Set up the Exact Online connector

Finding the Division Code

1. 1

   In Exact Online, click your company name at the top and select the administration you want to connect.

   

2. 2

   Copy the Division Code from your browser’s address bar: the number after _Division_=.

   

💡 Multiple administrations? Create one Session Configuration per administration. Object Configurations belong to a session, so each administration gets its own set of mappings.

Authorising the session

Make sure you’re already signed in to Exact Online before you start.

1. 1

   Renew Token

   On the new Session Configuration, click Renew Token. You’re sent to Exact Online’s authorisation page. Click Toestaan (Allow) to give Influx access.

   

2. 2

   Select the package

   When asked which package to use, select Influx. Only choose Custom if you know you’re using a custom package.

   

3. 3

   Sign in to Salesforce

   Sign in to Salesforce to complete the connection. Working in a Sandbox? First change login.salesforce.com in the address bar to test.salesforce.com, press Enter and sign in with your Sandbox credentials.

   

Scheduling the batch

Once authorisation is complete and the Cron String is filled in, open the Session Scheduler tab on the Session Configuration and click Session Status. This schedules the batches; if they’re already scheduled, you’ll see a message that the batches are active. Reschedule Session schedules the batches again, for example after you change the cron string.

For a full overview of the fields available per entity, see the Exact Online API documentation.

4.1 · Send single records (POST / PUT)

For objects without lines: accounts, addresses, bank accounts and similar records. The Object Configuration you pass in determines whether a record is created (POST) or updated (PUT).

1. 1

   Create a record-triggered flow on Account and add an asynchronous path.

2. 2

   Set the entry conditions. In this example, the account is only sent when Clean Status equals In Sync. Any condition or query works; send the record once the result is right.

   

3. 3

   Add the action Exact Online Single Objects with output. Set Salesforce Id for the Entry Record to the triggering account’s ID ({!$Record.Id}) and Salesforce Id for the object configuration to the ID of the Account POST configuration.

   

   Outputs: Result Details, Status Message.

4. 4

   Save and activate the Flow. The Apex class handles the rest.

4.2 · Send nested records (POST / PUT)

For a header with child lines: invoices with invoice lines, orders with order lines, sales entries with entry lines. You pass one configuration for the header and one for the lines.

Outputs (with output variant): Exact Number, Result Details, Status Message.

4.2.1 · Send nested records in bulk

Exact Online allows 60 calls per minute. A record-triggered flow quickly exceeds that when many records are sent at once. The bulk action processes each record separately with a short delay, so every record is handled regardless of the quantity.

Outputs: message, status.

4.3 · Process sales invoices

After an invoice with lines has been created in Exact Online (see 4.2), it still has to be processed: printed, emailed or sent via Peppol. The Exact Online Print Sales Invoice action lets you define how.

💡 Document and email layouts require their Exact Online IDs. Retrieve the layouts into Salesforce first (with a GET configuration), then reference them in the Flow.

4.3.1 · Process sales invoices in bulk

Exact Online interrupts multiple simultaneous print calls even sooner than regular updates. The bulk action handles each invoice separately with a short delay.

1. 1

   Group invoices by processing method

   The bulk action’s settings apply to every invoice in the collection, so build one collection per combination, e.g. Dutch entity via Peppol and Belgian entity via email. A Loop with a Decision per entity and method works well.

   

2. 2

   Fill two text collections per group

   Use Assignment elements: one collection for Salesforce record IDs (e.g. collInvoiceIdsNLPeppol) and one for Exact IDs (e.g. collInvoiceExactIdsNLPeppol).

   

3. 3

   Add the bulk action per group

   Use Exact Online Print Sales Invoice - Bulk with the inputs below.

   

4.4 · Retrieve one record by Flow (GET)

GET configurations normally run through the scheduled batch (see the cron string in step 1). Need up-to-date data from Exact Online right away? Use the Exact Online - Update Single Record action to retrieve a single record.

Outputs: exactId, message, salesforceId, success (true/false).

1. 1

   Open a record of the object, click the gear icon and choose Edit Page to open the Lightning App Builder.

2. 2

   On the left, under Custom, find the viewrecorderrors component.

   

3. 3

   Drag it onto the page. The top of the right-hand column keeps errors visible, but choose whatever spot suits your users. Save and activate the page.

   

Reading the error log

Each error shows the message, its origin (the Apex class) and the date and time. Errors are sorted by priority: