Follow these steps to set up the Exact Online integration between GoMeddo 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.
After the Auth. Provider is saved, copy the value of “Callback URL” from Salesforce 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:
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.
4. Update fields 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:
🎉 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.
Exact field | Salesforce field | Notes |
|---|---|---|
DEBITEUR | ||
Name | Account.Name | |
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: |
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: |
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 |