With the Ecwid Exact Online integration by Combidesk, orders are automatically booked as invoices in Exact Online. In this guide, you will go through the installation step by step.
Table of contents
1. Connect to Ecwid
Follow these steps:
Log in to your Ecwid account and go to the Control Panel.
Click Apps in the left menu and open the App Market.
Use the search bar to find the integration you're looking for, for example "Exact", "MyParcel" or "Mailchimp".
Click the app and then click Install (or Install App).
Grant Ecwid permission to give the app access to your store data by clicking Accept or Authorize.
Configure the integration.
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 Ecwid steps:
Export existing orders
If you want to export existing orders, choose the start date here.Synchronise paid orders only?
Should only paid orders be synchronised? (as opposed to all orders)
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 Ecwid 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 Ecwid 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 Ecwid 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 hereHow 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.