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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 the sync name 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 company code field in exact online. This is the code you find in the top left corner of your Exact Online environment where you want to create the bookings:

    image-20240109-122039.pngImage Added

🎉 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.

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