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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

Salesforce

29

Setup
Utility Flows
Production Flows

Desktop

2

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

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 Salesforce

The InterWeave SmartPortal for Salesforce

Introduction
- Introduction to the InterWeave Payment Portal for Salesforce
Welcome to the InterWeave SmartPortal for Salesforce
- What is the SmartPortal?
SmartSolutions End User Engagement
- SmartSolutions End User Engagement for the TPP
SmartSolutions Set Up and Testing
Integration Manager Process Manual
- Steps
- General Overview
Connection with Salesforce, your Merchant Service Provider, Firewalls & your Domain
- How to Process a One-time Payment, Recurring Payment, Credit Memo & Refund
- Additional Notes

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