Exact Online Integration Work Flow
1. Exporting Customers
Login to http://cbd-vv-test.sunrisecloud.com/sv9/login.aspx
Clicking on 'EOL' top navigation link will load pages where customers and invoices can be exported to Exact Online.
Step 1: Click on 'Login To Eol' button to give access EOL API.
Step 2: Select a channel from dropdown to load customer grid
Step 3: Select one or more customers using checkbox control in the grid and click 'Export Customer(s)' button. It will process exporting customer details along with billing address details to the Exact Online.
Step 4: Confirm newly exported customers into Exact Online website
https://start.exactonline.be/docs/Login.aspx
credentials:
navigating top menu link Accounts > Customers > Overview
will show customers list.
2. Exporting Invoices
Clicking left sidebar link 'Invoices' will show all invoices for a selected customer in the dropdown.
Step 1: First select a customer to load invoices in the grid.
Step 2: Select one or more invoices to export to Exact Online.
Step 3: Confirm newly exported invoices into Exact Online website – navigating menu link Sales > Invoices > Overview
