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

Step 1 – Create custom fields and objects in Creatio and your Merchant Service Provider

• • Customize/update Creatio with mandatory custom fields as identified below
  • Customize/update Creatio with optional custom fields as identified below
  • Customize/update Creatio with optional custom objects as identified below
  • Customize/update your Merchant Service Provider with custom fields as identified below

Step 2 – Connectivity Set Up

• • If you are connecting to a Merchant Service Provider Online – see the first section
  • If you’re connecting to your Merchant Service Provider on a server, see instructions below
  • Install connector, configure firewall
  • Ensure Merchant Service Provider connectivity with help of Support
  • Make sure you have received the so-called “ODBC 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 ODBC URI (in the correspondingly named row)

Step 3 – Registration & Solution Configuration on the InterWeave Payment 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 Payment Portal
  • Log in and commence testing individual Flows (objects)

Creatio Object Testing (if applicable):

• • Account
  • Sales Order
  • Opportunity
  • Invoice
  • Order
  • Product

Credit Memo/Refund object detail for Creatio to your Merchant Service Provider.

Mandatory

In Creatio. you will need to choose from the selection of fields below to support real-time, batch for Credit Memo’s and Refund processing.

In Creatio

1. 1. Credit Memo Processing. If you want to process credit memos and refunds in your Accounts or Opportunities, follow the process below:

The Credit Memo Object. You now need to create a Custom Object in Creatio to support the Credit Memo Processing work flows. The Credit Object Name is Credit_Memo. Go to Setup, App Setup, click on Customize – then click on Objects below. The fields required are below:

Payment Object Detail for Creatio to your Merchant Service Provider

Mandatory

If you are running Creatio.com, you will need to choose from the selection of fields below to support real-time, batch and recurring Payment Processing.

In Creatio

1. 1. Payment Processing. If you want to use payment processing in your Accounts or Opportunities, follow the process below:

The Payment Object. You now need to create a Custom Object in Creatio to support the Payment Processing work flows. The Payment Object Name is Payments. Go to Setup, App Setup, click on Customize – then click on Objects below. The fields required are below:

Mandatory

If you are running Creatio, you will need to choose from the selection of fields below to support real-time, batch and recurring Payment Processing.

In Creatio

Fields & Relationships

Creatio custom fields to support Merchant Service Provider integration.

Mandatory

At a minimum, we need three new custom fields for Accounts, one field for Opportunities and one field for Products to be added in Creatio as soon as possible. They will help with bi-directional flows as well as speed up operations and ensure better linkage between Creatio objects and your Merchant Service Provider records.

Account Record

Go to “Setup” in Creatio, then on the left sidebar click on “Customize“, then on “Account“, then on “Fields” links. Scroll down to see the list of existing custom fields and click on the “New” button above that list.

The field type is “Text”, label is “QB (or Financial Account Abbreviation) Full Name“, maximum length of the field is 210 characters. Continue clicking “Next” and then “Save“.

Click on the “New” button again in the account custom fields list. This time, use the “Date/Time” field type. The label for this field is “QB (or Financial Account Abbreviation) LastModified“. Continue clicking “Next” and then “Save”.

Click on the “New” button again in the account custom fields list. This time, use the “Picklist” field type. The label for this field is “Active“. Continue clicking “Next” and then “Save”. We always need a custom field with API name of “Active__c” – picklist with two values “Yes” and “No”

Opportunity Record

Click on the left sidebar click on “Opportunity”, and then on “Fields”. Scroll down to the list of existing custom fields and click on the “New” button. The field type is “Date/Time”, and label is “QB (or Financial Account Abbreviation) LastModified“. Continue clicking “Next” and then “Save“.

Product Record

Finally, on the left sidebar click on “Product”, and then on “Fields”. Scroll down to the list of existing custom fields and click on the “New” button. The field type is “Date/Time” and label is “QB (or Financial Account Abbreviation) LastModified“. Continue clicking “Next” and then “Save“.

Additional Optional Fields relating to your Configuration Selections

In Creatio

1. 1. Contact Objects
      1. If your primary contact for an account is determined by a contact-level custom field, we need a custom field with the name of “Level” of type Picklist with following possible values – Primary, Secondary, Tertiary
   2. Account Object

1. If you have selected the 30/60/90 option, you will need to create the following custom fields in the Account Object:

2. We need the following fields to be accessible by integration user – this means they must be checked “Visible” in the security setting. (below are field names, not labels): If you’re running Creatio Professional, you will need to go into Page Layout and drag the fields down to make them visible.

• • • Account Number
    • Description
    • Fax
    • Employees
    • Parent Account
    • Phone
    • Rating
    • Type
    • Website

3. If your primary contact for an account is determined by contact lookup in account, we need a custom label of “Primary Contact” with a field name of “Primary_Contact” with the type Lookup Relationship (Contacts)

1. Opportunity Object
   1. If Transaction number is generated in SF, the custom field that stores your Merchant Service Provider Transaction Number needs to be auto numbered and unique
   2. If your primary contact for an account is determined by contact lookup in account, we need a custom label of “Primary Contact” with a field name of “Primary_Contact” with the type Lookup (Contact).
   3. If you are integrating Opportunities to Sales Orders, Sales Receipts, Invoices or Purchase Orders, create the following fields, Text (11) and put them in your Merchant Service Provider Integration section. These fields are unique.

4. If you are using custom billing and shipping address fields in your opportunities, we expect them to have the corresponding names:

1. 1. 4. Product Object

a. If you answered “Yes” on the setting “Creatio Support for Inventory items cost required” then you need to create two custom fields in the Product Object for Item Cost and Vendor. Their names should be:

• • • • • QB (or Financial Account Abbreviation) Parent Name
          • The field type is “Text” and the length is 41
        • Unit Cost
          • The field type is “Currency” (10/2)
        • Vendor
          • The field type is “Text” and the length is 41

b. If you answered “Yes” on the setting “Creatio Support for Item weight required” then you need to create custom field in the Product Object for Item Weight. The name should be:

• • • • • Weight
          • The field type is “Number” (10,2)

Creatio custom objects to support Merchant Service Provider integration to Creatio.

The objects below are utilized for your Merchant Service Provider to Creatio flows only (without the Payment Gateway). If the Payment Gateway is used, payments transactions will be in the Transaction Object associated to the Payment Gateway.

Payment Object

To receive Payment information from your Merchant Service Provider, you need to define a Payment Object and link it to the Account, Opportunity or Invoice Custom object you created.

To set up the Payment Object

• • • • • This is the link that will create the Payment Object in your Creatio Account

1. 1. 1. 1. 1. 1. Go to Setup, Create, Objects
               2. Select New Custom Object
               3. The Label Name is Payment QB
               4. The Plurals Name is Payment QBs
               5. All else is default, click Save
               6. Now, let’s create the Custom Fields in the Payment Object
               7. Go to Custom Fields, click on New

Credit Memo Object

To receive Credit Memo information from your Merchant Service Provider, you need to define a Credit Memo Object and link it to the Account, Opportunity or Invoice Custom object you created.

To set up Credit Memo Object

• • • • This is the link that will create the Credit Memo Object in your Creatio Account

1. 1. 1. 1. 1. Go to Setup, Create, Objects
            2. Select New Custom Object
            3. The Label Name is Credit Memo
            4. The Plurals Name is Credit Memos
            5. All else is default, click Save
            6. Now, let’s create the Custom Fields in the Credit Memo Object
            7. Go to Custom Fields, click on New

Transaction Object Detail for Creatio to QuickBooks

Mandatory

If you are running Creatio, you will need to choose from the selection of fields below to support real-time, batch and recurring Payment Processing.

In Creatio

Fields & Relationships

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