InterWeave Sage Intacct Integration

by InterWeave SmartSolutions
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InterWeave SmartTracks automates your Integration in a configurable, intelligent way conforming to your business process and workflow.
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Overview

Product overview

Product description

InterWeave Sage Intacct Integration uses a configurable, API-driven connector to synchronize data between the Creatio CRM and Sage Intacct financial system. It supports uni-directional or bi-directional workflows at the object level so that records such as customers/accounts, contacts, orders, invoices, payments, products, and other financial objects are created or updated consistently across both systems.

The solution maps standard and custom fields and includes built-in error handling, monitoring, and configurable business logic to enforce data integrity between CRM and ERP platforms. It can be tailored to customer needs through configurable tracks and integration mappings. The approach aims to automate repetitive processes and provide a seamless data flow between front-office (sales/CRM) and back-office (accounting/ERP) systems.

Business Benefits:

  • Automated Financial Workflows
    By automating the synchronization of opportunities, invoices, payments, and billing between Creatio and Sage Intacct, organizations eliminate manual re-entry, reduce human error, and speed up key processes such as sales-to-cash cycles. This reduces operational costs and accelerates revenue recognition.
  • Data Consistency and Accuracy
    Integrated systems ensure that customer, order, and payment information is current and consistent in both CRM and accounting systems, improving reporting accuracy and reducing discrepancies.
  • Improved Cross-Department Visibility
    Sales, finance, and service teams gain access to a unified view of customer and financial data, enabling better coordination, faster decision-making, and enhanced customer service.
  • Reduced Manual Effort and Risk
    Eliminating duplicate data entry and manual handoffs reduces administrative workload and the risk of costly errors, freeing staff to focus on strategic tasks rather than transactional work.
  • Enhanced Operational Efficiency
    End-to-end process automation between CRM and ERP reduces cycle times for order fulfillment, billing, and collections, improving overall operational throughput and scalability.
  • Scalability and Flexibility
    The configurable integration platform enables businesses to adapt workflows, add objects, and expand functionality as needs evolve without heavy custom development.

Key Features

Creatio to Sage Integration

Creatio to Sage Intacct Integration enables seamless, automated synchronization of customer, order, invoice, and financial data between Creatio and Sage Intacct—streamlining operations, eliminating manual entry, and delivering real-time visibility into sales, billing, and accounting across both platforms.

Creatio to Sage Functional Highlights

Automate Creatio to Sage Intacct syncing for customers, orders, invoices, payments, dimensions, and reporting with real-time financial visibility.

Challenges Without Integration

Disconnected systems force manual data entry, duplicate records, and inconsistent customer and financial information—leading to delays, errors, limited visibility, and higher operational costs across sales, finance, and accounting teams.

Why Integrate CRM & Accounting?

Integration connects your sales and financial data into a single automated workflow—improving accuracy, accelerating revenue operations, eliminating manual work, and giving teams a complete, real-time view of customers and transactions.

InterWeave Solution Overview

InterWeave provides a configurable, cloud-based integration platform that connects Creatio with financial, ERP, and payment applications—automating data synchronization, eliminating manual processes, and enabling seamless end-to-end workflows across sales, operations, and accounting.

Architecture / Workflow Diagram

The integration architecture connects Creatio directly with financial and ERP applications through the InterWeave Integration Engine. Creatio sends customer, order, invoice, and workflow data into InterWeave, where mapping, validation, transformations, and business rules are applied. InterWeave then synchronizes this data in real time or scheduled batches.

Implementation Approach & Timeline

Implementation Approach & Timeline: InterWeave delivers a phased implementation with discovery, configuration, mapping, testing, and go-live. Setup typically includes requirements, data design, workflow configuration, integration validation, and user acceptance testing. Standard deployments range from 4–8 weeks depending on complexity, number of systems, and customization.

Categories

Category
ERP
Data integration & Migration
Connectors

Industries

Industries
Transportation
Technology
Manufacturing
Business Services

UI Framework

UI Framework
Classic UI
Freedom UI

Type

Type
Integration via Creatio API

Price

Price
Paid

Compatible with Creatio

Version
8.3.1

Release information

Launched:
Updated:

Pricing

Monthly
Annual
1. Professional
$ 624.92 / month
billed annually
Description (Formatted)
AR & AP sync for customers, vendors, products, orders, invoices, payments, credits, POs, bills, checks, and charges, with built-in connection monitoring, error management, and automatic email alerts.
2. Enterprise
$ 791.59 / month
billed annually
Description (Formatted)
Includes all the Professional features plus multi-currency, multiple price books, multiple company files, multi-cloud integration, multiple nodes, and financial applications.
3. Ultimate
$ 1,124.92 / month
billed annually
Description (Formatted)
Includes all Enterprise features plus COA, journal entry, and time tracking sync, product-to-item mapping, extended custom mapping support, and advanced automation using combined buttons and flows.
  • The InterWeave Creatio to Sage Solution is offered as a subscription-based integration solution compatible with supported Sage platforms, including Sage Intacct and Sage 100 environments. Pricing includes access to the InterWeave SmartSolutions platform, preconfigured Sage connectors, configurable data mappings, workflow automation, monitoring, and ongoing platform maintenance.
  • An active Creatio license and a supported Sage license are required to use this integration. Implementation, configuration, data migration, and any custom workflow or financial logic services are not included in the subscription price and are scoped separately based on integration complexity, data volumes, and business requirements.
  • Creatio licensing fees are not included in the listed pricing. Sage licensing, hosting, and any third-party service costs are billed directly by the respective providers.
    Configuration, Training and initial Support is separate from License. For more info, go to Service Charges.

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application

The InterWeave Creatio to Sage Solution is an enterprise-grade integration designed to support a wide range of financial workflows, including AR/AP automation, invoicing, payments, and multi-entity accounting. Because implementation scope varies significantly by Sage edition, company structure, and financial processes, implementation estimates are provided on a case-by-case basis. Please contact InterWeave to discuss implementation approaches, timelines, and pricing tailored to your organization’s specific needs. Additional Support and Training options are available. For more information, go to - InterWeave SmartSupport | InterWeave SmartSolutions.

Contacts

Installation

Setup guide

Creatio to Sage Intacct – Installation & Setup

To ensure a smooth onboarding experience, InterWeave provides a guided, user-friendly setup process for configuring your Creatio to Sage Intacct integration.

1. Start with the Quick Start Guide
After installation, open the Quick Start Setup Guide for a clear overview of required settings and initial configuration steps.

2. Follow the Step-by-Step Configuration
Setup is completed through the InterWeave Customer Portal and Integration Manager Console, with each step linking to detailed documentation. Typical steps include:

  • Connecting Creatio and Sage Intacct

  • Selecting integration objects

  • Mapping fields and dimensions

  • Defining sync direction and schedules

  • Running initial test synchronizations

3. Clearly Defined Setup Stages
Each phase is labeled—Connection Setup, Object Selection, Field Mapping, Workflow Configuration, and Activation—making the process intuitive for all users.

4. Visual Setup Guidance
Screenshots, short videos, and annotated UI elements guide users through each configuration screen, reducing onboarding time and errors.

5. Tested, Validated, and Supported
The integration is fully tested across supported environments. Troubleshooting tips, FAQs, and support resources are provided to address common setup questions.

For implementation approaches and estimates tailored to your organization, please contact InterWeave directly.

Resources

Creatio Sage Intacct Customer Onboarding

Product compatibility

CRM Creatio
Sales
Financial Services

UI Framework

Classic UI
Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

8.3.1

Versions

Versions history

Version
Compatibility
Release date
1.2
January 19, 2026
Release summary

General SmartTracks Enhancements

  • The SmartTracks program provides pre-configured CRM-to-financial integration solutions that streamline invoicing, payments, AR/AP workflows, and revenue recognition with real-time data sync and customizable workflows.

Professional Edition Highlights

  • Bi-directional synchronization covering Accounts Receivable and Accounts Payable transactions between Creatio and Sage Intacct.

  • Standard CRM objects automatically mapped to financial objects (e.g., customers, orders, invoices, payments, bills, vendor credits, deposits, checks).

  • Connection and error monitoring with log viewer and automated notifications.

Enterprise Edition Additions (Beyond Professional)

  • Adds multi-currency support, composable price books, and the ability to integrate with multiple company files.

  • Multi-cloud and multiple-node integration support, enabling broader integration scenarios.

  • Integration with multiple financial applications alongside Sage Intacct.

Ultimate Edition Enhancements (Beyond Enterprise)

  • New CRM object mappings such as Chart of Accounts (COA), Journal Entries, and Time Tracking.

  • Extended custom mapping support for more tailored integrations.

  • Additional commerce and payment features including payment gateways, custom payment portals, eCommerce gateways, and inventory management integration.

In summary, what’s new in this Sage Intacct integration is the progression from standard AR/AP syncing in the Professional Edition to enterprise-grade multi-entity and multi-cloud support, and finally to enhanced financial object mapping and payment/commerce capabilities in the Ultimate Edition.

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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