This article will provide you with more in depth information regarding the integration of PSOhub with Exact. You will learn how the integration works, which data is being sent and what the limitations are.
Setup the integration
In your Organization Settings, go to Integrations.
Then, click Connect on the Exact tile.
PSOhub will ask that you confirm this selection. Hit Proceed.
The Exact Online login screen will be displayed. You can login here with your Exact credentials.
If you have not given consent before, a consent screen will show where you can approve PSOhub to connect with your administration.
Afterwards, you are taken back to PSOhub and the test connection screen will appear.
Test your connection
In the test connection screen, you will be required to fill in essential identifiers to make sure all your invoices are properly sent to Exact.
Item:
You will need to have an Article/Item in your Exact administration that PSOhub can use. The Code that you entered is what you fill in within the PSOhub Item field.Journal Code:
In this field, please fill in the Sales Journal code that you have setup in Exact.
You can find these in the configuration settings of your administration under Financial - Journals.
Again, use the Code that you want to use as value in the PSOhub field.Tax Category:
If you are using non-default tax codes, you can set these up in the Tax category settings screen in PSOhub. In here, you can also specify an Exact tax code.
As an alternative, you can also fill in the tax code here (in the Test connection screen) once you have selected a category. If you leave it empty, PSOhub will use the default tax code 2. Make sure you have this one available in your Exact administration or you will not be able to create an invoice.
Again, use the Code that you want to use as value in the PSOhub field.
Once you have everything filled, press Test. If everything works, the screen will display a success message and you will receive a test invoice email from Exact shortly after.
If there was a problem, the error message (if available) from Exact will show here. If you are not sure how to solve it, just contact us so we can help you.
How does Mapping work?
The following data is sent from PSOhub to exact:
Account
Before creating a new account in Exact, PSOhub will check if an account already exists by using the name that is known within PSOhub. If found, the identifier will be stored and will be used. If no account is found, a new account will be created.
Field in Exact (Accounts) | Field in PSOhub (Company) |
Name | Name |
Address Line | Address |
City | City |
Status | C (Customer, default filled) |
Contact
Before creating a contact in Exact, PSOhub will check if a contact already exists for the account associated with this contact. To do this, a search is done using the e-mail address that is known in PSOhub. If found, this contact is used.
If a contact is found but is not connected to the Account, a new contact will be created and associated with the account.
If no contact is found, the contact is created and associated with the account.
Field in Exact (Contacts) | Field in PSOhub (Contact) |
First name | First name |
Last name | Last name |
Account | Associated Company |
Invoice
An invoice in Exact is built up in two parts, the invoice and the invoice sales lines. When sending the invoice to the customer, the contact e-mail is used.
Field in Exact (Invoice) | Field in PSOhub (Invoice) |
Description | Name |
Payment reference | Name - Reference |
Invoice to | Account |
Type | 8020 or 8021 in case of credit |
Invoice to contact | Contact e-mail |
Journal | Journal code in settings |
Ordered by | Account |
Sales invoice lines | See below |
Invoice sales line
For the individual invoice lines, by default, the item and tax code that have been set up will be used. If you require a specific item or tax code for an invoice line then you can set these up within the contract line under accounting details.
Field in Exact (Invoice sales line) | Field in PSOhub (Invoice line) |
Item | Item in settings or contract line |
Description | Line number - Invoice line name |
Quantity | 1 |
VAT code | Default tax code or code set in tax category |
Net price | To be invoiced |
The tax calculation will be done within exact and based on the tax codes provided.
Send invoice
After the invoice has been created, PSOhub will trigger the send invoice functionality within Exact. There is nothing to be configured at the PSOhub end; the invoice template, fields and any other defaults from Exact are used so be sure to set it up the way you want it there.
Once the invoice has been sent, the Exact invoice number is returned and added in the Invoice screen (left panel).
Invoice paid
If an invoice has been paid, a signal is sent to PSOhub and the invoice status will be updated to paid.
Possible problems & solutions
Missing payment condition
It might occur that you receive an error about a missing payment condition. This means that there is no default payment condition in Exact and this is required to be set. You can either set the default or fill in the field within the Account of the test account that was created.