Follow these steps to set up the Exact Online integration between GoMeddo subscription management 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 URL 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:

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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.

After this the connection has been set up.

Sync overview

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

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