Yes. InterWeave is a recognized Sage Intacct Partner and offers a certified, API-based integration with Creatio, enabling secure and configurable synchronization of financial and CRM data.

Yes. InterWeave supports uni-directional and bi-directional integration between Creatio and Sage Intacct. You can choose the direction for each object during configuration.

Key objects include:

• Accounts ↔ Customers / Vendors
• Opportunities ↔ Invoices / Sales Orders
• Products / Services ↔ Items / GL Accounts
• Payments ↔ AR Payments / Receipts
• Contacts ↔ Customers / Employees
• Projects, Departments, Locations (as Dimensions)

Using the InterWeave Solutions Portal, you can:

• Select and map data objects
• Customize field-level mappings
• Set sync directions
• Define filters and transformation rules
• Manage flow schedules (manual or automated)

Connectivity is established via Sage Intacct’s Web Services API. You provide:

• Company ID
• User ID with Web Services role
• Password
• API Session Credentials
  These are entered securely in the InterWeave Portal.

Yes. InterWeave supports:

• User-defined fields in Creatio and Sage Intacct
• Custom Dimensions like Departments, Locations, Projects
• Dynamic field mapping with field-level validation

• Scheduled Flows: Automatically sync data on a timer (e.g., every 15 minutes, hourly)
• Utility Flows: One-time or manual flows used for:
  • Backfilling historical data
  • Fixing failed transactions
  • Validating configuration and mappings

Use utility flows (NF/NFS) for test records. These are safe to run and ideal for:

• Confirming object mappings
• Verifying data transformation
• Testing Sage Intacct API authentication

Yes. InterWeave supports:

• Multi-entity configurations (with separate IDs for each)
• Multi-currency environments
• Mapping across books, departments, and locations

Yes. InterWeave uses:

• Encrypted HTTPS communication
• Role-based access
• Secure storage of credentials
• User audit tracking and flow history

• Each flow has detailed logs viewable in the Portal
• Failed records can be:
  • Corrected and reprocessed
  • Manually retried
• Notifications can be configured for failed runs

Yes. You can update:

• Field mappings
• Flow schedules
• Filters and transformation logic
  Changes can be saved and versioned for rollback or audit purposes.

The integration is cloud-based, running through InterWeave’s multi-tenant or private instance platform, with no software installed on your servers.

The integration is ideal for:

• Finance teams managing AR/AP and reporting in Intacct
• Sales and operations teams using Creatio for CRM
• Companies needing real-time, error-free synchronization between CRM and accounting

Included with InterWeave:

• Implementation assistance and onboarding
• Access to the InterWeave Academy for training videos and user guides
• SmartSupport Program for managed integration monitoring
• Ongoing access to documentation, change requests, and support tickets