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Afosto
NL

Exact Online

What does the integration do?

The integration between Afosto and Exact Online keeps your sales and accounting data automatically aligned. Orders, invoices, stock and shipping data are exchanged between both systems, so you don't have to transfer anything manually.

Synchronization works in both directions. For each component you decide whether data goes from Afosto to Exact, from Exact to Afosto, or both. Before the integration exchanges data, you go through the settings below once. Click Save to activate the integration after configuring it.

Reference

Give your integration a recognizable reference, for example the name of your Exact administration. This helps you identify the integration later when you use multiple administrations or environments.

Data from Exact to Afosto

Synchronize shipping data: synchronize the shipping data of shipments you have sent in Exact Online to Afosto. This keeps your shipments in Afosto up to date.

Data from Afosto to Exact

  • Automatically create missing products: when Afosto creates an order or invoice in Exact, the missing products are automatically created in Exact.

  • Forward invoices: send invoices generated in Afosto on to Exact. Choose a processing type for this.

For Forward invoices you choose a processing type:

  • Booking: only the invoice amounts are recorded as bookings in Exact.

  • Invoice: the entire invoice is created as a single invoice in Exact.

Synchronize orders

Determine the direction in which orders are synchronized:

  • Synchronize orders from Afosto to Exact: orders that come into Afosto are created in Exact.

  • Synchronize orders from Exact to Afosto: orders from Exact are created in Afosto.

  • Do not synchronize orders: orders are not exchanged.

Default warehouse

Select the default warehouse that Afosto uses when creating an order if no other warehouse matches. This field is optional, but it prevents orders from being created without a warehouse.

Synchronize sales channels

Add the sales channels whose orders you want to synchronize and link each sales channel to a general ledger account and a journal in Exact. This keeps your reporting per channel up to date.

Note: new contacts created on a linked sales channel that do not yet exist in Exact are automatically sent along to the linked general ledger account.

Link the VAT codes from Exact Online to the VAT rates in Afosto. This is essential so that the price calculation during invoicing matches in both platforms.

Reverse-charge VAT

Do you reverse-charge VAT? Then enable the Yes, I reverse-charge VAT option and select the corresponding VAT code in Exact that is used for the reverse charge.

Link your payment methods in Afosto to the correct payment conditions in Exact. This is needed to display the payment data correctly in Exact Online.

Link your price lists in Afosto to a price list in Exact. The prices from Exact are then synchronized to Afosto.

Link your suppliers in Afosto to the corresponding suppliers in Exact.

Link your Exact locations to the locations in Afosto, so that stock and orders are assigned to the correct location.

Synchronize stock

With stock synchronization, Afosto automatically sends the stock of your locations to the linked warehouses in Exact Online. This keeps your stock in Exact aligned with the counted stock in Afosto, without having to count or transfer anything manually.

How it works

At a scheduled moment, Afosto takes a snapshot of your stock per location. Each completed snapshot is sent on to Exact: for every location, Afosto looks up the linked Exact warehouse and creates a stock count there. The counted quantities from Afosto are recorded as the new stock in Exact, and the count is processed automatically. Your stock in Exact is thereby brought in line with Afosto: Afosto is leading.

Requirements

  • The option Synchronize stock is enabled in the integration settings.

  • Your locations are linked under Link locations. Locations without a linked Exact warehouse are skipped.

  • The product codes (SKUs) in Afosto match the product codes in Exact. Only products with a matching code are counted; products without a matching code are skipped.

Setting the schedule

The timing and frequency of the stock snapshots are currently set up for you by Afosto. Contact Afosto to have the schedule configured.

Checking the result

After a synchronization, check the stock count in Exact Online to confirm the quantities were transferred correctly.

Save the settings

Click Save to activate the integration with your settings. You can always change the settings later via the same configuration page.