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Creatio Payment Pre-Sales Configuration Inquiry
Thank you for subscribing to
Inter
Weave from Integration Technologies, Inc.
The following information will help us help you implement and use your
Inter
Weave Solution to your company’s best advantage. We look forward to working with you.
Please enable JavaScript in your browser to complete this form.
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Step
1
of 5
Expectations
What is your company’s name?
Company Full Name
What is your definition of a Successful Project?
What has made this project a key initiative?
Who is responsible for these results?
Team Management Head or Project Manager
Contact:
Email
*
Name:
Phone
Do you need assistance?
Do you need assistance In the optimization or deployment of Creatio?
Yes
No
Do you need help defining of the requirements of the integration?
Yes
No
Next
Administrative Section
Who is the Creatio administrator in your company?
Creatio Administrator Name
Creatio Administrator Phone
Creatio Administrator Email
*
Creatio Administrator Company
Who is the Payments administrator in your company?
Payments Administrator Name
Payments Administrator Phone
Payments Administrator Email
*
Payments Administrator Company
Who will be the InterWeave administrator in your company?
InterWeave Administrator Name
InterWeave Administrator Phone
InterWeave Administrator Email
*
InterWeave Administrator Company
Who will be the InterWeave integration user (a Creatio user with admin capability) in your company?
Important Note: For real-time, bi-directional integration, the Creatio License that will be dedicated to the integration, will not be active in the daily Creatio to Payments transactions because any changes (creation, updating and so on) in Creatio and/or in Payments will not be moved over by Integration Solution (InterWeave) and will not be used in production flows due to the Repetition Protection feature of the Solution. If doing batch (evening processing) of transactions, this does not apply.
InterWeave integration User Name
InterWeave integration User Phone
InterWeave integration User Email
*
InterWeave integration User Company
Who should receive InterWeave Support Bulletin emails?
Name
Phone
Email
*
Company
Who provides IT Support for your company?
IT Support Name
IT Support Phone
IT Support Email
*
IT Support Company
Who should receive our Subscription Contract and Invoice for InterWeave?
Name
Phone
Email
*
Company
Who should have access to the InterWeave Support web site?
Name
Phone
Email
*
Company
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Next
Business and Transaction Details:
What is the nature of your business, and what products or services do you offer?
What is your average monthly transaction volume and the typical value per transaction?
Do you operate in multiple currencies or countries?
Current Payment Processing:
Which payment processors or gateways are you currently using, if any?
What challenges or limitations have you encountered with your existing payment processing system?
Desired Payment Methods:
Which payment methods do you wish to support (e.g., credit/debit cards, ACH, e-checks, digital wallets)?
Are there specific payment processors you prefer to integrate with, such as Stripe, Authorize.Net, PayPal, or others?
Integration Environment:
Which CRM system, e-commerce platform, or website framework are you using or planning to use?
Do you require integration with multiple systems or platforms?
Security and Compliance:
What measures do you have in place to ensure compliance with PCI DSS and other relevant security standards?
Do you have specific data encryption or tokenization requirements?
Recurring and Scheduled Payments:
Do you need to support recurring billing or subscription-based payments?
Are there requirements for scheduling payments or automated billing cycles?
Reporting and Reconciliation:
What are your requirements for transaction reporting and financial reconciliation?
Do you need integration with accounting systems like QuickBooks for recording transactions?
User Experience:
What are your expectations regarding the customer payment experience, such as on-site payments versus redirects to external pages?
Do you require customization of payment forms to align with your brand's look and feel?
Technical Support and Resources:
Do you have in-house technical expertise to manage the integration, or will you require external support?
What are your expectations for ongoing support and maintenance post-integration?
Budget and Timeline:
What is your budget for the payment gateway integration project?
What is your desired timeline for implementation and go-live?
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Next
Payments Configuration
Do you currently have connections to a Merchant Services Provider (MSP) running? If so, for how long?
How many months and years specifically?
Years
Months
What/Which Merchant Services Provider are you currently working with?
MSP 1
MSP 3
MSP 2
Going forward, are you targeting any of these MSPs or Transaction Types supported?
Going forward, are you targeting any of these MSPs or Transaction Types supported?
Stripe
First Data
Moneris
Authorize.net
PayPal
ACH Credit Transfers
Banccontact
Giropay
ACH Debits
EPS
IDEAL
SEP
Direct Debit
others:
Please specify:
Please list any shopping cart, shipping or other third-party systems that Payments are currently integrated with.
Please list any shopping cart, shipping or other third-party systems that Payments will be integrated with.
Previous
Next
Creatio Configuration
How long have you been using Creatio?
How many months and years specifically?
Years
Months
What edition of Creatio do you use?
What edition of Creatio do you use?
Team
Commerce
Enterprise
Other:
Please specify:
How many Creatio licenses do you have?
How many Creatio licenses do you have?
Creatio Custom Fields Setup
To set up your Creatio custom fields to support payments and finalize the layouts for you, please provide us a Creatio user ID and password with Setup (admin) access to your Creatio account.
User ID:
Password:
Customer/Account Data
How many Customers and Jobs do you have in Creatio, in total?
Total Accounts
Total Customers
Total Name
Do you use Parent and Child Accounts in Creatio?
If yes, do you want to mimic this hierarchy in Payments?
Do you use Parent and Child Accounts in Creatio?
Yes
No
Comments
Enter Comments:
Are your account names in Creatio unique?
Are your account names in Creatio unique?
Yes
No
Item/Product Data
If you have the same product in Creatio andItem in Payments, how do you prefer to match? CRE Product Name – Accounting Item Name? CRE Product Code – Accounting Item Code (custom field)?
If you have the same product in Creatio and Item in Payments, how do you prefer to match? CRE Product Name – Accounting Item Name? CRE Product Code – Accounting Item Code (custom field)?
Yes
No
Comments
Enter Comments:
Which Payments item types are you planning to integrate?
Which Payments item types are you planning to integrate?
Groups
Services
Inventory part/Stock part
Inventory assembly/Non-stock part
Other Charge
Subtotal (not synched to Creatio
Discount
Other:
Please specify:
When you create new products, which system is considered the Master of Record?
When you create new products, which system is considered the Master of Record?
Payments
Creatio We would like it to be for simplicity’s sake.
Transaction/Opportunity Data
Do you work in a single currency?
If you have more than one currency, what currencies do you use in Payments and/or Creatio?
Do you work in a single currency? If you have more than one currency, what currencies do you use in Payments and/or Creatio?
Yes
No
Comment
Enter Comments:
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