How to retrieve classifications from Exact Online?

In the connection with Exact Online, there are various options for retrieving classifications. Classifications are located in Exact Online under Master Data > Accounts > Classifications. A classification is an attribute that can be associated with a customer, containing information such as customer type, representative, branch, and more.

By default, one classification is retrieved: Classification1. However, this default setting can be adjusted via the connector settings (Administration > Settings > Connector settings tab) using the Account classification property name field. For instance, here you can enter Classification2 or Classification3. When the classification is retrieved for each customer during synchronization, it can be utilized, for instance, when creating customer filters (Customers > Customer Filters).

 

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