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Setup Exact via API
The steps for the technical connection between i-Reserve (IRES) and Exact Online (EOL)
IRES
First, an integration must be created in IRES.
- Go to Configuration -> Modules -> Manage integrations
- Select "Add new integration"
- Select type exactly
- Click on authentication. A form will appear with empty fields except the Return url
field This is in format: "https://<DOMAIN>/integrations/redirect/X" - Copy the return url
EOL
The following steps may vary by language and region
- Go to the Exact Online App Store
- Login with the user who also has access to the administration that needs to be linked
- Select "Register an app"
- Give the App a name (of your choice) and enter the "return url" from IRES (format: "https://<DOMAIN>/integrations/redirect/X")
- Authorization information will appear.
- Copy the Client ID, Client secret and Webhook secret
IRES
- Enter the Client ID, Client secret and Webhook secret from the app store
- Perform Step 1: log in with the user who has access to the administration
- Perform Step 2: if a message with "division XYZ" appears, the login attempt was successful.
Now the IRES environment is linked to EOL.
By default the library will use the default administration of the user. This means that when the user switches administrations in Exact Online. The library will also start working with this administration.
If for any reason the connection to EOL is lost, only Steps 1+2 need to be performed.