SmartIntegration Platform for CRM
Creatio to
Sage
Integration
Architecture
Creatio REST API
Sage XML Web Services
BOI · SData REST · ODBC
Bi-directional AR + AP
Multi-entity
InterWeave SmartSolutions delivers a configurable, bi-directional integration between Creatio CRM and Sage ERP — synchronising customers, contacts, opportunities, orders, invoices, payments, and financial records in real time, ensuring both sales and finance teams work from a single source of truth.
Supports the full Sage family: Sage Intacct (XML Web Services), Sage 100cloud (BOI), Sage X3 (SData REST), and Sage BusinessWorks (ODBC) — with full AR and AP coverage across all editions.
3–5wk
Standard implementation
AR+AP
Full AR & AP integration
4+
Sage platforms supported
Creatio ↔ InterWeave ↔ Sage — integration flow
Creatio CRM
REST API
⇄
InterWeave
SmartHub · Real-time
⇄
Sage ERP
Intacct · 100 · X3 · BW
AR + AP object mappings
Account / Contact⇄Customer / Job / Project
Opportunity / Order→Invoice / Sales Order
Products⇄Items / ITMMASTER
Account / Contact→Vendor (AP)
iObject⇄Bills / Payments
Payment Status←ARPAYMENT / Receipt
Sage versions supported
Intacct
XML Web Svc
100cloud
BOI Agent
X3
SData REST
BusinessWorks
ODBC
↺
Bi-directional real-time sync
AR+AP
Full AR + AP — all editions
3–5wk
Standard implementation
4+
Sage platforms supported
Edition feature details
Detailed feature coverage —
every edition.
Every edition ships with full AR and AP coverage — documented per edition so you know exactly what objects and workflows are included from day one.
Edition 01 — Professional
Accounts Receivable & Accounts Payable
Foundational AR + AP — Sage Intacct, 100cloud, X3 & BusinessWorks
Accounts Receivable
Creatio Account/Contact → Customer / Job
Creatio Account/Contact → Projects
Creatio Opportunity/Orders → Sales Orders
Creatio Opportunity/Orders/Invoices → Invoices
Creatio Opportunity/Orders → Sales Receipts
Creatio Opportunity/Orders → Estimates
InterWeave iObject → Payments
InterWeave iObject → Payment Received
InterWeave iObject → Credit Memo
Creatio Products → Items
Connection & Error Management, Log Viewer
Automatic email/IM notification on error
Accounts Payable
Creatio Account/Contact → Vendors
Creatio 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
Creatio Products → Items
Connection & Error Management, Log Viewer
Automatic email/IM notification on error
iObject is InterWeave-generated for this Solution
Edition 02 — Enterprise
AR/AP + Multi-company & Multi-cloud
AI-powered automation for optimised operational intelligence
All Professional Edition features, plus:
Multi-currency — configurable per transaction and customer
Composable price books — multiple pricing structures
Multiple company files — multi-entity routing across Sage
Multi-Cloud Integration — multiple InterWeave Nodes simultaneously
Multiple Financial Applications — Sage alongside other ERP systems
AI-powered workflow automation and adaptive sync routing
Multi-entity Sage Intacct — subsidiaries, divisions, inter-company
Advanced conditional rules — Opportunity Type routing logic
Edition 03 — Ultimate
AR/AP + Advanced Inventory + GL + Add-ons
Enterprise-grade, generative AI-driven — the complete Creatio ↔ Sage solution
All Enterprise features, plus GL & Advanced
InterWeave iObject → Account (Chart of Accounts)
InterWeave iObject → Journal Entry
InterWeave iObject → Time Tracking
Combination of Buttons and Flows for Creatio UI triggers
ASC 606 / IFRS 15 revenue recognition automation
Generative AI-driven integration intelligence
Predictive analytics and financial forecasting
Additional Solutions Available
Credit Card & ACH Payment Gateway integration
Custom Payment Portal for customer self-service
eCommerce Gateway — Shopify, Magento, WooCommerce & more
Inventory Management Integration — multi-location, FIFO, serial/lot
Priority support & dedicated success manager
Custom SLA & advanced compliance audit reporting
iObject is InterWeave-generated for this Solution
Sage platform coverage
Every Sage platform.
One integration partner.
InterWeave supports the full Sage family — each connected through its native API, with deep AR and AP coverage for the objects and workflows that matter most to your business.
Sage IntacctXML Web Services
AR — CUSTOMER, ARINVOICE, ARPAYMENT, SOORDER, ARCREDITMEMO
AP — VENDOR, APBILL, APPAYMENT, APVENDORCREDIT (iObject)
GL — Chart of Accounts, Journal Entries (Ultimate Edition)
Multi-entity routing via
CUSTOMER.ENTITYMulti-currency, Cash Management, Order Entry / Contracts
PCI-DSS and SOC 2 aligned security model
Sage 100cloudBOI On-Premise Agent
AR — AR_Customer, AR_InvoiceHeader, AR_CashReceiptsHeader
AP — AP_Vendor, AP_InvoiceHeader, AP_CheckHeader (iObject)
Inventory — CI_Item, quantity on hand, SO_SalesOrderHeader
UDF (user-defined field) pass-through supported
CustomerNo writeback to Creatio custom field
Outbound-only HTTPS from on-premise agent to InterWeave cloud
Sage X3SData REST API
BPCUSTOMER — customer master, BPCNUM writeback to Creatio
SORDER, SQUOTE, SINVOICE, SDELIVERY — AR transaction objects
BPSUPPLIER, PORDER — vendor and purchase order (AP)
ITMMASTER, STOCK — item master and inventory levels
Multi-folder routing; BPCUSTOMER.STOFCY per account
OAuth 2.0 (Online) or certificate/basic auth (on-premise)
Sage BusinessWorksODBC / Pervasive
ARCustomer, ARInvoice, ARCashReceipt — core AR objects
APVendor, APInvoice, APCheck — core AP objects (iObject)
OEOrder, OELineItem — order entry and line items
IMItem — item master with quantity on hand
32-bit ODBC (BW 2021 and earlier), 64-bit (BW 2023+)
CustomerNo writeback to Creatio custom field
Editions & pricing
Choose your edition.
Three editions for the Creatio ↔ Sage integration, plus the SmartTracks service charge — covering the configuration, training, and support hours for your initial deployment.
Edition 01
Professional
Foundational, intelligent data synchronisation — full AR and AP coverage for Sage Intacct, 100cloud, X3, and BusinessWorks from day one.
$7,499/year
+ Configuration, Training and Support charges
Full AR: Accounts → Customers/Jobs, Orders → Invoices
Full AP: Accounts → Vendors, Orders → Purchase Orders
iObject → Bills, Vendor Credits, Deposits, Checks
Products ↔ Sage Items / ITMMASTER
Payment status writeback to Creatio
Error Management, Log Viewer, email/IM alerts
All 4 Sage platforms: Intacct · 100 · X3 · BW
Most Popular
Edition 02
Enterprise
AI-powered automation and adaptive workflows — multi-currency, multi-entity Sage, and multi-cloud integration.
$9,499/year
+ Configuration, Training and Support charges
Everything in Professional
Multi-currency & composable price books
Multiple Sage company files / multi-entity
Multi-Cloud Integration, multiple nodes
Multiple Financial Applications simultaneously
AI-powered workflow automation
Advanced conditional routing rules
Multi-entity Intacct — subsidiaries, divisions
Edition 03
Ultimate
Enterprise-grade, generative AI-driven — AR/AP plus GL, Advanced Inventory, Time Tracking, and add-on solutions for the full Creatio ↔ Sage financial stack.
$13,499/year
+ Configuration, Training and Support charges
Everything in Enterprise
GL: iObject → COA & Journal Entries
Time Tracking integration
Buttons and Flows for Creatio UI triggers
ASC 606 / IFRS 15 revenue recognition
Payment Gateway & Custom Portal add-ons
eCommerce & Inventory Management add-ons
Generative AI integration intelligence
SmartTracks Service Charge — Creatio to Sage
InterWeave SmartTracks — Service Charges
The service charge covers all Editions and includes the configuration, training, and support hours needed to deploy your Creatio ↔ Sage integration using the InterWeave SmartTracks template. Note: the Creatio ↔ Sage service charge is $4,500 (vs $3,750 for Creatio ↔ QuickBooks), reflecting Sage's additional integration complexity.
$4,500
/ service charge (all editions)
What's included
Only Standard Objects in Creatio integrated
Two hours of Project Management included
Up to three Zoom Meetings included
No Additional Solutions selections (standard scope)
Maximum of two InterWeave Profiles
Service hours breakdown
Configuration — 6 hours
Training — 4 hours
Support — 6 hours
Total: 16 hours of expert service time
Solutions that complement
SmartPortal
The SmartPortal
48+ integrated Merchant Service Providers — customer self-service invoice management and payment.
Payment Processing
Payment Processing
Payment Processing Solutions — US & Canada and International markets.
eCommerce
eCommerce
44+ eCommerce platforms — real-time inventory, order and customer sync to Creatio & Sage.
International Payments
International Processing
International Payment Processing with TransferMate — enhanced rates, global banking, reconciliation.
Data objects & mappings
What gets synced — every object.
Standard mappings cover the full AR and AP lifecycle. Sage object names vary by version — InterWeave handles the translation automatically.
| Creatio Object | Direction | Sage Object | Module / Version Notes |
|---|---|---|---|
| Account / Contact | ⇄ Bi-directional | CUSTOMER / ARCustomer | AR · Intacct: CUSTOMER · 100: AR_Customer · X3: BPCUSTOMER · BW: ARCustomer |
| Account / Contact | → To Sage | Project / Job | AR · Intacct: PROJECT · 100: Job Costing · X3: project entity |
| Opportunity / Order | → To Sage | Invoice / Sales Order | AR · Intacct: ARINVOICE · 100: AR_InvoiceHeader · X3: SINVOICE |
| Opportunity / Orders | → To Sage | Estimate / Sales Receipt | AR · Estimates and Sales Receipts mapped as iObject |
| Products | ⇄ Bi-directional | Items / ITMMASTER | AR + AP · Intacct: ITEM · 100: CI_Item · X3: ITMMASTER · BW: IMItem |
| iObject (Payment) | ← From Sage | ARPAYMENT / Receipt | AR · Payment writeback from Sage to Creatio via iObject |
| iObject (Credit Memo) | ← From Sage | Credit Memo / ARCREDITMEMO | AR · Credit notes sync to Creatio account/order records |
| Account / Contact | → To Sage | Vendor / BPSUPPLIER | AP · Intacct: VENDOR · 100: AP_Vendor · X3: BPSUPPLIER · BW: APVendor |
| Opportunity / Orders | → To Sage | Purchase Order / PORDER | AP · Purchase Orders with line items from Creatio orders |
| iObject AP | ⇄ Bi-directional | Bills / Vendor Credits / Deposits | AP · iObject handles Bills, Vendor Credits, Deposits, Checks, CC Charges |
| iObject Ultimate | ⇄ Bi-directional | Chart of Accounts / Journal Entry | GL · Ultimate Edition — COA and Journal Entry via iObject |
Integration capabilities
How the integration works.
InterWeave provides the data structure, workflow, and complex processing logic for fast, reliable, and secure synchronisation between Creatio and Sage.
01
// Quote-to-Cash Automation
A Closed Won Opportunity in Creatio automatically generates a Sales Order or Invoice in Sage. Line items, pricing, taxes, and discounts flow seamlessly. Payment updates in Sage (partial or full) flow back to Creatio for sales visibility.
02
// Full AP Integration
Every edition includes complete AP — Creatio Accounts/Contacts map to Sage Vendors, Orders to Purchase Orders. The iObject mechanism handles Bills, Vendor Credits, Deposits, Checks, Credit Card Charges, and Bill Payments bidirectionally.
03
// Real-Time & Batch Sync
Real-time for critical events (new order, invoice payment). Batch/scheduled for large datasets and financial reconciliation. Event-driven triggers ensure Closed Won pushes instantly into Sage without manual intervention.
04
// Historical Data Migration
InterWeave supports initial bulk migration from Creatio or Sage to align historical records. Deduplication tools and cross-reference IDs prevent mismatches. After migration, the integration continues in real-time or batch mode.
05
// 100% Configurable
Define system-of-record rules per object. Apply approval and workflow logic across Creatio and Sage. Configure multi-entity posting, tax handling, and currency conversion. Extend to subscription billing and recurring revenue models.
06
// Error Monitoring & Alerts
Transaction logging for every sync event. Error queues with retry capability. Dashboard visibility into throughput, latency, and failure points. Automatic email or IM notification to admins when any error is detected.
Security & reliability
TLS/SSL + SOC 2
TLS/SSL encryption for all data in motion. PCI-DSS and SOC 2 aligned security model for the Sage Intacct integration pathway — audit-ready from day one.
PCI-DSS Aligned
When paired with the InterWeave SmartPayment Gateway, payment tokens replace card data — keeping sensitive payment information out of Creatio and Sage entirely.
Role-Based Audit Logs
Role-based access and logging for full audit trails. Every sync event logged with timestamp, record ID, and outcome — exportable for Sage and Creatio compliance review.
Versioned Connectors
InterWeave maintains versioned connectors for both Creatio and Sage APIs — upgrade assurance with ongoing support for new Creatio releases and Sage product updates.
ROI benefits
What customers experience.
The measurable ROI benefits customers see after deploying the Creatio ↔ Sage integration from InterWeave.
✏️
Reduced Double Entry
Eliminate manual re-entry between Creatio and Sage for both AR and AP. One entry, propagated to both systems automatically — saving hours of finance team time.
⚡
Faster Quote-to-Cash
Closed Won → Invoice in Sage in seconds. Faster billing, faster collections, faster financial close — from first deal to reconciled payment.
✅
Improved Invoice Accuracy
Products, line items, taxes, and discounts mapped exactly from Creatio — eliminating transcription errors, billing disputes, and AP mismatches.
📊
Audit-Ready Compliance
Stronger compliance and audit readiness — complete transaction-level audit trail across Creatio and Sage, exportable for regulatory and financial close requirements.
🎯
Single Source of Truth
Sales and finance aligned on the same data — Creatio for customer/sales context, Sage for financial records — with real-time payment status visible to both teams.
Frequently asked questions
Creatio ↔ Sage
FAQs.
The most common questions about the InterWeave Creatio to Sage integration — covering Sage versions, AR/AP objects, sync behaviour, security, and implementation.
01 What does the Creatio ↔ Sage integration provide?
InterWeave SmartSolutions delivers a configurable, bi-directional integration between Creatio CRM and Sage ERP. It synchronises 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 across both AR and AP workflows.
02 Which Sage modules are supported?
InterWeave integrates with core and advanced Sage modules including:
- Accounts Receivable (AR) — CUSTOMER, ARINVOICE, ARPAYMENT
- Accounts Payable (AP) — VENDOR, APBILL, APPAYMENT (iObject)
- General Ledger (GL) — COA, Journal Entries (Ultimate Edition)
- Order Entry / Contracts — SOORDER, SINVOICE, SORDER
- Cash Management — receipts and settlement sync
- Multi-Entity / Multi-Currency — if licensed in Sage Intacct
03 What data objects are typically integrated?
- Creatio Accounts ↔ Sage Customers / Vendors (AR + AP)
- Contacts with role mapping
- Opportunities ↔ Quotes / Sales Orders / Contracts
- Invoices and Line Items
- Products, Services, and Pricing
- Payments / Receipts via InterWeave iObject
Custom fields and objects in either system can also be mapped with InterWeave's configuration tools.
04 How does InterWeave handle the Quote-to-Cash process?
A Closed Won Opportunity in Creatio automatically generates a Sales Order or Invoice in Sage. Line items, pricing, taxes, and discounts flow through seamlessly. Payment updates in Sage (partial or full) flow back to Creatio, updating payment status fields for sales visibility. Subscription or instalment plans can be automated using the InterWeave Payment Gateway if needed.
05 Is the integration real-time or batch?
- Real-time for critical events (new order, invoice payment)
- Batch / scheduled syncs for large datasets or financial reconciliation
- Event-driven triggers — Closed Won pushes instantly into Sage
06 How does InterWeave manage conflicts or duplicates?
InterWeave provides configurable system-of-record rules: Creatio as master for customer and sales data; Sage 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 and resolution.
07 What about historical data migration?
InterWeave supports initial bulk migration from Creatio or Sage to align historical records. Deduplication tools and cross-reference IDs prevent mismatches during migration. After the initial load, the integration continues in real-time or batch mode for ongoing synchronisation.
08 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 replace card data — never stored in Creatio or Sage
09 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 IM — automatic notification on any error detected
10 Can InterWeave also integrate payments?
Yes. By enabling the InterWeave SmartPayment Gateway, you can:
- Process credit card, ACH, or eCheck payments directly from Creatio
- Push payment transactions into Sage automatically
- Sync payment statuses back to Creatio — invoice paid, declined, partially paid
11 How long does a typical Creatio ↔ Sage implementation take?
- Standard templates: 3–5 weeks — templates cover ~80% of standard use cases out of the box
- Complex, customised projects: 8–12 weeks (multi-entity, multi-currency, heavy customisation)
12 What is the pricing model?
Subscription-based (annual) by edition: Professional ($7,499/yr), Enterprise ($9,499/yr), Ultimate ($13,499/yr) — all plus the SmartTracks service charge of $4,500 (16 hours: 6 configuration + 4 training + 6 support). Add-ons available for Payment Gateway, Multi-entity, and Inventory Management.
13 Will system upgrades break the integration?
No. InterWeave maintains versioned connectors for both Creatio and Sage APIs. Customers benefit from upgrade assurance — with ongoing support for new Creatio releases and Sage product updates across all four Sage platforms.
14 How do customers measure ROI?
- Reduced manual data entry — time savings for both finance and sales teams
- Faster quote-to-cash cycles
- Improved invoice / payment accuracy
- Stronger compliance and audit readiness
- Single source of truth across Creatio CRM and Sage ERP
Videos & resources
See it in action.
Watch InterWeave videos covering Creatio to Sage Intacct integration, payment gateway, eCommerce, and Business Central.
Creatio to Sage Intacct Integration
Full walkthrough — InterWeave SmartSolutions
The InterWeave Payment Gateway for Creatio
Credit card, ACH & eCheck inside Creatio CRM
InterWeave eCommerce & Creatio Integration
Connecting your online store to Creatio CRM
Mastering Payment Integration with Creatio
Deep dive — Creatio & payment provider setup
Creatio & MS Business Central Integration
InterWeave SmartSolutions walkthrough
More videos on our YouTube channel
Creatio ↔ Sage — start today
Creatio and Sage.
Fully connected.
Deploy the InterWeave Creatio to Sage integration and automate your full AR and AP workflows — from Closed Won to reconciled payment, across Intacct, 100cloud, X3, or BusinessWorks.
Intacct · 100cloud · X3 · BW
Full AR + AP integration
3–5 week implementation
$4,500 service charge
Multi-entity & multi-currency