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.

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 Salesforce 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.

Salesforce Setup & Solution Configuration

Day 3-6: Salesforce Setup & Solution Configuration

Salesforce Setup:

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

Setup Salesforce Sandbox Test Environment:

• • Set up Salesforce 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 Salesforce 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 Salesforce 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 Salesforce 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.

With InterWeave SmartSolutions, you can Configure your customized Integration Solution that integrates all standard MS Dynamic Tables (Customers, Vendors, Contacts, Sales Orders, Sales Receipts, Invoices, Estimates, Jobs, Items, etc.), with your CRM Standard and Custom objects (Accounts, Contacts, Opportunities, Orders, Invoices, Products, Cases, etc.). 

• Uni or bi-directional integration at object level 
• Create and update MS Dynamics Customers, Sales Orders, Invoices and Products from your CRM 
• Create or update Accounts, Contacts, Opportunities and Products in your CRM based on data in Customers, Invoices, Sales Orders, and other relevant fields in Sage 
• 24×7 access to the online support knowledgebase 
• Discounts on value-add solutions including: 
• InterWeave Payment Gateway 
• InterWeave SmartPortal 
• InterWeave Payroll (ADP/Paychex) Integration 
• Accounts Payable and General Accounting features for Bills, Checks, Deposits, Account (COA), Journals, Vendor Credits and more are available in your CRM 
• All MS Dynamics history, like Invoices, payment history, etc. is available in your CRM 
• Configurable options allowing you to change/select new integration configurations at object level. 
• Error Management and Monitoring, Connection Monitoring, Log Viewer and automatic email or IM notification if error detected. 

Which MS Dynamics Edition is right for your business? 

The good news? InterWeave Supports them all. 

Now your CRM can work seamlessly with the MS Dynamics 365 and MS Dynamics Enterprise Editions available. Our configurable, Cloud Integration Solutions are not fixed. In fact, we constantly update our solutions based on conversations with our customers in order to understand their needs, refine their solutions, and improve our offerings. The Editions we support are below: 

• MS Dynamics 365 (Business Edition) 
• MS Dynamics 365 (Enterprise Edition) 
• Dynamics 365 Business Central 
• Dynamics 365 Business Central Premium 
• MS Dynamics NAV 
• MS Dynamics AX 

• Complete, pre-built integration Solutions – between “Best of Breed” applications 
• All processes, workflow logic, mapping is ready for you to configure – with a mouse and the web 
• SmartSolutions are completely configurable by the customer with pick lists, drop downs and custom fields 
• Start-ups, SMB or Enterprise – select exactly the right type of configuration model for you – modify at any time 

Which Sage Edition is right for your business? 

The good news? InterWeave Supports them all. 

Now your CRM can work seamlessly with the Sage Cloud and Enterprise Editions available. Our configurable, Cloud Integration Solutions are not fixed. In fact, we constantly update our solutions based on conversations with our customers in order to understand their needs, refine their solutions, and improve our offerings. The Editions we support are below: 

• Sage Intacct 
• Sage 100Cloud 
• Sage 300Cloud 
• Sage 500Cloud 
• Sage Business Cloud (Accountants Edition) 
• Sage 50Cloud (Peachtree) 
• Sage 50 
• Sage 90 
• Sage 100 (Contractor) 
• Sage 300 (Construction and Real Estate) 
• Sage 400 
• Sage 500 
• Sage Business Works 
• Sage X3 

With InterWeave SmartSolutions, you can Configure your customized Integration Solution that integrates all standard QuickBooks Tables (Customers, Vendors, Contacts, Sales Orders, Sales Receipts, Invoices, Estimates, Jobs, Items, etc.), with your CRM Standard and Custom objects (Accounts, Contacts, Opportunities, Orders, Invoices, Products, Cases, etc.). 

• Uni or bi-directional integration at object level 
• Create and update Sage Customers, Sales Orders, Invoices and Products from your CRM 
• Create or update Accounts, Contacts, Opportunities and Products in your CRM based on data in Customers, Invoices, Sales Orders, and other relevant fields in QuickBooks 
• 24×7 access to the online support knowledgebase 
• Discounts on value-add solutions including: 
• InterWeave Payment Gateway 
• InterWeave SmartPortal 
• InterWeave Payroll (ADP/Paychex) Integration 
• Accounts Payable and General Accounting features for Bills, Checks, Deposits, Account (COA), Journals, Vendor Credits and more are available in Salesforce. 
• All QuickBooks history, like Invoices, payment history, etc. is available in your CRM 
• Configurable options allowing you to change/select new integration configurations at object level. 
• Error Management and Monitoring, Connection Monitoring, Log Viewer and automatic email or IM notification if error detected. 

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.

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 Salesforce with mandatory custom fields as identified below 
• Customize/update Salesforce 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) 

SF Object Testing: 

• Account 
• 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 SF 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. 

• Complete, pre-built integration Solutions – between “Best of Breed” applications
• All processes, workflow logic, mapping is ready for you to configure – with a mouse and the web
• The Solution is completely Configurable by the customer with picklists, drop downs or custom fields
• Start-ups, SMB or Enterprise – select exactly the right configuration for you – modify any time
• Extensive portfolio of integration Solutions waiting for you to configure
• Complete outsource packages available – no software, no hardware, no developers, no overhead – just sign and go

InterWeave SmartSolutions, v5.5, has the additional benefit of the Integration Manager (IM), a separate application that works in combination with your Solution that is focused on managing your Scheduled Flows, the data moving between your “Best of Breed” applications and your connection status. The IM monitors your data and connections in real-time, with email alerts directly to you or your System Administrator.

Additionally, we continue to add more functionality to our SmartSolutions; the Payment Gateway (Credit Card and ACH processing, multiple merchants), the Database Gateway (any ODBC), CloudConnect® (integrates any application, process, gateway, protocol, partner > our customers < in the world) and many more.

Featured SmartSolutions

SmartSolutions provide our customers with complete integration Solutions between “Best of Breed” applications at Object level, uni or bi-directionally. Whether you looking to integrate Salesforce.com to QuickBooks, Sage, MS Dynamics, Oracle, or On-Demand Billing to eCommerce, ERP, Databases or Web Services – InterWeave has the configurable Solutions for you.

Payments 

• InterWeave Payment Gateway connects to over 47 Merchant Service Providers

eCommerce 

• InterWeave eCommerce Gateway connects to over 44 eCommerce Sites

ERP 

• NetSuite and others

InterWeave SmartPortal

• InterWeave SmartPortal connects to any CRM Standard and Custom Object

Don’t see it here? Contact  sales@interweave.biz for your integration requirements.

Requirements for the Customer

1. Integration administrator must be present.
2. SF administrator must be present
3. Accounting representative must be present.
4. It is preferable that one person has the sufficient access to SF and QB and can share screen with both system available. Optionally the screen sharing can be switched back and forth between two people.

Note! One person can combine  any of two or even three responsibilities from the items 1 – 3 above.

The Salesforce accounts that are not bound will not be able to connect with their QB Customer counterpart, so a QODBC error message will be produced and sent to the SF User identified in their InterWeave Solution. In addition, when invoices are run for this SF Account, additional error messages will be produced (there is no customer).

As a first step, please create a sub-folder in your MS Office with a rule to collect error messages.

The rule.

You may need to create Iw_Alert01@Interweave.biz – Iw_Alert10@interweave.biz in your Contacts to support these email IDs.

This will contain all messages into a sub folder.

This is an example of an error.

Hello!

The following Error occurred during the execution of the Transaction Flow SFOpp2QBInvN:

2014-04-21 14:33:01.576 IW 2.41 TS SFOpp2QBInvN dmiller@.com ERROR   XmlsqParams.statement

[QODBC] Error: 3000 – The given object ID “” in the field “list id” is invalid.

Initial Query Start Time: 2006-06-29 09:00:00.0 Final Query Start Time: 2006-06-29 09:00:00.0

Please take a look.

Regards,

Interweave Support