Modern IPAAS PLATFORM

SAP Business One and Salesforce Integration

SAP Business One and Salesforce integrations made easy with APPSeCONNECT’s modern iPaaS. The SAP Business One and Salesforce connector can automate critical business processes and streamline your organizational data efficiently.
SAP Business One and Salesforce Integration-Page Hero Image
Modern IPAAS PLATFORM

SAP Business One and Salesforce Integration and Business Process Automation

Salesforce integration with SAP Business one integration involves connecting Salesforce APIs with SAP Business one using APIs configured in APPSeCONNECT to ensure seamless communication between them. The primary goal of the data flow is to ensure and maintain centralized data across the platform. The seamless data integration reduces manual tasks and enables users to take informed decision-making.
APPSeCONNECT marketplace readily provides you ready-made integration between Salesforce and SAP B1 sales cycle either using DI Server integration which involves local deployment of agent to sync data, or using Service Layer component which is can be hosted both in your premise or hosted in our cloud environment. The integration involves all the important objects in salesforce or SAP B1 directly synched back to the target application seamlessly without any changes made to the installed solution. The packages published in APPSeCONNECT marketplace comes for free, and created for vanilla systems, and hence can be easily customized based on your own logic.

Endpoints for SAP Business One and Salesforce Integration

Customer
Customer
Product
Product
Inventory
Inventory
orders icon
Order
delivery icon
Delivery
invoice icon
Invoice
Integration Endpoints icon

Standard Features Covered in Our SAP Business One and Salesforce Integration Template

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

  • 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.

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.

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 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 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 are 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
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.

Popular SAP Business One Integrations

Connect SAP Business One with other business applications.

Popular Salesforce Integrations

Connect Salesforce with other business applications.
Looking for a Specific Integration?
View All Apps

Connect SAP Business One and Salesforce

Get Started with APPSeCONNECT Today!

AEC_BOT_Hello
Frequently Asked Questions

Companies automating their business through APPSeCONNECT

Customer Success Stories

SAP Business one Salesforce
case-study
With APPSeCONNECT, Hernon achieved a zero-business downtime and levaraged the power of a fully automated and integrated solution to ensure business growth.
SAP business one Shopifyplus Salesforce
case-study
Showcase managed to sync their inventory seamlessly with the help of APPSeCONNECT and provide the best-in-class products to 100+ stores across North America.
on-demand-webinar-icon

How IoT Integration Can Drive Digital Revenue on Shopify, SAP and Salesforce

sap business one-salesforce-integration brochure cover

Download Free Integration Brochure

Fill in your details below to download our brochure instantly. Discover all the details you need in one place!
APPSeCONNECT-Horizontal Logo_SVG
appseconnect-New-Logo_2022.png

Start Your Automation Journey With Pre-Built Connectors.

Get a Demo. Try it Free.

g2 summer badges for popup