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Table of Contents

1. AC5.X Deployment

Prerequisites and Setup

Q: What are the prerequisites for deploying AC 5 on Azure?
A: Before deploying AC 5 on Azure, ensure:

  • A Kubernetes service is installed and configured.

  • Backend and log databases are set up.

  • Azure AKS credentials are obtained from IT.

  • A secure VPN connection to the Azure cluster is established.

  • Administrative rights on your local machine to install tools like Azure CLI, Helm, and kubectl.

Q: How do I access Azure AKS credentials?
A: Obtain credentials from your infrastructure team:

  • Azure portal credentials (username and password).

  • Jumphost credentials (separate username, password, and IP address).

Q: What applications are required for AC 5 deployment?
A: The deployment requires:

  • Azure CLI for managing Azure resources.

  • kubectl CLI for interacting with Kubernetes clusters.

  • Helm CLI for deploying Kubernetes applications using pre-configured charts.

Installation and Configuration

Q: How can I install the Azure CLI on Windows?
A: Download the Azure CLI installer from Microsoft's documentation page.

  1. Run the installer and follow on-screen instructions.

  2. Verify the installation by typing az --version in a command prompt.

Q: How is kubectl CLI installed on macOS?
A: Perform the following steps:

  1. Update Macports with sudo port selfupdate.

  2. Install kubectl using sudo port install kubectl.

  3. Verify the installation by running kubectl version --client.

Q: How do I create a Kubernetes namespace?
A: Use the command:

bash

Copy code

kubectl cr eate ns <namespace name>

Example: kubectl create ns ac5tmt. Follow naming conventions (lowercase letters, no special characters).

Q: How do I configure the database for AC 5?
A:

  1. Create two MySQL databases (backend and log).

  2. Create a user with unique credentials and grant them full privileges on both databases.

Q: How can I set up environment variables in values.yaml?
A:

  1. Open values.yaml and locate the environment variables section.

  2. Update fields like BACKEND_DB_USERNAME and BACKEND_DB_PASSWORD.

  3. Enable jobs (e.g., EXECUTE_CLEANUP_JOB) by setting them to "True" if needed.

Q: How do I install Adeptia Connect using Helm?
A:

  1. Navigate to the folder containing Helm charts.

  2. Run:

    bash

    helm install <release name> <helm chart path> --timeout 10m --debug -n <namespace>

Replace placeholders with actual values.

Deployment Verification and Troubleshooting

Q: How can I verify Adeptia Connect’s deployment status?
A: Use kubectl get pods -n <namespace> to check pod statuses. If errors appear, use kubectl logs <pod-name> -n <namespace> to troubleshoot.

Q: What is the purpose of the values.yaml file in deployment?
A: The values.yaml file centralizes configuration details (e.g., database URLs and credentials), making it easy to manage environment-specific settings.

Networking and Accessibility

Q: What is the function of Ingress in AC 5 deployment?
A: Ingress manages external HTTP/HTTPS access to services within Kubernetes, enabling secure routing of traffic based on hostnames and paths.

Q: How can I set up Ingress for AC 5?
A:

  1. Modify ingress.yaml to update the namespace, hostname, and secrets.

  2. Create a TLS secret:

    bash

    Copy code

    kubectl create secret tls <secret name> --key="tls.key" --cert="tls.crt" --namespace <namespace>

  3. Apply Ingress configuration:

    bash

    Copy code

    kubectl apply -f ingress.yaml

Q: How is the external IP for AC 5 obtained?
A: The external IP is assigned to the Ingress service. The MST team links this IP to DNS records, creating a user-friendly domain name for access.

Key Components and Services

Q: What is Helm, and why is it necessary for AC 5?
A: Helm is a Kubernetes package manager that simplifies deployment using charts (pre-configured templates). For AC 5, Helm streamlines the deployment and management of Kubernetes manifests.

Q: What role does RabbitMQ play in AC 5?
A: RabbitMQ is a message broker that facilitates asynchronous communication between services, supporting event-driven processing, task queuing, and "Trigger Transactions."

Q: What databases are required for AC 5’s backend and log data?
A:

  • Backend database: Stores application data.

  • Log database: Captures and stores system logs.

Credentials and URLs for both databases are defined in values.yaml.

Q: What are the main microservices in AC 5’s architecture?
A: Core microservices include:

  • Portal: User management and interface rendering.

  • Webapp-gateway: Request routing.

  • Event processor: Triggering and managing events.

User Interaction and Operations

Q: How do users interact with the AC 5 application?
A: Users access the application via a browser. Requests go through the webapp-gateway to backend services like the portal or event processor.

Q: How can I check existing namespaces in AKS?
A: Use the command:

bash

Copy code

kubectl get ns

This lists all namespaces and their statuses, helping verify if a specific namespace exists.

2. Automations

1. What is an Automation in AC5 Professional?

Automation in AC5 Professional is a defined workflow used to automate data exchange processes between applications. It facilitates extracting, transforming, and loading (ETL) data, ensuring accurate and efficient data flow between a source and destination application.

2. What are the types of Automation in AC5 Professional?

There are two types of Automation:

  • App-to-App Automation: Involves data exchange between two business applications like QuickBooks and Xero.

  • IDP (Intelligent Document Processing) Automation: Processes unstructured data from file-based applications (like PDFs) before transferring it to business applications.

3. What is the difference between App-to-App and IDP Automation?

App-to-App Automation directly transfers data between two business applications. In contrast, IDP Automation extracts relevant information from unstructured data (e.g., PDFs) before sending it to the destination application.

4. Which applications can be used as source or destination in Automations?

Some supported applications include:

  • QuickBooks

  • Xero

  • Google Drive

  • Salesforce

  • Shopify

  • Microsoft SharePoint

  • BambooHR

  • Zoho CRM

  • HubSpot, and many others.

5. How do I create an Automation with QuickBooks in AC5?

To create an Automation using QuickBooks, follow these steps:

  1. Navigate to the Automation menu and select "Create New."

  2. Define QuickBooks as either the source or destination application.

  3. Configure the necessary settings such as triggers, actions, and mapping.

  4. Save the Automation and activate it if required.

6. What is a trigger in Automation, and how do I define one?

A trigger is an event or condition that initiates the execution of an Automation. For example, in QuickBooks, triggers like "New Account" or "New Customer" can be defined to fetch data based on specific events.

7. How do I map source and destination elements in an Automation?

In AC5 Professional, the Data Mapper allows you to create a mapping between source and destination elements by either dragging and dropping fields or using mapping expressions. You can also enable data splitting for large files.

8. What is IDP Automation, and how does it work?

IDP Automation is used to process unstructured data (e.g., PDF files) by extracting key information and converting it into a structured format like JSON. The structured data is then transferred to a destination application.

9. Can I customize data extraction in IDP Automation?

Yes, AC5 Professional allows you to customize data extraction rules for processing unstructured data, ensuring it meets your specific business requirements.

10. How can I manage an Automation once it is created?

You can manage Automations using options like:

  • View details

  • Edit configurations

  • Delete outdated Automation

  • Run Automations instantly

  • Activate or deactivate Automation

.11. What are the key aspects of an Automation in AC5 Professional?

The key aspects include:

  • Data flow management

  • Business process automation

  • System integration

  • Configuration of rules and settings

  • Monitoring and tracking

  • Error handling

12. What file formats are supported in IDP Automation?

AC5 Professional can handle both structured and unstructured data formats. For IDP Automation, file formats such as PDFs are supported for extracting key information and converting it into structured formats like JSON.

13. How can I configure triggers for Automation execution?

You can configure triggers either through POLLING or CRON EXPRESSION:

  • POLLING: Defines a time interval for checking and executing the Automation.

  • CRON EXPRESSION: Specifies an exact schedule for Automation execution.

14. What is a trigger condition, and how is it used?

A trigger condition filters data fetched from the source by specifying conditions, such as retrieving data within a specific date range or applying additional criteria.

15. Can Automations process data in parallel?

Yes, AC5 Professional allows parallel processing of data. You can enable it by selecting the "Parallel Processing" checkbox and defining the number of concurrent processes.

16. What is the importance of data mapping in Automations?

Data mapping ensures that data from different sources is accurately and consistently transferred or merged into a target system, maintaining data integrity and enabling seamless workflows.

17. What is the role of OAuth in QuickBooks integration?

OAuth is used for authenticating and authorizing data exchanges between QuickBooks and AC5 Professional. You must configure an OAuth Client with a callback URL to enable this.

18. How do I test the connection between AC5 Professional and QuickBooks?

After configuring QuickBooks as either the source or destination application, you can test the connectivity by clicking the "Test" button to ensure data exchanges work correctly.

19. How can I apply filters to data in Automations?

Filters can be applied based on specific criteria to control which records or data sets are fetched from the source application. Filters can be set using logical operators like AND/OR.

20. What happens if an error occurs during Automation execution?

AC5 Professional includes error handling mechanisms to log and address any issues. You can configure notifications to be sent to specific contacts when an error occurs.

2.1 Automation: IDP to JSON

  1. What types of documents can AC5 Professional process?
    AC5 Professional can process various documents like invoices, purchase orders, and receipts in PDF format.

  2. How does AC5 handle unstructured data in PDFs?
    AC5 uses generative AI to extract key data fields from unstructured PDFs, such as dates, amounts, and customer details, and converts them into structured JSON format.

  3. What applications can I connect to with AC5 Professional?
    You can connect AC5 to applications like ERP, CRM, financial systems, Google Drive, Dropbox, and FTP servers.

  4. What source file formats are supported in AC5?
    AC5 supports file sources such as JSON, with options for FTP, Google Drive, Dropbox, and File Upload.

  5. How do I define Google Drive as the source application?
    Follow the steps on the Create Automation using Google Drive page, defining Google Drive in the source application section.

  6. Can I use Dropbox as the source for my automation?
    Yes, you can use Dropbox by following steps in the Create Automation using Dropbox section.

  7. What steps should I follow to set up FTP as the source application?
    Follow the 15 steps outlined in the Create Automation using FTP page to set up FTP as the source.

  8. How can I define a custom JSON layout in AC5?
    On the Setup tab, select New JSON Layout, provide a name and description, upload a JSON file defining the desired data structure, and save it.

  9. Can I select specific pages of a PDF for processing?
    Yes, on the IDP tab, choose Specific Pages and specify page numbers or ranges.

  10. How do I specify a page range in AC5?
    Use the format, e.g., "18-37" for a range or "1, 2, 7, 9" for individual pages.

  11. Is there an option to preview the JSON data format before submission?
    Yes, click Test on the JSON Layout screen to check and adjust the JSON format.

  12. How can I review data before submission to the destination app?
    Select Yes (Recommended) under the Review data option to verify the JSON format before submission.

  13. Where can I view and update the JSON data format during execution?
    Go to the Dashboard, select Executions, choose IDP, locate your automation, and update the JSON if necessary.

  14. How do I add an email account for notifications?
    In the automation settings, enter an email to receive notifications related to JSON data review and verification.

  15. Can I apply custom validation rules to the extracted data?
    Yes, you can apply validation rules by configuring them under the Data Validation Rules section.

  16. How do I define QuickBooks as the destination application?
    Follow the steps on the Create Automation using QuickBooks page.

  17. Can I set Xero as the destination app?
    Yes, refer to the Create Automation using Xero section for setup instructions.

  18. How do I activate the automation after creating it?
    When exiting the Create Automation wizard, select Yes, turn on to activate.

  19. Is it possible to run the automation without activating it?
    Yes, you can run it instantly with or without turning it on by clicking the play button.

  20. How can I adjust additional settings for my automation?
    Access additional settings by clicking the gear icon on the automation setup page.

  21. Can AC5 be configured to process multiple types of source applications?
    Yes, you can configure AC5 to use different sources like Google Drive, Dropbox, and FTP for processing.

  22. What is the recommended format for structured data output in AC5?
    AC5 converts unstructured data into structured JSON format.

  23. How does AC5 reduce manual data entry?
    By automating data extraction and converting it to JSON, AC5 minimizes the need for manual input, improving data accuracy.

  24. What does the ‘Select CDM Source Schema’ field do?
    It allows you to choose a schema for defining the JSON structure of the extracted data.

  25. Can I test the automation configuration without sending data to the destination?
    Yes, the Test button allows you to review the JSON data format before final submission.

  26. How do I specify file-based sources for PDF files?
    Choose your source from options like FTP, Google Drive, or Dropbox, and follow specific configuration steps.

  27. Is it possible to reject automation execution after review?
    Yes, you can click Reject & Close to abort the automation after reviewing the JSON data.

  28. How do I save changes after modifying JSON data during automation execution?
    Click Save & Submit to execute the automation with the updated JSON.

  29. What happens if I cancel during the JSON review?
    Cancelling exits the review without saving changes or executing the automation.

  30. Can notifications be sent to multiple email accounts?
    AC5 supports adding an email address for notifications, but check with your admin for options on adding multiple recipients.

2.2 Automation: App to App

  1. What is an Automation in AC5 Professional?
    An Automation in AC5 Professional is a defined workflow that automates and manages data flow between applications, including extraction, transformation, and loading.

  2. What types of data formats can AC5 Professional handle in Automations?
    It can handle both structured and unstructured data, converting unstructured data into a structured format using generative AI capabilities.

  3. What are the types of Automations in AC5 Professional?
    The types are App-to-App Automations, IDP (Intelligent Document Processing), and Partner-to-App Automations.

  4. What is the key difference between App-to-App and IDP Automations?
    App-to-App involves data exchange between business applications, while IDP processes data from a file-based application, extracting relevant information before transferring it to a business application.

  5. What are the key aspects of Automation in AC5?
    They include data flow management, business process automation, integration, configuration, monitoring and tracking, and error handling.

  6. What is the role of a Trigger in Automation?
    A Trigger initiates the data transfer process by fetching data from the source application.

  7. What is the role of an Action in Automation?
    An Action specifies the operations performed on the destination application to process the transferred data.

  8. Can Automations in AC5 integrate with multiple applications?
    Yes, they integrate seamlessly with applications like QuickBooks, Xero, Google Drive, Salesforce, Shopify, and more.

  9. What capabilities does AC5 offer for monitoring Automations?
    It provides monitoring and tracking features to oversee data exchanges, identify issues, and ensure successful completion of processes.

  10. How does AC5 handle errors in Automations?
    It includes mechanisms for error handling, logging issues, and addressing exceptions during data processing.

  11. Can Automations validate and transform data?
    Yes, they can validate and transform data as part of predefined workflows.

  12. What is required for configuring an Automation?
    Configuration requires defining source and destination mappings, authentication, transformation logic, and specific rules and settings.

  13. Is it possible to use file-based applications as sources in Automations?
    Yes, especially in IDP Automations where file-based data is processed intelligently.

  14. What business applications can serve as a destination in Automations?
    Applications like QuickBooks, Xero, Salesforce, Zoho CRM, and ServiceNow, among others.

  15. What is the benefit of using pre-built Automations?
    Pre-built Automations saves time and ensures accuracy by providing predefined workflows for common use cases.

  16. Can AC5 Automations manage unstructured data from file sources?
    Yes, AC5 can process and structure unstructured data using AI before transferring it.

  17. What are some common use cases for IDP Automations?
    IDP Automations are used for extracting information from invoices, contracts, and other file-based documents for integration into business applications.

  18. How does AC5 Professional ensure seamless integration between systems?
    It defines data exchange and processing rules to create smooth connections between various applications and databases.

  19. What industries benefit from AC5 Automations?
    Industries needing data exchange, integration, and process automation across applications, like finance, retail, HR, and customer support.

  20. How does AC5 enhance productivity with Automations?
    By automating repetitive tasks, reducing manual errors, and ensuring efficient data handling across systems.

2.2.1 FAQs for QuickBooks Online Integration

  1. What is the purpose of this training document?
    The document provides a structured guide for setting up OAuth credentials to integrate QuickBooks Online with applications, including creating and configuring a QuickBooks app, retrieving necessary credentials, defining OAuth scopes, and configuring Redirect URIs.

  2. What credentials are required for the OAuth flow?

    1. Client ID: A unique identifier for your app.

    2. Client Secret: A key used to authenticate your app during token requests.

    3. Scopes: Permissions defining access levels, such as accounting or payment data.

    4. Redirect URI: URL to which QuickBooks redirects after authentication.

  3. How can I create an Intuit Developer Account?
    Visit the Intuit Developer Portal, and either sign up for a new account or log in if you already have one.

  4. What steps are needed to create a QuickBooks Online app?
    Navigate to the Intuit Developer Dashboard, click "Create an App," fill in the app details, and select QuickBooks Online and Payments as the platform.

  5. Where can I find my Client ID and Client Secret after app creation?
    These credentials are located on your app's details page in the Intuit Developer Portal.

  6. What are common scopes used in QuickBooks OAuth integration?

    1. com.intuit.quickbooks.accounting for accounting data.

    2. com.intuit.quickbooks.payment for payment data.

    3. openid and profile for user authentication and profile information.

  7. How do I configure Redirect URIs for testing?
    Use a localhost URL (e.g., http://localhost:3000/callback) during development or the production URL for live apps.

  8. What is the OAuth 2.0 flow in QuickBooks?
    It involves redirecting users to QuickBooks' OAuth consent screen, exchanging an authorization code for an access token, and using the token for API requests.

  9. How do I refresh an expired access token?
    Send a POST request to the token endpoint (https://oauth.platform.intuit.com/oauth2/v1/tokens/bearer) with your refresh token, Client ID, and Client Secret.

  10. What is the URL format for the authorization request?

    perl

    https://appcenter.intuit.com/connect/oauth2?client_id=YOUR_CLIENT_ID&redirect_uri=YOUR_REDIRECT_URI&response_type=code&scope=YOUR_SCOPES&state=YOUR_STATE

  11. Can I test OAuth integration without a live app?
    Yes, you can use the OAuth Playground in the Intuit Developer Portal or a localhost setup for testing.

  12. What is the lifespan of a QuickBooks access token?
    Access tokens typically expire after one hour.

  13. What steps should be followed after creating OAuth credentials?
    Use the credentials to request access tokens and implement API calls to QuickBooks.

  14. How do I retrieve the authentication code during login?
    The code is sent to a predefined email. Contact the email owner for the code.

  15. What is the recommended Redirect URI for production?
    Use https://accounts.intuit.com/app/sign-in?app_group=QBO&asset_alias=Intuit.devx.devx&app_environment=prod.

  16. What does the "state" parameter in the authorization URL do?
    It maintains state between your app's request and the QuickBooks response, often used to prevent CSRF attacks.

  17. How do I handle error responses during OAuth flows?
    Log the error details, check the response for error codes, and ensure proper configuration of credentials and URIs.

  18. What is required to access QuickBooks payment APIs?
    Include the com.intuit.quickbooks.payment scope in your app's settings.

  19. Where can I monitor API usage and errors?
    Use the Intuit Developer Dashboard to track app activity, API usage, and error logs.

  20. What’s the next step after implementing OAuth in my app?
    Use the credentials in your automation workflows by integrating them with tools like Adeptia Connect.

2.2.2 FAQs for Xero Management

  1. What is the purpose of this training document?
    The document provides guidance on using Xero, a cloud-based accounting tool, focusing on account setup, navigation, and integration with other platforms like AC5.x.

  2. What is Xero?
    Xero is a cloud-based accounting solution that automates financial tasks, provides real-time insights, and simplifies financial management for businesses.

  3. How can I set up a new account in Xero?

    1. Visit Xero's website.

    2. Click "Start Free Trial."

    3. Fill in your details and verify your email.

    4. Set up your organization by entering business details like name, country, industry type, and currency.

  4. What are custom fields in Xero, and how are they used?
    Custom fields allow users to add personalized information to records like invoices, bills, and transactions, enabling better tracking and categorization.

  5. What are App Keys in Xero?
    App Keys are unique identifiers used to authenticate third-party applications integrated with Xero. They are generated in the Xero Developer Portal.

  6. Where can I find the Client ID and Client Secret for Xero?
    These credentials are available in the Xero Developer Portal after registering your app.

  7. What is the Redirect URI in Xero integration?
    It is the URL to which Xero redirects users after authentication, e.g., https://acexpress-ist.adeptia.com/rest/connectors/oauth/account.

  8. How do I verify my email during Xero account setup?
    After signing up, you will receive an email with a verification link. Click the link to complete verification.

  9. What is the scope of integrating Xero with other applications?
    Integration allows seamless data exchange for invoices, bills, and financial records, enhancing workflow automation.

  10. What authentication type is used for Xero in AC5.x integration?
    OAuth is the authentication type used for securely connecting Xero with other platforms.

  11. How do I configure Xero in AC5.x?

    1. Provide a name for the account.

    2. Select "OAuth" as the authentication type.

    3. Enter the Client ID, Client Secret, and Redirect URI obtained from Xero Developer.

  12. What are the prerequisites for setting up Xero in AC5.x?

    1. Client ID and Client Secret from the Xero Developer Portal.

    2. Properly configured Redirect URI.

    3. OAuth authentication setup.

  13. What details are needed during Xero organization setup?

    1. Business name.

    2. Country and industry type.

    3. Currency for transactions.

  14. How do custom fields benefit businesses in Xero?
    Custom fields allow businesses to track specific details, such as project codes or client references, for tailored reporting.

  15. How can I test a Xero integration?
    Use test credentials and the Redirect URI to authenticate and validate data exchange between Xero and the integrated application.

  16. Where is the Xero Developer Portal located?
    The portal is available at Xero’s official website, under the developer section for API integrations.

  17. How secure is the data exchange using App Keys?
    App Keys ensure secure authentication between Xero and third-party applications, protecting user data.

  18. What steps are involved in creating OAuth credentials for Xero?

    1. Register your app in the Xero Developer Portal.

    2. Obtain the Client ID and Client Secret.

    3. Configure scopes and Redirect URI.

  19. Can I manage multiple organizations in Xero?
    Yes, Xero allows users to set up and manage multiple organizations under a single account.

  20. How does Xero help with compliance and reporting?
    Xero provides automated tax reporting, real-time financial insights, and customizable fields to meet compliance needs.

2.2.3 FAQs for FreshBooks Management

  1. 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.

  2. 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.

  3. How do I set up an account on FreshBooks?

    1. Visit the FreshBooks website.

    2. Log in to the Developer Console.

    3. Create a new app by entering required details.

    4. Save the app and retrieve OAuth credentials.

  4. What are the OAuth credentials in FreshBooks?

    1. Client Identifier: Found in the app settings under client_id.

    2. Client Secret: Located in the app settings under client_secret. Store it securely.

  5. What are the main features of the FreshBooks App?

    1. Invoicing and expense tracking.

    2. Time tracking and financial reporting.

    3. Payment processing and integration.

  6. 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.

  7. 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.

  8. What are App Keys, and how are they used in FreshBooks?
    App Keys, including internal and external keys, authenticate and authorize apps to access FreshBooks data securely.

  9. How do I verify my email during FreshBooks setup?
    After signing up, you will receive an email with a verification link or OTP. Follow the instructions to confirm your email.

  10. 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.

  11. How do I configure FreshBooks in AC5.x?

    1. Add the FreshBooks account.

    2. Configure OAuth details, including Client ID and Client Secret.

  12. Where can I locate the Client ID and Client Secret?
    These credentials are in the settings of your app in the FreshBooks Developer Console.

  13. What are the authentication types supported in FreshBooks?
    FreshBooks supports OAuth authentication for secure access and data exchange.

  14. What are some typical entities managed in FreshBooks?
    Entities include invoices, expenses, time entries, and reports, with specific allowed operations for each.

  15. 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.

  16. What is the importance of the FreshBooks Developer Console?
    It allows users to create apps, manage credentials, and configure integrations for enhanced functionality.

  17. What details are required for account creation in FreshBooks?

    1. Name, email address, and password.

    2. App details for OAuth setup (e.g., app name, redirect URI).

  18. How secure is data managed through FreshBooks?
    FreshBooks employs OAuth credentials and secure authentication methods to ensure data protection.

  19. Can FreshBooks be integrated with other tools?
    Yes, it supports integration with platforms like AC5.x through OAuth configuration and API keys.

  20. What is the purpose of financial reporting in FreshBooks?
    To provide users with insights into their financial health, enabling better planning and decision-making.

3. Marketplace

  1. What is the Marketplace?
    The Marketplace is a central hub where users can access and install pre-built Automations tailored to their specific needs. It streamlines the integration process by offering a variety of ready-made solutions that enhance productivity and efficiency.

  2. What tabs are available on the Marketplace?
    The following tabs are available:

  • Partner Network: Shows a network of partners.

  • App Connectors: Displays business applications like QuickBooks, and leads to a list of pre-built Automations that use that application.

  • Document (IDP): Displays document types like Purchase Orders, Invoices, and Business Loan Applications for processing via generative AI.

  • All Automations: Displays all pre-built Automations available on the Marketplace.

  1. What are App Connectors?
    App Connectors display a list of business applications. By selecting an application, you will be taken to the "All Automations" tab, where you can view pre-built Automations using that app.

  2. What types of documents can be processed using the Marketplace's Document (IDP) feature?
    The Document (IDP) tab lists document types such as:

  • Purchase Orders

  • Invoices

  • Receipts

  • Business Loan Applications

  • Other Documents

  1. How do I use a pre-built Automation?
    To use a pre-built Automation:

    1. Go to the Marketplace menu on the left panel.

    2. Select a tab based on your needs (Partner Network, App Connectors, Document (IDP), or All Automations).

    3. From the list, select the Automation you want to install.

    4. Locate the desired Automation and click "Install".

    5. Once installed, configure the Automation as needed.

  2. What happens after I select a document type from the Document (IDP) tab?
    When you select a document type (e.g., Purchase Orders, Invoices) from the list, you are taken to the "All Automations" tab where you can see pre-built Automations. These Automations take the unstructured file as input, process it intelligently, and then write the structured data to the destination application.

  3. What is the 'All Automations' tab?
    The "All Automations" tab displays a list of all pre-built Automations published on the Marketplace. It centralizes all available Automations for easy access and installation.

  4. How do I configure an installed Automation?
    After installing a pre-built Automation from the Marketplace, configure it according to your specific needs. For detailed configuration instructions, refer to the relevant pages in the "Create Automation" section of the platform's documentation.

  5. Can I use multiple tabs to explore Automations?
    Yes, you can explore Automations across different tabs such as Partner Network, App Connectors, Document (IDP), and All Automations to find solutions tailored to various business needs.

  6. What types of business applications are available in App Connectors?
    The App Connectors tab displays a variety of business applications, including popular ones like QuickBooks, which can be integrated into pre-built Automations available in the Marketplace.

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