Exact Online Integration

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

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.

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).

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

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.

The id that is logged on line 8 will be important for the next step, make sure you write it down. In the rest of the document, we reference this id by using <ID>.

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).

Subscription25__OAuth_Token__c oAuthToken = new Subscription25__OAuth_Token__c();
oAuthToken.Name = 'Exact Online';
oAuthToken.Subscription25__Client_Id__c = '-';
oAuthToken.Subscription25__Client_Secret__c = '-';
oAuthToken.Subscription25__Endpoint__c = 'https://start.exactonline.nl';

Database.insert(oAuthToken);
system.debug(oAuthToken.Id);

Navigate to the following URL, replacing <ID> with the Id of the record you just created, http://login.salesforce.com/apex/Subscription25__OAuth?tokenId=<ID>

You are now redirected to a new page, copy the URL of that page.

The URL should look something similar to https://<YOURDOMAIN>.visualforce.com/apex/OAuth?tokenId=<ID>

Create Exact App Centre OAuth App

Log into Exact App centre on https://apps.exactonline.com/, press manage my apps in the top right corner.

Press register an app, give it the name “Salesforce”, for the redirect URI use the URL we just copied. Accept the terms and press Register.

You will see the page, from this page we will need to copy the Client ID and the Client Secret.

Update OAuth Token

Navigating back to the developer console of Salesforce, run the following piece of code. Replace <ID> with the id of the token from Salesforce, replace <CLIENT_ID> with the Client ID copied from the Exact Authorisation Details above, replace <CLIENT_SECRET> with the Client Secret copied from the Exact Authorisation details.

Subscription25__OAuth_Token__c OAuthToken2 = [
  SELECT Subscription25__Client_Id__c, Subscription25__Client_Secret__c 
  FROM Subscription25__OAuth_Token__c 
  WHERE Id = '<ID>'
];

oAuthToken2.Subscription25__Client_Id__c = '<CLIENT_ID>';
oAuthToken2.Subscription25__Client_Secret__c = '<CLIENT_SECRET>';
Database.update(OAuthToken2);

Create a remote site setting

Salesforce will communicate from Salesforce to Exact Online by using an URL which should be whitelisted in your remote site settings of Salesforce, in this example we use https://start.exactonline.nl. Which might change based on your Exact instance.

Salesforce explains how to create a remote site setting on this page: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_callouts_remote_site_settings.htm

From Setup, enter Remote Site Settings in the Quick Find box, then select Remote Site Settings.
Click New Remote Site.
Enter a descriptive term for the Remote Site Name.
Enter the URL for the remote site.
Optionally, enter a description of the site.
Click Save.

A remote site setting would look something like this:

Activate the token

Navigate back to the URL you used before to grab the URL: http://login.salesforce.com/apex/Subscription25__OAuth?tokenId=<ID>

Press the Authorize button. You are navigated to Exact Online and might to log in again. After you’ve done this you need to accept the terms:

After you’ve done this you are redirected to Salesforce and will need to press the Get Refresh Token button. You will get a success notification after you’ve done this.

Congratulations, your connection between Salesforce and Exact Online is now successfully set up!