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Welcome to InterWeave Getting Started
InterWeave Smart Solutions are designed to run and operate in a very efficient and streamlined manner. In order to begin the testing of your configured solution and maintain your desired project schedule, the installation and set–up of the required integration fields in Salesforce and QuickBooks will need to be performed. Please follow the categorized detailed steps below required to support your Smart Solution.
Smart Solution Set Up and Testing
Open your internet browser to the main customer portal login located at www.interweave.biz. Next, select “Login” on the main title bar. Fot the Salesforce_QuickBooks Smart Solution, click on manual for additional information detail for the categories below.
Step 1 – Create custom fields in Salesforce and Quickbooks
- Customize/update SalesForce with custom fields as identified in the H&T Manual
- Customize/update QuickBooks with custom fields as identified in the H&T Manual
- Make a test copy of your QuickBooks Company File—this is what you will test against.
Step 2 – Registration & Solution Configuration on the InterWeave Solutions Portal
- Select New Company? Please Register Here
- Enter your unique registration information (and remember it, save it – it is case sensitive
- Select your Solution and walk through the Configuration with your InterWeave Technical Specialist
Step 3 – Connectivity Set Up
- If you are connecting to Quickbooks Online - see the first section in the H&T Manual
- If your connecting to your Quickbooks Company file on a server, see instructions in the H&T Manual
- Install connector, configure firewall
- Ensure QB connectivity with help of your InterWeave Technical Specialist
- Make sure you have received the so-called "QODBC 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 QODBC URI (in the correspondingly-named row)
- Ensuring Connectivity for InterWeave Servers in Salesforce
- In Salesforce, Rackspace Servers running InterWeave need to be authorized. Go to Setup, Security Controls, Network Access, New - enter the IP addresses in the H&T Manual
Step 4– Activation of Flows and Testing
- Log into the InterWeave Solutions Portal
- If you selected Professional, Premier of Small Business, please go to the next page for Button activated flows. If you selected Enterprise, log in and commence testing individual Flows (the Utility Flows)
Step 5 – Binding and Production
- If your bi-directional, you will want to bind the objects in Salesforce with the objects in QuickBooks.
- When your testing is complete, we will run the binding flows for SF to QB that evening
- Next morning, Log into the InterWeave Solutions Portal, set your Flow timings – and your running
Customer Support
If you need additional information or if we can help in any way, contact InterWeave Customer Support directly; use the following numbers depending on your location:
- Americas: (415) 242-7910
- Canada: (415) 242-7910
- APAC: (800)-671-8692 ext 702
- Japan: (800)-671-8692 ext 702
For more information about getting started, see the Smart Solution Checklist data sheet.
In pdf form, click here: Smart Solution Checklist |
Smart Links
Salesforce
SugarCRM
Resources
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