Welcome to the 7 Steps to build your InterWeave Smart Solution. There is a pre-curser document to this one, “Your Onboarding Checklist for your Salesforce to QuickBooks Integration”. If you haven’t had a chance to preview this, please do so now, as it will present the InterWeave Models for you to make your A/R and A/P components visible and ready for your customization. Your SmartSolutions Technical Specialist will work with you to execute the steps below:
The QODBC Driver with QRemote Server connector is a very small piece of software that allows InterWeave servers to connect to your QuickBooks installation. It runs automatically when you (the Windows user under which QB and connector are installed) login and stays in the background. Note that integration can only work when the Windows user you install this under is logged in. The QB integration user must have 1 QB license available all the time to connect.
Most companies' servers are behind a so-called "firewall" or similar devices that block external access to improve security. For InterWeave to work, your firewall needs to allow inbound connections to communicate with the QRemote connector (connecting) to your QuickBooks Company file on port 4500. Please make sure that this is the case (you may need to contact your hosting provider or IT support for that).
Once the access is allowed, please send the following pieces of information to support:
Port 4500 and Networking
In order to establish the correct connection to QRemote connector port 4500 has to be forwarded to a server on which the QRemote connector is installed. Please see port forwarding in your router documentation.
Access to port 4500 has to be open in both external (router) and internal (server) firewalls if both are used.
Testing your connection for correct Port Forwarding.
telnet XXX.XXX.XXX.XX 4500
- where XXX.XXX.XXX.XX is local IP for local testing and external IP for outside testing. Telnet window must open and after it closed log entry must appear in the log of QRemote server.
Testing your connection for correct Port Forwarding.
1. From another computer inside local network run.
telnet LLL.LL.LL.LLL 4500, where LLL.LL.LL.LLL is a local IP address of the QB server where QRemote server is installed. Telnet window should open. When it is closed you should see the message in the log window of QRemote server. This test shows that Connector is installed properly and Windows (and other –if present) firewall is properly configured.
2. From another computer outside of local network run.
telnet XXX.XX.XX.XXX 4500, where XXX.XX.XX.XXX is an external IP address of the QB server where QRemote server is installed. Telnet window should open. When it is closed you should see the message in the log window of QRemote server. This test shows that port forwarding is done correctly and external (router) firewall is configured properly.
Ensuring Connectivity for InterWeave Servers in Salesforce
In Salesforce, Rackspace Servers running InterWeave need to be authorized. Go to Setup, Security Controls, Network Access, New - enter the below addresses (each one is from/to address filed).
Note: If you are using our ACH/Credit Card Payment Gateway Solution and integrating with First Data, Authorize.net, etc. - you need to enter that server IP address into Salesforce (we will provide this to you).
Customer - To Do
Step 1: Salesforce Custom Sections & Fields Initial Setup
The main customer portal login is located at http://www.interweave.biz– select “Login” on the main title bar. When you have returned your InterWeave SalesForce_QuickBooks Integration Planning Survey with Model Selection to your InterWeave Technical Specialist, he will run an InterWeave application to create the Custom Sections, Objects and Fields in both your Salesforce and QuickBooks that support the integration. Your InterWeave Technical Specialist will set up the Custom Sections, Objects and Fields in your Salesforce once you have given him a Salesforce User ID and Password with Administrative capability.- InterWeave Technical Specialist – To Do
- In relation to InterWeave Model selected
- Customize/update SalesForce with mandatory custom Sections at Object level
- Customize/update SalesForce with optional custom Fields at Object/Section level
- Customize/update QuickBooks with custom fields at Object Level
- We (or you) will create a Custom Field in your QuickBooks Customer called “AccountID”. This field is used to bind the Salesforce Account record to the QuickBooks Customer record.
- In relation to InterWeave Model selected
- Customer - To Do
- The customer needs to create the following custom Fields in Sales at the Object level (if they want these fields integrated) so an exact match to the Fields in QuickBooks are exactly matched prior to initial testing.
- Account Object
- QB Term (List)
- QB Total Balance
- QB Customer Type (List)
- QB Vendor Type (List)
- QB Tax Code?
- QB Tax Item?
- Opportunity Object
- QB Term (List)
- QB Class
- QB Balance Remaining
- QB Due Date
- QB Ship Date
- QB Transaction Date?
- QB Sales Rep (List)
- Sales Rep cannot exceed 5 characters and is matched to your Salesforce User Alias
- QB Job Type (List)
- QB PO Number
- QB Ship Via
- All Numbers (like Invoice Number etc.) to be able to choose to generate from SF or From QB
- Customer Message (List)
- Payment Method (List)
- Ship Via (List)
- Product
- QB Parent Name
- QB Item Type
- QB Quantity On Hand
Step 2 – Connectivity Set Up
- Customer - To Do
- (If you need QuickBooks Online instructions, just let us know and we will send them to you)
- For QB Online connection we need QB admin credentials and QB company file name. We can do the connection without customer's participation if you wish.
The QODBC Driver with QRemote Server connector is a very small piece of software that allows InterWeave servers to connect to your QuickBooks installation. It runs automatically when you (the Windows user under which QB and connector are installed) login and stays in the background. Note that integration can only work when the Windows user you install this under is logged in. The QB integration user must have 1 QB license available all the time to connect.
- QODBC driver (QRemote) Installation instructions link: http://www.qodbc.com/qodbcinstall.htm
- Note: License step must be skipped - license (CD Key) will be provided by Interweave during QB connection setup meeting
- Note: Instruction must be executed for installation only – no connectivity steps
- Link to download QODBC driver (QRemote): http://www.qodbc.com/qodbcDownload.htm
- Note: On question "How did you hear about our products?" answer - InterWeave (Integration Technologies Inc.)
- Implement port 4500 Forwarding and test it using telnet (instructions are below)
- Notify us when you are ready for a GTM meeting - we will schedule a GTM connectivity meeting to activate a license (CD key) and connect
Most companies' servers are behind a so-called "firewall" or similar devices that block external access to improve security. For InterWeave to work, your firewall needs to allow inbound connections to communicate with the QRemote connector (connecting) to your QuickBooks Company file on port 4500. Please make sure that this is the case (you may need to contact your hosting provider or IT support for that).
Once the access is allowed, please send the following pieces of information to support:
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In order to establish the correct connection to QRemote connector port 4500 has to be forwarded to a server on which the QRemote connector is installed. Please see port forwarding in your router documentation.
Access to port 4500 has to be open in both external (router) and internal (server) firewalls if both are used.
Testing your connection for correct Port Forwarding.
- In order to test Port Forwarding please use Telnet from (1) local network and (2) outside of the local network using external IP address of the server where QB company file resides.
telnet XXX.XXX.XXX.XX 4500
- where XXX.XXX.XXX.XX is local IP for local testing and external IP for outside testing. Telnet window must open and after it closed log entry must appear in the log of QRemote server.
Testing your connection for correct Port Forwarding.
1. From another computer inside local network run.
telnet LLL.LL.LL.LLL 4500, where LLL.LL.LL.LLL is a local IP address of the QB server where QRemote server is installed. Telnet window should open. When it is closed you should see the message in the log window of QRemote server. This test shows that Connector is installed properly and Windows (and other –if present) firewall is properly configured.
2. From another computer outside of local network run.
telnet XXX.XX.XX.XXX 4500, where XXX.XX.XX.XXX is an external IP address of the QB server where QRemote server is installed. Telnet window should open. When it is closed you should see the message in the log window of QRemote server. This test shows that port forwarding is done correctly and external (router) firewall is configured properly.
Ensuring Connectivity for InterWeave Servers in Salesforce
In Salesforce, Rackspace Servers running InterWeave need to be authorized. Go to Setup, Security Controls, Network Access, New - enter the below addresses (each one is from/to address filed).
| 67.192.84.146 | 72.3.142.149 | 74.205.126.77 | 199.192.93.251 |
| 199.195.139.92 | 199.195.139.94 | 199.195.139.96 | 199.195.139.97 |
| 199.195.139.102 | 199.195.139.109 | 199.195.139.129 |
Note: If you are using our ACH/Credit Card Payment Gateway Solution and integrating with First Data, Authorize.net, etc. - you need to enter that server IP address into Salesforce (we will provide this to you).
- InterWeave Technical Specialist – To Do
- Provide customer the correct documentation and assist in final Connection verification. We will specify a GTM meeting requirements (QB connection checklist) and schedule with you.
- Provide the customer the so-called "QODBC URI" string from Support by this point (it looks like this - "jdbc:odbc:CompanyName")
Step 3 – Registration & Solution Profile Configuration on the InterWeave Solutions Portal
InterWeave Technical Specialist – To Do- Your InterWeave Technical Specialist will pre-populate your Solution with the correct Object and Field selections based on the Integration Planning Survey and all transaction forms and screen shots provided by customer at the time of completed survey return, to support your uni or bi-directional integration and assist you with further customization
- Go to the InterWeave Solutions Portal
- Select New Company? Please Register Here
- Enter your unique registration information (and remember it – it is case sensitive)
- For best result, have Accounting Operations and Sales Operations work with your InterWeave Technical Specialist in completing your Solutions Configuration
Step 4 - Register in the InterWeave Case Management Solutions
To create a Case in our new Desk.com Case Management Solution, here are the instructions.Customer - To Do
- Go to our home page; www.interweave.biz
- Top right, click on the Desk.com icon
- This will bring you to https://integrationtechnologiesinc.desk.com/ (our Forum)
- You will notice one entry; the Login Button
- Click on Login, and go to the bottom left of the page; and click on Create an Account
- Enter your email address and password to access your Cases
- Enter your email address and click on Send Instructions.
- You will receive and authentication email titled - InterWeave Smart Solutions support registration
- Click on Click Here, this will take you back to the Forum, where you enter your email address and password – you’re in
Step 5 – Initialization of QuickBooks
- Customer - To Do
- Before you start testing, you need to make sure QuickBooks is ready.
- QuickBooks connection functioning properly
- Log in to your QB server as a user under which the QB app and QODBC Driver (QRemote) are installed and make sure the QB app QRemote is up and running, no pop up messages are there including QB login window.
- QuickBooks in Multi-User Mode?
Step 6 – Activation of Flows and Testing
- InterWeave Technical Specialist – To Do
- Your InterWeave Technical Specialist assist you with specifying Test Cases as relate to the A/R and A/P Models you selected.
- Customer - To Do
- Log into the InterWeave Solutions Portal
- Utility Flows vs. Scheduled Flows
- When your company profile customization has been completed, you click on the “Save and Finish” button on the last page. This action creates your Master Console and both Utility Flows and Scheduled Flows. Utility Flows are for one-off testing of an Object to Object transaction. One-off means that it’s a one to one transaction. For example, if you were going to test a Salesforce Opportunity to QuickBooks Invoice, there is an assumption that you have already run the Salesforce Product to QuickBooks Item and Salesforce Account to QuickBooks Customer, since both are required in QuickBooks to create an Invoice.
- Commence testing individual Utility Flows (Objects)
- Customer will need to load test QuickBooks Items to test Salesforce Products first so Product Line Items will be available to be selected under Salesforce Opportunities.
- SF Account to QB Customer
- SF Opportunity to QB Sales Order
- SF Opportunity to QB Invoice
- QB Customer to SF Account
- QB Sales Order to SF Opportunity
- QB Invoice to SF Opportunity
Step 7 – Binding and Production
- InterWeave Technical Specialist – To Do
- When your testing is complete, we will schedule to run the binding flows you’re your Salesforce to QuickBooks
- There will most likely be multiple runs as you correct your Salesforce Account Name to match exactly your QuickBooks Customer and Vendor Names.
- Customer - To Do
- When Data is clean and matched, your InterWeave Technical Specialist will assist you to Log into the InterWeave Solutions Portal, set your Flow timings – and assist you in monitory your InterWeave Solution.
Next Steps – Bulk Loading history from your QuickBooks
- InterWeave Technical Specialist – To Do
- If you have selected Smart+ Support, then Bulk Loading (QuickBooks to Salesforce) is available to you for current and prior year.