Day 1: Discovery and Setup

Kickoff Meeting:

• • Initiate the kickoff meeting with the customer to introduce the integration project, discuss goals and gather initial requirements.
  • Collect necessary surveys from the customer, including Creatio and QuickBooks configurations, data structures and integration objectives. Ratify SmartTracks Edition Customer selected.

Day 2-3: Project Planning & QuickBooks Connection

Project Planning:

• • Present detailed project plan outlining tasks, timelines, and resource requirements for the integration implementation.

QuickBooks Connection Setup:

• • Work with Customer to identify either QBO or QB Desktop Edition. If QB Desktop, engage with  Customer or ISP hosting partner Customers QB Desktop Edition. Commence with Connection setup.

Creatio Setup & Solution Configuration

Day 3-6: Creatio Setup & Solution Configuration

Creatio Setup:

• • Run InterWeave Unmanaged Package in Creatio to ensure compatibility with the integration solution, including setting up required objects, fields and permissions.

Setup Creatio Sandbox Test Environment:

• • Set up Creatio Sandbox environment to validate connection and ratify.

SmartSolutions Configuration:

• • Set up the Customers InterWeave Solution and configure integration settings based on the selected SmartTracks Edition.
  • Work with the Customer to tailor to the customer’s Creatio and QuickBooks environments, considering data mappings, workflows and integration points.

Day 7-8: Complete Sandbox Integration Tests

Final Integration Testing:

• • Test and update Configuration and workflows to facilitate data synchronization between Creatio and QuickBooks.

Production Deployment and Post-Implementation Support

Day 9 – 10: Production Deployment and Training

• • Production Deployment: Re-deploy the configured integration Solution to the customer’s Creatio and QuickBooks Production environments.
  • User Training: Provide comprehensive training sessions for end-users on how to use the integrated systems effectively and troubleshoot common issues.
  • Documentation: Provide documentation and user guides for reference, including integration setup instructions and troubleshooting tips.

Review and Transition

Day 11 on: Review Meeting and Handoff

• • Review Meeting: Hold a review meeting with the customer to assess the success of the integration implementation, gather feedback, and discuss any additional requirements or enhancements.
  • Customer Success Handoff: Transition the customer to the ongoing support and customer success teams for continued assistance and guidance.

The main customer portal login is located at www.interweave.biz – select “Login” on the main title bar. Your SmartSolutions Technical Specialist will work with you to execute the steps below: 

Step 1 – Create custom fields in Salesforce and QuickBooks 

• Customize/update Creatio with mandatory custom fields as identified below 
• Customize/update Creatio with optional custom fields as identified below 
• Customize/update QuickBooks with custom fields as identified below 

Step 2 – Connectivity Set Up 

• If you are connecting to QuickBooks Online – see the first section 
• If you’re connecting to your QuickBooks Company file on a server, see instructions below 
• Install connector, configure firewall 
• Ensure QB connectivity with help of Support 
• Make sure you have received the so-called “QODBC URI” string from Support by this point (it looks like this – “jdbc:odbc:CompanyName“) 
• Login to edit your company profile (EditCompanyProfile), verify that all your settings are properly filled in and on the last page of settings, put in the QODBC URI (in the correspondingly-named row) 

Step 3 – Registration & Solution Configuration on the InterWeave Solutions Portal 

• Select New Company? Please Register Here 
• Enter your unique registration information (and remember it – it is case sensitive) 
• Select your Solution and walk through the Configuration with your InterWeave Technical Specialist 
• This takes about 30 to 45 minutes 

Step 4 – Activation of Flows and Testing 

• Log into the InterWeave Solutions Portal 
• Log in and commence testing individual Flows (objects) 

Creatio Object Testing: 

• Account 
• Opportunity 
• Sales Order 
• Invoice 
• Products 

Step 5 – Initialization of QuickBooks 

• Before you start testing, you need to make sure QuickBooks is ready. 

Step 6 – Binding and Production 

• When your testing is complete, we will run the binding flows for Creatio to QB that evening 
• Next morning, Log into the InterWeave Solutions Portal, set your Flow timings – and you’re running. 

For more information, contact support@interweave.biz for access to documentation.