Exact Online AccountView Integration

Process

Customers can be synced from Accountview to Exact Online.

APIcenter differentiates in creating the customer based on the source data received. If APIcenter receives a company name from the source, then a company debtor is created with the underlying contact. If there is no company, then a person debtor is created.

Customers are also created via Orders, this sync is not needed for a orderflow byt only in case if you want to sync customers between various systems.

Orders can be synced from Exact Online to Accountview.

Process

You can set the status on which orders are send from AccountView, like only the paid orders.

Once APIcenter retrieves the order data it is processed, add missing data(for example SalesVatcode) and start the send process towards Exact Online. First APIcenter checks if the order already exists, if it exists we skip the order. If it does not exists APIcenter checks if the customer exists and depending on the outcome create or update the customer. APIcenter checks if all products exist and then the order is committed.

APIcenter differentiates in creating the customer based upon the source data received. If APIcenter receives from the source a company name then a company debtor is created with the underlying contact. If there is no company then a person debtor is created.

The check on customer exists is done per default by email address.

Ordertypes

Exact Online supports Orders, Invoices, Salesentries and DirectInvoices

Shopify supports Orders

Settings

For a complete overview please check the documentation.

Standard we offer functionality to make specific mappings like payment terms and methods from the AccountView to the Exact Online.

Do you want to make use of a default debtor? This is also per default available in APIcenter.

Datamapper

Per default APIcenter supplies a mapping that makes sure you can send an order towards Exact Online. You can also make adjustments to this yourself.

Default fields that are mapped are for example:

• Customer Name
• Billing address street
• Number
• Postalcode
• City
• Country
• Shipping address street
• Number
• Postalcode
• City
• Country
• SKU
• Quantity
• Price

Process

Products are synced from Accountview to Exact Online Within this sync different types of products are supported. APIcenter gathers the data from Exact Online, then it is run through the APIcenter to have the correct settings, values and formats before it is send to AccountView. Products are created or updated based on the SKU.

You can differentiate within APIcenter the behaviour between creating and updating products. For example when APIcenter creates a product and sends in the long description from the Exact Online, but if you enrich the data after this in AccountView, you don't want to have it overwritten with an update. For this you can set a checkbox to update the product info.

Product types

Supported product types: Simple, virtual, variant/configurable products.

Attributes/Features

Besides the generic and custom added fields from Exact Online also Item Attributes from Exact Online are supported. These needs to be manually mapped in APIcenter.

Attributes are used for creating configurable products, like size/color/options. Features are used as extra information fields, think about country of origin, type, delivery time etc.

Categories

Categories can be created or updated from Exact Online to AccountView.

Images

Images are supported from Exact Online to AccountView. Please be aware that Exact Online only supports 1 image.

Datamapper

You can map extra fields that are available in the API. For a default working integrations we already mapped the basic fields that are needed; for example

Fields

• Name/Title
• SKU
• Long Description
• Short Description
• Price excl. tax or incl. tax
• Quantity
• EAN/GTIN
• Currency