Connect Pay. with Exact Online and automatically reconcile payments. Pay. transactions are directly processed in Exact Online. Save time on your accounting.
1. Connect to Pay.
To connect your Pay account to Combidesk, you need an API token.
Generate an API token in Pay
Log in to your Pay account.
Go to Merchant and then to API tokens.
Click + Add in the bottom right.
Enter a description, for example Combidesk.
Select the 'All Merchant rights' checkbox.
Click Add.
You have now generated the Code (AT-...) and the Token. You will need these shortly to establish the connection in Combidesk.
Install the Pay connection
Find the desired Pay connection in Combidesk.
Click Install this connection.
You will be asked to connect to Pay.
Paste the previously copied Code (AT-...) and Token into Combidesk to complete the connection.
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 Pay. steps:
Select turnover groups
Do you only want to export transactions from a specific turnover group? If yes, select the turnover group below.Export existing settlements
Pick a date in the past, present, or future. The first eleven imported items are free of extra charge.
Configure these Exact Online steps:
Select Exact Online administration
The administration the entries will be booked inBank journal for payments
Select the bank journal in which the sales entries should be bookedLedger account debtors
Select the ledger account for debtorsLedger account Payment Service Provider costs
Select the ledger account for Payment Service Provider costsLedger account payouts
Select the ledger account for payoutsCreate accounts
Indicate if you want to create new accounts in Exact Online if they don't exist. If you choose "No", bank entry lines will be booked on the payment in transit account of the journal.Default debtor
If you want to book your orders on a default debtor in Exact Online, enter the code of that default debtor here
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.
6. FAQ (Frequently Asked Questions)
How often is the data synchronized?
The Pay. Exact Online integration synchronizes automatically every day (overnight). You don't need to do anything. If synchronization fails, the integration will try again on the next run. If issues persist, we will notify you via email.
What permissions do I need in Exact Online?
In Exact Online, you need multiple permissions. You must have access to General Ledger Accounts, Journals, Bookings, and Customers. Check our knowledge base for more details.
Is my data safe when using this Pay. Exact Online integration?
We take the security of your data very seriously. Our software runs in a Dutch data center and complies with all necessary standards to process your data securely. We do not store your customers' data; we only exchange it between your connected systems.
How do I connect Pay. with Exact Online?
Follow simple steps for a successful Pay. and Exact Online integration in our detailed guide.
Can you help install this Pay. Exact Online integration?
Absolutely 😀! No time, or is it too complicated? No problem! We can install this Pay. Exact Online integration for you. We charge a one-time installation fee. If you decide not to use the integration, you will get this amount refunded.
Do I need to enter payment details to install this Pay. Exact Online integration?
No, during the trial period, you do not need to enter payment details. If you decide to continue using the integration after the trial period, you will receive timely information on how to subscribe.
What is the cancellation period for the Pay. Exact Online integration?
All our integrations have a 1-month cancellation period. You are not tied to long-term contracts. Any remaining balance on an annual subscription will be refunded to your account.