Creatio change of Password

If you want to change Creatio password, then:

1. 1. 1. Stop the Flows.
      2. Change password in Creatio.
      3. Open company configuration and at the last page of the wizard change Creatio password correspondingly.
      4. Re-start your Flows.

Customer Logins in the ISP

There can be two logins (administration if treated separately)

1. 1. 1. One will be for normal logging in to flows
      2. One will be to edit and change company profile
      3. Be sure to document both.

Generally, the default settings should suffice for any given transaction. Only order numbers or Solutions number ranges should be changed by the user with a SmartSolutions Specialist assistance. Change the property and click SUBMIT. The properties are now set.

To change the transaction’s run time behavior (start/stop, setting up scheduled or single run, interval between starts, shift (time lag between transaction start and execution), Query Start time, and Page counter, simply select the option or enter the value and click SUBMIT.

Ensuring Connectivity for InterWeave Servers in Creatio

In Creatio, Rackspace servers running InterWeave need to be authorized. Go to Setup, Security Controls, Network Access, New – enter the below addresses (each one is a from/to address).

Connecting with your Merchant Service Provider

When integrating with Stripe, First Data, Authorize.net, etc. – you need to enter that server’s IP address into Creatio.

Step 2 – Solution Registration & Configuration

Registration

InterWeave Solutions Specialist will create basic company profile for your company in the InterWeave Payment Portal.

Configuration

The configuration of your company profile in the InterWeave Payment Portal (IPP) may require presence of specific custom fields in Creatio and your Merchant Service Provider in accordance with your business process. Your profile will be configured by InterWeave specialist with your help on online configuration meeting.

Configuration Detail

The configuration of your company profile in the InterWeave Payment Portal (IPP) may require presence of specific custom fields in Creatio and your Merchant Service Provider in accordance with your business process. Your profile will be configured with you by your InterWeave specialist in an online configuration meeting.

Step 3 – Activation of Flows and Testing

Working with Flows

InterWeave works based on “Flows”, which are batch jobs importing a subset of data from one system to another.

After having created your InterWeave company profile with the administrator user, use those credentials to login on your Company Profile in the IPP (InterWeave Secure Portal Login).

You should see a list of flows currently available, with a few checkboxes and other fields in each row.

Each flow can be configured by clicking on its name (which is a link). The bottom frame of the window should then show the available parameters for the flow.

To start a flow, check the START checkbox on the same row as the flow name, and then click the “Submit” button at the top or bottom of the screen.

The row should be highlighted green. To keep checking the status of running flows, just check checkbox Auto-Refresh and click “Submit” button or click “Submit” when no checkboxes are selected – that is equivalent to refreshing the page.

Creatio Payment Testing

Creatio objects (Payments, etc.) may now be tested one at a time; Creatio to your Merchant Service Provider (Stripe). All parameters need to be entered prior to starting the Flow.

Enterprise Model Testing

If you have the Enterprise Model, testing is done using special Single-Object Flows (or “Utility Flows”, which always end in letter “N”. Each of these has a required parameter that specifies that single object by name. This is done to limit the potential damage done by misconfigured Flows. Please refer to InterWeave Payment Portal regarding details of specifying options to individual flows and running them.

Utility Payments Example

SF -> Stripe flow (SFTransactions2CardSN)

This Flow takes a singular payment Creatio that has been set to the appropriate opportunity stages to “Invoiced”, etc., in Creatio. Plug in the name of that payment into this flow’s “Payment” parameter and run it. These payments will be to processed to your Stripe Application.

SF -> Stripe flow (SFTransactions2CardSDRS)

This Flow takes payments from a specified” Date Range” in Creatio that would be expected to generate multiple payments (e.g. set the appropriate opportunity stages to “Invoiced”, etc.) in Creatio. Plug in the name of those payments into this flow’s “Payment” parameter and run it. These payments will be processed to your Stripe Application.

Scheduled Payment Example

SF -> Stripe flow (SFTransactions2CardS)

This Flow takes payments in Creatio that have been set to the appropriate opportunity stage to “Invoiced”, etc.) in Creatio on a scheduled basis. Set the “Interval” timing to 60000 (60000 is ten minutes), click on the “Start” button, then click on “Auto-Refresh”, then  “Submit”. This will start the Flow to run automatically at the desired scheduled to process payments to your Stripe Application.

Small Business, Enterprise or Ultimate Model Testing

If you have the Small Business. Enterprise or Ultimate Model, testing is done using the buttons you have created at the Object level (Accounts, Opportunities, Products, etc.) and the Home Page Custom Links.

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

]]> https://help.interweave.biz/docs/custom-fields-and-objects-in-salesforce/feed/ 0 https://help.interweave.biz/docs/smartsolutions-end-user-engagement-for-the-tpp-2/ https://help.interweave.biz/docs/smartsolutions-end-user-engagement-for-the-tpp-2/#respond Tue, 02 Apr 2024 19:49:51 +0000 https://help.interweave.biz/?post_type=docs&p=13239 Sign On Page

It all starts with the sign on page, user id and password that was generated by InterWeave and sent to the customer via email. The URL for the InterWeave Payment Portal is IW Customer Portal (interweave.biz). Once you have entered the User Name and Password, click on “Login to Payment Portal”, which will take you to the first Detail Page.

First Detail Page

The First Detail Page will display the customers’ invoices – Orders, Amount, Outstanding Payments, Close Date on separate lines. At the end of each line, is a “Pay Now” button, which will take you to the Payment Page.

Customers Payment Page

The Payment Page is comprised of two sections: Order Name, Total due and Pay Amount on the left, and Credit Card number, First Name, Last Name, Expire Date and CVM code. Once you have entered this information, click “Process Payment”, which will execute this payment with your Merchant Services Provider the Solution is connected to. After processing, you have the “Return Home” or “Logout” option as selections.

The InterWeave Payment Portal (TPP) is specifically designed for InterWeave customers to connect with their information (i.e., employees, partners and customers) to review their outstanding invoices, and select ones for payments. InterWeave will provide their customers with the URL, user id and password to access the TPP. Customer registration will be completed and entered into Creatio by InterWeave and then provided to the customer via email.

Benefits to the Customers using the TPP

As a Creatio connected Solution, the TPP provides its customers with seamless integration with  Accounts, Contacts, Opportunities, Invoices, Products and more. This is the information that is utilized to create the invoices for the customer to select, review and process payments. The TPP is an extended framework to InterWeave’ s Creatio.

The InterWeave Payment Portal for Creatio Sections

1. 1. SmartSolutions End-User Engagement
   2. SmartSolutions Setup and Testing
   3. Integration Manager Process Manual
   4. Connection with Creatio, your Merchant Service Provider, Firewalls & your Domain