Creatio to Sage Integration by InterWeave
The SmartIntegration Platform for CRM
Professional Edition
Foundational, intelligent data synchronization for seamless connectivity and efficiency in growing teams. Emphasizes smart, intuitive setup
- + Configuration, Training and Support charges
Enterprise Edition
AI-powered automation and adaptive workflows for optimized operational intelligence and prescriptive actions. Highlights intelligent, self-optimizing processes.
- + Configuration, Training and Support charges
Ultimate Edition
Enterprise-grade, generative AI-driven integration and predictive analytics for transformative insights and future-proof digital ecosystems. Conveys a highly advanced, cognitive integration hub.
- + Configuration, Training and Support charges
Professional Edition
Professional Edition
Accounts Receivable
- Creatio Account/Contact to Customer/Job
- Creatio Account/Contact to Projects
- Creatio Opportunity/Orders to Sales Orders
- Creatio Opportunity/Orders/Invoices to Invoices
- Creatio Opportunity/Orders to Sales Receipts
- Creatio Opportunity/Orders to Estimates
- InterWeave iObject to Payments
- InterWeave iObject to Payment Received
- InterWeave iObject to Credit Memo
- Creatio Products to Items
- Connection and Error Management and Monitoring, Log Viewer
- Automatic email or IM notification if error detected
- Note: iObject is InterWeave generated for this Solution
Accounts PAYABLE
- Creatio Account/Contact to Vendors
- Creatio Opportunity/Orders to Purchase Orders
- InterWeave iObject to Bills
- InterWeave iObject to Vendor Credits
- InterWeave iObject to Deposits
- InterWeave iObject to Checks
- InterWeave iObject to Credit Card Charge
- InterWeave iObject to Bill Payment
- InterWeave iObject to Statement Charges
- Creatio Products to Items
- Connection and Error Management and Monitoring, Log Viewer
- Automatic email or IM notification if error detected
- Note: iObject is InterWeave generated for this Solution
Enterprise Edition
Enterprise Edition
Enterprise Edition - Accounts Receivable/Accounts Payable
- All the features from Professional Edition
- Multi-currency, Compostable price books, Multiple company files
- Multi-Cloud Integration, Multiple Nodes integrated
- Multiple Financial Applications integrated
Ultimate Edition
Ultimate Edition
Ultimate Edition - Accounts Receivable/Accounts Payable plus Advanced Inventory
- All the featues from Enterprise Edition
- InterWeave iObject to Account (COA)
- InterWeave iObject to Journal Entry
- InterWeave iObject to Time Tracking
- Combination of Buttons and Flows
- Additional Solutions available:
- Credit Card, ACH Payment Gateway
- Custom Payment Portal
- eCommerce Gateway, Inventory Management Integration
- Note: iObject is InterWeave generated for this Solution
Service Charges
Service Charges
InterWeave SmartTracks clarifications
- 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
- Service Charges:
- o Configuration – 6 hours
- o Training – 4 hours
- o Support - 6 hours
The SmartPortal
The SmartPortal
Configurable integration Solution with over 48 integrated Merchant Services Providers.
- + Configuration, Training and Support charges
Payment Processing
US & Canada
Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.
- + Configuration, Training and Support charges
International
Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.
- + Configuration, Training and Support charges
eCommerce
eCommerce
eCommerce Solutions integrated with your CRM. Innovative. Secure. Integrated.
- + Configuration, Training and Support charges
Creatio to Sage FAQs
1. What does the Creatio ↔ Sage Intacct integration with InterWeave provide?
InterWeave SmartSolutions delivers a configurable, bi-directional integration between Creatio CRM and Sage Intacct. It synchronizes customers, contacts, opportunities, orders, invoices, payments, and financial records in real time, eliminating manual re-entry and ensuring both sales and finance teams work from a single source of truth.
2. Which Sage Intacct modules are supported?
InterWeave integrates with core and advanced Sage Intacct modules, including:
- Accounts Receivable (AR)
- Accounts Payable (AP)
- General Ledger (GL)
- Order Entry / Contracts
- Cash Management
- Multi-Entity / Multi-Currency (if licensed in Intacct)
3. What data objects are typically integrated?
Pre-built templates cover:
- Creatio Accounts ↔ Sage Intacct Customers/Vendors
- Contacts (with role mapping)
- Opportunities ↔ Quotes / Sales Orders / Contracts
- Invoices and Line Items
- Products, Services, and Pricing
- Payments / Receipts
Custom fields and objects in either system can also be mapped with InterWeave’s configuration tools.
4. How does InterWeave handle the Quote-to-Cash process?
- A Closed Won Opportunity in Creatio can automatically generate a Sales Order or Invoice in Sage Intacct.
- Line items, pricing, taxes, and discounts flow through seamlessly.
- Payment updates in Intacct (partial or full) flow back to Creatio, updating payment status fields for sales visibility.
- Subscription or installment plans can be automated using InterWeave Payment Gateway if needed.
5. Is the integration real-time or batch?
Both are supported:
- Real-time for critical events (e.g., new order, invoice payment).
- Batch / scheduled syncs for large data sets or financial reconciliation.
- Event-driven triggers ensure business workflows (like Closed Won) push instantly into Intacct.
6. How does InterWeave manage conflicts or duplicates?
InterWeave provides configurable system-of-record rules:
- Creatio as master for customer and sales data.
- Sage Intacct as master for invoices, GL, and payments.
- Field-level precedence and de-duplication logic ensure clean data.
Conflicts are logged in the InterWeave dashboard for review.
7. What about historical data migration?
InterWeave supports initial bulk migration from Creatio or Intacct to align historical records. Deduplication tools and cross-reference IDs prevent mismatches. After migration, the integration continues in real-time or batch mode for ongoing synchronization.
8. How secure is the integration?
- PCI-DSS and SOC 2 aligned security model.
- TLS/SSL encryption for all data in motion.
- Role-based access and logging for audit trails.
- If using InterWeave Payment Gateway, payment tokens are used instead of storing card data in Creatio or Intacct.
9. How does the integration handle errors and monitoring?
- Transaction logging for each sync event.
- Error queues with retry capability.
- Dashboard visibility into throughput, latency, and failure points.
- Configurable alerts via email or CRM notifications.
10. Can InterWeave also integrate payments into this flow?
Yes. By enabling the InterWeave Smart Payment Gateway, you can:
- Process credit card, ACH, or eCheck payments directly from Creatio.
- Push payment transactions into Sage Intacct automatically.
- Sync payment statuses back into Creatio (invoice paid, declined, partially paid).
11. How long does a typical Creatio ↔ Sage Intacct implementation take?
- Standard templates: 3–5 weeks.
- Complex, customized projects: 8–12 weeks (multi-entity, multi-currency, heavy customization).
Templates accelerate deployment by covering 80% of standard use cases out of the box.
12. What is the pricing model?
- Subscription-based (monthly or annual) for InterWeave SmartSolutions.
- Professional Services for initial setup, customization, testing, and training.
- Edition tiers (Professional, Enterprise and Ultimate) match transaction volumes and complexity.
13. Will system upgrades break the integration?
No. InterWeave maintains versioned connectors for both Creatio and Sage Intacct APIs. Customers benefit from upgrade assurance, with ongoing support for new releases.
14. How do customers measure ROI?
Typical ROI metrics include:
- Reduced manual data entry (time savings for finance and sales teams).
- Faster quote-to-cash cycles.
- Improved invoice/payment accuracy.
- Stronger compliance and audit readiness.
- Single source of truth across CRM and ERP.
Creatio to Sage Intacct Integration
The InterWeave Payment Gateway for Creatio
The InterWeave eCommerce & Creatio Integration
Mastering Payment Integration with Creatio & your Payments Provider
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