---
title: "Authentication with Exact Online"
canonical: "https://help.fieldbuddy.com/space/FBDOCS/2078310866/Authentication%20with%20Exact%20Online"
format: markdown
---
> Macro (excerpt)
>
> Authentication is necessary in order to transfer data from and to the Exact Online platform.
>
> In order to authenticate you require an Exact Online Administrator account including API-permissions.
>
> > ❌ ### Before starting
> > ❌
> > ❌ Before starting authentication, please, ensure that you are logged in only Salesforce environment and not in any Exact environment. Otherwise it might redirect to the incorrect environment and cause callback issues
>
> The guide below contains steps 1-3 to find service provider, 4-5 to create a new one if needed, and 6-12 to authenticate to Exact Online
>
> Sometimes it could happen that your authentication is expired. Then you will be required to re-authorise. Basically it requires to perform steps 1-2 and 6-12 of the guide below (since steps 3-5 are about creation of Service Provider, that is not needed if there is already one) but it would make sense to remove Service User from Service Provider (can be done on Related List from Service Provider level)
>
> > 📝 ### Already Logged In?
> > 📝
> > 📝 If you already logged in to Exact Online, have a session open in your browser, already created an Service User and you want to use another Exact Online User as Service User, then you should make sure that you're logged out of your current Exact Online User before authorizing a new Service User.
>
> > ⚠️ ### Client ID and Client Secret
> > ⚠️
> > ⚠️ CLIENT ID and SECRET are encrypted and forbidden to change after creation. It will not be possible to modify the entered data. In order to do a modification you should delete the Service Provider and create a new one.
>
> ### Steps to Authenticate
>
> 1. Navigate to FlexConnect app in the top left menu
> 2. Go to **Service Providers** tab by clicking on it. It will open up list of service providers. Each service provider is actually a service, to which salesforce may be connected. There may be multiple service providers, and all of them will be processed changes independently.
> 3. There are multiple fields on Service Provider, which needs to be specified during creation according to environment type. To create new service provider, click New button within section (2) in screenshot above. Following screen will be shown
>
> 4. There are next fields available to be set:
> - **Provider Name** – name of the provider (enter anything that make sense)
> - **Provider Type** – Picklist, should be EOL (other values are possible for another integrations)
> - **Schedule Job Interval** – String, that describes how often automatic inbound sync should be executed. Schedule Job Interval Example: 0 1 * * * ? (To run every hour)
> - **Auth Endpoint URL** – String, that describes path for authentication. Value
> - **API Endpoint URL** – String, that describes for which address sync requests should be executed
> - **Redirect URI** – String, that describes return URL for EOL authentication
> - **Client ID** and **Client Secret** and** Company ID** – unique fields, used for authentication into external system (Exact Online in current case)
> 5. Enter the `Provider Name`, `Provider Type`, `Protocol` and `Market` (You can also fill in the `Schedule Job Interval` if needed).
> The `Auth Endpoint URL`, `API Endpoint URL`, `Redirect URI`, `Client ID` and `Client Secret` are filled in automatically. The `Company ID` will be filled in in a later stage.
> Click Save. As result, something like the screenshot below should be shown.
>
> > ⚠️ To authenticate with Exact Online DE, one more necessary step is needed - create a new remote site settings with URL
> > ⚠️ [https://start.exactonline.de/](https://start.exactonline.de/)
> > ⚠️ this can be done by Administrator via Setup -> Security-> Remote Site Settings -> new Remote Site
> > ⚠️
> > ⚠️ 
>
> 6. To Authorise, click button Authentication Setup. That will show the following:
> 7. Click `Authenticate` Button
> 8. This will result your browser to open a new popup redirect to the Exact Online login page. Fill in your Exact Online administrator credentials and click 'Login'.
> 9. This will result the browser to redirect you back to Salesforce. If the authentication went successful, it should show the following screen.
> 10. In the screenshot above you can see that there is a company id.
> 11. There may be two scenarios – single user or multiple users
> 1. If the current environment should work with one Exact endpoint, and the current user is an admin user, mark the checkbox `Is Organisation Primary User` and click Save and close. It would mean that only that user will be used for outbound sync or manually started inbound sync.
> 2. If there are multiple endpoints linked (and multiple users), then that checkbox should be set to false and Authorise process should be run by each salesforce user on his own
> 12. After the previous screen is closed, the next page should be shown. Please note that the Service User got created
>
> 
>
> You are now successfully authenticated with Exact Online, and should be able to create sync mappings for both inbound and outbound sync, If there are multiple users authorized, then based on who executes that action, corresponding one will be picked (who caused record update or clicked Inbound Sync)