Exact Online Connector Setup

Version 22.0.8423


Exact Online Connector Setup


The Exact Online connector allows you to integrate Exact Online into your data flow by pushing or pulling data from Exact Online. Follow the steps below to connect CData Arc to Exact Online.

Establish a Connection

To allow Arc to use data from Exact Online, you must first establish a connection to Exact Online. There are two ways to establish this connection:

  • Add a Exact Online connector to your flow. Then, in the settings pane, click Create next to the Connection drop-down list.
  • Open the Arc Settings page, then open the Connections tab. Click Add, select Exact Online, and click Next.

Note:

  • The login process is only required the first time the connection is created.
  • Connections to Exact Online can be re-used across multiple Exact Online connectors.

Enter Connection Settings

After opening a new connection dialogue, follow these steps:

  1. Enter a name for the connection.

  2. In a new browser tab or window, open Exact Online.

  3. If you have not already done so, create an Exact Online developer account.

  4. Open the App Center and click Manage Apps > Add a New Application.

  5. Set the value for Redirect URI to a value in this format: [baseURL]/src/oauthCallback.rst

    • The value for [baseURL] is the URL that you use to access Arc. For example, https://localhost:8080 or https://myArcServer.com

    • The complete URI might look something like https://localhost:8080/src/oauthCallback.rst

  6. Save your application, then click Edit to display the client Id and client secret. Copy these values.

  7. Return to Arc and enter your OAuth Client Id and OAuth Client Secret values in the connection modal.

  8. If needed, click Advanced to open the drop-down menu of advanced connection settings. These should not be needed in most cases.

  9. Click Connect. If you are not still logged into your Exact Online account, log in.

  10. If prompted, grant permissions for Arc to connect to Exact Online. You will then return to Arc.

  11. Click Add Connection to finalize the connection.

  12. In the Connection drop-down list of the connector configuration pane, select the newly-created connection.

  13. Click Save Changes.

Select an Action

After establishing a connection to Exact Online, you must choose the action that the Exact Online connector will perform. The table below outlines each action and where it belongs in an Arc flow.

Action Description Position in Flow
Upsert Inserts or updates Exact Online data. By default, if a record already exists in Exact Online, an update is performed on the existing data in Exact Online using the values provided from the input. End
Lookup Retrieves a value from Exact Online and inserts that value into an already-existing Arc message in the flow.
The Lookup Query determines what value the connector will retrieve from Exact Online. It should be formatted as a SQL query against the Exact Online tables.
Middle
Select Retrieves data from Exact Online and brings it into Arc.
You can use the Filter panel to add filters to the Select. These filters function similarly to WHERE clauses in SQL.
Beginning
Execute Stored Procedures Treats data coming into the connector as input for a stored procedure, and then passes the result down the flow.
You can click the Show Sample Data button to provide sample inputs to the selected Stored Procedure and preview the results.
Middle