Exact Online integration
Exact integration
With a Vetocare Connect license, you can create an integration between Vetocare and Exact.
The following integrations are currently supported:
Exporting invoices from Vetocare to Exact It is possible to have your Vetocare invoices synchronized to Exact automatically or manually. With automatic synchronization, all sent invoices will be available directly in Exact within a few seconds.
This export fills in as many fields as possible in Exact directly, using all the information available in Vetocare. This also means, for example, that your clients will be added to Exact as customers, and products used on your Vetocare invoices will be added to Exact as items.
Set up the integration
If you have a Vetocare Connect license, your settings will include a section called 'Integrations', where Exact is also available. When you click it, another screen will open with a step-by-step plan for connecting to Exact.
If you open this screen for the first time, you will see that the integration is initially disabled. You must enable it before continuing with the step-by-step plan. You can always disable it again in the future.
The step-by-step plan explains what needs to be configured, why it needs to be configured, and, where applicable, how to configure it. Where possible, we provide suggestions for what we believe are the correct settings, but unfortunately we cannot configure every Exact environment automatically.
If you want to make changes in the future to steps you have already configured, you can always do so by returning to this configuration screen.
Exporting invoices
Once you have completed all the steps for Exact, you will see a dot next to each sent invoice in your invoice overview, showing the status of the integration. These dots indicate the following:
Gray dot: This invoice has not yet been exported. You will generally only see this dot when automatic exporting is disabled or for older invoices that will not be exported.
Yellow dot: This invoice is waiting to be exported or is currently being exported. When you view the invoice details, a yellow message 'Invoice export status' will appear above the invoice with the full status.
Green dot: This invoice has been exported and is available in Exact.
Red dot: The export of this invoice failed. When you view the invoice details, a red message 'Invoice export status' will appear above the invoice with the full status.
When you open the details of an invoice, you may see the following two things:
A button '*Export to external apps*' - This button allows you to indicate that this invoice needs to be exported. This button is only available if the invoice can be exported (again).
A status message - For some statuses, an additional message will appear at the top of the invoice explaining why it has this status.