3. ExactOnline

Creating and Maintaining a connection to Exact Online

1. Preparation in Exact Online

To 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:

Exact Online: Import/Export

From the Other section, choose OAuth Registrations

Exact Online: OAuth Registrations

From the list of OAuth registrations, click on New to create a new OAuth registration:

Exact Online: 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 Identifier

After 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.

Exact Online: New Identifier

Then fill out the required settings:

Exact Online: Identifier 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.