Once you've got an Exact account, you can connect it so your invoices can go straight into Exact Online.
What you need to connect ZapFloorHQ and Exact Online:
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Exact online account and its login.
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ZapFloor account & Activated integration
- Configuring Exact Online Settings in Zapfloor (Please get in touch with your CSM to understand and configure these settings)
Once the integration is activated:
Go to Integrations > Connections
Click New Connection
Select Exact - Name: Exact Online or what you prefer > Click Create
Open connection using 🔎 > click Authenticate connection > you're atken to Exact to link your account
Now that the connection is made, you can export a list of journal codes from your Exact environment for the resources to be assigned in Zapfloor: products, meeting rooms and desks.
Setting the journal codes to resources in Zapfloor
In ZapFloorHQ you get the option to set more detailed journal codes.
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Set product codes
Go to My Center > Products
⚠️ NOTE: You need to do the journal codes for the products PER LOCATION ⚠️When setting up each product or service, you have the option to assign a unique journal code. Remember to save your changes after setting up each product.
2. Set meeting rooms codes
For each meeting room, you can set a specific journal code.
To do this, go to My Center > Meeting Rooms
select the meeting room from the list and scroll down to Accounting.
3. Set unit codes
For each unit (office) in the center, you can set a specific journal code.
To do this, go to My Center > Units
select the unit from the list and enter the journal code.