In the tab ‘Companies’ is a list of all companies where the Power BI Connector can import the data from. Only administrators can add or change companies. The users without administrator-rights just can read the list of companies, in order the find the companycode to use in Power BI.
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
- 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