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Category | Question | Answer |
Purpose and Overview | What is the primary purpose of the FreshBooks App? | The FreshBooks App helps users manage business finances efficiently by enabling invoicing, expense tracking, financial reporting, and more to save time and improve decision-making. |
What is the scope of the FreshBooks App? | The app provides mobile access to essential accounting features, enhancing productivity, streamlining financial processes, and supporting small business owners, freelancers, and accountants. | |
Account Setup and Configuration | How do I set up an account on FreshBooks? | Visit the FreshBooks website, log in to the Developer Console, create a new app, enter required details, save the app, and retrieve OAuth credentials. |
What are the OAuth credentials in FreshBooks? |
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Where can I locate the Client ID and Client Secret? | These credentials are found in the settings of your app in the FreshBooks Developer Console. | |
Features and Functionality | What are the main features of the FreshBooks App? |
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How does FreshBooks help with mobile financial management? | The app provides access to financial data and tools on mobile devices, allowing users to manage invoices, expenses, and reports on the go. | |
What is the role of custom fields in FreshBooks? | Custom fields allow the personalization of data in invoices, expenses, and reports to meet specific business needs. | |
Integration and Security | What are App Keys, and how are they used in FreshBooks? | App Keys authenticate and authorize third-party apps to access FreshBooks data securely. |
What is the role of OAuth in FreshBooks integration? | OAuth provides secure authentication for connecting FreshBooks with third-party apps and systems like AC5.x. | |
Configuration in AC5.x | How do I configure FreshBooks in AC5.x? | Add the FreshBooks account, configure OAuth details, including Client ID and Client Secret. |
What are the authentication types supported in FreshBooks? | FreshBooks supports OAuth authentication for secure access and data exchange. | |
Management and Productivity | What are some typical entities managed in FreshBooks? | Entities include invoices, expenses, time entries, and reports, with specific allowed operations for each. |
How can FreshBooks enhance productivity for businesses? | By automating financial tasks, providing real-time data access, and offering flexible tools for managing finances from any location. | |
Developer Console and Security | What is the importance of the FreshBooks Developer Console? | It allows users to create apps, manage credentials, and configure integrations for enhanced functionality. |
How secure is data managed through FreshBooks? | FreshBooks employs OAuth credentials and secure authentication methods to ensure data protection. | |
Account and Data Management | What details are required for account creation in FreshBooks? |
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Integration with Other Tools | Can FreshBooks be integrated with other tools? | Yes, FreshBooks can integrate with platforms like AC5.x through OAuth configuration and API keys. |
Financial Reporting | What is the purpose of financial reporting in FreshBooks? | To provide users with insights into their financial health, enabling better planning and decision-making. |
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3. Marketplace
Category | Question | Answer |
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Marketplace Overview | What is the Marketplace? | The Marketplace is a central hub where users can access and install pre-built Automations tailored to their needs. It streamlines integration by offering ready-made solutions. |
Tabs and Navigation | What tabs are available on the Marketplace? | The available tabs are: |
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App Connectors | What are App Connectors? | App Connectors display a list of business applications. Selecting an app leads to the "All Automations" tab where pre-built Automations using that app can be viewed. |
Document Processing (IDP) | What types of documents can be processed using the Marketplace's Document (IDP) feature? | The Document (IDP) tab processes documents like: |
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Using Pre-built Automations | How do I use a pre-built Automation? |
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Document Type Selection | What happens after I select a document type from the Document (IDP) tab? | After selecting a document type (e.g., Purchase Orders), you are taken to "All Automations" where pre-built Automations process the unstructured file and write structured data to the destination application. |
All Automations | What is the 'All Automations' tab? | The "All Automations" tab displays all pre-built Automations available on the Marketplace, providing easy access for installation. |
Configuration of Automations | How do I configure an installed Automation? | After installing a pre-built Automation, configure it according to specific needs. Refer to the "Create Automation" section in the documentation for detailed instructions. |
Exploring Automations | Can I use multiple tabs to explore Automations? | Yes, you can explore Automations across multiple tabs (Partner Network, App Connectors, Document (IDP), All Automations) to find solutions suited to different needs. |
Business Applications | What types of business applications are available in App Connectors? | The App Connectors tab displays business applications like QuickBooks, which can be integrated into pre-built Automations available in the Marketplace. |
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4. Connectors
Category | Question | Answer |
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App Connectors Overview | What are app connectors? | App connectors are specialized software components that facilitate communication and data exchange between different applications or systems, enhancing efficiency and automating tasks. |
Functionality of App Connectors | How do app connectors function in Adeptia Connect? | App connectors use triggers and actions to interact with applications. A trigger initiates workflows or actions at the source, and an action performs the operation in the target application. |
Authentication Methods | What authentication methods do app connectors use in Adeptia Connect? | App connectors use token-based, OAuth, API key, and other secure authentication processes based on the application. |
Custom App Connectors | Can I create custom app connectors in Adeptia Connect? | Yes, you can create custom app connectors using an Open API Specifications (OAS) based YAML file to connect to applications that do not have pre-built connectors. |
CDATA Connectors | What is a CDATA custom connector? | A CDATA custom connector is a JDBC-based connector that allows data exchange with specific applications like NetSuite, SAP, or Salesforce. |
How can I add a custom CDATA connector in Adeptia Connect? | To add a custom CDATA connector, configure it within the platform using JDBC protocols and application details. | |
Pre-built vs. Custom Connectors | What is the difference between pre-built and custom connectors in Adeptia Connect? | Pre-built connectors are designed for popular applications, while custom connectors are built using specifications like OAS for applications not covered by pre-built connectors. |
Advantages of App Connectors | What are the key advantages of using app connectors? | App connectors streamline workflows, automate tasks, improve data flow, reduce complexity, and enable efficient communication between systems. |
Applications for Integration | What types of applications can I connect to using app connectors in Adeptia Connect? | You can connect to CRM systems, ERP platforms, financial tools like Salesforce, NetSuite, SAP, QuickBooks, and more. Custom connectors can be created for other applications. |
Business Use Cases | What are the main use cases for app connectors in a business environment? | Use cases include automating data exchange, integrating CRM, ERP, and marketing platforms, improving data accuracy, and enabling real-time communication between business tools. |
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5. App Connectors
Category | Question | Answer |
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App Connectors Overview | What are app connectors? | App connectors are tools that enable different applications or systems to share data and communicate with each other, streamlining processes, improving efficiency, and automating tasks. |
App Connectors Functionality | What role do app connectors play in Adeptia Connect? | In Adeptia Connect, app connectors use triggers to start workflows in source apps and actions to perform specific tasks in target apps. They enable integration with external applications through pre-built or custom connectors. |
What is a custom app connector in Adeptia Connect? | A custom app connector is a user-defined integration created using an OpenAPI Specification (OAS) YAML file, enabling Adeptia Connect to work with applications lacking pre-built connectors. | |
What is the purpose of the connector's specification file? | The specification file, based on OpenAPI Specification (OAS 3.0), defines details for connecting to third-party applications, including API endpoints, operations, authentication, and request/response formats. | |
What features can be defined in the connector's specification file? | Features include authentication mechanisms, triggers, pagination, incremental data strategy, actions, batch processing, API-based filtering, and field references. | |
Connectors Comparison | What is the difference between app connectors and REST connectors? | REST connectors handle basic API interactions, while app connectors offer advanced features like incremental data sync, complex authentication, pagination, batch processing, and dynamic schemas. |
When should you use a REST connector instead of an app connector? | REST connectors are best for simple API operations without the need for advanced features like pagination, batch processing, or incremental data synchronization. | |
What is the advantage of app connectors over REST connectors? | App connectors support advanced features such as complex authentication, incremental data sync, pagination, batch operations, and custom field references, making them ideal for complex integrations. | |
Data Handling in App Connectors | What is incremental data synchronization in app connectors? | Incremental data synchronization ensures that only new or updated records are processed, improving efficiency by minimizing data exchange. |
What is pagination in app connectors? | Pagination divides large datasets into smaller, manageable chunks, allowing data to be retrieved in batches instead of all at once. | |
What is batch processing in-app connectors? | Batch processing allows multiple operations or requests to be executed collectively, improving efficiency during data transfers. | |
What is API-based data filtering? | API-based filtering specifies criteria for processing only relevant data fields, reducing unnecessary data transfer. | |
Supported Applications | What applications can be integrated using pre-built app connectors in Adeptia Connect? | Supported applications include QuickBooks, Salesforce, Dropbox, Google Drive, Zoho CRM, Shopify, ServiceNow, Microsoft Dynamics, Zendesk, and more. |
Authentication and Security | What is the role of authentication in app connectors? | Authentication ensures secure communication by managing credentials and access tokens between Adeptia Connect and third-party applications. |
OpenAPI Specification (OAS) | What is an OpenAPI Specification (OAS) file? | An OAS file is a machine-readable document that describes RESTful API details, including operations, endpoints, request formats, and authentication requirements. |
Custom Fields and Objects | How does Adeptia Connect support custom objects and fields? | App connectors support dynamic schemas and custom fields, allowing users to adapt integrations to unique application requirements. |
Triggers and Actions | What is a trigger in an app connector? | A trigger initiates workflows or tasks in the source application, such as detecting changes in data or events. |
What is the purpose of actions in app connectors? | Actions perform specific tasks in the target application, such as creating, updating, or deleting records. | |
Runtime and Execution | What is the runtime engine in the app connector framework? | The runtime engine executes operations defined in the connector's specification file, facilitating communication and data exchange between systems. |
Adding Custom Connectors | How can a custom app connector be added to Adeptia Connect? | A custom app connector can be added by uploading its OpenAPI Specification (OAS) YAML file to the Adeptia Connect user interface. |
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6. AI Map
Category | Question | Answer |
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Overview of AI Map | What is AI Map, and how does it help in data mapping? | AI Map automates data mapping by using AI to suggest mappings with confidence levels (High, Medium, Low), reducing manual effort and speeding up integration tasks. The library feature allows users to save and reuse mappings for similar scenarios. |
Confidence Levels | What are the confidence levels, and how do they work? |
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How can I apply mappings based on confidence levels? | Users can filter and apply mappings by confidence level. Use High Confidence mappings directly; review Medium and Low Confidence mappings before applying them. | |
Handling Incorrect or Missing Mappings | What should I do if a mapping is incorrect or missing? | Modify incorrect mappings in the layout. Reject unwanted suggestions. For missing mappings, manually create them and save to the library for future use. |
AI Map Library | How does the AI Map Library work? | The library stores manual mappings created by users. These are suggested as High Confidence when similar layouts are encountered in future projects, improving speed and accuracy. |
Design Time vs. Runtime | What are the key differences between Design Time and Runtime in AI Map? |
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Complex Mapping Scenarios | Does AI Map support handling complex mapping scenarios? | Yes, AI Map can recognize different naming conventions and intelligently map them. Users can define custom mappings and rules for complex cases, saving them in the library. |
Updates and Future Features | Are there any planned updates to improve AI Map? | Planned features include: |
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Common Issues and Challenges | What are the common issues users face with AI Map? |
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Best Practices for Using AI Map | What are the best practices for using AI Map effectively? |
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Field Naming Conventions | Can AI Map handle mismatched field naming conventions? | Yes, AI Map can recognize and map fields with equivalent meanings even if the naming conventions differ (e.g., "Last Name" vs "Surname"). |
Custom Rules | Can I define custom rules in AI Map? | Custom rules can currently be implemented manually. AI Map will soon allow rule definitions in plain language for automating complex mappings. |
Manual Review Necessity | Why is manual review necessary for some mappings? | Manual review ensures that Medium and Low Confidence mappings meet system requirements and prevents errors during data integration. |
Handling Unmapped Mandatory Fields | How do I handle unmapped mandatory fields? | Perform a manual check during the design phase to ensure all required fields are mapped. An automatic alert feature for unmapped mandatory fields is planned. |
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7. Layout Builder
Category | Question | Answer |
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General Overview | What is the Layout Builder? | The Layout Builder is a tool for defining data structures (schemas) used in automation workflows. |
Why is the Layout Builder important? | It helps streamline data mapping and processing, ensuring accurate schema definitions for source and target data. | |
Creating a Layout | How do I select a data format for my layout? | Navigate to the Setup step in your automation and select either the "Text" or "Excel" data format. |
What is the process to add a new layout? | Click the "Add" button under the Format Type section, provide a name and description, and configure layout settings. | |
What settings can I define for text layouts? | Specify record separators, header presence, and either upload a sample file or manually enter field names. | |
How do I define a schema from a sample file? | Upload the file, choose a sheet and starting row for field extraction, and then select a row as the schema definition. | |
Field Customization | Can I rename fields in my schema? | Yes, you can modify field names directly in the schema definition view. |
How do I add additional fields to my layout? | Use the "Add Row" option in the Field Customization section. | |
What formats can I specify for date fields? | Define custom date and time formats based on your requirements. | |
Can I change the data types of fields? | Yes, field data types can be modified during customization. | |
Advanced Features | What is the Action Menu? | It is a feature that allows adding, removing, or editing fields within the schema. |
What are Advanced Settings? | Additional properties can be accessed via the settings button in the top-right corner. | |
Testing the Layout | How can I test a layout with default files? | The uploaded file is automatically tested and displayed in the Test View, flagging any errors. |
Is custom file testing possible? | Yes, you can upload a different file to test its compatibility with the layout. | |
Secure Files | Can I use password-protected Excel files? | Yes, during layout setup, provide the password to enable the file to be read and processed. |
Editing Predefined Layouts | What are predefined layouts? | These are layouts provided for common applications like BambooHR and Shopify. |
Can predefined layouts be edited? | Yes, you can edit and add child records to these predefined layouts. | |
Troubleshooting | What should I do if the layout fails to load my data? | Ensure the data format and settings match the file structure, and validate the schema. |
How do I resolve flagged errors during testing? | Review the flagged data rows in the Test View and adjust your layout settings accordingly. | |
Can I test layouts without uploading a file? | No, a file is required for layout testing to validate compatibility. | |
Optimization and Best Practices | What is the best way to start with complex schemas? | Begin with a sample file and incrementally define fields, testing compatibility at each step. |
How often should I test a layout? | Test after every major change to ensure compatibility and data integrity. | |
Can I reuse layouts for multiple automation workflows? | Yes, layouts are reusable across workflows with similar data structures. | |
Miscellaneous | Is Layout Builder only for schema definition? | Primarily, but it also helps test and troubleshoot data compatibility issues. |
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8. Reporting Dashboard
Category | Question | Answer |
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General Overview | What is the AC5 Professional Dashboard? | The AC5 Professional Dashboard is a tool for monitoring and managing Automations, providing insights into execution metrics and trigger details. |
How do I access the Dashboard page? | Click on the "Dashboard" option in the left panel of AC5 Professional to open the Dashboard page. | |
What sections are included in the Dashboard? | The Dashboard includes Overview, Executions, and Trigger sections. | |
Overview Section | What is displayed in the Overview section? | The Overview section shows a snapshot of Automation processes, graphical execution trends, and access to IDP Automation logs. |
What does the Run Trend section show? | Run Trend provides a graphical view of the total count of Automation executions, Partner creations, and data usage. | |
How can I filter the Run Trend graph? | Use buttons to include/exclude specific categories, indicated by colors like green (Automation count), blue (Partner count), and red (data usage). | |
What does the Current Executions section display? | It shows the Automation count for the current day by status: successful, running, queued, and failed. | |
How do I add a gadget to the Dashboard Overview? | Click "Add" on the Overview page, select a gadget from the list or use the search box, and click "Add." | |
What is Non-EDI Inbound? | Non-EDI Inbound shows the number of non-EDI inbound Automations over a specified period, displaying successful and failed Automations in green and red. | |
How can I view the acknowledgment summary of a Partner’s Outbound Automations? | Use the Outbound Acknowledgements gadget and select the Partner from the drop-down list. | |
How do I minimize or delete a gadget? | Click "Minimize" or "Delete" on the respective gadget. | |
What actions can I perform on a gadget in the Overview section? | Actions include Refresh, Download, Zoom in, and Minimize. | |
Executions Section | What is displayed in the Executions section? | It shows details of successfully triggered Automations with options to filter by Automation Type, Log status, and Error status. |
What is the function of the Automation Type filter in Executions? | It allows viewing details for all Automations or specific types, such as Automation, AIDocs, EDI X12 Interchanges, etc. | |
What does the Status column in the Executions page indicate? | It shows the Automation's status, including states like Fetching, No Data, Queued, Running, Success, or Abort. | |
How can I view the execution details of an Automation? | Click "More" in the ACTION column to see execution details and related information. | |
Can I sort Automations on the Executions page? | Yes, sort alphabetically by the AUTOMATION column or by date/time using the STARTED column. | |
How do I customize the columns displayed in the Executions page? | Use "Column Actions" to choose "Show all columns" or "Hide column." | |
Trigger Section | What information is displayed in the Trigger section? | It shows details of Automations fetching data, queued, or those that encountered errors. |
What does the Previous Fire Time column indicate in Triggers? | It shows the date and time when the Automation was last executed. | |
How can I locate a specific Automation in the Trigger section? | Use the search functionality to locate the required Automation. | |
Global Search | How can I use the Global Search feature? | Enter a keyword in the Search bar at the top-right corner, select a category if needed, or press enter for a broad search across categories. |
What entities does the Global Search scan for? | Global Search can locate Automations, Executions, Networks, Partners, and Marketplace entities. | |
Are there any special characters allowed in Global Search? | Yes, Global Search accepts special characters like underscores, hyphens, periods, and others. | |
IDP and EDI Automations | What does the AIDocs Executions section display? | It shows details of IDP Automations that have been successfully triggered. |
What are EDI Inbound and EDI Outbound gadgets? | These gadgets display the total number of EDI Automations (successful and failed) over a specified period. | |
What is displayed in the Top 5 Partners By Volume section? | It shows the top five Partners with the highest number of Automations. | |
Data Management and Customization | How do I download data from a gadget? | Click "Download" on the gadget to download its charts or reports. |
What does the ID field in the Executions page represent? | The ID field represents the unique identifier of the Automation. | |
Can I modify the output of an IDP Automation? | Yes, click "Review" on the IDP Automation, modify the output JSON if needed, and then click "Save & Submit" to execute, or "Reject & Close" to abort. |
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