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Prerequisites and Setup

What are the prerequisites for deploying AC 5 on Azure?

Ensure Kubernetes service, backend and log databases, Azure AKS credentials, secure VPN connection, and admin rights are in place.

How do I access Azure AKS credentials?

Obtain credentials from the infrastructure team, including Azure portal credentials and Jumphost credentials.

What applications are required for AC 5 deployment?

Azure CLI, kubectl CLI, and Helm CLI are required for managing Azure resources, Kubernetes clusters, and application deployment.

Installation and Configuration

How can I install the Azure CLI on Windows?

Download the installer, follow setup instructions, and verify installation with az --version.

How is kubectl CLI installed on macOS?

Update Macports with sudo port selfupdate, install kubectl with sudo port install kubectl, and verify with kubectl version --client.

How do I create a Kubernetes namespace?

Use kubectl create ns <namespace name>. Example: kubectl create ns ac5tmt. Follow naming conventions.

How do I configure the database for AC 5?

Create two MySQL databases (backend and log), create a user, and grant full privileges.

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

Open values.yaml, update fields like BACKEND_DB_USERNAME and BACKEND_DB_PASSWORD, and enable jobs as needed.

How do I install Adeptia Connect using Helm?

Navigate to Helm chart folder and run helm install <release name> <chart path> --timeout 10m --debug -n <namespace>.

Deployment Verification and Troubleshooting

How can I verify Adeptia Connect’s deployment status?

Use kubectl get pods -n <namespace>. If errors occur, use kubectl logs <pod-name> -n <namespace> to troubleshoot.

What is the purpose of the values.yaml file in deployment?

Centralizes configuration details for easy management of environment-specific settings.

Networking and Accessibility

What is the function of Ingress in AC 5 deployment?

Ingress manages external HTTP/HTTPS access to Kubernetes services and enables secure routing of traffic.

How can I set up Ingress for AC 5?

Modify ingress.yaml, create a TLS secret using kubectl create secret tls, and apply configuration with kubectl apply -f ingress.yaml.

How is the external IP for AC 5 obtained?

Assigned to the Ingress service, with DNS binding handled by the MST team for user-friendly access.

Key Components and Services

What is Helm, and why is it necessary for AC 5?

Helm simplifies deployment using pre-configured charts, streamlining Kubernetes manifest management.

What role does RabbitMQ play in AC 5?

RabbitMQ facilitates asynchronous communication between services, supporting event-driven processing and task queuing.

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

The backend database stores application data, and the log database captures system logs. Defined in values.yaml.

What are the main microservices in AC 5’s architecture?

Portal (user management), Webapp-gateway (request routing), and Event processor (managing triggers).

User Interaction and Operations

How do users interact with the AC 5 application?

Via a browser. Requests are routed through the web app gateway to backend services like the portal or event processor.

How can I check existing namespaces in AKS?

Use kubectl get ns to list all namespaces and their statuses.

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Overview and Basics

What is an Automation in AC5 Professional?

Automation is a defined workflow for automating ETL processes and ensuring efficient data flow between source and destination applications.

What are the types of Automation in AC5?

1. App-to-App Automation: Transfers data between applications.

2. IDP Automation: Processes unstructured data before transfer.

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

App-to-App directly transfers data, while IDP processes unstructured data (e.g., PDFs) into structured formats before transferring.

Which applications can be used in Automations?

Supported apps include QuickBooks, Xero, Salesforce, Shopify, Google Drive, Zoho CRM, HubSpot, and more.

Creating and Configuring

How do I create an Automation with QuickBooks?

Navigate to Automation > Create New, define QuickBooks as source/destination, configure settings, save, and activate the Automation.

What is a trigger in Automation?

A trigger is an event that starts an Automation, like "New Account" in QuickBooks.

How do I map source and destination elements?

Use the Data Mapper tool to drag/drop fields or apply mapping expressions; enable data splitting for large files if needed.

How can I configure triggers for execution?

Use POLLING for intervals or CRON EXPRESSION for exact schedules to define trigger execution timings.

What is a trigger condition?

A filter that retrieves data meeting specific criteria (e.g., date range or logical operators).

IDP Automation

What is IDP Automation, and how does it work?

Processes unstructured data (e.g., PDFs), extracts key info, converts it to structured formats (e.g., JSON), and transfers it.

Can I customize data extraction in IDP?

Yes, you can define rules for precise data extraction based on business requirements.

What file formats are supported in IDP?

Formats like PDFs are supported, with extracted data converted into JSON or other structured formats.

Management and Operations

How can I manage an Automation?

View, edit, delete, activate/deactivate, or run Automations instantly as needed.

What are the key aspects of Automation?

Data flow management, process automation, system integration, monitoring, configuration, and error handling.

Can Automations process data in parallel?

Yes, enable "Parallel Processing" and define the number of concurrent processes.

How can I apply filters to data?

Use logical conditions like AND/OR to filter data from the source application.

What happens if an error occurs?

AC5 logs errors, notifies contacts, and allows review/reprocessing of failed tasks.

Integration and Connectivity

What is the role of OAuth in QuickBooks integration?

OAuth provides secure authentication for data exchanges. Configure an OAuth Client with a callback URL for setup.

How do I test the connection with QuickBooks?

After configuration, click the "Test" button to verify connectivity and resolve issues if any.

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Document Processing

What types of documents can AC5 Professional process?

AC5 can process invoices, purchase orders, and receipts in PDF format.

How does AC5 handle unstructured data in PDFs?

AC5 uses generative AI to extract key data fields (e.g., dates, amounts, customer details) from unstructured PDFs and converts them into structured JSON format.

Can I select specific pages of a PDF for processing?

Yes, on the IDP tab, choose Specific Pages and specify page numbers or ranges.

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.

Source Applications & Formats

What applications can I connect to with AC5 Professional?

You can connect AC5 to ERP, CRM, financial systems, Google Drive, Dropbox, and FTP servers.

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.

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.

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.

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.

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.

JSON Layout & Data Review

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.

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.

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.

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.

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.

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.

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.

How do I save changes after modifying JSON data during automation execution?

Click Save & Submit to execute the automation with the updated JSON.

Automation Setup & Execution

How do I define QuickBooks as the destination application?

Follow the steps on the Create Automation using QuickBooks page.

Can I set Xero as the destination app?

Yes, refer to the Create Automation using Xero section for setup instructions.

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Automation Basics

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.

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.

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.

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.

Key Aspects of Automation

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.

What is the role of a Trigger in Automation?

A Trigger initiates the data transfer process by fetching data from the source application.

What is the role of an Action in Automation?

An Action specifies the operations performed on the destination application to process the transferred data.

Integration and Compatibility

Can Automations in AC5 integrate with multiple applications?

Yes, they integrate seamlessly with applications like QuickBooks, Xero, Google Drive, Salesforce, Shopify, and more.

Can Automations validate and transform data?

Yes, they can validate and transform data as part of predefined workflows.

Is it possible to use file-based applications as sources in Automations?

Yes, especially in IDP Automations where file-based data is processed intelligently.

Monitoring and Error Handling

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.

How does AC5 handle errors in Automations?

It includes mechanisms for error handling, logging issues, and addressing exceptions during data processing.

Business Applications

What business applications can serve as a destination in Automations?

Applications like QuickBooks, Xero, Salesforce, Zoho CRM, and ServiceNow, among others.

Pre-built Automations

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.

Unstructured Data Processing

Can AC5 Automations manage unstructured data from file sources?

Yes, AC5 can process and structure unstructured data using AI before transferring it.

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.

Productivity and Efficiency

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.

What industries benefit from AC5 Automations?

Industries needing data exchange, integration, and process automation across applications, such as finance, retail, HR, and customer support.

How does AC5 enhance productivity with Automations?

By automating repetitive tasks, reducing manual errors, and ensuring efficient data handling across systems.

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Purpose and Overview

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.

OAuth Credentials

What credentials are required for the OAuth flow?

• Client ID: A unique identifier for your app.

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

• Scopes: Permissions defining access levels (e.g., accounting or payment data).

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

Account and App Creation

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.

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.

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.

OAuth Scopes and Configuration

What are common scopes used in QuickBooks OAuth integration?

• com.intuit.quickbooks.accounting for accounting data.

• com.intuit.quickbooks.payment for payment data.

• openid and profile for user authentication and profile information.

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.

OAuth Flow and Authentication

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.

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.

What is the URL format for the authorization request?

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

Testing and Troubleshooting

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.

What is the lifespan of a QuickBooks access token?

Access tokens typically expire after one hour.

What steps should be followed after creating OAuth credentials?

Use the credentials to request access tokens and implement API calls to QuickBooks.

How do I retrieve the authentication code during login?

The code is sent to a predefined email. Contact the email owner for the code.

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Overview and Purpose

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.

What is Xero?

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

Account Setup and Configuration

How can I set up a new account in Xero?

Visit Xero's website, click "Start Free Trial," fill in your details, verify your email, and set up your organization with business details like name, country, industry type, and currency.

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.

What details are needed during Xero organization setup?

Business name, country and industry type, and currency for transactions.

Customization and Integration

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 for better tracking and categorization.

How do custom fields benefit businesses in Xero?

They allow businesses to track specific details, such as project codes or client references, for tailored reporting.

What is the scope of integrating Xero with other applications?

Integration allows seamless data exchange for invoices, bills, and financial records, enhancing workflow automation.

Authentication and Security

What authentication type is used for Xero in AC5.x integration?

OAuth is the authentication type used for securely connecting Xero with other platforms.

How do I configure Xero in AC5.x?

Provide a name for the account, select "OAuth" as the authentication type, and enter the Client ID, Client Secret, and Redirect URI obtained from the Xero Developer Portal.

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

Client ID and Client Secret from the Xero Developer Portal, properly configured Redirect URI, and OAuth authentication setup.

Developer Portal and Access

Where is the Xero Developer Portal located?

The portal is available at Xero’s official website, under the developer section for API integrations.

What steps are involved in creating OAuth credentials for Xero?

Register your app in the Xero Developer Portal, obtain the Client ID and Client Secret, and configure scopes and Redirect URI.

How secure is the data exchange using App Keys?

App Keys ensure secure authentication between Xero and third-party applications, protecting user data.

Testing and Validation

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.

Multiple Organizations

Can I manage multiple organizations in Xero?

Yes, Xero allows users to set up and manage multiple organizations under a single account.

Compliance and Reporting

How does Xero help with compliance and reporting?

Xero provides automated tax reporting, real-time financial insights, and customizable fields to meet compliance needs.

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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?

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

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

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?

• Invoicing and expense tracking.

• Time tracking and financial reporting.

• Payment processing and integration.

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?

• Name, email address, and password.

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

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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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:

• Partner Network: Shows a network of partners.

• App Connectors: Lists business applications like QuickBooks and pre-built Automations.

• Document (IDP): Lists document types like Purchase Orders and Invoices for processing.

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

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:

• Purchase Orders

• Invoices

• Receipts

• Business Loan Applications

• Other Documents

Using Pre-built Automations

How do I use a pre-built Automation?

1. Go to the Marketplace menu.

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

3. Select and click "Install" on the Automation.

4. Configure the installed Automation as needed.

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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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.