Creatio objects (Payments, Contacts, Opportunities, Invoices, Products, etc.) may now be tested one at a time; Creatio to QuickBooks, then QuickBooks to Creatio. All parameters need to be entered prior to starting the Flow.
Enterprise Model Testing
If you have the Enterprise or Ultimate Model, testing is done using special Single-Object Flows (or “Utility Flows”, which always end in letter “N”. Each of these has a required parameter that specifies that single object by name. This is done to limit the potential damage done by misconfigured Flows. Please refer to Inter Weave Solutions Portal regarding details of specifying options to individual flows and running them.
Payment Example
Creatio -> QB flow (CreatioAPayment2QBCustN)
This Flow takes a new Payment in Creatio that would be expected to generate a QB customer (e.g. set the appropriate opportunity stage to “Closed-Won”, etc). Plug in the name of that Payment into this flow’s “PaymentName” parameter and run it. This customer should appear in QuickBooks.
QB -> Creatio flow (QBCust2CreatioAPaymentN)
Edit the QuickBooks customer created in the last flow – e.g. change the “Phone” field. Then plug in the name of that customer into this flow’s “CustomerName” parameter and run it. The changes should be propagated back into Creatio.
