Exact Setup

In order to authenticate an Exact Connector, you will need a Client ID and Client Secret.

First, you should register an app with Exact.

How to register your app

  1. Go to the Exact Online App Centre.
  2. From the country menu in the upper right corner of the website, select the preferred language.
  3. Be aware that selecting a country defines the Exact Online website.
  4. Click Login.
  5. Enter your user name and password and click Login.
  6. When you are authenticated you will be redirected to the App Centre.
  7. Click Manage my apps
  8. Click 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.
  9. 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.
  10. For Redirect URI enter: https://{{ServiceDomain}}/connector/callback (ServiceDomain should be substituted for your actual service domain)Your Cyclr service domain, e.g. http://yourcompany.cyclr.com can be found in your Cyclr Console under Settings > General Settings > Service Domain.
  11. Scroll down to find your Client ID and Client Secret. You can use these to authenticate your Exact connector.For more information on getting your app set up, visit the official exact docs here.

Cyclr Partner Setup

“Force Login” Parameter

The Exact Connector supports the use of Exact’s “Force Login” parameter. This parameter causes Exact’s system to ignore any existing browser sessions a user may have with Exact at the point of installing and authenticating an Exact Connector within Cyclr.

This can be useful if you wish to force your users to sign in to Exact as part of authenticating, rather than using an existing Exact session they may have. This helps where a user may have multiple Exact accounts and without having the user sign in to Exact, the Connector may not be accessing the intended Exact account.

The parameter is set to “off” by default.

You can set the Force Login parameter from within your Cyclr Console by going to Connectors > Application Connector Library, locating the entry for the Exact Connector, clicking Edit then the “Settings” tab and providing one of the following values:

  • 0 – off (the default): existing Exact sessions will be used.
  • 1 – on: the user must perform a new sign in to Exact.

More information on this parameter can be found in the Exact API documentation: https://support.exactonline.com/community/s/knowledge-base#All-All-DNO-Content-oauth-eol-oauth-devstep2