Step 3 – Activation of Payment Flows and Testing Receiving your Email

Testing Receiving your Email

Upon completion of the step above, you will receive the following email from InterWeave Support personnel.

1. 1. Your InterWeave company name is: [Company Name Here]
   2. Your company token is: [Token issued by InterWeave here]
   3. You may need to add a few custom fields to your Creatio application and the QuickBooks company Use the guide above to make sure that your installation is correct; some of this has already been taken care of during the initial setup call.
      • In some cases, a similar custom field may already exist, g. due to prior integration efforts; in that case, just modify existing field to match the expected API name.

Create an Administrative User

There can be multiple users per company profile in the InterWeave Solutions Portal (ISP). The administrator user is the user with the same email as the “administrator email” you have specified in the company profile.

Follow these steps to create it:

1. 1. In the main login screen, click on the “Register Here” link right after “New user?” text
   2. Most fields are self-explanatory; all need to be filled out
   3. Copy the company name exactly as it is in the email (no spaces, etc.). Copy the Token into “QB Integration Password/Token” and
   4. The e-mail is what is used to log in, and must be the same as the “administrator email” in the company profile
   5. When done, click “Register“