Creatio to QuickBooks Desktop
SmartTracks
What are InterWeave SmartTracks?
Welcome to InterWeave! Automating CRM Integration in a configurable, intelligent way — conforming to your business process and workflow — helps you support your customers smarter and faster.
Introducing the InterWeave SmartTracks Program. We have encapsulated our 17 years of experience into Pre-configured Solutions which seamlessly integrate your CRM with financial applications including QuickBooks Desktop, Sage and MS Dynamics. Companies can now effortlessly streamline invoicing, process payments and automate revenue recognition — enhancing overall operational efficiency and financial accuracy.
The key to the InterWeave SmartTracks Program is the Solutions are Pre-configured with Standard CRM Objects. Each Edition delivers real-time data synchronization, customizable workflows, and support for multiple integration directions — a complete, thoroughly tested Solution on day one. Custom Solutions are available at any time.
Pre-Configured for Creatio + Desktop
Standard Creatio objects are pre-mapped to QuickBooks Desktop entities — including the Desktop-specific Customer/Job hierarchy, Sales Orders, and multi-company file architecture — so you go live faster with less configuration risk.
Custom Solutions Available
Beyond Standard Creatio Objects, fully custom field maps, multi-entity workflows, and bespoke orchestration rules are available every day. The SmartTracks edition is your starting point, not your ceiling.
Creatio CRM
No-code / low-code CRM platform. Standard Objects: Accounts, Contacts, Opportunities, Orders, Products.
QuickBooks Desktop
On-premise Pro, Premier & Enterprise. Desktop-specific entities: Customer/Job, Sales Orders, multi-company files.
InterWeave SmartTracks Editions
Configurable Solutions between Creatio and your QuickBooks Desktop.
- Full AR & AP feature set
- Standard Creatio object mapping
- Customer/Job & Sales Orders
- Configuration, Training & Support
- All Professional Edition features
- Multi-currency & composable price books
- Multiple company files
- Multi-Cloud Integration, Multiple Nodes
- Multiple Financial Applications integrated
- All Enterprise Edition features
- Journal Entry & Time Tracking
- COA integration via iObject
- Payment Gateway add-on available
- eCommerce & Inventory Management
Creatio to QuickBooks Desktop — Feature Detail
Pre-configured Solutions covering all AR/AP transaction integration for you to choose from.
Professional Edition — AR/AP Objects
Standard Creatio objects pre-mapped to QuickBooks Desktop entities. Desktop labels mark QB Desktop-specific transactions.
Customer & Job Mapping
- Creatio Account/Contact → Customer / Job Desktop
- Creatio Person Accounts → Customer / Job Desktop
- Creatio Account/Contact → Jobs Desktop
- Creatio Products → Items
Transaction Integration
- Opportunity/Orders → Sales Orders Desktop
- Opportunity/Order → Invoices
- Opportunity/Orders → Sales Receipts
- Opportunity/Orders → Estimates
- Opportunity/Order → Payment Received
- Payments → InterWeave iObject
- Credit Memo → InterWeave iObject
Operations & Monitoring
- Connection & Error Management and Monitoring
- Log Viewer
- Automatic email if error detected
Vendor & Account Mapping
- Creatio Account/Contact → Vendors
- Creatio Products → Items
Transaction Integration
- Opportunity/Orders → Purchase Orders
- InterWeave iObject → Bills
- InterWeave iObject → Vendor Credits
- InterWeave iObject → Deposits
- InterWeave iObject → Checks
- InterWeave iObject → Credit Card Charge
- InterWeave iObject → Bill Payment
- InterWeave iObject → Statement Charges
Operations & Monitoring
- Connection & Error Management and Monitoring
- Log Viewer
- Automatic email or IM notification if error detected
Enterprise Edition
- Multi-currency & composable price books
- Multiple company files
- Multi-Cloud Integration / Multiple Nodes
- Multiple Financial Applications integrated
Ultimate Edition
- iObject → Account (COA)
- iObject → Journal Entry
- iObject → Time Tracking
- Combination of Buttons and Flows
- Credit Card / ACH Payment Gateway (add-on)
- Custom Payment Portal (add-on)
- eCommerce Gateway / Inventory Management (add-on)
SmartTracks Service Charges
- Only Standard Objects in Creatio integrated
- Two hours of Project Management included
- Up to three Zoom Meetings included
- No Additional Solutions selections
- Maximum of two InterWeave Profiles
- Configuration – 6 hours
- Training – 4 hours
- Support – 6 hours
SmartTracks Add-Ons
Payment Network Partners
Run Payments simplifies payment acceptance with essential tools. The Runverse integrates gateways, processors, and payment apps into a unified platform, supported by exceptional assistance.
Banks, fintechs, and software providers choose TransferMate for enhanced user experiences. Leveraging its technology and global banking, companies access improved rates and reconciliation.
Questions about SmartSolutions
Integration Technologies provides integration solutions and services that help connect and integrate assets across our customers' enterprise in real-time with the industry's most comprehensive SaaS Integration Platform — InterWeave, the SmartIntegration Platform for CRM.
InterWeave was designed for organizations with highly distributed operations, large partner/customer communities who need to share data and information transactions, and customers who require simple solutions for complex integration challenges. Fast, affordable, and tailored to meet our customers' needs — generating immediate business value and rapid ROI.
InterWeave is organized into three integration tenants:
- Financial Application Integration Cloud — QuickBooks Desktop & Online, Sage, MS Dynamics, Oracle and more in a hub/spoke cloud model.
- Payment Processing Cloud — Real-time, scheduled and recurring payments with 49+ Merchant Service Providers, integrated inside Creatio.
- Multi-Cloud Integration — Integrate your Creatio CRM with anything, anywhere, across any device.
Our customers have a choice of multiple Editions covering Financial Services Integration, Payment Integration, and Multi-Cloud Integration. Editions are feature-rich and extensible with available add-ons including Managed Hosting, Smart+ Support, and access to Financial Advisors. Nonprofit, education, and philanthropy organizations receive special discounts.
InterWeave has 28 Protocol Specific Connectors addressing over 90% of known protocol standards. You can integrate, import, and export data from any application or data entity that has an API in real-time. For Creatio, our native REST and SOAP connectors are deeply extended and thoroughly tested.
Yes. InterWeave supports One to One, One to Many, Many to Many, and more. Our Franchise Edition allows customers to integrate their Creatio CRM with over 28 QuickBooks Desktop Company files simultaneously.
InterWeave has integrated with over 48 ERP systems since 2006. Options include:
- Accounting → Creatio → ERP seamless data pipeline with validation
- Business Process and Workflow at entity level or executed in real-time
- Financial Management, HR, Inventory, Order & Supply Chain support