ExactOnlineV2 - Connector Settings
This document outlines the connector-specific settings for the Exact Online V2 connector. These settings allow administrators and consultants to configure how the App4Sales platform interacts with Exact Online, influencing data synchronization, order processing, and other critical functionalities.
Data Source Configuration
Connector settings are managed through the App4Sales portal's user interface and are stored securely within the App4Sales database. They are applied at runtime by the connector to dictate its behavior when communicating with the Exact Online API.
Settings Table
Setting | Description | Values / Defaults | Dependencies / Effects |
Applicationkey (Applicationkey) | A string setting for applicationkey. | Type: string, Default: Empty string | |
Currency Code Iso (CurrencyCodeIso) | A string setting for currency code iso. | Type: string, Default: Empty string | |
Vat Liable Code (VatLiableCode) | A string setting for vat liable code. | Type: string, Default: Empty string | |
Not Vat Liable Code (NotVatLiableCode) | A string setting for not vat liable code. | Type: string, Default: Empty string | |
Auto synchronize all pricelists (AutoSyncPriceLists) | A boolean setting to control whether auto synchronize all pricelists. | Type: bool, Default: False | |
Price List2 Id (PriceList2Id) | A string setting for price list2 id. | Type: string, Default: Empty string | |
Price List3 Id (PriceList3Id) | A string setting for price list3 id. | Type: string, Default: Empty string | |
Price List4 Id (PriceList4Id) | A string setting for price list4 id. | Type: string, Default: Empty string | |
Use Item Extra Description For Item Field (UseItemExtraDescriptionForItemField) | A string setting for use item extra description for item field. | Type: string, Default: Empty string | |
Variant Currency (VariantCurrency) | A boolean setting to control whether variant currency. | Type: bool, Default: False | |
Search Code For Ean Code (SearchCodeForEanCode) | A boolean setting to control whether search code for ean code. | Type: bool, Default: False | |
Unit Factor As Purchase Package Size (UnitFactorAsPurchasePackageSize) | A boolean setting to control whether unit factor as purchase package size. | Type: bool, Default: False | |
Account Classification On Customer Name (AccountClassificationOnCustomerName) | A boolean setting to control whether account classification on customer name. | Type: bool, Default: False | |
Account Classification On Customer Manager (AccountClassificationOnCustomerManager) | A boolean setting to control whether account classification on customer manager. | Type: bool, Default: False | |
Only sync webshop items (PassWebShopItem) | A boolean setting to control whether only sync webshop items. | Type: bool, Default: False | |
Get Prospects (GetProspects) | A boolean setting to control whether get prospects. | Type: bool, Default: False | |
Get Suspects (GetSuspects) | A boolean setting to control whether get suspects. | Type: bool, Default: False | |
Add Prefix For Prospects And Suspects (AddPrefixForProspectsAndSuspects) | A boolean setting to control whether add prefix for prospects and suspects. | Type: bool, Default: False | |
Get Purchase Package Size On Extra Item Description (GetPurchasePackageSizeOnExtraItemDescription) | A boolean setting to control whether get purchase package size on extra item description. | Type: bool, Default: False | |
Order History Backoffice (OrderHistoryBackoffice) | A boolean setting to control whether order history backoffice. | Type: bool, Default: False | |
Use Date As Delivery Date (UseDateAsDeliveryDate) | A boolean setting to control whether use date as delivery date. | Type: bool, Default: False | |
Languages (Languages) | A string setting for languages. | Type: string, Default: Empty string | |
Use Current Quantity As Last Available Stock (UseCurrentQuantityAsLastAvailableStock) | A boolean setting to control whether use current quantity as last available stock. | Type: bool, Default: False | |
Order Select Top (OrderSelectTop) | An integer setting for order select top. | Type: int, Default: 0 | |
Free Sort Field (FreeSortField) | A string setting for free sort field. | Type: string, Default: Empty string | |
GLAccount Sales Code (GLAccountSalesCode) | A string setting for g l account sales code. | Type: string, Default: Empty string | |
Use Notes As Description (UseNotesAsDescription) | A boolean setting to control whether use notes as description. | Type: bool, Default: False | |
Use Reference As Your Ref (UseReferenceAsYourRef) | A boolean setting to control whether use reference as your ref. | Type: bool, Default: False | |
Set Unit Price (SetUnitPrice) | A boolean setting to control whether set unit price. | Type: bool, Default: False | |
Set Original Price On Unit Price (SetOriginalPriceOnUnitPrice) | A boolean setting to control whether set original price on unit price. | Type: bool, Default: False | |
Check If Item Is Active (CheckIfItemIsActive) | A boolean setting to control whether check if item is active. | Type: bool, Default: False | |
Net Price Including Vat (NetPriceIncludingVat) | A boolean setting to control whether net price including vat. | Type: bool, Default: False | |
Calculate correct net price based on the VAT liability of the customer (NetPriceBasedOnVatLiability) | A boolean setting to control whether calculate correct net price based on the vat liability of the customer. | Type: bool, Default: False | |
Cost Unit For Orders By Sales Rep (CostUnitForOrdersBySalesRep) | A boolean setting to control whether cost unit for orders by sales rep. | Type: bool, Default: False | |
Cost center for orders based on user (CostCenterCodeForOrdersBySalesRep) | A boolean setting to control whether cost center for orders based on user. | Type: bool, Default: False | |
Use Vat Liability For Default Country (UseVatLiabilityForDefaultCountry) | A boolean setting to control whether use vat liability for default country. | Type: bool, Default: False | |
Use Discount Without Price On Order (UseDiscountWithoutPriceOnOrder) | A boolean setting to control whether use discount without price on order. | Type: bool, Default: False | |
Vat Code Based On Country Code (VatCodeBasedOnCountryCode) | A string setting for vat code based on country code. | Type: string, Default: Empty string | |
Not Vat Liable Code Outside EU (NotVatLiableCodeOutsideEU) | A string setting for not vat liable code outside eu. | Type: string, Default: Empty string | |
Default Country For Vat Liability (DefaultCountryForVatLiability) | A string setting for default country for vat liability. | Type: string, Default: Empty string | |
Price List Code For Staffel Free Field (PriceListCodeForStaffelFreeField) | A string setting for price list code for staffel free field. | Type: string, Default: Empty string | |
Split Character For Extra Item Description (SplitCharacterForExtraItemDescription) | A string setting for split character for extra item description. | Type: string, Default: Empty string | |
Purchase Packe Size Index (PurchasePackeSizeIndex) | A string setting for purchase packe size index. | Type: string, Default: Empty string | |
Use Item Notes For Item Field (UseItemNotesForItemField) | A string setting for use item notes for item field. | Type: string, Default: Empty string | |
Cost Center Code For Orders (CostCenterCodeForOrders) | A string setting for cost center code for orders. | Type: string, Default: Empty string | |
Update Email Only For Customer (UpdateEmailOnlyForCustomer) | A boolean setting to control whether update email only for customer. | Type: bool, Default: False | |
Update Phone Only For Customer (UpdatePhoneOnlyForCustomer) | A boolean setting to control whether update phone only for customer. | Type: bool, Default: False | |
Skip Discount For Staffl Items (SkipDiscountForStafflItems) | A boolean setting to control whether skip discount for staffl items. | Type: bool, Default: False | |
Generate pricelists for every currency (GenerateCurrencyPriceLists) | A boolean setting to control whether generate pricelists for every currency. | Type: bool, Default: False | |
Fill order description with 'App4sales order' when none is supplied (FillDescriptionWithApp4SalesOrderWhenEmpty) | A boolean setting to control whether fill order description with 'app4sales order' when none is supplied. | Type: bool, Default: True | |
Hide invoices on relation card (HideInvoicesOnRelationCard) | A boolean setting to control whether hide invoices on relation card. | Type: bool, Default: False | |
Warehouse used for stock (WarehouseForStock) | A string setting for warehouse used for stock. | Type: string, Default: Empty string | |
Warehouse used for order (WarehouseForOrder) | A string setting for warehouse used for order. | Type: string, Default: Empty string | |
Warehouse used for purchase package size (WarehouseForPackageSize) | A string setting for warehouse used for purchase package size. | Type: string, Default: Empty string | |
Set customer account when creating a new customer (GLAccountGLARCode) | A string setting for set customer account when creating a new customer. | Type: string, Default: Empty string | |
Shipping method code for new orders (ShippingMethodCode) | A string setting for shipping method code for new orders. | Type: string, Default: Empty string | |
Use item group description for pricelists (GetItemGroupByDescription) | A boolean setting to control whether use item group description for pricelists. | Type: bool, Default: False | |
Use search code as customer manager (SearchCodeOnCustomerManager) | A boolean setting to control whether use search code as customer manager. | Type: bool, Default: False | |
Use the currency code from a price List (UseCurrencyFromPriceList) | A boolean setting to control whether use the currency code from a price list. | Type: bool, Default: False | |
Purchase package size from search code (GetPurchasePackageSizeFromSearchCode) | A boolean setting to control whether purchase package size from search code. | Type: bool, Default: False | |
Show only backorder lines in App4Sales (ShowOnlyBackOrderLines) | A boolean setting to control whether show only backorder lines in app4 sales. | Type: bool, Default: False | |
Get delivery dates as free field (offline) (GetDeliveryDatesOffline) | A boolean setting to control whether get delivery dates as free field (offline). | Type: bool, Default: False | |
Synchronize next delivery date (SyncNextDeliveryDate) | A boolean setting to control whether synchronize next delivery date. | Type: bool, Default: False | |
Check stock (shelf - to be delivered) and set orderline deliverydate (CheckStockAndSetDeliveryDateOnOrderLine) | A boolean setting to control whether check stock (shelf - to be delivered) and set orderline deliverydate. | Type: bool, Default: False | |
Only load customers that are dealers (OnlyLoadDealers) | A boolean setting to control whether only load customers that are dealers. | Type: bool, Default: False | |
Store Package Size In Instruction Line (StorePackageSizeInInstructionLine) | A boolean setting to control whether store package size in instruction line. | Type: bool, Default: False | |
Only Set Delivery Date For Unchanged Order Date (OnlySetDeliveryDateForUnchangedOrderDate) | A boolean setting to control whether only set delivery date for unchanged order date. | Type: bool, Default: False | |
Field used to include items in sync (FieldUsedToIncludeItemsInSync) | A string setting for field used to include items in sync. | Type: string, Default: Empty string | |
Warehouse per salesrep (WarehousePerSalesRep) | A boolean setting to control whether warehouse per salesrep. | Type: bool, Default: False | |
Place extra description on item description (ExtraDescriptionOnDescription) | A boolean setting to control whether place extra description on item description. | Type: bool, Default: False | |
Warehouse from order type (value to backoffice) (WarehouseFromOrderType) | A boolean setting to control whether warehouse from order type (value to backoffice). | Type: bool, Default: False | |
Create item filter based on warehouse (CreateWarehouseItemFilter) | A boolean setting to control whether create item filter based on warehouse. | Type: bool, Default: False | |
Create alternative address at customer (CreateAlternateAddressAtCustomer) | A boolean setting to control whether create alternative address at customer. | Type: bool, Default: False | |
Create the alternative contactperson of an order in Exact Online and attach it to the delivery address (CreateAndLinkAlternativeContactPerson) | A boolean setting to control whether create the alternative contactperson of an order in exact online and attach it to the delivery address. | Type: bool, Default: False | |
Use sales price including vat as free field (UseSalesPriceInclVatAsFreeField) | A boolean setting to control whether use sales price incl vat as free field. | Type: bool, Default: False | |
Account classification property name (AccountClassificationProperty) | A string setting for account classification property. | Type: string, Default: Empty string | |
Set Item Description When Sending Order (SetItemDescriptionWhenSendingOrder) | A boolean setting to control whether set item description when sending order. | Type: bool, Default: True | |
Rename the freefields which are selected as extra fields (JSON format) (FreeFieldsRenaming) | A string setting for rename the freefields which are selected as extra fields (json format). | Type: string, Default: Empty string | |
Use correct price on item to check on unit (GetPriceBasedOnItemUnit) | A boolean setting to control whether use correct price on item to check on unit. | Type: bool, Default: False | |
Mapping for custom customer fields (JSON format) (CustomCustomerFieldsMapping) | A string setting for mapping for custom customer fields (json format). | Type: string, Default: Empty string | |
Include items which are not marked as sales item (IncludeNonSalesItems) | A boolean setting to control whether include items which are not marked as sales item. | Type: bool, Default: False | |
Add order type name to the description of the order (AddOrderTypeToDescription) | A boolean setting to control whether add order type name to the description of the order. | Type: bool, Default: False | |
Register chosen contactperson on order in EOL (ContactPersonToBackoffice) | A boolean setting to control whether register chosen contactperson on order in eol. | Type: bool, Default: False | |
VAT Liability based on VAT Regime (Belgium) (VatLiabilityBasedOnVatRegime) | A boolean setting to control whether vat liability based on vat regime (belgium). | Type: bool, Default: False | |
Exclude a price list from Exact Online (ExcludePriceList) | A string setting for exclude a price list from exact online. | Type: string, Default: Empty string | |
Disable pictures from Exact Online (DisablePicturesFromEOL) | A boolean setting to control whether disable pictures from eol. | Type: bool, Default: False | |
No VAT code means customer is VAT liable (VatCodeEmptyIsVatLiable) | A boolean setting to control whether no vat code means customer is vat liable. | Type: bool, Default: False | |
Disable pricelist currency check (DisableCurrencyPriceListCheck) | A boolean setting to control whether disable pricelist currency check. | Type: bool, Default: False | |
Round orderline prices to two decimals (RoundOrderLinePricesToTwoDecimals) | A boolean setting to control whether round orderline prices to two decimals. | Type: bool, Default: False | |
Set the pricelist on a orderLine when a price or discount isn't changed (does not working with staffles) (DeterminePriceListOnOrderLineWhenPriceOrDiscountIsNotChanged) | A boolean setting to control whether set the pricelist on a order line when a price or discount isn't changed (does not working with staffles). | Type: bool, Default: False | |
Cost Unit For Orders (CostUnitForOrders) | A string setting for cost unit for orders. | Type: string, Default: Empty string | |
GLAccount code for invoices (GLAccountCodeForOrders) | A string setting for g l account code for invoices. | Type: string, Default: Empty string | |
Sort orderlines by itemcode before sending the order (only works for numeric item codes) (SortOrderLinesByItemCodeNumeric) | A boolean setting to control whether sort orderlines by itemcode before sending the order (only works for numeric item codes). | Type: bool, Default: False | |
Synchronise customer notes from Exact Online (SyncCustomerNotes) | A boolean setting to control whether synchronise customer notes from exact online. | Type: bool, Default: False | |
Get purchase package size from free field (GetPurchasePackageSizeFromFreeField) | A string setting for get purchase package size from free field. | Type: string, Default: Empty string | |
Disable instruction as orderline deliverydate to the backoffice (DisableInstructionAsOrderLineDeliveryDate) | A boolean setting to control whether disable instruction as orderline deliverydate to the backoffice. | Type: bool, Default: False | |
Enable offline tier prices (EnableOfflineTierPrices) | A boolean setting to control whether enable offline tier prices. | Type: bool, Default: False | |
Item free field name for item status (ItemFreeFieldNameForItemStatus) | A string setting for item free field name for item status. | Type: string, Default: Empty string | |
Account classification property name for customer manager (AccountClassificationPropertyForCustomerManager) | A string setting for account classification property name for customer manager. | Type: string, Default: Empty string | |
Exclude Vat From History Totals (ExcludeVatFromHistoryTotals) | A boolean setting to control whether exclude vat from history totals. | Type: bool, Default: False | |
Always create a credit note for return orders in Exact Online (instead of the default redelivery) (AlwaysCreateCreditNoteForReturnOrders) | A boolean setting to control whether always create a credit note for return orders in exact online (instead of the default redelivery). | Type: bool, Default: False | |
Alternative invoice address overwrites the default invoice address on the customer (CreateInvoiceAddress) | A boolean setting to control whether alternative invoice address overwrites the default invoice address on the customer. | Type: bool, Default: False | |
Send the housenumber & addition in addressline 2 & 3 fields (SendHouseNumberAndAdditionSeperate) | A boolean setting to control whether send the housenumber & addition in addressline 2 & 3 fields. | Type: bool, Default: False | |
Show the next delivery date on back order lines based on A4S item next delivery date (ShowNextDeliveryDateOnBackOrderLines) | A boolean setting to control whether show the next delivery date on back order lines based on a4s item next delivery date. | Type: bool, Default: False | |
Don't delete pricelist prices which are the same as the default price (DontDeletePriceListPricesSameAsDefaultPrice) | A boolean setting to control whether don't delete pricelist prices which are the same as the default price. | Type: bool, Default: False | |
Retrieve item assortment property descriptions instead of the codes (UseItemAssortmentDescriptions) | A boolean setting to control whether retrieve item assortment property descriptions instead of the codes. | Type: bool, Default: False |
Special Logic & Filters
This section details specific behaviors and filters implemented by the Exact Online V2 connector:
The connector dynamically builds queries to retrieve data from Exact Online based on the enabled settings.
Error handling typically involves logging the issue and, for non-critical errors, continuing with the synchronization process. Critical errors may halt the process.
Pagination and batching are handled automatically for large data sets during synchronization to optimize performance and resource usage.
Domain Specifics
Authentication
Authentication with Exact Online uses OAuth tokens. The Applicationkey is a crucial credential.
Catalog Management
Settings in this category control how product items, prices, and stock information are synchronized from Exact Online to App4Sales.
AutoSyncPriceLists: If enabled, the connector will automatically synchronize all available price lists from Exact Online.PassWebShopItem: When enabled, only items specifically marked as 'webshop items' in Exact Online will be synchronized to App4Sales. This is useful for limiting the product catalog visible in App4Sales to only those relevant for online sales channels.UseItemExtraDescriptionForItemField: Allows mapping a specific extra description field from Exact Online items to a designated App4Sales item field.CheckIfItemIsActive: Ensures that only active items in Exact Online are synchronized, preventing inactive or discontinued products from appearing in App4Sales.WarehouseForStock: Specifies which Exact Online warehouse's stock levels should be used for synchronization with App4Sales. If left empty, stock might be aggregated or default warehouse stock might be used.
Customer Management
These settings govern the synchronization and creation of customer accounts and related information between Exact Online and App4Sales.
GetProspectsandGetSuspects: Enable the synchronization of prospect and suspect customer types from Exact Online. These are typically leads or potential customers not yet fully qualified.AddPrefixForProspectsAndSuspects: If enabled, a configurable prefix will be added to the customer codes of prospects and suspects during synchronization, helping to distinguish them within App4Sales.AccountClassificationOnCustomerName/AccountClassificationOnCustomerManager: These settings determine how customer classifications from Exact Online are mapped to App4Sales customer data, either based on the customer's name or their assigned manager.UpdateEmailOnlyForCustomer/UpdatePhoneOnlyForCustomer: When enabled, the connector will only update the email address or phone number for existing customers in App4Sales, preventing other customer details from being overwritten during synchronization.
Order Processing
This section covers settings related to how sales orders are created, updated, and processed between App4Sales and Exact Online.
FillDescriptionWithApp4SalesOrderWhenEmpty: If enabled, and an order description is not provided in App4Sales, the connector will automatically fill it with "App4sales order" when sending the order to Exact Online. Default value is true.NetPriceBasedOnVatLiability: Calculates the net price of items on an order based on the customer's VAT liability in Exact Online. This ensures correct tax application for different customer types.WarehouseForOrder: Designates a specific Exact Online warehouse to be used for all orders created via App4Sales. This is crucial for inventory allocation and fulfillment.ShippingMethodCode: Allows specifying a default shipping method code to be applied to new orders sent to Exact Online from App4Sales.RoundOrderLinePricesToTwoDecimals: If enabled, all order line prices sent to Exact Online will be rounded to two decimal places, ensuring consistency with Exact Online's pricing precision.SetItemDescriptionWhenSendingOrder: If true, the item description from App4Sales will be sent with the order to Exact Online. Default value is true.
Related Settings & Prerequisites
To ensure proper functioning, the Exact Online V2 connector requires valid API credentials, including an Applicationkey. Other settings may depend on specific configurations within your Exact Online environment, such as predefined price lists, warehouses, or customer classifications.
Known Limitations
The documentation for some internal timestamps and OAuth tokens (e.g., AccessToken, RefreshToken) are intentionally hidden as they are managed internally by the system and not configurable by administrators.