Setting up the Asperato Integration

This section contains information related to setting up the Asperato Integration. You must be signed in as an administrator, or equivalent, to complete these setup tasks.

Prerequisites

You must install and configure one of the following versions of the Asperato ONE app in your org:

  • V2.10
  • V2.11
  • V2.14 or later
Notes:
  • V2.13 is not compatible with the 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 vendor payments in Payments Plus, you must upgrade Asperato ONE to V2.20 or later.

You can download the Asperato ONE 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 Asperato 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 requirements.

Platform Requirements

Asperato ONE Version

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

You must install the Asperato Integration in your org. For more information, see Installing the Asperato Integration.

Service Packs

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

Package Dependencies

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

Inbound Customer Payments

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

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

Outbound Vendor Payments

  • Accounting Spring 2022 or later.
  • Foundations Spring 2022 or later.
  • Reporting Fall 2020 SP2 or later.

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

Page Layouts and Record Types

You must modify the Record Types and Page Layout Assignments settings of the Asperato Authorisations and Asperato Payments objects for the System Administrator profile when using both inbound payments and outbound payments. You can do this by navigating to Setup | Profiles | System Administrator | Object Settings. For more information, see the Salesforce Help.

Asperato Authorisations

For the Asperato Authorisations object, specify the following settings:

  • For the Inbound record type:
    • Page Layout Assignment: Authorisation Layout
    • Assigned Record Types: Selected
    • Default Record Type: Selected
  • For the Outbound record type:
    • Page Layout Assignment: Authorisation Outbound Layout
    • Assigned Record Types: Selected
    • Default Record Type: Deselected

Asperato Payments

For the Asperato Payments object, specify the following settings:

  • For the Inbound record type:
    • Page Layout Assignment: Payment Layout
    • Assigned Record Types: Selected
    • Default Record Type: Selected
  • For the Outbound record type:
    • Page Layout Assignment: Payment Outbound Layout
    • Assigned Record Types: Selected
    • Default Record Type: Deselected