To install RIO Finance and connect to Saasu, you will need to complete some initial setup steps:

1. Saasu Setup
2. Salesforce Setup

Saasu Setup

Saasu Requirements:

• Medium license or above – This is because RIO Finance requires Items in Saasu

It’s recommended you use a Salesforce Sandbox and a Saasu Sandbox for evaluation purposes before using your production file.

1. Evaluating the solution:
   • Decide if you are going to use a Saasu Sandbox file or your production Saasu file
   • In Saasu, go to Your Files > Change File
   • Select the file you are going to use
2. Prepare your Saasu File:
   • In Saasu, go to Your Files > Settings > API/Web Services
   • Ensure that API Access is Enabled
   • Take note of your File Id – You will need this during Salesforce setup

Note: Once you select your File Id in Salesforce, you will not be able to change it. If you have made a mistake or need to change it for any reason, please contact us at support@wdcigroup.net.

Salesforce Setup

For your Salesforce instance you need to:

1. Install the Package
2. Modify the following page layouts:
   • In your Salesforce instance, go to Setup | Object Manager | <object> | Page Layouts | <object> Layout
   • You can either use our preset RIO Finance page layouts, or edit your own.
   • If you’re editing your own, add the following Fields and Buttons:
     • Contact
       • Fields
         • External ID
         • Sync Error
         • Contact URL
       • Buttons
         • Sync Contact
     • Opportunity
       • Fields
         • Accounting Service
         • Transaction Type
         • Is Tax Inclusive
         • Bill To Contact
         • Bill To Account
         • Purchase Order Number
         • Invoice Number
         • Total Amount Paid
         • Paid Status
         • Auto Sync Invoice
         • Email Invoice To Contact
         • External ID
         • Sync Error
         • Invoice URL
       • Buttons
         • Sync Opportunity
         • Sync Payment
     • Product
       • Fields
         • Tax Code
         • External ID
         • Price Includes Tax
     • Opportunity Product
       • Fields
         • Tax Code
   • We suggest creating a section called “RIO Finance Information” and adding all the custom fields to that section.

3. Move on to the Connection Setup

Important: The sync will not work properly until these page layouts have been setup.