Exact Online Premium Connector - Customer Update

The Customer Update pipeline synchronizes customer data from Exact Online to App4Sales. This process involves retrieving customer records, their associated addresses, and contact persons. It also handles specific logic for VAT, price lists, and dynamic free fields. Customers that no longer meet the synchronization criteria are marked for deletion in App4Sales.

Data Source Configuration

Customer data is retrieved from Exact Online via REST API calls. The connector uses the following endpoints and mechanisms:

Customers: Fetched using ExactOnlineCustomer.GetRoute(Settings.CurrentDivision, customerFields.Select(e => e.PropertyName).ToArray(), Settings.CustomerTimestamp). This retrieves customer records, optionally filtered by timestamp and specific custom fields.
Contact Persons: Fetched using ExactOnlineContactPerson.GetRoute(Settings.CurrentDivision, contactFields.Select(e => e.PropertyName).ToArray(), Settings.ContactTimestamp). This retrieves contact person records, optionally filtered by timestamp and specific custom fields. Active contacts are filtered by StartDate and EndDate.
Addresses: Fetched using ExactOnlineAddress.GetRoute(Settings.CurrentDivision, addressFields.Select(e => e.PropertyName).ToArray(), Settings.AddressTimestamp). This retrieves address records, optionally filtered by timestamp and specific custom fields.
Account Managers: Fetched using ExactOnlineAccountManager.GetRoute(Settings.CurrentDivision). These are used to map sales representatives.
Payment Conditions: Fetched using ExactOnlinePaymentCondition.GetRoute(Settings.CurrentDivision).
VAT Codes: Fetched using VatCode.GetRoute(Settings.CurrentDivision).
Price Lists: Fetched using ExactOnlinePriceList.GetRoute(Settings.CurrentDivision).
Account Classifications: Fetched using ExactOnlineAccountClassification.GetRoute(Settings.CurrentDivision).
Customer Notes: Fetched using CommunicationNoteUpdate.GetRoute(Settings.CurrentDivision, Settings.LastNoteSync) if SyncCustomerNotes setting is enabled.

Data is pulled from Exact Online using these API routes. Timestamps (e.g., Settings.CustomerTimestamp) are used to retrieve only modified or new records since the last synchronization, optimizing performance.

Data Mapping Table (Customers)

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
`CustomerGuid`	`ID` (Exact Online Customer)	Unique identifier for the customer.
`CustomerCode`	`Code` (Exact Online Customer)	Customer's unique code. A prefix `[P]` or `[S]` is added if the customer is a Prospect or Suspect, controlled by `AddPrefixForProspectsAndSuspects` setting.
`CustomerName`	`Name` (Exact Online Customer)	Customer's name. Can be prefixed with account classification description if `AccountClassificationOnCustomerName` is enabled.
`UsesPriceField`	`PriceList` (Exact Online Customer)	Maps to an internal price list ID in App4Sales. The Exact Online `PriceList` ID is converted to an internal App4Sales ID. Influenced by `AutoSyncPriceLists` and `GenerateCurrencyPriceLists` settings.
`VatLiable`	`VATLiability`, `SalesVATCode` (Exact Online Customer)	Determined by `VatLiabilityBasedOnVatRegime` setting. If true, based on `VATLiability` ('L' for liable). If false, based on `SalesVATCode` and configured VAT codes. Also influenced by `UseVatLiabilityForDefaultCountry` and `DefaultCountryForVatLiability` settings based on address country code.
`CustomerClassification`	`Classification1` or property defined by `AccountClassificationProperty` (Exact Online Account Classification)	Maps the Exact Online account classification to the App4Sales customer classification.
`CustomerManager`	`SearchCode` or property defined by `AccountClassificationPropertyForCustomerManager` (Exact Online Customer)	Maps either the customer's `SearchCode` or a specific account classification to the customer manager field in App4Sales.
`DynamicFreeFields`	Custom fields defined in `Settings.CustomCustomerFieldsMapping` and `UnknownElements` from Exact Online Customer and Address.	Custom fields configured in the connector settings are serialized into an XML string. Includes custom fields from customer and main invoice address.
`Discount`	`DiscountSales` (Exact Online Customer)	The sales discount percentage from Exact Online. Default to 0.0M if not available.
`Phone`, `Email`	`Phone`, `Email` (Exact Online Customer)	Customer's phone number and email address. These can also be set on associated addresses and contact persons.
`MaincontactpersonId`	`ID` (Exact Online Contact Person)	The ID of the main contact person for the customer.
Hardcoded: `IsActive`	N/A	Set to `true` for all synced customers that are not filtered out.

Data Mapping Table (Addresses)

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
`AddressId`	`ID` (Exact Online Address)	Unique identifier for the address.
`AddressType`	`Type` (Exact Online Address)	Mapped from Exact Online Address Type (1: Visit, 2: Postal, 3: Invoice, 4: Delivery, 5: Other). Only Visit (1), Invoice (3) and Delivery (4) addresses are processed.
`AddressLine1`	`AddressLine1` (Exact Online Address)	First line of the street address.
`AddressLine2`	`AddressLine2` (Exact Online Address)	Second line of the street address.
`AddressLine3`	`AddressLine3` (Exact Online Address)	Third line of the street address.
`City`	`City` (Exact Online Address)	City of the address.
`PostCode`	`Postcode` (Exact Online Address)	Postal code of the address.
`Country`	`Country` (Exact Online Address)	Country of the address.
`Iso2`	`Country` (Exact Online Address)	ISO 2-letter country code, derived from the `Country` field.
`Phone`	Customer's Phone	Inherited from the customer object.
`Email`	Customer's Email	Inherited from the customer object.
`IsMainAddress`	`IsMain` (Exact Online Address)	Indicates if this is the main address of its type for the customer.

Data Mapping Table (Contact Persons)

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
`ContactId`	`ID` (Exact Online Contact Person)	Unique identifier for the contact person.
`CustomerId`	`Account` (Exact Online Contact Person)	Links the contact person to the customer.
`FirstName`	`FirstName` (Exact Online Contact Person)	First name of the contact.
`LastName`	`LastName` (Exact Online Contact Person)	Last name of the contact.
`FullName`	`FullName` (Exact Online Contact Person)	Full name of the contact.
`Email`	`Email` (Exact Online Contact Person) or Customer's Email	Email address of the contact person. If the contact has no email, it inherits from the customer.
`Phone`	`Phone` (Exact Online Contact Person) or Customer's Phone	Phone number of the contact person. If the contact has no phone, it inherits from the customer.
`IsMainContactPerson`	`IsMainContact` (Exact Online Contact Person)	Indicates if this is the main contact person for the customer.

Data Mapping Table (Extra Data & Free Fields)

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
`DynamicFreeFields`	Custom properties from Exact Online Customer, Address, and ContactPerson entities	The connector maps custom fields defined in `Settings.CustomCustomerFieldsMapping`. These fields are extracted from the Exact Online Customer, Address, and ContactPerson entities and serialized into an XML string. If a custom field is configured as a dropdown, the `BackofficeValue` is mapped to the App4Sales `Value`. Unrecognized elements from the Exact Online entities can also be included as free fields.

Data Mapping Table (Discounts & Dashboards)

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
Customer specific Item Class Discounts	N/A	Currently, no direct mapping from Exact Online for customer-specific item class discounts was found in the analyzed code. This implies that such discounts might be managed within App4Sales or via a different integration point not covered by the Customer Update pipeline.
Customer Dashboard / Notes	`CommunicationNote` (Exact Online)	Customer notes are synchronized from Exact Online's `CommunicationNote` entity. If `Settings.SyncCustomerNotes` is enabled, notes created or updated in Exact Online are added to the App4Sales customer. The `SalesRep` for the note is mapped using `MapResIdToKnownUserName()`. Dashboard layouts themselves are not directly synced from Exact Online in this pipeline; this refers to the text-based notes associated with a customer.

ExactOnlinePremium - Customer sync