Setting up & Configuring Exact Online

What You Need:

• Exact Online account and its login

• ZapFloor account with Activated integration

• Exact Online settings configured in Zapfloor

  💡 Please get in touch with your CSM to understand and configure these settings.

Once the Integration is Activated:

1. Go to Integrations > Connections

2. Click New Connection

3. Select Exact

   • Name: Exact Online or your preferred name

   • Click Create

4. Open the connection using 🔍

5. Click Authenticate connection

   • You’ll be taken to Exact to link your account

Exporting Journal Codes from Exact

Once the connection is made, you can export a list of journal codes from your Exact environment.
These will be used for assigning resources in Zapfloor:

• Products

• Meeting rooms

• Desks

Setting Journal Codes to Resources in Zapfloor

ZapFloorHQ allows you to assign detailed journal codes for different resources:

Set Product Codes

• Go to My Center > Products

⚠️ You need to set journal codes for products per location ⚠️

For each product or service:

• Assign a unique journal code

• Remember to save your changes after setting each product

Set Meeting Room Codes

• Go to My Center > Meeting Rooms

• Select the meeting room from the list

• Scroll down to Accounting to assign the journal code

Set Unit Codes (Offices)

• Go to My Center > Units

• Select the unit from the list

• Enter the journal code