Installation
To install RIO Finance and connect to Saasu, you will need to complete some initial setup steps:
- Saasu Setup
- 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.
- 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
- 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:
- Install the Package
- 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
- Fields
- 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
- Fields
- Product
- Fields
- Tax Code
- External ID
- Price Includes Tax
- Fields
- Opportunity Product
- Fields
- Tax Code
- Fields
- Contact
- We suggest creating a section called “RIO Finance Information” and adding all the custom fields to that section.
- Move on to the Connection Setup
Important: The sync will not work properly until these page layouts have been setup.