> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Connect to your Exact Online app for OAuth.

To setup your Exact Online app in Refold for OAuth, you will need the following credentials from your [Exact Online Developer account](https://apps.exactonline.com/us/en-US/V2):

* Client ID
* Client Secret

### Pre-requisites

1. Exact Online Developer account. You can create one [here](https://start.exactonline.com/docs/HRMSubTrialNew.aspx?bcaction=0\&type=10\&language=EN\&UseSimpleWizard=1\&PackageSetCode=APPCENTER).

<Info>If you haven't already created an app in Exact Online, you'd need to create one.</Info>

### Creating an app in Exact Online

To create a Exact Online app and acquire the above mentioned credentials, please follow the steps mentioned below:

1. Log in to your [Exact Online Developer account](https://apps.exactonline.com/us/en-US/V2).
2. Click on `Manage my apps` in the top right corner.

<img height="200" src="https://mintcdn.com/cobalt-55/C3P12YsraPVmMY5N/images/Exact/exact_navigation.png?fit=max&auto=format&n=C3P12YsraPVmMY5N&q=85&s=9704b7896daee23b2aff4c83b846e32f" alt="Navigation for App setup" data-path="images/Exact/exact_navigation.png" />

3. Click on `Register a Production App` or `Testing App` depending on your requirements.
4. Go to your [`Apps catalog`](https://app.gocobalt.io/apps) in **Refold** > Search for `Exact Online` > `Settings` > `Use your credentials` > `Callback Url` > Copy it.
5. Enter the `App Name`, paste the Callback Url under `Redirect URI` and click `Register`.
6. Go to the **Develop your App** section and copy the **Client ID** and **Client Secret** from **Authorisation details**.

<img height="200" src="https://mintcdn.com/cobalt-55/C3P12YsraPVmMY5N/images/Exact/exact_credentials.png?fit=max&auto=format&n=C3P12YsraPVmMY5N&q=85&s=fa3140e6c98470abd4adc851acb175a3" alt="Getting Credentials" data-path="images/Exact/exact_credentials.png" />

#### Configuring credentials in Refold

App settings page lets you configure the authentication settings for an `OAuth 2.0` based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.

<img height="200" src="https://mintcdn.com/cobalt-55/C3P12YsraPVmMY5N/images/Exact/exact_cobalt.png?fit=max&auto=format&n=C3P12YsraPVmMY5N&q=85&s=1d40aa3e80078c48d1ae8000e868ba28" alt="Setting up application client credentials" data-path="images/Exact/exact_cobalt.png" />

Provide the acquired Client ID and Client Secret under Settings of the app and save it.

#### App Review for Exact Online

If you want external customers to use your app, then the OAuth app must be submitted for Review.

To submit your app for a review, go to **Manage my apps** > Your Registered app > **Submit for review**.

<Tip>
  Learn more about the Exact Online App Review process [here](https://support.exactonline.com/community/s/knowledge-base#All-All-DNO-Elearning-appcenter-eol-appcenter-dev-purpscope).
</Tip>

#### Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Exact Online actions and triggers. Following are the set of Exact Online actions and triggers
supported by Refold.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="GL Accounts">
        1. **Create GL Account** - Create an account in Exact Online.
        2. **Update GL Account** - Update an account in Exact Online.
        3. **Delete GL Account** - Delete an account in Exact Online.
        4. **Get all GL Accounts** - Get all accounts in Exact Online.
      </Accordion>

      <Accordion title="Sales Invoices">
        5. **Create Sales Invoice** - Create an invoice in Exact Online.
        6. **Delete SalesInvoice** - Delete an invoice in Exact Online.
        7. **Update Sales Invoice** - Update an invoice in Exact Online.
        8. **Get Sales Invoices** - Update all sales invoices in Exact Online.
      </Accordion>

      <Accordion title="Item">
        9. **Get Items** - Get all items in Exact Online.
        10. **Delete Item** - Delete an item in Exact Online.
        11. **Create Item** - Create an item in Exact Online.
      </Accordion>

      <Accordion title="Payments">
        12. **Get all Payments** - Get all payments in Exact Online.
      </Accordion>

      <Accordion title="Departments">
        13. **Get Departments** - Get all departments in Exact Online.
      </Accordion>

      <Accordion title="Others">
        14. **HTTP Request** - Make HTTP API calls to any Exact Online documented REST APIs.
        15. **Get Profile** -  Get the current user in Exact Online.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    1. **Invoice Created** - Triggers when an invoice is created on Exact Online.
    2. **Item Created** - Triggers when an item is created on Exact Online.
  </Tab>
</Tabs>