Dataddo's ExactOnline connector offers simple API data extraction without writing a single line of code.
Automatic Data Synchronization
Our ExactOnline connector gives you the ability to sync your data automatically in hourly, daily, weekly, or monthly increments.
All available endpoints from Salesforce are listed here.
Authorization Issues with .be, .fr, .co.uk accounts
By default, the ExactOnline connector is pointed to .nl version. So in case, you did not authorize the connection to ExactOnline yet, you will be redirected to an authorizer requesting .nl version.
In case you are having BE, FR or UK version of ExactOnline, please navigate to "Settings" -> "Connected Accounts" and select the correct national version of ExactOnline. Then proceed to ExactOnline connector.
Creating an ExactOnline Data Source
To create an Exact Online data source, navigate to Sources at the top left of the Dataddo app.
Then click on New Sources from the top right corner.
From the list of connectors, choose the ExactOnline connector.
You will be redirected into the ExactOnline connector where you can select the required Dataset. If you are not sure which Dataset you need, but you, for example, know which metrics and attributes you are looking for, you can use the Search by name or attribute function on the right or you can browse through all the possible attributes and metrics for each Dataset by clicking on the right arrow.
Once you select a Dataset, you can start with the configuration by clicking on Start Configuration.
Missing metric or attribute?
Once you select a Dataset, Click on next. You will be requested to give Dataddo authorization to connect with your ExactOnline account.
After the authorization, If you have more than one ExactOnline account connected to Dataddo, you can select the one you need. You will also be asked to choose the Country and Division.
To help you with the snapshot mapping, we make it easier for you to create a connection to the destination based on your preference.
- Click on the option "Dashboarding App" if you want your data to connect to applications, like Google Data Studio, Power BI, or Tableau.
- Click on the option "Data Warehouse", If you want your data to be sent to warehouse storage, like MySQL, Big Query, or PostgreSQL.
- If you are already experienced with the snapshotting setup, you can go ahead and process without selecting the two options.
Lastly, you configure your snapshotting preferences, choosing Snapshotting frequency, and Snapshotting retention. Click on "See Preview" to review all the selections made by you before finalizing and creating the Data Source.
Now you are all set and ready. Click on See Preview to review all the selections made by you before saving the Data Source using the buttons in the top right corner - either Save and Exit or Save & Create Flow. To create a flow, please follow our Creating a data flow guide.
Configuring the connector