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InterWeave Solutions

Documentation and troubleshooting our mobile app.

  2. InterWeave Solutions

Binding and Bulk Loading

Binding is a process of linking existing records in Salesforce and QuickBooks. It just populates one or two fields in existing records. It never moves any new records between systems.

InterWeave Solutions Binding Bulk Loading QuickBooks Salesforce

Could you please provide us with a rough outline of the sequential steps involved in supporting Production Flows? Specifically, understanding the timing for actions such as binding, bulk loading, and data synchronization.

Provide us with a rough outline of the sequential steps involved in supporting Production Flows? Specifically, understanding the timing for actions such as binding, bulk loading, and data synchronization.

InterWeave Solutions Binding Bulk Load Production Flows QuickBooks Salesforce

How to catch up with missing data using Bulk Load Flow

o restart flow that is behind for more than 1-2 days it requires to restart it from current date and use bulk load utility flow to catch up with previous data. Restarting scheduled flows from the current date/time is to avoid integration server overload with back log of data that CANNOT be transferred by scheduled flow.

InterWeave Solutions Bulk Load Bulk Loading Flow

Does the progress of the Production Flows depend on the the Customer team’s testing and feedback of the initial build of the Community Portal (my assumption this is the InterWeave Portal), or will these steps proceed independently?

The Customer team’s testing and feedback

Getting Started InterWeave Solutions Portal Production Flows QuickBooks Salesforce

The Integration Transaction Log from the Server

If you need more information, you can reference the log using time stamp as the search criteria.

Getting Started InterWeave Solutions Flows Log Server

As we move closer to completing the production flows, is there a plan for a final walkthrough or validation process? If so, what is the expected timeline for the final walkthrough? I want to ensure that we have a clear understanding of the steps that will be taken once the production flows are finalized.

As we move closer to completing the production flows.

Getting Started InterWeave Solutions Moving to Production Production Flows Salesforce Testing

Working with the InterWeave Freshdesks Ticketing System

To create a Ticket up on InterWeave’s Freshdesk Ticketing system, please follow below.

Getting Started InterWeave Solutions freshdesk interweave

To start integration setup process for QuickBooks Online version, we need the following information:

To start integration setup process for QuickBooks Online version,

Getting Started InterWeave Solutions help interweave smart solution QuickBooks Salesforce

How To Switch Quickbooks Company File Onto Single User Mode

Login in to your InterWeave Integration Manager (Flows Manager) using username and password you have (see #1 in InterWeave Integration Flows)

Getting Started InterWeave Solutions

Stripe documentation to find your Stripe Publishable and Secret API Keys

Stripe documentation to find your Stripe Publishable and Secret API Keys

Billing & Payments InterWeave Solutions Credit Cards MSP Payments Policies Profile QuickBooks Salesforce Stripe Utility