Setting

Description

Values / Defaults

Dependencies / Effects

Application key

The application key for the Exact Online API.

String

Required for authentication.

Currency code iso

The ISO currency code to use for financial transactions.

String (e.g., "EUR")

Affects all financial data synchronization.

VAT liable code

The VAT code to use for customers who are liable for VAT.

String

Used in customer and order synchronization.

Not VAT liable code

The VAT code to use for customers who are not liable for VAT.

String

Used in customer and order synchronization.

Auto synchronize all pricelists

If enabled, all pricelists from Exact Online will be synchronized automatically.

Boolean (True/False)

When disabled, specific pricelists must be configured using the PriceList2Id, PriceList3Id, and PriceList4Id settings.

Pricelist 2 ID

The ID of the second pricelist to synchronize.

String

Only used if "Auto synchronize all pricelists" is disabled.

Pricelist 3 ID

The ID of the third pricelist to synchronize.

String

Only used if "Auto synchronize all pricelists" is disabled.

Pricelist 4 ID

The ID of the fourth pricelist to synchronize.

String

Only used if "Auto synchronize all pricelists" is disabled.

Use item extra description for item field

Specifies which App4Sales item field should be populated with the extra description from the Exact Online item.

String (e.g., "ExtraDescription")

Affects item synchronization.

Variant currency

If enabled, the connector will handle variant currencies for items.

Boolean (True/False)

Affects item and price synchronization.

Search code for EAN code

If enabled, the connector will use the search code from Exact Online as the EAN code in App4Sales.

Boolean (True/False)

Affects item synchronization.

Unit factor as purchase package size

If enabled, the unit factor from the Exact Online item will be used as the purchase package size in App4Sales.

Boolean (True/False)

Affects item synchronization.

Account classification on customer name

If enabled, the customer's account classification in Exact Online will be appended to the customer's name in App4Sales.

Boolean (True/False)

Affects customer synchronization.

Account classification on customer manager

If enabled, the customer's account classification in Exact Online will be used to determine the customer manager in App4Sales.

Boolean (True/False)

Affects customer synchronization.

Only sync webshop items

If enabled, only items marked as "webshop items" in Exact Online will be synchronized.

Boolean (True/False)

Affects item synchronization.

Get prospects

If enabled, prospects from Exact Online will be synchronized as customers in App4Sales.

Boolean (True/False)

Affects customer synchronization.

Get suspects

If enabled, suspects from Exact Online will be synchronized as customers in App4Sales.

Boolean (True/False)

Affects customer synchronization.

Add prefix for prospects and suspects

If enabled, a prefix will be added to the names of synchronized prospects and suspects to distinguish them from regular customers.

Boolean (True/False)

Requires "Get prospects" or "Get suspects" to be enabled.

Get purchase package size on extra item description

If enabled, the purchase package size will be extracted from the extra item description field in Exact Online.

Boolean (True/False)

Affects item synchronization.

Order history backoffice

If enabled, order history will be retrieved from the backoffice system.

Boolean (True/False)

Affects order history synchronization.

Use date as delivery date

If enabled, the order date will be used as the delivery date for new orders.

Boolean (True/False)

Affects order creation.

Languages

A comma-separated list of languages to synchronize from Exact Online.

String (e.g., "en,nl,de")

Affects multilingual data synchronization.

Use current quantity as last available stock

If enabled, the current stock quantity will be used as the last available stock level in App4Sales.

Boolean (True/False)

Affects stock synchronization.

Order select top

The maximum number of orders to retrieve from Exact Online in a single request.

Integer

Used for performance tuning during order synchronization.

Free sort field

The name of the free sort field in Exact Online to use for sorting items.

String

Affects item sorting in App4Sales.

GL account sales code

The general ledger account code to use for sales transactions.

String

Used when creating orders in Exact Online.

Use notes as description

If enabled, the notes field from the Exact Online item will be used as the item description in App4Sales.

Boolean (True/False)

Affects item synchronization.

Use reference as your ref

If enabled, the "Your reference" field from the App4Sales order will be sent to the "Reference" field in the Exact Online order.

Boolean (True/False)

Affects order creation.

Set unit price

If enabled, the unit price will be explicitly set on order lines sent to Exact Online.

Boolean (True/False)

Affects order creation.

Set original price on unit price

If enabled, the original (gross) price will be set on the unit price field of the order line.

Boolean (True/False)

Affects order creation.

Check if item is active

If enabled, the connector will only synchronize active items from Exact Online.

Boolean (True/False)

Affects item synchronization.

Net price including VAT

If enabled, the net price sent to App4Sales will include VAT.

Boolean (True/False)

Affects price synchronization.

Calculate correct net price based on the VAT liability of the customer

If enabled, the net price will be calculated based on the customer's VAT liability.

Boolean (True/False)

Affects price calculations.

Cost unit for orders by sales rep

If enabled, the cost unit for orders will be determined based on the sales representative.

Boolean (True/False)

Affects order creation.

Cost center for orders based on user

If enabled, the cost center for orders will be determined based on the user placing the order.

Boolean (True/False)

Affects order creation.

Use VAT liability for default country

If enabled, VAT liability will be determined based on the default country.

Boolean (True/False)

Affects VAT calculations.

Use discount without price on order

If enabled, discounts can be applied to orders even if no price is specified.

Boolean (True/False)

Affects order creation.

VAT code based on country code

A mapping of country codes to VAT codes.

String (e.g., "NL:HIGH,DE:LOW")

Used to determine the correct VAT code for an order based on the customer's country.

Not VAT liable code outside EU

The VAT code to use for customers outside the European Union who are not liable for VAT.

String

Used for international orders.

Default country for VAT liability

The default country to use for determining VAT liability.

String (e.g., "NL")

Used when the customer's country is not available.

Price list code for staffel free field

The free field in Exact Online that contains the price list code for tiered pricing (staffels).

String

Affects tiered pricing synchronization.

Split character for extra item description

The character used to split the extra item description field into multiple parts.

String (e.g., ";")

Used for parsing the extra item description field.

Purchase package size index

The index of the part in the split extra item description that contains the purchase package size.

Integer

Requires "Split character for extra item description" to be set.

Use item notes for item field

Specifies which App4Sales item field should be populated with the notes from the Exact Online item.

String (e.g., "Notes")

Affects item synchronization.

Cost center code for orders

The cost center code to use for all orders.

String

Affects order creation. Overridden by "Cost center for orders based on user" if enabled.

Update email only for customer

If enabled, only the email address of the customer will be updated during synchronization.

Boolean (True/False)

Affects customer synchronization.

Update phone only for customer

If enabled, only the phone number of the customer will be updated during synchronization.

Boolean (True/False)

Affects customer synchronization.

Skip discount for staffel items

If enabled, discounts will not be applied to items with tiered pricing (staffels).

Boolean (True/False)

Affects order creation.

Generate pricelists for every currency

If enabled, a separate pricelist will be generated for each currency in App4Sales.

Boolean (True/False)

Affects pricelist synchronization.

Fill order description with 'App4sales order' when none is supplied

If enabled, the order description will be set to 'App4sales order' if no description is provided.

Boolean (True/False), Default: True

Affects order creation.

Hide invoices on relation card

If enabled, invoices will be hidden on the customer card in App4Sales.

Boolean (True/False)

Affects the App4Sales UI.

Warehouse used for stock

The ID of the warehouse to use for stock synchronization.

String

Affects stock synchronization.

Warehouse used for order

The ID of the warehouse to use when creating orders.

String

Affects order creation.

Warehouse used for purchase package size

The ID of the warehouse to use for retrieving the purchase package size.

String

Affects item synchronization.

Set customer account when creating a new customer

The general ledger account code to set for new customers created in Exact Online.

String

Affects customer creation.

Shipping method code for new orders

The shipping method code to use for new orders.

String

Affects order creation.

Use item group description for pricelists

If enabled, the item group description will be used for pricelist names instead of the item group code.

Boolean (True/False)

Affects pricelist synchronization.

Use search code as customer manager

If enabled, the search code from the Exact Online customer will be used as the customer manager in App4Sales.

Boolean (True/False)

Affects customer synchronization.

Use the currency code from a priceList

If enabled, the currency code from the pricelist will be used instead of the default currency.

Boolean (True/False)

Affects price synchronization.

Purchase package size from search code

If enabled, the purchase package size will be retrieved from the search code of the item.

Boolean (True/False)

Affects item synchronization.

Show only backorder lines in App4Sales

If enabled, only backorder lines will be shown in the order history in App4Sales.

Boolean (True/False)

Affects order history display.

Get delivery dates as free field (offline)

If enabled, delivery dates will be retrieved as a free field and will be available offline.

Boolean (True/False)

Affects item synchronization.

Synchronize next delivery date

If enabled, the next delivery date of an item will be synchronized.

Boolean (True/False)

Affects item synchronization.

Check stock (shelf - to be delivered) and set orderline deliverydate

If enabled, the stock level will be checked and the delivery date on the order line will be set accordingly.

Boolean (True/False)

Affects order creation.

Only load customers that are dealers

If enabled, only customers marked as "dealers" in Exact Online will be synchronized.

Boolean (True/False)

Affects customer synchronization.

Store package size in instruction line

If enabled, the package size will be stored in an instruction line on the order.

Boolean (True/False)

Affects order creation.

Only set delivery date for unchanged order date

If enabled, the delivery date will only be set if the order date has not been changed by the user.

Boolean (True/False)

Affects order creation.

Field used to include items in sync

Specifies a field in Exact Online that is used to determine whether an item should be included in the synchronization.

String

Affects item synchronization.

Warehouse per salesrep

If enabled, the warehouse for an order will be determined based on the sales representative.

Boolean (True/False)

Affects order creation.

Place extra description on item description

If enabled, the extra description of the item will be appended to the main description.

Boolean (True/False)

Affects item synchronization.

Warehouse from order type (value to backoffice)

If enabled, the warehouse for an order will be determined based on the order type.

Boolean (True/False)

Affects order creation.

Create item filter based on warehouse

If enabled, an item filter will be created for each warehouse, allowing users to filter items by warehouse.

Boolean (True/False)

Affects item filtering in App4Sales.

Create alternative address at customer

If enabled, an alternative address will be created for the customer in Exact Online.

Boolean (True/False)

Affects customer and order creation.

Create the alternative contactperson of an order in Exact Online and attach it to the delivery address

If enabled, an alternative contact person will be created in Exact Online and linked to the delivery address of the order.

Boolean (True/False)

Affects order creation.

Use sales price including VAT as free field

If enabled, the sales price including VAT will be stored in a free field.

Boolean (True/False)

Affects item synchronization.

Account classification property name

The name of the account classification property in Exact Online.

String

Used to retrieve the account classification.

Set item description when sending order

If enabled, the item description will be sent with the order.

Boolean (True/False), Default: True

Affects order creation.

Rename the freefields which are selected as extra fields (JSON format)

A JSON mapping to rename free fields to more user-friendly names.

String (JSON format)

Affects the display of free fields in App4Sales.

Use correct price on item to check on unit

If enabled, the connector will use the correct price based on the item's unit of measurement.

Boolean (True/False)

Affects price calculations.

Mapping for custom customer fields (JSON format)

A JSON mapping to map custom fields from App4Sales to custom fields in Exact Online for new customers.

String (JSON format)

Affects customer creation.

Include items which are not marked as sales item

If enabled, items that are not marked as "sales items" in Exact Online will also be included in the synchronization.

Boolean (True/False)

Affects item synchronization.

Add order type name to the description of the order

If enabled, the name of the order type will be added to the order description.

Boolean (True/False)

Affects order creation.

Register chosen contactperson on order in EOL

If enabled, the contact person selected in App4Sales will be registered on the order in Exact Online.

Boolean (True/False)

Affects order creation.

VAT Liability based on VAT Regime (Belgium)

If enabled, VAT liability will be determined based on the Belgian VAT regime.

Boolean (True/False)

Affects VAT calculations, specific to Belgium.

Exclude a price list from Exact Online

A comma-separated list of pricelist IDs to exclude from synchronization.

String

Affects pricelist synchronization.

Disable pictures from Exact Online

If enabled, pictures will not be synchronized from Exact Online.

Boolean (True/False)

Affects item synchronization.

No VAT code means customer is VAT liable

If enabled, customers without a VAT code will be considered VAT liable.

Boolean (True/False)

Affects VAT calculations.

Disable pricelist currency check

If enabled, the currency check for pricelists will be disabled.

Boolean (True/False)

Can be used to work around currency inconsistencies.

Round orderline prices to two decimals

If enabled, order line prices will be rounded to two decimal places.

Boolean (True/False)

Affects order creation.

Set the pricelist on a orderLine when a price or discount isn't changed (does not working with staffles)

If enabled, the pricelist will be set on the order line if the price or discount has not been changed by the user. Does not work with tiered pricing.

Boolean (True/False)

Affects order creation.

Cost unit for orders

The cost unit to use for all orders.

String

Affects order creation. Overridden by "Cost unit for orders by sales rep" if enabled.

GLAccount code for invoices

The general ledger account code to use for invoices.

String

Used when creating invoices in Exact Online.

Sort orderlines by itemcode before sending the order (only works for numeric item codes)

If enabled, order lines will be sorted by item code (numerically) before the order is sent to Exact Online.

Boolean (True/False)

Affects order creation.

Synchronise customer notes from Exact Online

If enabled, customer notes will be synchronized from Exact Online.

Boolean (True/False)

Affects customer synchronization.

Get purchase package size from free field

The name of the free field in Exact Online that contains the purchase package size.

String

Affects item synchronization.

Disable instruction as orderline deliverydate to the backoffice

If enabled, the instruction field will not be used as the delivery date for the order line.

Boolean (True/False)

Affects order creation.

Enable offline tier prices

If enabled, tiered prices (staffels) will be available in offline mode.

Boolean (True/False)

Affects pricing in offline mode.

Item free field name for item status

The name of the free field in the Exact Online item that contains the item status.

String

Affects item synchronization.

Account classification property name for customer manager

The name of the account classification property in Exact Online to use for determining the customer manager.

String

Affects customer synchronization.

Exclude VAT from history totals

If enabled, VAT will be excluded from the totals in the order history.

Boolean (True/False)

Affects order history display.

Always create a credit note for return orders in Exact Online (instead of the default redelivery)

If enabled, a credit note will always be created for return orders instead of a redelivery.

Boolean (True/False)

Affects return order processing.

Alternative invoice address overwrites the default invoice address on the customer

If enabled, the alternative invoice address will overwrite the default invoice address for the customer.

Boolean (True/False)

Affects customer data.

Send the housenumber & addition in addressline 2 & 3 fields

If enabled, the house number and addition will be sent in separate address line fields to Exact Online.

Boolean (True/False)

Affects address formatting for orders and customer creation.

Show the next delivery date on back order lines based on A4S item next delivery date

If enabled, the next delivery date from the App4Sales item will be shown on backorder lines.

Boolean (True/False)

Affects backorder display.

Don't delete pricelist prices which are the same as the default price

If enabled, pricelist prices that are the same as the default price will not be deleted during synchronization.

Boolean (True/False)

Affects pricelist synchronization.

Retrieve item assortment property descriptions instead of the codes

If enabled, the descriptions of item assortment properties will be retrieved instead of their codes.

Boolean (True/False)

Affects item data synchronization.

Only retrieve customers with specific customer classification value(s)

A comma-separated list of customer classification values. Only customers with one of these classifications will be retrieved.

String

Affects customer synchronization.

Sales channel code to use for orders

The sales channel code to use for orders sent to Exact Online.

String

Affects order creation.