SAP Business One and Salesforce CRM Integration

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SAP Business One and Salesforce CRM Integration Points

Accounts

Accounts/Business Partners

New business partners within SAP Business One get synchronized with Salesforce. Any modification to the business in Salesforce / SAP is synchronized with the other application.

The following information is synchronized between the applications.

Account Name
SAP Customer Number
Default Shipping Address
Default Billing Address
Phone
Industry

The Sync works bi-directionally with Add and Update Operation.

Contacts

New Contacts from one application will be synchronized with the other application. Updates to contacts are also synchronized.
Contacts are synchronized and associated with the right business partner or account.

Following are the key fields which are synchronized during contact sync

Name
Owner (if applicable)
Telephone / Mobile
Email
Account Name

The Sync works bi-directionally with Add and Update Operation.

Peicebook

Pre-defined price lists are synced from SAP Business One to Salesforce as price-books. One of the price lists has to be chosen as the standard price list. Product prices are synced from SAP Business one to Salesforce for these price-books. If the prices are updated within SAP, they are synced with Salesforce.
The Sync works from SAP Business One to Salesforce with Add and Update Operation. Single Currency is supported under this sync process. Special Prices are not supported.

Item

Items from SAP Business One will be synced with Salesforce along with their prices. It is possible to filter products to be synced and to sync only the active products.

Following are the key information synced as far as Items are concerned.

Product name
Product Code
Product Description
Product prices associated with various price-books

The Sync works from SAP Business One to Salesforce with Add and Update Operation.

Quotes

The non-zero value quotes are synced from Salesforce to SAP Business One. The Sales Person can mark the Quotes which are ready to be synced.

Following are the crucial information synced from Salesforce to SAP Business One.

Quotes Header

Customer
Owner (If Applicable)
Date
Customer Reference Number
SAP Quote Number (updated back to Salesforce)
Validity Till
Default Ship to

Quotes Line Items

Product
Quantity
Remarks

The Sync works from Salesforce to SAP Business One with Add Operation.

Sales Order

Sales order from SAP Business One will be synced to Salesforce when they are created. The sales order items are also synced along with the header information.

The following are the crucial fields that get synced from SAP Business One to Salesforce.

Sales Order Header

Order Number
Order Date
Order Value
Account
Owner (if applicable)

Sales Order Line Items

Product
Unit Price
Quantity
Sub Total

The Sync works from SAP Business One to Salesforce with Add Operation.

Invoice

Invoice information is synced from SAP Business One to Salesforce when the invoice is created. Invoice line items are also synced along with the respective invoices.

The following is the key information that is synced between the applications.

Invoice Header

Account
Invoice Number
Invoice Date
Invoice Amount
Owner (if applicable)

Invoice Line Items

Product
Unit Price
Quantity
Sub Total

The Sync works from SAP Business One to Salesforce with Add Operation.

Add-ons

Add-Ons

Below Add-On Features will involve additional cost

Multi-Currency – If you maintain your prices in multiple currencies, this feature can help synchronize the product prices in the correct currencies. The Sync works from SAP Business One to Salesforce with Add/Update Operation.
Inventory – If you want to view inventory within salesforce, this feature can help you provide visibility of committed and on-hand stock levels of the product across warehouses. The Sync works from SAP Business One to Salesforce with Add/Update Operation.
Customer Addresses – Manage multiple shipping addresses within Salesforce and SAP for preparing Quotation. The non-default addresses are synced in a bi-directional manner and are available to be used for Quote generation. The Sync works bi-directionally with Add/Update Operation.
Sales Order Update – If the orders are updated after creation, this feature helps in synchronizing the updates from SAP to Salesforce. The updates also ensure that the line items are kept in sync. The Sync works from SAP Business One to Salesforce with Update Operation.
Invoice Update on Payment – If you want to show the payment or any other sort of update for Invoices on Salesforce, this feature can help you do so. The updates also help sync the invoice items in an automated fashion. The Sync works from SAP Business One to Salesforce with Update Operation.

After Sales Service

After Sales Service Integration Features will involve additional cost

Assets – The installed base from SAP Business One is synced as Assets within Salesforce. The assets are also assigned to the correct Account within Salesforce. The Sync works from SAP Business One to Salesforce with Add/Update Operation.
Service Call – Service calls from one system is synced with the other application. In case a service call is updated or closed, the same is synced with the other application. The Sync works bi-directionally with Add/Update Operation.
Activities – Activities created in one system is synced with the other application and assigned to the correct owner. The Sync works bi-directionally with Add/Update Operation.

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What our clients are saying

Great application. APPSeCONNECT fantastic efforts throughout . We are projected to be Top rated as well in 2017 because of APPSeCONNECT. Thank you InSync for all the support and continued effort to make eBay and Amazon Marketplace such strong and growing accounts.

We just went live with our store, and we are very happy. I loved working this project from start to finish. It is easy to use and we administrate our business from just one end: Orders, Invoices, Incoming Payments and Inventory are all synced in real time.The team, was amazing. Patient, understanding and a blast to work with.

Appseconnect makes the excellent communication between both system and is really easy to use. Therefore, our customers obviously benefit from our solution, such as sales figure, shipment, cost control and etc.

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