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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 |
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://gen25.com.
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 URL to the Redirect URL field in the connected app in Exact Online.
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.
TIM ALLES HIERONDER MAG WEG
| Warning |
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This article is out of date. We will update this soon. You now have to create an Auth. Provider of type Open ID Create a Named Credential And specify the name of that named credential on your administration |
Create OAuth Token
To set up the Salesforce to Exact Online integration, we require an OAuth Token to be present. The OAuth Token can be created by running the following piece of code in the Anonymously in the Developer Console.
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