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Exact Online Integration

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

1. 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 a mock value, like https://www.gomeddo.com .

Make sure to note down the Client Id and Client secret, you need these in step 2.

2. Create an Auth. Provider in Salesforce.

In Setup, navigate to Identity -> Auth. Providers and click “New”. Create an Auth. Provider with the following settings. The values for Consumer Key and Consumer Secret should be copied from the fields Client ID and Client Secret of Connected app that was created in the first step.

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After the Auth. Provider is saved, copy the value of “Callback URL” from Salesforce to the Redirect URI field in the connected app in Exact Online (which you filled with the mock value in step 1).

3. Create a Named Credential in Salesforce.

In Setup, navigate to Security -> Named Credentials, and at the top right, click “New Legacy”. Create a Named Credential with the following settings:

We will set up a connection to https://start.exactonline.nl, depending on your country this URL can change (for example for Germany we use https://start.exactonline.de).

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After saving the Named Credential you will be redirected to Exact Online, where you will be asked to confirm the connection between Salesforce and Exact Online.

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.

  • Named Credential - Fill in the name of the Named credential created in step 3 (Exact in the example)

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

  • Default Ledger Account - The standard ledger code

  • 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.

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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).

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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.

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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.

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🎉 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.

Exact field

Salesforce field

Notes

DEBITEUR

Name

Account.Name

Email

Account.Subscription25__Billing_Email_Address__c

Formula field referencing: Account.Subscription25__Billing_Attendant_To__r.Email

Phone

Account.Phone

VATNumber

Account.Subscriptoin25__VAT_Number__c

Configurable in a custom setting: CLIENT_VAT_NUMBER_FIELD

BankAccount > IBAN

Account.Subscription25__IBAN__c

Configurable in a custom setting:
CLIENT_IBAN_FIELD

ChamberOfCommerce

Configurable in a custom setting: CLIENT_ACCOUNT_COC_FIELD

SalesPaymentCondition

Configurable in a custom setting: CLIENT_ACCOUNT_PAYMENT_METHOD_FIELD

Addresses – Billing

Account.BillingAddress

Addresses – Visiting

Account.Subscription25__Visiting_Street__c etc.

Standard address in Exact can be set in a custom setting:
EXACT_VISITING_ADDRESS

Addresses – Shipping

Account.ShippingAddress

Exact field

Salesforce field

Notes

INVOICE

OrderedBy

Subscription25__Debtor_Number__c

Via Subscripton25__Debtor_Number__c object

InvoiceTo

Subscription25__Debtor_Number__c

Via Subscripton25__Debtor_Number__c object

OrderDate

Invoice.Subscription25__Invoice_Date__c

YourRef

Invoice.Subscription25__Purchase_Order_Number__c

Description

Invoice.Subscription25__Description__c

Configurable in a custom setting: CLIENT_INVOICE_DESCRIPTION_FIELD

Notes

Configurable in a custom setting: CLIENT_INVOICE_NOTES_FIELD

PaymentMethod

Configurable in a custom setting: CLIENT_INVOICE_PAYMENT_METHOD_FIELD

PaymentReference

Configurable in a custom setting: CLIENT_INVOICE_PAYMENT_REF_FIELD

Exact field

Salesforce field

Notes

INVOICE LINE

Item (Artikel)

Fixed value “STANDAARD”

Configurable in a custom setting: CLIENT_ARTICLE_FIELD

GLAccount

Subscription25__Ledger_Number__c

Via Subscription25__Administration_Product__c object

UnitPrice

OrderItem.UnitPrice

Quantity

OrderItem.Quantity

VAT

Subscription25__VAT_Code__c

Via Subscription25__Administration_Product__c and Subscription25__VAT_Code__c objects

StartDate

OrderItem.ServiceDate

Only if it does not fall in the same month as the invoice date

EndDate

OrderItem.EndDate

Only if it does not fall in the same month as the invoice date

Description

OrderItem.PricebookEntry.Product2.Name – OrderItem.Description

Configurable in a custom setting: CLIENT_INVOICE_LINE_DESCRIPTION_FIELD

Note

Configurable in a custom setting: CLIENT_INVOICE_LINE_NOTES_FIELD

Costcenter

Configurable in a custom setting: CLIENT_COST_CENTER_FIELD

Costunit

Configurable in a custom setting: CLIENT_COST_UNIT_FIELD

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