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Chapter 4. Integration with Exact Online or Exact Globe

This article explains how to post invoices/credit notes into the Exact digital postbox of an Exact Software account (Exact Online or Globe, soon with ProAcc as well).

Register an account at Exact Online

If you don't have an account with Exact Software. Go http://www.exactonline.be or http://www.exactonline.nl Otherwise, ensure your Exact digital postbox is active and you have your associated email address.

Register an account at Babelway

Go to https://www.babelway.net and login (register an account if you don't have an account yet)

Configure the channel to send invoices to Exact

  1. Go to the 'Catalogue' tab.

  2. Search for 'Channel Exact Online'.

  3. Identify the Channel 'Channel : Post Invoices to Exact'.

  4. Click 'view details' then click 'Use it'.You get a message " To deploy this channel you have to complete missing pieces (the tabs with an orange indicator) and activate it.The Channel'Post Invoices to Exact' has been copied to your account."

  5. Click 'Gateway IN' and create a new email address: enter any username. This will create the email address [username]@babelway.net. Invoices sent to that unique email address will be transferred to an Exact account.

  6. Click 'Save'. The channel is fully configured. Note that no message transformation is configured. This means that this channel processes only invoices received in the proper XML format as expected by Exact. (see below to change this or to change email reception into some other method).

  7. Click 'Activate' (top right of screen).

  8. Go to 'Channels' menu.

  9. Click 'Deploy channels' (bottom of screen) and confirm deployment.

The channel is now deployed in production.

Test the channel with a dummy invoice

Let's make a real test: posting a dummy invoice in your Exact account.

  1. Download this test XML invoice in proper Exact format.

  2. Open it and replace the recipient address "mathieu.pasture@babelway.com" (line6 of the file) by your own email address as known by Exact. This value is required to route the invoice to the proper Exact Digital Postbox. Where can you find this email address? You can obtain this email address by clicking on your account name next to 'administration' section of your Exact Online account (top right of the Exact screen). (beware, this email address can be different from the email address available in My Account Data in Exact Online).

  3. Save the XML file.

  4. Create an email, attach your Invoice XML file and send it to the email address you created on Babelway, [username]@babelway.net

  5. Login to Babelway and click on the tab 'messages'. Check the message has been successfully processed.

  6. Login to Exact Online, go to the tab 'General' and click on Digital Postbox (in menu Communication). Check that the invoice has been received. Reject it.

Did it work? If not, could you correct the issue?

Changing the invoice format, changing the communication protocol

You can make changes to your Exact channel to send invoices in another format (XML, txt, EDI, etc.) or via another communication protocol (FTP, sFTP, AS2, http, etc).

You have to adapt the gateway IN and/or the message IN of your channel and create the proper transformation. Don't change the message OUT and the gateway OUT. Note that you'll have to change the test case (tab 'testing') if you change defined message formats.

The Babelway catalogue probably includes other entries for Exact that can help you.

Check the Channel Items page of the User guide for more details.

Do you need support? Don't hesitate to contact us at Babelway.