i-Reserve and Exact Online
With Exact Online your customers and sales invoices from i-Reserve go to your accounts automatically, as soon as an invoice is final.
Type: Native · module Export + InvoiceFrom: Bronze
| i-Reserve | Exact Online | |
|---|---|---|
| Customer | goes to | Account |
| Contact person | goes to | Contact (optional) |
| Customer number or field of choice | goes to | Code |
| Invoice | goes to | Sales invoice |
| Invoice line | goes to | Invoice line |
| VAT rate | goes to | VAT code |
| PO number (optional) | goes to | YourRef |
| Exact ID of account and invoice | comes back from | (stored in i-Reserve) |
| Invoice number (optional) | comes back from | Exact invoice number |
How it works
i-Reserve sends customers and sales invoices to your administration through the Exact Online API. This happens as soon as an invoice in i-Reserve becomes final, or at a moment you choose with the sync button on a customer or invoice. The data goes from i-Reserve to Exact Online. Only the Exact IDs come back and, if you set it up, the Exact invoice number, so the invoice has the same number in both systems.
What it delivers
The most obvious benefit is that it saves you a lot of time: you no longer have to enter data by hand in both systems. The integration also keeps your data accurate and up to date, helps avoid mistakes and improves overall efficiency.
What you need
For this integration you need the Export and Invoice modules, and an Exact Online account with its own app registration (client ID and client secret). The VAT codes must exist in Exact Online; you map them to the VAT rates in i-Reserve.
Extra options
Invoicing from Exact: if you let Exact finalise and email the invoice, the invoice in i-Reserve gets the same invoice number as in Exact.
Via import: you can also connect with an XML export that you import into Exact Online. See the manual Exact interface via import.
How to switch it on
- Switch on the Export and Invoice modules
- Register an app in Exact Online and note the client ID and client secret
- Enter them in i-Reserve and give permission in two steps
- Map your VAT rates to the Exact VAT codes
Simply do it yourself, or have it included in the setup.
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