Exact Online Xero Integration
What can you integrate between
Exact Online and Xero?
Details
Exact Online + Xero Integration
Orders can be synced from Xero to Exact Online.
Process
You can set the status on which orders are send from Xero, 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
Our Exact Online integrations support Orders or Invoices.
Settings
For a complete overview please check the documentation.
Standard we offer functionality to make specific mappings like payment terms and methods from the Xero 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 Exact Online to Xero. 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 Xero. 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 Xero, 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 Xero.
Images
Images are supported from Exact Online to Xero. 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
Process
Stock is synced from Exact Online to Xero.
Settings
Different types of stock calculations are supported. By default the available stock - sales reservations is send.
You can set the value towards target system if you want to have the stock managed or not.
Process
The customer flow is different then the customers that are created via the order flow. In this flow customers are always updated on a change. And in the order flow the customers are only updated on an order.
We check if the customer exists per default by email address.
Settings
You can set the mandatory fields for Exact Online in settings tab, for example the business posting group.
Data mapping
Per default the flow is already mapped. 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
Process
Shipments can be retrieved from Exact Online and synced to Xero.
With this shipment flow we create a shipment in the target system. We set the track and trace value and a transporter.
Be aware that split up shipments can create strange behaviour on the integration as some systems do not support split up shipments.
Work faster
and more efficient
Connect your systems
via the APIcenter wizard
Insights from your
data in dashboard
Always orders, customers,
products Up to date
Want to set up your
own connection?
Do you have a lot of IT knowledge and are you technically skilled? Set up your own connection! Create a free account and start the APIcenter wizard. The manuals will help you connect.
- APIcenter access
- Setup manuals
- Setup videos
- Authorize the applications
- Select which data you want to sync
- 14 day trial
Set up your integration
Up & running with APIcenter.
Would you rather GO live without worries? Our team of onboarding experts will help you with onboarding. You can easily purchase an integration package via your dashboard. The team will then contact you to initiate your integration.
- Setup by APIcenter experts
- Authorization of 2 applications
- Setup integration
- Configure 1 flow
- Make sure the basics work perfectly
- Video meeting to demonstrate integration
Purchase
How APIcenter
works
APIcenter is a platform where you can set up an integration yourself. But how does this work? By registering you will enter the dashboard. Here you can “connect” your different systems together. You add your systems/applications first. Then you generally indicate what you want to link, for example products or orders. In the next step you will be asked what your specific wishes are. When that is filled in, you are done and you can test whether everything works as you wish! It can be that simple.
Always up to date
While it would take you hours to copy data between Exact Online and Xero, APIcenter can do it in seconds. APIcenter is more efficient not only in cost and time, but most importantly: accuracy & security. A constant flow of data from one end to another has never been easier.
Configurable
With APIcenter you have complete control over all your data flows from Exact Online to Xero and the other way around. You can map the data exactly how you want it, and even invoke extra functions to transform the data when needed.
Full transparancy
You will get access to your own personal dashboard in which you can see extensive activity logs for your integrations. See exactly which data was from Exact Online, and which data was pushed to Xero and the other way around. Add flows per your wish.
More about the Exact Online and Xero integration.
The Exact Online and Xero integration is very easy to setup with the APIcenter installation assistant. Simply create a free account and start the installation assistant. You will be asked which integrations you'd like to add. Simply select Exact Online and Xero .
- Add the API credentials for both applications. We will walk you trough it.
- Add the flows you'd like to add, like orders, products and stock.
- Then add some settings per your needs and answer some questions to setup the integration properly.
- Finally, your 14 day trial period begins. When you are happy with the integration you can decide to go for a paid subscription.
Monitoring
APIcenter constantly monitors your integrations, so if any integration fails for whatever reason, we will instantly notify you exactly with what the problem is. This way you can have your Exact Online integration with Xero fixed in minutes.
Scalability
Nobody wants to be "punished" for their success by causing unwanted delays when the data flow grows bigger. Your data is business critical, you cannot afford any delays. By utilizing a redundant serverless architecture, APIcenter is able to handle any amount of data for your integration, without ever slowing down.
GDPR Proof
Our platform is GDPR proof. Transferring data is handled on the fly over an end-to-end encrypted connection without ever being saved on any of our servers. We only store logs to show to you. They are deleted on a frequently basis.