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Step 1 – Create custom Payment fields in Creatio

Creatio or Web Site Custom Fields

Mandatory

In Creatio, when a transaction is sent to Stripe for processing, the Transaction Object receives the result of the call to Stripe with the results.

In Creatio or Web Site

    • Credit Card If you want to use payment method and credit card information in your Payments or Opportunities, follow the process below:
    • For Creatio centric Credit Card, Scheduled and Recurring Payments Processing, we need three Sections created and populated with the following custom fields with the following names.
Credit Card & E-Check (ACH) Payment Details (Real-time & Scheduled)
Custom Field     Custom Field Type Picklist Values Field Name
Payment Method Picklist Check
American Express Diners
Club Discover
MASTERCARDD
VISA
Wire Transfer
CaribbeanWay
Payment_Method

 

Last Date Of Authorized Payment Date Last_Authorized_Payment_Date
Manual CREDIT CARD Amount to Charge Currency (15,2) Gross_Monthly_Charge
Manual E-Check (ACH) Amount to Process Currency (15,2) Total_Balance
Bank Name Text (50) Bank_Name
Bank Check Number Text (16) Bank_Check_Number
Echeck Type Picklist (WEB is default) WEB, ARC, BOC, CCD, PPD, TEL) Echeck_Type
ACH Checkbox ACH
Customer Status from MSP Picklist Active

Cancelnopay Cancelled

Client_Status
Next Automated Date for CC/ACH Payment Date Card_Bills_On_2dt
Automated CREDIT CARD Amount to Charge Currency (15,2) Gross_Monthly_Charged
Automated E-Check (ACH) Amount to Process Currency (15,2) Total_Balancedt
DO NOT Automatically run CC/ACH Checkbox Special_Billing_2

 

Credit Card & E-Check (ACH) Payment Details (Recurring)

Custom Field Custom Field Type Picklist Values Field Name
Check if Recurring Monthly Payment Checkbox Check_if _Recurring_Monthly_Payme nt
Recurring Payments Start Month Date Recurring_Payments_Start_ Month
Number of Months Recurring Text (2) Number_of_Months_Recurrin g
Day of Month to Bill On Picklist 01st of month

02nd of month

03rd of month

04th of month

05th of month

06th of month

07th of month

08th of month

09th of month

10th of month

11th of month

12th of month

13th of month

14th of month

15th of month

16th of month

17th of month

18th of month

19th of month

20th of month

21st of month

22nd of month

23rd of month

24th of month

25th of month

26th of month

27th of month

28th of month

29th of month

30th of month

31st of month

 

Day_of_Month_to_Bill_On
Recurring Monthly Payment Amount Currency (15,2) Recurring_Monthly_Paymen t_Amount
Customer Total Balance Currency (15,2) Customer_Total_Balance

 

Bank Account & Credit Card Details

Custom Field Custom Field Type Picklist Values Field Name
Name on Bank Account Text(80)   Customer_Account_Name
Bank Account Type Picklist Checking
Savings
Account_Type
Bank Account Number Text(18)   Client_Acct
Bank Routing Information Text(100)   Routing
Billing Company Street Text Area (255) Text Area (255) Billing_Company_Street
Billing City Text(31)   Billing_City
Billing State Text(21)   Billing_State
Billing Postal Code Text(13)   Billing_Postal_Code
Billing Country Text(31)   Billing_Country
Billing Email Text(255)   Billing_Email
First Name Text(30)   First_Name
Last Name Text(60)   Last_Name
Credit Card Number Text (Encyp 20)   Credit_Card_Client
Credit Card Number 1 Text (Encyp 20)   Credit_Card_Client_1
CC Exp Date (MM/YY) (i.e.01/15) Text(7)   CC_Exp_Date_00_00
CVM Value Text(4)   CVM_Value
Number of Declines Number (4.0)   Number_of_Declines

 

The Transaction Object

You now need to create a Custom Object in Creatio to support the Credit Card Processing workflows. Go to Setup, App Setup, click on Customize – then click on Objects below. The fields required are below:

Custom Field Custom Field Type Picklist Values Field Name
Amount Currency(10, 0) Transaction Amount
Approval Status Picklist Approved
Declined
NSF
Error
Held for Review Canceled
Transaction Status returned by MSP
Stripe Transaction ID Text(50) Stripe Transaction ID
Authorization Text(50) Authorization Text Detail
Client Master-Detail (Opportunity) Field that supports CC process from Account or Opportunity
Date Ran Date Date Transaction Ran
Date Received Date Date Transaction was Received
Date Sent Date Date Transaction was Sent
Declined Comments Text Area(255) Detail comments if Transaction Declined
Due Date Override Checkbox (no, yes) Override Due Date
Payment Type Picklist First Payment Transaction Payment Type Recurring Payment Refund Chargeback ACH Chargeback Credit Card Chargeback Reversal Transaction Payment Type
Transaction Amount Currency(10,2) Transaction Amount
Transaction Status Picklist Pending Transaction Status Sent Received Processed Transaction Status
Transaction Type Picklist ACH
Credit CardRefund Chargeback
Transaction Type
Routing Bank Text(80) Routing Bank
First Recurring Picklist First Payment

Recurring Payment

 

Recurring Payment Information

 

Custom Button Creation

You now need to create a Custom Button to invoke the Credit Card process at the Payment or Object level (the one you selected). The examples below are for Payment Process Integration with Stripe.

For Payment – Go to Setup, App Setup, Payments, Buttons and Links, click on Custom Buttons and Links, new, then New

    • Label – Credit Card Processing
    • Display Type – Detail Page Button
    • Behavior – Display in new window without sidebar
    • Content Source – URL
    • Then enter the following Text Area http://67.192.84.146:8080/Creatio2StripeNet/tranCreatioorm?

        QUERY_ID =CreatioPayment2StripeQ&applicationname=iwtranCreatioormationserver&CreatioURL=https://www.Creatio/services/Soap/u/20.0&QueryStartTime=2007-01-10 23:32:02.515&tranname=CreatioLogin_CM&   GETCONFIG   =yes&  COMPANY = Your Company Here& TOKEN = Your Token Here &TransactionSourceName={!Opportunity.Id}&TestMode=true note: TestMode=true is testing. TestMode=false if production.

For Opportunity – Go to Setup, App Setup, Opportunity, Buttons and Links, click on Custom Buttons and Links, new, then New

    • Label – Credit Card Processing
    • Display Type – Detail Page Button
    • Behavior – Display in new window without sidebar
    • Content Source – URL
    • Then enter the following Text Area http://67.192.84.146:8080/Creatio2StripeNet/tranCreatioorm?

   QUERY_ID =CreatioOpp2StripeQ&applicationname=iwtranCreatioormationserver&CreatioURL=https://www.Creatio/services/Soap/u/20.0&QueryStartTime=2007-01-10 23:32:02.515&tranname=CreatioLogin_CM&   GETCONFIG   =yes&  COMPANY  = Your Company Here& TOKEN = Your Token Here &TransactionSourceName={!Opportunity.Id}&TestMode=true
note: TestMode=true is testing. TestMode=false if production.

If you are running QuickBooks and sourcing Credit Card Processing from there, we need custom fields with the following names. Create a new Section and call it QB Credit Card Processing.

Custom Field                                      Custom Field Type             Picklist Values          Field Description

Preferred Payment Method            Picklist (QB defaults)                    (Cash, Check,  American Express, Discover,                             Payment Method

MasterCard, VisaDebit, CardGift, CardCred)

Credit Card Number                      Text (25)                                                                                                  Credit Card Number

Expiration Month                           Number (2,0)                                                                                         Payment Expiration Month

Expiration Year                                Number (4,0)                                                                                        Payment Expiration Year

Name On Card                                 Text (41)                                                                                                 Payment Name on Card

Credit Card Address                       Text (41)                                                                                                  Payment Address

Credit Card Postal Code                Text (41)                                                                                                  CC Postal c