The QuickBooks Online Connector for Creatio is an integration between QuickBooks Online, a popular accounting system, and Creatio platform. It enables efficient handling of financial processes within Creatio by synchronizing vital data between the two systems.

Use cases:

The connector will be useful for companies that seek to streamline their financial operations by seamlessly integrating their accounting processes with customer relationship management. It caters to businesses looking to enhance efficiency, accuracy, and collaboration across departments by integrating their QuickBooks Online accounting system with Creatio.

Key features:

• Synchronization of key entities: Enables synchronization of essential entities such as Customers, Vendors, Products, Payments, Invoices, and Lookups between QuickBooks Online and Creatio. This ensures that crucial financial data is consistently updated and accessible across both platforms.
• Full data synchronization: Before commencing operations, the systems undergo complete synchronization as per the provided instructions. This ensures that data generated in QuickBooks Online seamlessly integrates into Creatio with all necessary fields configured through mapping QB to CRM.
• One-directional data flow: Facilitates one-directional data flow from QuickBooks Online to Creatio for Customers, Vendors, Products and Payments. Any data added or modified in QuickBooks Online during synchronization is updated in Creatio, ensuring data integrity and consistency. 
• Bidirectional data flow for Invoices: Facilitates bidirectional data flow between QuickBooks Online and Creatio for Invoices. An invoice can be created in either of the two systems, and afterwards, the invoice is updated in Creatio when it is paid or modified on the QuickBooks side.
• Customizable mappings: Allows customization of mappings between QuickBooks Online and Creatio, enabling users to define specific data fields and parameters for synchronization based on their business requirements.

Overall, the QuickBooks Online Connector for Creatio empowers businesses to optimize their financial processes, improve data accuracy, and enhance collaboration by integrating QuickBooks Online with Creatio seamlessly.

Notes:

Synchronization of other records/fields is possible through additional development. Please, contact us for further details info@btbpm.com 
The initial configuration of the connector is performed by Be Tech. Further user instructions are provided.