You can now find a Exact Online Integration panel on Solvimon Desk under Menu → Settings → Integrations → Exact.

Getting Started

To set up an integration with Solvimon Desk and Exact Online, you will need an active Exact Online account.

Step 1 : Connect to your Exact Account

Login to your Solvimon Desk and click on Connect to Exact under Integrations

Once you click on Connect to Exact, you will see a pop-up like the one shown below

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Once you click on Connect you’ll see a window opening up where you need to login with your Exact Account credentials, in this case the Client ID and Client Secret

On Authenticating your credentials, you will automatically install the Solvimon connect app to your Exact Online platform, enabling integration

Step 2 : Setup configurations and Enable Integration

Once authenticated, you can view the configurations tab to enable the workflows you’d like to enable in your Exact Online Platform.

For exporting invoices, configure the TAX codes in the settings as shown below

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Step 3 : Synchronise your data

Once the integration is in place there can be multiple ways to setup the synchronisation. You can manually trigger the workflows from the list as shown below.

Currently, the supported and out of the box workflows are listed under configuration but if you don’t see the one you’re looking for, you could reach out to your Sales Executive

Import Customers

You can import your Customers from Xero to Solvimon to speed up your onboarding process.

Every Division entity in Exact is treated as a Platform for Solvimon

All Accounts from Exact are synced as Customers in Solvimon along with their associated Contacts

A list of fields that is currently synced from Exact for Customers

Import Billing Entities

You can import details of your billing entities (read more about billing entities here)

You can add more than one Billing Entity to your platform on Solvimon. Each Division in Exact Online is treated as a separate billing entity in Solvimon.

A list of fields that is currently synced from Exact for Billing entities

Import Products

Products configured on your Exact account can be synced to Solvimon. The products would be created in the Products section in the settings menu under the category Exact Products

This will include the product line items defined in the ERP along with it’s metadata i.e. GL product code

A list of fields that is currently synced from Exact for Products

Export Invoices to Sales Entry

Whenever an invoice is finalised in Solvimon, it will automatically get pushed to Exact as a sales entry.

For Invoices pushed from Solvimon to Exact, each Product will be treated as a line item in the Exact Invoice along with it’s usage, quantity, price and tax.

A list of fields that is currently synced from Exact for Invoices

invoice_lines

We Recommend the following steps

To gain the most value from the accounting integration, follow the below steps:

1. Import your customers from Exact to Solvimon
2. Use Solvimon to create Draft Invoices
3. Review and Edit invoices within Solvimon Desk as needed
4. Finalise and send invoices to customers using Solvimon
5. Invoices are automatically synced with Exact for revenue recognition and general accounting purposes

Once the integration is in place there can be multiple ways to setup the synchronisation. Its by default trigger based for updating the list but custom triggers can also be handled and for such requirements you can reach out to your sales executive for further assistance

You can now view your desired data on the Solvimon Desk and vice versa on your Exact platform based on the integrations chosen.

🎉 You’re now all set and have enabled synchronisation!