Then, reopen the model and/or start the authorization flow.

Next, you will be prompted to log in with your Exact Online credentials. After that you are redirected to a page which checks if the remote site settings are correctly created. If not follow these steps to create them for https://start.exactonline.nl.

After you are redirected back you should press the ‘Complete authentication’ button.

4. Update fields on the administration

You need to provide a couple of details on the administration record in GoMeddo Subscription Management related to the data that you want to sync with Exact.

• Balance Sheet For Debtors - The standard balance sheet used for debtors

• Default Ledger Account - The standard ledger code

• Sales Journal - The Sales Journal (you can find this under Master data under Journals in Exact, enter the code of the journal on which the sales invoices must be entered)

• Company code - You need to fill this with the value of the division id in exact online. To find this:

  • Go to Exact Online click on the administration selector and click ‘all options’

  • Hover the administration from the list, in the url you will find the division id.
    

    

• When not using article mappings in Salesforce, ensure an article called STANDAARD exists. In older versions of Exact Online, this was created by default. However, in newer versions, you need to create it manually.

5. Update Data to make sure data is mapped between GoMeddo Subscription Management and Exact.

Now that you've established a connection between GoMeddo Subscription Management and Exact Online, it's essential to configure some data to ensure the connection functions properly.

Accounts: Create debtor numbers by assigning them to an account, indicating their corresponding debtor number in Exact Online if a debtor already exists in Exact Online. Utilize the "manage debtor numbers" action on the account for this.

Products: Similarly, manage products by using the "Manage Administrations" button on a Product in Salesforce. Through this, assign a ledger, ensuring it is of type Profit & Loss in Exact Online.

VAT Codes: these are related to the administration. in Exact Online you can find these under Master data (Stamgegevens in the screenshot below).

Make sure to include the leading zeros in the value if it is a number. For each VAT Rate, you require a corresponding VAT Code in GoMeddo Subscription Management under administration. In the image below you will find our VAT Code is VBI.

6. (Optional) Schedule the Job_GetOpenAmounts to retrieve the open amounts from Exact

Under the tab “GoMeddo Jubscription Jobs” you are able to schedule various tasks. One of them is a task to retrieve the open amount from your finance system. The name of this job is Job_GetOpenAmounts. If you schedule this from the page everyday the system will retrieve the open amounts from Exact Online.

🎉 After this the connection has been set up. You are now able to create debtor numbers in exact from Salesforce (or map account to existing debtor numbers) and invoices will be synced between GoMeddo and Exact Online.

Sync overview

The following fields sync between GoMeddo Subscription Management and Exact Online.