Connect Plug&Pay with Exact Online and automatically process orders in your accounting. Always up-to-date revenue figures without manual work.
Table of contents
1. Connect to Plug&Pay
To connect Plug&Pay, you need an API key from your Plug&Pay account. Below we explain how to create and enter it.
Create an API key in Plug&Pay
Log in to your Plug&Pay account.
Click "Add new API key".
Give the key a recognizable name (e.g. Combidesk) and save.
Copy the generated API key — you will need it right away.
Don't have a Plug&Pay account yet? Click "Create Plug&Pay account" in the connection window to register for free.
Enter the API key via Combidesk
Go to your Combidesk dashboard and open the Plug&Pay connection.
Paste the copied API key into the input field.
Click "Save".
Done! Your Plug&Pay account is now connected.
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 Plug&Pay steps:
Group orderlines
Should orderlines be grouped by VAT code and ledger account. Beware: If you choose YES, the description on the orderline won't be used.Export existing invoices
If you want to export existing invoices, choose the start date here.Transfer order numbers or invoice numbers
You can choose to transfer order numbers or invoice numbers to Exact Online.
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 bookedSelect credit notes journal
Select the journal in which the credit notes should be bookedExact Online VAT mapping
Connect the VAT categories of Plug&Pay to your Exact Online accountExact Online general ledger mapping
Connect the Plug&Pay VAT categories to your Exact Online general ledgers. The ledger of the VAT category will only be used when the Plug&Pay product doesn't have a VAT category specified. If you use multiple ledgers, make sure they're added to the Plug&Pay product. For more information see this article (Dutch).Order 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.Generate or insert entry numbers
Indicate if you want to generate the number of an entry or use the existing invoice number.Sending costs item
Enter the article code of the item to book the shipping costs onExact Online payment condition mapping
Connect the payment conditions of Plug&Pay to your Exact Online payment conditionsCreate 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 Plug&Pay should have article codes.Use 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.Add product numbers to invoice lines
Should product numbers be added to the invoice lines?Desired 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.Shipping costs ledger account
Select the ledger account for shipping costsDisable check on email address?
Should we disable the check if a customer exists by email address?How 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)'.Default debtor
If you want to book your orders on a default debtor in Exact Online, enter the code of that default debtor herePeriods
Do you want to use the periods added to the Plug&Pay invoice in Exact Online too? Beware, the periods need to be opened in Exact Online.Service level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.
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.