Setting up the Asperato Integration

Prerequisites

You must have installed and configured one of the following versions of Asperato ONE in your org.

• V2.10, V2.11
• V2.14 or later

Notes:

• V2.13 is not compatible with the FinancialForce Asperato Integration. If you have installed V2.13, you must upgrade to V2.14 or later to use the Asperato Integration.
• To use the Asperato service for outbound payments to vendors in Payments Plus, you must upgrade Asperato ONE to V2.20 or later.

You can download the app from the Salesforce AppExchange. Contact the Asperato Onboarding team for setup and configuration support.

Warning:
After setting up Asperato ONE, the Asperato Setup tab displays the message "Your configuration is not yet set up" for multi-merchant license users who have installed Asperato V2.11 or earlier.
This is because further configuration for multi-merchant license users is carried out by the Asperato Onboarding team, and is not displayed in the status of the setup tab.

Installing and configuring Asperato ONE uses Lightning components, which require My Domain to be set up in your org. For more information, see "My Domain" in the Salesforce Help. See the table below for platform information.

Platform Requirements

Asperato ONE Version	Required Platform for Setup
V2.10	Lightning
V2.11 or later	Classic or Lightning

You must have installed the FinancialForce Asperato Integration in your org. See Installing the FinancialForce Asperato Integration for more information on how to do this task.

Service Packs

We recommend you install the latest service pack available for the FinancialForce Asperato Integration to ensure best performance.

Package Dependencies

The FinancialForce Asperato Integration package requires the following FinancialForce packages to be installed and configured in your Salesforce org:

• Billing Central Spring 2020 or later. This package is required if you wish to use the FinancialForce Asperato Integration package with billing documents.
• FinancialForce Accounting Spring 2022 or later.
• FinancialForce Foundations Spring 2022 or later.
• FinancialForce Reporting Fall 2020 SP2 or later.

For information on how to install and configure these packages, see:

• Introduction in the Accounting Help.
• Introduction in the Foundations Help.
• Setting Up Reporting in the Reporting Help.
• Welcome to Billing Central in the Billing Central Help.

 

Dedicated User Tasks

You must create a dedicated user to perform the following steps. These are the sole functions required for this user.

Warning:
Once you have performed the dedicated user tasks, you must not log in to the dedicated user again.

Dedicated User Tasks

Application	Prerequisites	Task
Asperato ONE	Accounting license Administrator permissions Access to all companies in your org	The initial setup of Asperato ONE. For more information on the steps required to configure Asperato ONE, see the Asperato documentation.
FinancialForce Asperato Integration		Configure the following scheduled Apex jobs: The Payment Processing Apex job, used for cash-matching payments. The deletion and recreation of the Asperato Repeat Payment Apex job. For more information on these scheduled jobs, see Setting up Scheduled Jobs. In a multi-company org, or when using the single payment for multiple invoices feature, the dedicated user must have all companies selected when scheduling and running these scheduled Apex jobs.

Additional Prerequisites to Use Asperato with a Community

You must carry out the following steps to use the FinancialForce Asperato Integration with a Community:

Note:

This is only a prerequisite if you want to enable customers to make payments through their Community page. You can omit this step and use the integration for authorized payments and manual payments. If this step is omitted, you can send customers a payment link by email, provided the required email templates are configured in your org.

1. You must have successfully enabled, configured and activated Salesforce Communities in your org using the Tabs + Visualforce template. Lightning users can use the Lightning Community Templates. See the "Getting Started with FM Communities" documents for Classic and Lightning from the FinancialForceCommunity website for more information on how to do these tasks.
2. You must have set your accounts to "Enable As Customer" (Manage External Account).
3. You must have set your contacts to "Enable Customer User" (Manage External User).
4. You must have allocated the related external Community users a Salesforce Customer Community or Customer Community Login user license, and a FinancialForce Accounting license.
5. To enable external Community users to make payments using the FinancialForce Asperato Integration "Pay Now" button, assign each external Community user a FinancialForce Asperato Integration license. For more information on licensing, contact your FinancialForce.com Onboarding team.

See the Salesforce Help for more information on how to allocate licenses for installed packages.