Instruction
Difficulty level:
Beheer > Integraties > Exact Online
Setting up Exact Online: OAuth, division and mapping
The Exact Online integration pushes relations and sales invoices from i-Reserve to an Exact Online division (administration), via OAuth2.
1. On the Exact side (one-time)
- Register an OAuth app in the Exact Online App Center / developer portal and note the Client ID and Client Secret.
- Add the redirect URL shown by i-Reserve to the app’s allowed list.
- Make sure the account has access to the right division, and that VAT codes (and optionally items/payment conditions) exist in it.
2. On the i-Reserve side — Authentication tab
| Field | What to enter |
|---|---|
| Environment (host) | The Exact Online host, default start.exactonline.nl. |
| Client ID | Client id of your Exact OAuth app. Required. |
| Client Secret | Client secret of your Exact OAuth app. Required. |
| Redirect URL | Filled automatically by i-Reserve; this value must be an allowed redirect in the Exact app. |
Then run the two buttons: Step 1 – consent (redirect to Exact) and Step 2 – connect (fetch token). On step 2 i-Reserve automatically fetches the division.
3. Details tab
| Field | What it does |
|---|---|
| Division | The Exact administration; set automatically on connect. |
| Invoice field | i-Reserve field that stores the external invoice id (e.g. external_id or a custom field). |
| Customer field | i-Reserve field that stores the external account id (to find the relation back). |
| Contact field | (Optional) separate field for the contact id, if you want to track Account and Contact separately. |
| Customer number prefix / length | (Optional) prefix and zero-padding for the customer number used as Account code. |
| Use VAT exclusive | Yes = invoice lines on price excl. VAT; No = gross price. VAT mapping stays required. |
| Auto-update account | Yes = update the relation on every sync; No = create once. |
| Date range on invoice line | (Optional) add start/end time to the invoice lines. |
| Finalise invoice | Yes = finalise the invoice in Exact (locks the invoice). |
| Send email from Exact | Yes = Exact emails the invoice (only meaningful when finalise is on). |
4. Mapping
- VAT mapping (required) — link each i-Reserve VAT rate to the right Exact VAT code. Without it the invoice fails ("no vat code").
- Article mapping (optional) — link i-Reserve product codes to Exact Item codes; without mapping the i-Reserve code is used.
- Payment condition mapping (optional) — link payment method/term to an Exact payment condition.
5. Activate & checklist
- ☐ OAuth app created in Exact; Client ID/Secret noted; redirect URL allowed.
- ☐ VAT codes (and optional items) exist in the division.
- ☐ Auth tab filled; Step 1 (consent) and Step 2 (connect) succeeded; division filled.
- ☐ Details tab: invoice/customer/contact field, price and update options, finalise/email set.
- ☐ VAT mapping complete (all used rates); optional article/payment-condition mapping.
- ☐ Test invoice finalised and checked in Exact (relation + invoice lines + VAT correct).
- ☐ Rollback known: setting the integration inactive stops new syncs.
