Creatio to QuickBooks Online
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 a variety of financial applications, including QuickBooks, 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 comes with different configuration selections and features — real-time data synchronization, customizable workflows, and support for multiple integration directions. A complete, thoroughly tested Solution from day one. Custom Solutions are available every day as well.
Pre-Configured for Creatio
Standard Creatio objects — Accounts, Contacts, Opportunities, Orders, and Products — are pre-mapped to QuickBooks Online entities including Customers, Sub-Customers, Projects, Invoices, Estimates, and more.
Custom Solutions Available
If you need a complete custom solution beyond Standard Creatio Objects, we deliver these every day. The SmartTracks program is your foundation — bespoke field mapping and complex multi-entity workflows are fully supported.
Why Creatio + QuickBooks Online?
Creatio's no-code / low-code CRM platform pairs naturally with QuickBooks Online's cloud-first accounting. InterWeave bridges both with a pre-built, bi-directional AR/AP sync — eliminating manual data entry between your sales pipeline and financial records, in real time.
InterWeave SmartTracks Editions
Configurable Solutions between Creatio and your QuickBooks Online.
- Full AR & AP feature set
- Standard Creatio object mapping
- Real-time sync
- 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 Online — 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 Online entities
Customer & Account Mapping
- Creatio Account/Contact → Customer / Sub-Customer / Project
- Creatio Person Accounts → Customer
- Creatio Products → Items
Transaction Integration
- Opportunity/Order → Invoices
- Opportunity/Orders → Sales Receipts
- Opportunity/Orders → Estimates
- Opportunity/Order → Payments Received
- Payments → InterWeave iObject
- Credit Memos → InterWeave iObject
Operations & Monitoring
- Connection & Error Management and Monitoring
- Log Viewer
- Automatic email or IM notification 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
- Bill Payments → InterWeave iObject
- InterWeave iObject → Statement Charges
Operations & Monitoring
- Connection & Error Management and Monitoring
- 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 and partners who require simple solutions for complex integration issues. 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, 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 directly 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. Add-ons include Managed Hosting, Smart+ Support, and access to Financial Advisors. Nonprofit, education, and philanthropy organizations receive special discounts and a dedicated Edition.
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/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 Online 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 the entity level or executed in real-time
- Financial Management, HR Management, Inventory, Order & Supply Chain support