In the ‘Companies’ tab, you will find all companies from which the Power 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’.
- 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 information:
- Companycode: this is a self-chosen number for the company, for example a known customer number or company number. (This companycode will later be used in Power BI to import the data of this company.)
- Name: this is the name of the company
- Tags (optional): use tags to group companies, making them easier to search and filter.
- Users: check the users who are allowed to import the data of this company.
- Connectors: check the Exact Online option and enter the division code of the Exact Online administration. (Each administration has a unique division code in Exact Online. Below you will find an explanation of where you can find the division code in Exact Online.)
Then click Save.
Division code Exact Online
The Division code can be found in Exact Online as follows:
- Log in to Exact Online.
- Click on your company name at the top left to open the menu.
- Select the administration for which you want to find the Division code.
- The Division code is displayed in the browser’s URL. The URL might look like this:
- The number after Division= (in this example 2326485) is the Division code of the administration.
If there is no “Division=” in the address bar, you can find the Division code in the following way:
- Click on the company name in the upper left, and then click on ‘show all’.
- Hover with the mouse cursor above the name of the company (do not click).
- In the bottom bar of the browser the Division-code is shown.
Access to company in Exact Online
In Exact Online you can switch the access of PowerBIConnector.nl on or off per company. It is good to check whether PowerBIConnector.nl has access to this company, to prevent you from getting an error message during the import.
You can set up access to an company in Exact Online as follows:
- Click on the Administration menu at the top left and choose the option Import/Export
- Go to App Permissions
- Click on PowerBIConnector.nl
- Scroll down to the “Permitted companies” section
- Right click on “Manage companies”
- Add the required companies and click on Save