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exact-php-client

Build Status

PHP client library to use the Exact Online API.

Note: For Guzzle 6 use v3, for Guzzle 3 use v1.

Direct link to Exact Online docs

https://support.exactonline.com/community/s/knowledge-base#All-All-DNO-Content-getting-started

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'));

if (getValue('expires_in'))  // Retrieves expires timestamp from database
	$connection->setTokenExpires(getValue('expires_in'));

// 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());

// Optionally, save the expiry-timestamp. This prevents exchanging valid tokens (ie. saves you some requests)
setValue('expires_in', $connection->getTokenExpires());

// Optionally, set the lock and unlock callbacks to prevent multiple request for acquiring a new refresh token with the same refresh token.
$connection->setAcquireAccessTokenLockCallback('CALLBACK_FUNCTION');
$connection->setAcquireAccessTokenUnlockCallback('CALLBACK_FUNCTION');

About divisions (administrations)

By default the library will use the default administration of the user. This means that when the user switches administrations in Exact Online. The library will also start working with this administration.

Rate limits

Exact uses a minutely and daily rate limit. There are a maximum number of calls per day you can do per company, and to prevent bursting they have also implemented a limit per minute. This PR stores this information in the Connection and adds methods to read the rate limits so you can handle these as appropriate for your app. Exact documentation on rate limits is found here: https://support.exactonline.com/community/s/knowledge-base#All-All-DNO-Simulation-gen-apilimits

If you hit a rate limit, an ApiException will be thrown with code 429. At that point you can determine whether you've hit the minutely or the daily limit. If you've hit the minutely limit, try again after 60 seconds. If you've hit the daily limit, try again after the daily reset.

You can use the following methods on the Connection, which will return the limits after your first API call (based on the headers from Exact).

$connection->getDailyLimit(); // Retrieve your daily limit
$connection->getDailyLimitRemaining(); // Retrieve the remaining amount of API calls for this day
$connection->getDailyLimitReset(); // Retrieve the timestamp for when the limit will reset
$connection->getMinutelyLimit(); // Retrieve your limit per minute
$connection->getMinutelyLimitRemaining(); // Retrieve the amount of API calls remaining for this minute

Use the library to do stuff (examples)

// Optionally set administration, otherwise use the current administration of the user
$connection->setDivision(123456);

// 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
$invoiceLines[] = [
	'Item'      => $itemId,
	'Quantity'  => $orderproduct['amount'],
	'UnitPrice' => $orderproduct['price']
];

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

// Print and email the invoice
$printedInvoice = new PrintedSalesInvoice($connection);
$printedInvoice->InvoiceID = $salesInvoice->InvoiceID;
$printedInvoice->SendEmailToCustomer = true;
$printedInvoice->SenderEmailAddress = "[email protected]";
$printedInvoice->DocumentLayout = "401f3020-35cd-49a2-843a-d904df0c09ff";
$printedInvoice->ExtraText = "Some additional text";
$printedInvoice->save();

Connect to other Exact country than NL

Choose the right base URL according to Exact developers guide

$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.

Integrate with Laravel

We've tested this with Laravel 5.5. If you encounter any issues, please open a pull request or ticket. In this laravel package we encounter the feedback provided by Exact about their API limits. To integrate this package in your Laravel application follow the following steps.

Add our service provider to your config/app.php file.

\Picqer\Laravel\Exact\Providers\ExactServiceProvider::class

Add the following code before making the connection with Exact. Be aware that this will literally pause your script for a minute (minute limit) or hours (maintenance limit). You should only use this in Console commands.

$connection->enablePauseForMinuteLimit();
$connection->enablePauseForMaintenance();

If you want to use your own profile for locking before saving tokens, you can create a config/exact.php file with following contents. Your class must extend our profile: \Picqer\Laravel\Exact\DefaultProfile.

<?php

return [
    'profile' => \App\CustomExactProfile::class,
]

Never forget to save your new tokens to the database after finishing your process.

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]));

Authentication error

'Fatal error: Uncaught Exception: Could not connect to Exact: Client error:POST https://start.exactonline.nl/api/oauth2/token resulted in a 400 Bad Request response: Bad Request in /var/www/html/oauth_call_connect.php:61 Stack trace: #0 {main} thrown in /var/www/html/oauth_call_connect.php on line 61`'

This error occurs because the code you get in your redirect URL is only valid for one call. When you call the authentication-process again with a "used" code. You get this error. Make sure you use the provided code by Exact Online only once to get your access token.

Code example

See for example: example/example.php

TODO

  • 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.
  • Improve Laravel support: test in newer versions, provide a config file, routes and migrations so it'll become super easy to get started