Connect WooCommerce with Exact Online and automatically process orders in your accounting. Always up-to-date revenue figures in Exact Online. Try it for free.
Table of contents
1. Connect to WooCommerce
To connect to WooCommerce, you need an API key and API secret.
Connect to WooCommerce
Log in to your WordPress environment.
In the WooCommerce plugin, go to Settings.
Click on Advanced, then select REST API.
Creating an API Key
Click Add key to create a new API key.
Enter a description, for example,
Combidesk.Select the desired user.
Under Permissions, choose Read/Write.
Save the key and note both the API key and API secret, as you will need them later for the integration.
Setting Pretty Permalinks
To use the WooCommerce API, your WordPress environment must have pretty permalinks enabled.
Go to Settings → Permalinks in WordPress.
Check that the permalink structure is not set to Plain.
If it is already set to something other than Plain, no changes are needed.
If it is set to Plain, choose a different structure from the list (for example, Post name). Confirm this with your website administrator.
Save the settings.
Updating WordPress and WooCommerce
It is recommended to update both your WordPress environment and the WooCommerce plugin to the latest version.
This prevents compatibility issues when using the API.
Installing the WooCommerce Integration
In Combidesk, search for the desired WooCommerce integration.
Click Install this integration.
Connect your WooCommerce account:
Enter the URL of your webshop in the top field, for example:
https://webshop.nl.Paste the previously created API key in the API key field.
Paste the corresponding API secret in the other field.
2. Connect to Exact Online
To start connecting to Exact Online, click the "Connect your.." button:
Exact Online uses different country codes. When connecting, select the correct country code and click "Save":
This takes you to Exact Online's login screen. First enter your username (Gebruikersnaam), and your password (Wachtwoord) on the next:
To connect properly to Exact Online, it must be configured correctly. Do this before continuing with the integration configuration. The button below will take you to a collection of articles explaining how to set up Exact Online.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these WooCommerce steps:
Select statuses
Select the statuses at which an order should be synchronised. Make sure the order is no longer edited. More details can be found in this article.Export existing orders
Transfer order numbers or invoice numbers
If you use the WooCommerce 'PDF Invoices & Packing Slips' plug-in, you can choose to transfer order numbers or invoice numbers with PDF attachment to Exact Online.
Make sure you set 'Document link access type' under WooCommerce > PDF Invoices > Advanced > Settings to 'Full'.Transfer order numbers or invoice numbers
If you use the WooCommerce 'PDF Invoices & Packing Slips' plug-in, you can choose to transfer order numbers or invoice numbers to Exact Online.
Make sure you set 'Document link access type' under WooCommerce > PDF Invoices > Advanced > Settings to 'Full'.
Configure these Exact Online steps:
Select Exact Online administration
The administration the entries will be booked inSelect journal
Select the journal in which the sales entries should be bookedOrder insertion type
Specify how the orders should be inserted into Exact Online.
Choose 'Yes' at the 'Create items' step when you choose 'Sales invoice' or 'Sales order' and don't manage items in Exact Online.
This article explains the difference between a sales booking, sales invoice, and sales order.
If you choose 'Direct sales invoice', you might require the Plus, Professional, or Premium edition of Exact Online.Create items
Indicate if you want to create items in Exact Online if they don't exist. Only articles used in an order will be created. Articles in WooCommerce should have article codes.Sending costs item
Enter the article code of the item to book the shipping costs onCosts item
Enter the article code of the item to book the costs onDiscounts item
Enter the article code of the item to book the discounts onExact Online VAT mapping
Connect the VAT categories of WooCommerce to your Exact Online accountDesired invoice status, and preference for sending the invoice
Indicate what status the sales invoice should have in Exact Online. You can also choose to have Exact Online send the invoice.
Note! We only do the actual sending for invoices that are not part of the initial export of invoices.Exact Online general ledger mapping
Connect the VAT categories of WooCommerce to your Exact Online general ledgerDefault debtor
If you want to book your orders on a default debtor in Exact Online, enter the code of that default debtor hereDebtor number for Point of Sale orders
Do you make use of a Point of Sale in WooCommerce and do you want to book these orders in Exact Online as well? Then please enter the debtor number of the debtor on which these orders should be booked.Ledger account POS revenue
Select the default ledger account for POS sales revenueHow do you want to handle VAT for orders to individuals in other EU countries?
Do you ship to individuals in other EU countries? Then you can pick one of the VAT arrangements below. If you want to keep using the rules of before July 1, 2021, select "Charge VAT based on the webshop's country", then the regular VAT of your country will be charged.
For more information, please see this Exact article.Default sales revenue account for 'Unieregeling (OSS)'
Select the default ledger account to book your revenue on in case you make use of the 'Unieregeling (OSS)'.Shipping costs ledger account
Select the ledger account for shipping costsUse item ledger accounts
Below, indicate whether you want to use the general ledger account of the item/item group from Exact Online if available or the general ledger account from the configuration of the integration.
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.