python-exact-online 0.2.0

Basic wrapper for the Exact Online REST API (v1)

python-exact-online

Basic wrapper for the Exact Online REST API (v1)

Limitations

Only functionalities that I need are worked out. No intention to develop any further.

Getting started

Install

Install with pip.

pip install python-exact-online

Import

Import the package and the ExactOnlineAPI.

from exactonline.api import ExactOnlineAPI

Setup connection

Make the connection with your provided CLIENTID and CLIENTSECRET.

api = ExactOnlineAPI(CLIENTID, CLIENTSECRET)

Exact Online authentication is build on OAuth2. A basic script to obtain your first tokens can be found below. After you've obtained your tokens, the refresh tokens are automatically used to renew the token if needed. No manual action is required after that.

from exactonline.api import ExactOnlineAPI

REDIRECT_URI = 'https://any-url-will-do.com/callback/'

api = ExactOnlineAPI(CLIENTID, CLIENTSECRET)

authUrl = api.authHandler.getAuthURL(REDIRECT_URI)
print('visit url: ', authUrl)

response = input('paste response: ')
token = api.authHandler.retrieveToken(response, redirectUri=REDIRECT_URI)

When using the script above, any REDIRECT_URI will do. Simply copy and paste the response URI so the handler can obtain the right tokens.

!! The Redirect URI has to be registered in your Exact App Center.

Available functionalities

Object	Endpoint	Actions
SalesEntry/SalesEntryLine	salesEntries	List, Get, Filter, Create, Update, Delete
Documents/Attachments	documents	List, Get, Filter, Create, Update, Delete
Journals	journals	List, Get, Filter, Create, Update, Delete
GLAccounts	glAccounts	List, Get, Filter, Create, Update, Delete
Accounts	accounts	List, Get, Filter, Create, Update, Delete
Contacts	contacts	List, Get, Filter, Create, Update, Delete
VATCodes	vatCodes	List, Get, Filter, Create, Update, Delete

Basic setup

The above endpoints can be used together with their actions. The way to use them are similar to each other. The examples below are used with the 'accounts' endpoint. Replace them with their respective endpoints in the table above to call other objects.

List

accounts = api.accounts.list()

for account in accounts.items():
    print(account.ID, account.Name)

Get

accounts = api.accounts.get('uid')

Specific fields can be selected while using the get function. This function takes an optional array which contains the fields that need to be returned.

accounts = api.accounts.get('uid', select=['Name', 'Email'])

Filter

Filter on field and value. Returns a list always.

accounts = api.accounts.filter('Email', '[e-mail]')

for account in accounts.items():
    print(account.ID, account.Name)

This function also supports the optional select parameter.

accounts = api.accounts.filter('Email', '[e-mail]', select=['Name', 'Email'])

Create

Before creating an object in Exact Online, you need to create the object within Python itself.

account = Account(
    Name='New Account',
    Status='C'
)

exactAccount = api.accounts.create(account)

Update

You can retrieve an object, update its attributes and then push it back to Exact Online.

account = api.accounts.get('uid')
account.Name = 'Updated Account'
api.account.update(acc)

Returns True if succeeded.

Delete

accounts = api.accounts.delete('uid')

Returns True if succeeded.

Creating documents

Creating documents has a slightly different approach, because it allows you to also upload files directly to Exact, linked to the document. Multiple files are supported.

doc = Document(
    Account='uid',
    Type=10,
    Subject='New Document',
)

exactDocument = api.documents.create(doc, ['/path/to/pdf/file.pdf'])

Creating sales entries

When creating sales entries, the corresponding sales lines are expected to be given as well.

salesEntry = SalesEntry(
    Customer='uid',
    Journal='700',
    YourRef='MyREF',
)

lines = SalesEntryLineList()
line1 = SalesEntryLine(AmountFC=100, GLAccount='uid')
line2 = SalesEntryLine(AmountFC=150, GLAccount='uid')

lines.add(line1)
lines.add(line2)

salesEntry.SalesEntryLines = lines

exactEntry = api.salesEntries.create(salesEntry)

print(exactEntry.EntryID, exactEntry.InvoiceNumber, exactEntry.AmountDC)

Retrieving VATPercentages

VATCodes have VATPercentages linked to them. By default, these percentages are not given when requesting a list of VAT Codes.

vatCodes = api.vatCodes.list()

for entry in vatCodes.items():
    for perc in entry.VATPercentages.items():
        # This will contain an empty VATPercentage object
        print(vars(perc))

To get the VATPercentages for a VATCode, you need to make a new GET request for that specific VATCode. You can then loop over all the available percentages.

entry = api.vatCodes.get(UID)

for perc in entry.VATPercentages.items():
    print(vars(perc))

Error handling

Basic error handling has been added. You can check if an error has occured during a call by checking the hasError attribute on the object. If the hasError attribute has been set to True, an Error object will be attached to the error attribute of the same object. The Error object contains two attributes: code and message. Usually code will be empty. Message is the error message.

account = api.accounts.get('uid')

if account.hasError:
    print(account.error.message)
else:
    print(account.ID)

Documentation

Find the official Exact Online documentation here: https://start.exactonline.nl/docs/HlpRestAPIResources.aspx?SourceAction=10

You can find what is expected and required for each call.