Exact Online Connector Setup

Version 22.0.8209


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 ArcESB to Exact Online.

Establish a Connection

To allow ArcESB to use data from Exact Online, you must first establish a connection using OAuth login. You can create the connection from either the connector configuration pane or the Connections tab of the Settings page.

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.

From the Connector Configuration Pane

  1. Drag the Exact Online connector into an ArcESB flow and give it a name.

  2. In the Connector Configuration pane, click + Create next to the Connection drop-down list.

  3. The Add Connection modal appears. Enter a name for the connection.

  4. Click Connect.

  5. A new window opens for logging into Exact Online. Enter your credentials and log in.

  6. If prompted, grant permissions for ArcESB to connect to Exact Online. You will then return to ArcESB.

  7. Click Add Connection to finalize the connection.

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

  9. Click Save Changes.

From the Settings Page

  1. Open the Settings page, and then click the Connections tab.

  2. Click Add to open the Connection Type modal.

  3. Click Exact Online, then click Next.

  4. Continue from step 3 above for Connection Configuration Pane.

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 ArcESB 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 ArcESB.
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