Exact – Setup

Introduction

This guide explains the setup to perform within Exact as well as what’s needed to install an Exact Connector within Cyclr.

Setup & Authentication

Overview

Cyclr Partner setup:

• Create an app within Exact.
• Obtain a Client ID and Client Secret from Exact.

Your customer’s setup:

• Your customer will need to provide their username and password when installing an Exact Connector.
• They must also provide a “Division” for the Connector to use, as explained in Exact’s documentation under “DivisionLevelScoping”.

Remote Setup in Exact – performed by Cyclr Partner

Register an app within Exact to obtain a Client ID and Client Secret for use within Cyclr.

Follow the steps below to create an Exact app.
See the Exact documentation for further information.

1. Go to the Exact Online App Centre.
2. At the bottom of the page, go to “Select your country” and choose the appropriate option to be directed to that Exact Online website.
3. Login using your username and password and you’ll be redirected to the App Centre.
4. Go to Manage my apps.
5. Select one of the options below:
   • Register for a testing app: Your app will not be visible in the App Centre and cannot be used by external clients.
   • Register a production app: Your app can be used by external clients. You have the option to publish your app in the App Centre, once it has been approved by your partner manager.
6. Enter a unique app name.
   A unique SEO name is automatically generated for the app name.
   The name of the app you create is unique per country, which means you can have an app with the same name across multiple countries.
7. For the Redirect URI, set this to your Cyclr Partner Console’s Callback URL.
8. Scroll down to locate your Client ID and Client Secret. You’ll use these as part of setting up Cyclr to authenticate an Exact connector.

Partner Setup in Cyclr Console

Having created an app within Exact to obtain a Client ID and Secret, go into your Cyclr Partner Console:

1. Go to Connectors > Application Connector Library.
2. Use the search box to locate the Exact Connector entry.
3. Select the Pencil button.
4. Select the Settings tab.
5. Enter the below values:

Property	Description
Client ID	The Client ID from your Exact app.
Client Secret	The Client Secret from your Exact app.
Force Login	Provide one of the following values for Exact’s Force Login parameter: * 0 – Off (default): an existing Exact browser session will be used if present, skipping the user needing to login again. * 1 – On: the user will be forced to login to Exact as part of authenticating. Useful to ensure the correct Exact account is used when installing the Connector. See Exact’s documentation on this parameter for more information.

Cyclr Connector Installation

When installing an Exact Connector, the following values are used:

Property	Description
Username	The username to authenticate with.
Password	The password to authenticate with.
Server	The Exact instance URL for the region to be used. A dropdown is provided to select from, but additional values can be entered if needed. If entering an additional value, inclue the “https://” part, e.g.: https://start.exactonline.de
Division	The Exact “Division” to be used. See Exact’s documentation under “DivisionLevelScoping for more information.