Prior to Registration and Login, two documents are provided to you by our InterWeave Sales Representative; The 8 Step Document and the InterWeave Survey.
The 8 Steps to Complete your Integration with Salesforce and QuickBooks with InterWeave Smart Solutions (ex. Salesforce to QuickBooks).
Welcome to the 8 Steps to build your InterWeave Smart Solution. There is a pre-curser document to this one, “Your Onboarding Checklist for your Salesforce to QuickBooks Integration”. If you haven’t had a chance to preview this, please do so now, as it will present the InterWeave Models for you to make your A/R and A/P components visible and ready for your customization.
The main customer portal login is located at http://www.interweave.biz/ – select “Customer Login” on the header top bar.
The InterWeave Smart Solutions Planning Survey (ex. Salesforce to QuickBooks).
The survey is an eleven-page document where you detail how you are using your CRM today (the Source), how you are using your QuickBooks today (the Target), and now they will be integrated in real-time – and how you would like them to work together.
Your InterWeave Technical Specialist will assist you with these documents.