exact-php-client

PHP client library to use the Exact Online API.

Note: For Guzzle 6 use v2, for Guzzle 3 use v1.

Composer install

Installing this Exact client for PHP can be done through Composer.

composer require picqer/exact-php-client

Usage

1. Set up app at Exact App Center to retrieve credentials
2. Authorize the integration from your app
3. Parse callback and finish connection set up
4. Use the library to do stuff

Steps 1 - 3 are only required once on set up.

Set up app at Exact App Center to retrieve credentials

Set up an App at the Exact App Center to retrieve your Client ID and Client Secret. You will also need to set the correct Callback URL for the oAuth dance to work.

Authorize the integration from your app

The code below is an example authorize() function.

$connection = new \Picqer\Financials\Exact\Connection();
$connection->setRedirectUrl('CALLBACK_URL'); // Same as entered online in the App Center
$connection->setExactClientId('CLIENT_ID');
$connection->setExactClientSecret('CLIENT_SECRET');
$connection->redirectForAuthorization();

This will redirect the user to Exact to login and authorize your integration with their account.

Parse callback and finish connection set up

Exact will redirect back to the callback url you provided. The callback will receive a code param. This is the authorization code for oAuth. Store this code.

Make a new connection to Exact so the library can exchange codes and fetch the accesstoken and refreshtoken. The accesstoken is a temporary token which allows for communication between your app and Exact. The refreshtoken is a token which is used to get a new accesstoken which also refreshes the refreshtoken. The library will settle all of this for you. The code below could be an general connect() function, which returns the api connection.

$connection = new \Picqer\Financials\Exact\Connection();
$connection->setRedirectUrl('CALLBACK_URL');
$connection->setExactClientId('CLIENT_ID');
$connection->setExactClientSecret('CLIENT_SECRET');

if (getValue('authorizationcode')) // Retrieves authorizationcode from database
    $connection->setAuthorizationCode(getValue('authorizationcode'));

if (getValue('accesstoken')) // Retrieves accesstoken from database
    $connection->setAccessToken(unserialize(getValue('accesstoken')));

if (getValue('refreshtoken')) // Retrieves refreshtoken from database
    $connection->setRefreshToken(getValue('refreshtoken'));

// Make the client connect and exchange tokens
try {
    $connection->connect();
} catch (\Exception $e)
{
    throw new Exception('Could not connect to Exact: ' . $e->getMessage());
}

// Save the new tokens for next connections
setValue('accesstoken', serialize($connection->getAccessToken()));
setValue('refreshtoken', $connection->getRefreshToken());

Use the library to do stuff (examples)

// Create a new account
$account = new Account($connection);
$account->AddressLine1 = $customer['address'];
$account->AddressLine2 = $customer['address2'];
$account->City = $customer['city'];
$account->Code = $customer['customerid'];
$account->Country = $customer['country'];
$account->IsSales = 'true';
$account->Name = $customer['name'];
$account->Postcode = $customer['zipcode'];
$account->Status = 'C';
$account->save();


// Add a product in Exact
$item = new Item($connection);
$item->Code = $productcode;
$item->CostPriceStandard = $costprice;
$item->Description = $name;
$item->IsSalesItem = true;
$item->SalesVatCode = 'VH';
$item->save();


// Retrieve an item
$item = new Item($connection);
$item->find(ID);

// List items
$item = new Item($connection);
$item->get();

// List items with filter (using a filter always returns a collection)
$item = new Item($connection);
$items = $item->filter("Code eq '$productcode'"); // Uses filters as described in Exact API docs (odata filters)

// Create new invoice with invoice lines
$items[] = [
    'Item'      => $itemId,
    'Quantity'  => $orderproduct['amount'],
    'UnitPrice' => $orderproduct['price']
];

$salesInvoice = new SalesInvoice($this->connection());
$salesInvoice->InvoiceTo = $customer_code;
$salesInvoice->OrderedBy = $customer_code;
$salesInvoice->YourRef = $orderId;
$salesInvoice->SalesInvoiceLines = $items;

Connect to other Exact country than NL

Choose the right base URL according to Exact developers guide

<?php
$connection = new \Picqer\Financials\Exact\Connection();
$connection->setRedirectUrl('CALLBACK_URL');
$connection->setExactClientId('CLIENT_ID');
$connection->setExactClientSecret('CLIENT_SECRET');
$connection->setBaseUrl('https://start.exactonline.de');

Check src/Picqer/Financials/Exact for all available entities.

Webhooks

Managaging webhook subscriptions is possible through the WebhookSubscription entitiy.

For authenticating incoming webhook calls you can use the Authenticatable trait. Supply the authenticate method with the full JSON request and your Webhook secret supplied by Exact, it will return true or false.

Troubleshooting

'Picqer\Financials\Exact\ApiException' with message 'Error 400: Please add a $select or a $top=1 statement to the query string.'

In specific instances, sadly not documented in the API documentation of Exact this is a requirement. Probably to prevent overflooding requests. What you have to do when encountering this error is adding a select or top. The select is used to provide a list of fields you want to extract, the $top=1 limits the results to one item.

Examples:

Return only the EntryID and FinancialYear.

$test = new GeneralJournalEntry($connection);
var_dump($test->filter('', '', 'EntryID, FinancialYear'));

The $top=1 is added like this:

$test = new GeneralJournalEntry($connection);
var_dump($test->filter('', '', '', ['$top'=> 1]));

Code example

See for example: example/example.php

TODO

• Switch administration (now uses default)
• Current entities do not contain all available properties. Feel free to submit a PR with added or extended entities if you require them. Use the userscript.js in greasemonkey or tampermonkey to generate entities consistently and completely.