Creating and Maintaining a connection to Exact Online1. Preparation in Exact OnlineTo create a new connection to Exact Online, some settings need to be done in the Exact Online administration you want to connect to. So first, open that administration. From the menu, click on the name of the administration, go down to Manage Current Company and select Import/Export:
From the Other section, choose OAuth Registrations
From the list of OAuth registrations, click on New to create a new OAuth registration:
- ClientID
This is a generated value. You cannot change this. - Client Secret
This is a generated value. You cannot change this. - Description
Enter a name for your registration. This could be the base location where your Silver Essence Portal is hosted. - Application Name
Enter an Application Name. This could be the base location where your Silver Essence Portal is hosted. - Logo
It's optional to add a logo. It isn't used in the Silver Essence Portal. - Application Type:
From the options, select Website. - Start Date
Provide a Start Date for the registration. The registration is not active before the Start Date is reached. - End Date
An End Date is optional. If you provide an End Date, the registration cannot be used after that date. That means that the connections that rely on this registration can no longer access the data. - ReturnURL
The full URL to which the user should be redirected after a successful login. - Auth Endpoint
This is a generated value. You cannot change this. - Token Endpoint
This is a generated value. You cannot change this.
2. Create the new IdentifierAfter the OAuth registration is set, go to the Silver Editor. Go to Mapping, Domains and from the top of the list, click Create New Identifier and select New Exact Online.
Then fill out the required settings:
- Identifier
This is the unique name for this connection. Later on in the configuration, this Identifier is used to refer to this connection. You could use the name of the Exact Online Administration. As long as it is a unique name within your configuration. - BaseURL
Depending on the country you are, a different BaseURL is used. Youo can check which extension applies to your Exact Online administration in the address bar of your browser when working in Exact Online. It should always be start.exactonline, but the last part differs per country. Dutch administrations should end using .nl, for Belgian administrations it should be .be and .com is used for other countries. - Division
The unique number for your company. You can find the number using the RestAPI reference documentation page:
https://start.exactonline.nl/docs/HlpRestAPIResources.aspx?SourceAction=10 - ClientID
The ClientID as is generated when you created the OAuth registration. - Client Secret
The Client Secret as is generated when you created the OAuth registration.
After you save these settings, you can start using the Exact Online connection. |
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