# ExactOnline plugin
Integrates Exact Online (opens new window) accounting and business management system with the Epona provisioning service. The plugin periodically syncs financial matters, customers, and projects from Exact Online to SharePoint.
DLL: Epona.ExactOnline.dll
# What it does
- Project sync — reads projects from Exact Online and creates or updates matter records in SharePoint.
- Customer sync — reads customers and maps to client records.
- Financial data — syncs relevant financial information from projects and associated transactions.
- Field mapping — maps Exact Online fields to SharePoint properties.
# Deployment
- Copy
Epona.ExactOnline.dllto the service's bin directory. - Restart the provisioning service.
- Open the Configurator, select the relevant
SharepointCfg, and configure the ExactOnline section that now appears in the property grid.
# Configuration reference
# Connection settings
# Name
Type: string | Default: ExactOnline
Display name for this plugin configuration.
# Disabled
Type: boolean | Default: false
Set to true to disable this configuration without removing it.
# Url
Type: string
Base URL of your Exact Online instance.
# ClientId
Type: string
OAuth client ID for API authentication.
# ClientSecret
Type: string
OAuth client secret. Stored encrypted. Managed via Secrets manager.
# TenantId
Type: string
Exact Online tenant/division ID.
# Scheduling
# IntervalInMinutes
Type: integer
How often the sync job runs.
# StartTime
Type: TimeSpan
Earliest time of day the job may run. Leave empty to run at any time.
# EndTime
Type: TimeSpan
Latest time of day the job may run. Leave empty to run at any time.
# Entity configuration
# ProjectCodeField
Type: string
Exact Online field containing the project code.
# ProjectNameField
Type: string
Exact Online field containing the project name/description.
# CustomerCodeField
Type: string
Exact Online field containing the customer code.
# CustomerNameField
Type: string
Exact Online field containing the customer name.
# Field mapping
# MatterFieldMapping
Type: string
Maps Exact Online project fields to SharePoint. Syntax: sharepointField=exactField;.
# ClientFieldMapping
Type: string
Maps Exact Online customer fields to SharePoint. Same syntax.
# Filtering
# ProjectFilter
Type: string
Filters to apply when reading projects.
# CustomerFilter
Type: string
Filters to apply when reading customers.
# Debugging
# Debug
Type: boolean | Default: false
Enables verbose debug logging.
# Example configuration
| Property | Example value |
|---|---|
Name | ExactOnline |
Url | https://start.exactonline.nl/ |
ClientId | your-client-id |
TenantId | 12345 |
ProjectCodeField | code |
ProjectNameField | description |
CustomerCodeField | code |
CustomerNameField | name |
MatterFieldMapping | Budget=budget;Status=status |
ClientFieldMapping | Country=country;Industry=industry |
IntervalInMinutes | 60 |
Debug | false |
# Related
- Configuration reference — provisioning configuration reference
- Plugins index — list of available plugins