Set Up and Testing

SmartSolutions Set Up and Testing

The main customer portal login is located at www.interweave.biz – select “Customer Portal” on the main title bar. Your SmartSolutions Technical Specialist will work with you to execute the steps below:

Step 1 – Create custom fields and objects in Creatio and your Merchant Service Provider

• • Customize/update Creatio with mandatory custom fields as identified below
  • Customize/update Creatio with optional custom fields as identified below
  • Customize/update Creatio with optional custom objects as identified below
  • Customize/update your Merchant Service Provider with custom fields as identified below

Step 2 – Connectivity Set Up

• • If you are connecting to a Merchant Service Provider Online – see the first section
  • If you’re connecting to your Merchant Service Provider on a server, see instructions below
  • Install connector, configure firewall
  • Ensure Merchant Service Provider connectivity with help of Support
  • Make sure you have received the so-called “ODBC 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 ODBC URI (in the correspondingly named row)

Step 3 – Registration & Solution Configuration on the InterWeave Payment Portal

• • Select New Company? Please Register Here
  • Enter your unique registration information (and remember it – it is case sensitive)
  • Select your Solution and walk through the Configuration with your InterWeave Technical Specialist
  • This takes about 30 to 45 minutes

Step 4 – Activation of Flows and Testing

• • Log into the InterWeave Payment Portal
  • Log in and commence testing individual Flows (objects)

Creatio Object Testing (if applicable):

• • Account
  • Sales Order
  • Opportunity
  • Invoice
  • Order
  • Product