In the ‘Companies’ tab, you will find all companies from which the Fabric BI Connector can import data.
Only administrators can add or modify companies. A user without administrator rights can only view the list of companies, allowing them to look up the administration code.
Companies can be added to the list in two ways: by importing them from Exact Online or by adding them manually.
Importing companies
To import companies, the connection with Exact Online must first be set up, as explained in 1.3 Connectors. After that, the ‘Import companies’ button becomes visible.
The process is as follows:
- Click ‘Import companies’ and choose ‘Exact Online (Fabric)’.
- Select the companies you want to add.
- Click Import.
The companies will now be added to the list, including the companycode and the name as used in Exact Online.
If a company with the same companycode or name already exists, the newly imported company will receive the suffix ‘-1’. You can adjust the companycode and name if needed by clicking the row and editing the fields. The explanation of the input fields is provided below.
Adding a company manually
Click on the button ‘+ Company’ to add a new company.
Enter the following details:
- Administration Code: This is a self-chosen number for the company, for example, a known customer number or company number. (This administration code will later be used in Fabric to import the company’s data.)
- Name: The name of the company.
- Tags (optional): Tags allow you to group companies, making them easier to search and filter. During import in Fabric, you can also use tags to load a group of companies with the same tag in one go. If you later add companies to a tag, they will automatically be included in the Fabric import.
- Users: Select the users who are allowed to import data for this company.
- Connectors: Check the option Exact Online (Fabric) and enter the division code of the Exact Online administration. If you are also using the Power BI Connector for Exact Online, its division code will be reused. (Each administration in Exact Online has a unique division code. Below you will find instructions on where to locate the division code in Exact Online.)
Click Save to create the company.
Division Code in Exact Online
You can find the division code in Exact Online as follows:
- Log in to Exact Online.
- Click your company name in the top-left corner to expand the menu.
- Select the administration for which you want to find the division code.
- The division code appears in the browser URL. The URL looks like this:
- The number after Division= (in this example, 2326485) is the division code of the administration.
If “Division=” does not appear in the address bar, you can find the division code this way:
- Click the administration name in the top-left corner and choose All options.
- Hover your mouse over the administration name (do not click).
- The division code will appear at the bottom of the browser window.
Access to Administration in Exact Online
In Exact Online, you can enable or disable access for PowerBIConnector.nl per administration. It’s important to check that PowerBIConnector.nl has access to the administration to avoid errors during import.
You can set access to an administration in Exact Online as follows:
- Click the Administration menu in the top-left corner and choose Import/Export.
- Go to App Permissions.
- Click PowerBIConnector.nl.
- Scroll down to the Access to section.
- Click Manage Administrations on the right.
- Add the required administrations and click Save.