Configuable Solutions for CRM
Integration Technologies, Inc. serves our global clients from several North American locations. If you have any questions, or require additional information regarding our products, we would be pleased to answer them for you. We may be reached through our office locations and contact information provided below.
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How fast may I expect the integration to be completed?
The integration timeline is at the customers speed — it is directly regulated by:
Phase 1. Data de-dup in Salesforce is Job 1. Salesforce allows multiple Account names (not unique). QuickBooks Customers are always unique—so you need to run your reports or exports, compare and match them to QuickBooks. Clean data allows for a very clean integration. Look on the AppExchange—Ringlead.
Phase 2. Connect your QuickBooks. We have worked with many Managed Service Provider’s who host customers QuickBooks and customers who have the QuickBooks Company file running on their own internal server (ex. MS 2012 or 2016 Server). We work with a QuickBooks hosting company—www.trapponline.com—whose price points are excellent and they know the applications (Salesforce/InterWeave/QuickBooks) very well. We highly recommend them to you.
Phase 3. Salesforce encrypted fields and API limits. If you have selected the InterWeave Credit Card Payment Gateway, contact your Salesforce Representative and ask to have encrypted fields turned on. Secondly, if you will be loading history into Salesforce or bulk loading Salesforce from QuickBooks, contact your Salesforce Representative and ask to extend you daily API calls to 50,000 per day for 7 days. This should allow time to load your Salesforce.
Phase 4. Group your flows in a logical/process manor (Salesforce/QuickBooks/Salesforce). When building out your configuration, there are logical groupings that allow you to test quickly are:
Basic Integration. Accounts to Customers, Opportunities to Invoices and Products to Items.
Advanced Integration 1. Additional flows (Opportunities to Sales Orders, Receipts, Estimates, etc.).
Advanced Integration 2. Account to Vendors, Opportunities to Purchase Orders.
Additional files. Add and integrate multiple QuickBooks Company files.
This approach allows you to set expectations internally and gives all a working plan to measure by.
Phase 5. Bind and move to Production. If you have selected bi-directional integration, we bind Accounts, Opportunities and Products in Salesforce to Customers, Invoices and Items in QuickBooks. Then we move you to production. You set the timing of the flows and your Solution runs 24/7/365.
Phase 6. Monitor and Customize. Now that your in production, to add custom fields in Salesforce connecting to QuickBooks, log in, stop your flows and then select Edit Company File to connect custom fields in Salesforce that you have created to fields in QuickBooks.
Support is available for all customers via email, phone, Skype and GTM. If you having an issue, we have a full library available at the InterWeave Forum—https://interweavesupport.zendesk.com/forums—register and review at your leisure.
Gateways subscriptions are priced at $3600 annually, with bundled pricing available when you include other SmartSolutions.
Take our Salesforce_QuickBooks, Salesforce_Sage Intacct or the Salesforce_Sage 100Cloud SmartSolution. We have the right type for you. A model, make and price point for every customer.
ISPG offers many features and options that can be tailored to specific merchant business models. To learn more about how ISPG can support your particular business, please contact us at 203 274 5226, email sales@interweave.biz or go to www.interweave.biz.
from CRM, Financial, Payment Gateways, ERP, eCommerce, Billing, Portals and more. Contact us at 203 274 5226, email sales@interweave.biz or www.interweave.biz.
Smart Payment Gateway Detail (next page).
Copyright 2022 Integration Technologies, Inc. All Rights Reserved. (800) 671-8692. Email: sales@interweave.biz Online: www.interweave.biz, InterWeave, the InterWeave logo, SmartSolutions, Salesforce.com and all other trademarks mentioned in this document are the property of their respective owners.
InterWeave simplifies Payment and Subscription billing and management, automating recurring invoicing, payments and revenue recognition while streamlining customer revenue management.
Below is a typical Integration Timeline for a Salesforce_QuickBooks implementation. Yours will vary depending on the number of flows you have selected in your Solution.
To learn more about InterWeave SmartSolution Integrations for Financial Applications, watch this product demo, visit https://interweave.biz/quickbooks-desktop/ or contact us at 800-671-8692.
Copyright 2022 Integration Technologies, Inc. All Rights Reserved. (800) 671-8692. Email: sales@interweave.biz Online: www.interweave.biz, InterWeave, the InterWeave logo, SmartSolutions and all other trademarks mentioned in this document are the property of their respective owners.
The Hidden Fine Print
Here’s the Fine Print