Welcome to the Trivec – Omniboost Accounting Integration onboarding process! This guide will walk you through the essential steps to successfully connect your Trivec environment with your Exact Online accounting software.
Step 1: Request your accounting connection
To start your onboarding process, please submit your connection request to your Trivec representative. The Trivec team will provide Omniboost with information required to connect to your Trivec environment and set up your onboarding profile.
Step 2: Set up your Trivec environment
Before you can complete the onboarding form described in the next step, your Trivec environment must be correctly configured. The steps required are described below and grouped by those you can do yourself and those that the Trivec team must assist with.
Please make sure that you configure the following:
Make sure there is a paymode (payment method / type) in Trivec that is configured as Invoice. An invoice is an order having a paymode (payment) having InvoiceType == Open
Please make sure that the paymode mentioned above also has the "Account required" option enabled. You can do this by going to BackOffice > Sales > Paymodes.
Address fields must be enabled for accounts/customers: Please select all address-related fields so that this information can be pushed into your Exact Online environment
Please ask the Trivec team to assist you by enabling and providing Omniboost with the following:
Enabling an additional API service (Lite API)
Making sure that the Lite API service is externally accessible via a new ngrok url (trivec_base_url_lite_api)
Making sure the extra service is linked to the Omniboost App ID
Making sure Omniboost has access to the PUT /customer/key/{{accountkey}} call in the Lite API service
Providing Omniboost with an additional password for the Lite API service
Step 3: Receive your Omniboost onboarding invitation
Once your profile is established in our Omniboost integration platform, you’ll receive an email invitation to commence the onboarding process. This email will include:
Name of the requested connection (e.g., Trivec – Exact Online)
A list of onboarding steps
A reminder to forward this message to a relevant colleague, such as someone from your accounting team
Step 4: Complete your integration onboarding form
Accounting flow
The Trivec – Exact Online integration supports the Consumed accounting flow. If another accounting flow is required, a new development request can be submitted via your Trivec representative.
General Information
The first step of the onboarding process requests information about your company and the contact details of the individual responsible for the onboarding process. This information will be provided by the Trivec team while creating your new profile. No action is required from your end.
Step 5: Terms and conditions
In this step, please review and accept the Omniboost Terms & Conditions and Privacy Policy. Clicking Confirm and Continue in the bottom right corner will save your information and direct you to the next step in the onboarding.
Step 5: Establish a connection with Trivec
The information required in this step is provided by the Trivec team and will be populated on your behalf. There is no action required from your end.
If there is an issue with your Trivec token (e.g., disabled, deleted, or incorrect), an error message will be displayed on the screen above in red.
Note: A successful connection to your Trivec environment is necessary to complete the onboarding process.
Step 6: Establish a connection with your accounting system
In this step, you will connect to your Exact Online accounting system.
This integration utilizes an API to send information to your accounting software, you’ll need to provide additional credentials and permissions. This is done through an authentication step as described below.
To start the authentication, please make sure you are on Step 4. Exact Online. Please select which country your Exact Online version is set up in (NL, DE, ES, BE) then click the blue Connect button.
Clicking Connect will redirect you to the Exact Online login page. Please log in using an admi-level profile to provide all the necessary API information.
Once you've successfully connected, you will automatically be redirected back to the onboarding form where it will also be visible whether the connection was succesful as shown in the image below.
Note: Without this information, it will not be possible to complete your onboarding or set up your integration. Please make sure to complete the step above before continuing. If you experience any issues with the authentication link, please inform the Omniboost team via support@omniboost.io.
Step 7: Configure Integration Settings
During this step, you will answer integration-specific questions, such as which Exact Online account to post guest ledger information. If you've successfully completed the previous step, you will be prompted to select options from a dropdown menu in all applicable fields.
These dropdowns will contain information pulled directly from your Exact Online environment, including your Chart of accounts or cost center codes. Please select the relevant value for each field shown.
Note: The Omniboost team is here to assist with any technical issues, such as forms not opening or fields not saving. However, questions regarding which values to select should be directed to your colleagues or accounting team, who are best equipped to make these decisions.
Step 8: Complete your accounting mapping
In this step, you will map your Trivec product categories and paymodes. The Trivec fields will be displayed on the left-hand side of this overview. For each Trivec value displayed, please select the relevant Exact Online ledger account code where this information should be posted to.
Note: The Omniboost team can assist with technical issues, but for questions on which values to select, please consult your accounting team.
If any revenue or paymode fields from your Trivec environment are not visible in this list, please submit a ticket the support team using the chat feature in the bottom-right corner of your Base profile as shown in the Next steps section below.
Next steps
After completing your onboarding form, you’ll be redirected to a page outlining the next steps. The Omniboost onboarding team will use the information you provided to configure your new integration pipeline.
Testing and reconciliation
Once the setup is complete, a test export file or journal will be generated for your review. The Omniboost team will reach out to confirm that the mapping meets your expectations and that the information reconciles with your Trivec environment.
Go-live
Once you give final approval for the integration’s configuration and operation, the Omniboost onboarding team will set the connection live. Data will automatically flow into your accounting software.
Integration management and support
After your connection is live, you can manage integration mapping or settings via your Omniboost integration platform profile. The Omniboost support team will be notified of any changes and will review them before release.
For any inquiries regarding the integration or issues you encounter, please contact our support team directly from your Omniboost integration profile using the support popup in the bottom right corner, as shown below or reach out via email at support@omniboost.io.