eFollow Follow these steps to set up the Exact Online integration between GoMeddo Subscription Management and aand Exact Online.
1. Create a Connected app in Exact Online.
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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
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.
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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 have 've established a connection between GoMeddo Subscription Managament Management and Exact Online. You need to set , it's essential to configure some data so to ensure the connection works. You will need to create Debtor numbers (e.g. assign to an account which debtor number it has in exact when there is already a debtor in Exact Online). You can do this with the “manage debtor numbers” action on the account. You have to do the same for products, there is a 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 named “Manage Administrations” in which you can . Through this, assign a ledger (which needs to be , ensuring it is of type Profit & Loss in Exact Online).
VAT codes need to be created, they 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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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 |
Reset authentication
In some rare cases, the authentication of Exact Online expires. To reset it, navigate to Setup, then Security -> Named Credentials. Select the record you created for your administration. If you can't remember which one, check the Administration record and look for the name in the Named Credential field.
Press 'Edit' and save the record. Make sure 'Start Authentication Flow on Save' is enabled. This will open the exact Online login screen. If needed, log in and accept the terms. Once you've logged in, you'll be redirected to Salesforce and the connection will be up and running again.