SmartSolutions Set Up and Testing – InterWeave Academy

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Knowledgebase

45

Getting Started with InterWeave
Financial Migrations
- Upgrade
  - QuickBooks
    - How to Upgrade QuickBooks Desktop to a New Version
- QuickBooks
  - Migration
    - QuickBooks Desktop to QuickBooks Online Migration Setup
Working with InterWeave Solutions
- FlexQuarters QODBC
InterWeave SmartPortal
- The InterWeave SmartPortal for Creatio
- The InterWeave SmartPortal for Salesforce

Get Started with InterWeave & Creatio for Payments

3

WHAT IS INTERWEAVE?
- Concepts, Products, and Services
LOG IN, NAVIGATE, AND SEARCH INTERWEAVE
- Usernames and Passwords
VERIFY YOUR IDENTITY
- Methods for Verifying Your Identity

Desktop

2

How to Upgrade QuickBooks Desktop to a New Version
Establishing your QuickBooks Desktop Connection

Salesforce

29

Setup
Utility Flows
Production Flows

InterWeave Payment Gateway for Salesforce

1

Welcome to the IW Payment Gateway for Salesforce and Web Sites
- InterWeave Payment Gateway for Salesforce and Web Sites

Merchant Service Providers

4

Authorize.net
- Checking on Required Fields in your Authorize.net
- Generating a Transaction Key to access Authorize.net for Credit Card Processing
Stripe
- Documentation
  - Stripe documentation to find your Stripe Publishable and Secret API Keys
Salesforce
- How to Process a One-time Payment, Recurring Payment, Credit Memo & Refund

Welcome to the IW Payment Gateway for Creatio and Web Sites

1

InterWeave Payment Gateway for Creatio and Web Sites

The Payment Gateway Process Description

4

Background on Merchant Payments
SmartPayment Gateway Details
Credit Card Payment Flow
Automated Recurring Billing

The InterWeave Payment Gateway

8

Creatio Payment Processing

Payment Object

1

Payment Object Detail

Credit Memo Object

1

Credit Memo Object

Transaction Object

1

Transaction Object Detail

Payment Method Object

1

Payment Method Object Detail

Payment Schedule Object

1

Payment Schedule Object Detail

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InterWeave SmartPortal
The InterWeave SmartPortal for Creatio
SmartSolutions Set Up and Testing

SmartSolutions Set Up and Testing

Set Up and Testing
Custom fields and objects in Creatio
Payment Object
Credit Memo Object
Transaction Object

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