Exact Online integration
Exact integration
With aĀ Vetocare Connect license, it is possible to create an integration between Vetocare and Exact.Ā
The following integrations are currently supported:
Exporting invoices from Vetocare to Exact
You can have your Vetocare invoices synchronized with Exact automatically or manually. With automatic synchronization, all sent invoices will be available in Exact within a few seconds.
For this export, as many fields as possible are filled in directly in Exact, using all the information available in Vetocare. This also means, for example, that your clients are added as customers in Exact, and products used in your Vetocare invoices are added as items in Exact.
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 this, another screen will open with a step-by-step guide 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 guide. You can always disable it again in the future.
The step-by-step guide explains what needs to be configured, why it needs to be configured, and, where applicable, how to do so. Where possible, we provide suggestions for what we believe are the correct settings, but unfortunately we cannot automatically configure every Exact environment.
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.
Export invoices
Once you have completed the Exact step-by-step guide, you will see a dot next to each sent invoice in your invoice overview showing the integration status. These dots indicate the following:
Ā 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.
Ā Yellow dot: This invoice is waiting to be exported or is currently being exported. When the invoice details are viewed, a yellow notification 'Invoice export status' will appear above the invoice with the full status.
Ā Green dot: This invoice has been exported and is available in Exact.
Ā Red dot: Exporting this invoice failed. When the invoice details are viewed, a red notification '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 the invoice should 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.