SAP Business One and Salesforce Integration
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- Align
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Salesforce SAP Business One integration connects your ERP and CRM to enable real-time data sync of customers, products, orders, and invoices. It helps businesses eliminate manual data entry, unify operations across sales and finance teams, and improve accuracy, speed, and customer experience through automation.
Integrate SAP with Salesforce using APPSeCONNECT to automate customer data, sales orders, quotes, and invoices. Designed for seamless Salesforce SAP ERP integration that scales with your business.
Key Benefits
Why APPSeCONNECT is the Gold Standard for
Salesforce & SAP Business One Integration
Real-Time Data Sync
Sync accounts, contacts, items, quotes, and orders in real time from ERP to CRM.
Bi-Directional Flow
Enable add and update operations in both directions, delivering data accuracy where it originated.
Pre-Configured Workflows
Deploy battle-tested integration templates for standard functionalities (e.g., accounts, contacts, invoices) faster than ever.
Flexible Add-Ons
Enable multi-currency sync, inventory visibility, after-sales service, or invoice updates with simplicity as business requirements evolve.
Enterprise-Grade Security
Protect sensitive ERP and CRM data with encrypted communication and compliance with rigorous industry standards.
Accelerated ROI
Minimize manual processes, unify your business processes, and realize instant cost savings and productivity.
Standard Features Covered in Our Salesforce SAP Business One 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
- Account Name
The Sync works bi-directionally with Add and Update Operation
Pricebook
- 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 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
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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New Launch!
Go Live under 30 Minutes!
SAP Business One + Salesforce
$99.00/month
$1188 Annually
- 14-day Free Trial
- No Setup Fees
- Automate CRM
- ERP workflows instantly
B2B AUTOMATION
Where SAP Business One Meets Salesforce for Next-Level Automation
With Salesforce to SAP integration, break the cycle of manual data re-entry and unify your operations under one platform.
Businesses using APPSeCONNECT have reported up to 25% faster sales cycle times and smoother collaboration across teams. It’s time to simplify how your teams sell, serve, and scale.
- New business partners in SAP are automatically represented as Accounts in Salesforce.
- Quotes created in Salesforce sync back to SAP with accurate product, price, and validity details.
- Sales orders and invoices are synchronized so that your finance team has the latest information at all times.
KEY CAPABILITIES
Accounts / Business Partners
- Bi-Directional Sync: Add or update accounts in either or both systems to synchronize changes in both CRM and ERP.
- Key Fields: Account Name, SAP Customer Number, Address, Phone, Industry.
Contacts
- Associated with the Correct Account: Keep contact details (name, email, phone) current everywhere.
- Bi-Directional Updates: The modifications in either system are reflected in the other.
Pricebook
- Price Lists from SAP to Salesforce: Convert them to Price Books in Salesforce to quote with accuracy.
- Single Currency Supported: Ideal for straightforward pricing structures (optional multi-currency add-on).
Item Sync
- Product Details: Product Name, Code, Description, and multiple price-book entries.
- One-Way Sync (SAP→Salesforce): Maintain product information in SAP while ensuring Salesforce is up to date.
Quotes
- Salesforce to SAP: Non-zero value quotes that are “ready to sync” are synced automatically into SAP with required fields (e.g., validity, reference number).
- Header & Line Items: Customer, Owner, Product, Quantity, Remarks - all the same.
Sales Orders
- New sales orders sync to Salesforce for greater visibility - order number, date, line items, etc.
Invoice
- Generate an invoice in SAP and instantly update it in Salesforce, along with line item information (price, quantity).
INTEGRATION BROCHURE
Download our SAP Business One with Salesforce Integration Brochure
Are you integrating your business operations with SAP Business One and Salesforce?
Discover how our Salesforce integration with SAP simplifies back-office functions, supports real-time data synchronization, and promotes growth through low-code flexibility and enterprise-level security.
Download our comprehensive brochure to find out how APPSeCONNECT connects SAP Business One and Salesforce and provides a future-oriented solution that saves time and cuts costs while driving profitability
New Plug-and-play solution is built to launch integration in under 30 minutes!
| COMPETITOR | STRENGTHS | WEAKNESSES | APPSeCONNECT ADVANTAGES |
|---|---|---|---|
| CELIGO | Pre-built connectors, strong mid-market focus | May require customization for advanced SAP B1 Salesforce flows | Robust SAP B1 domain expertise, specialized add-ones (multi currency-after sales) quick low code deployment for complex quoting and invoicing |
| WORKATO | Ai driven automations, flexible integrations | Costly demand through technical knowledge for specialized ERP-CRM scenarios | More budget-friendly licensing, plus simpler pre-built templates for SAP Salesforce, letting citizen integrators go live faster |
| JITTERBIT | Multiple integration templates, decent mapping and orchestration | Advanced features can prove expensive for larger volumes or complex custom usage | Competitive pricing and specialized add-ones for partial invoice updates, multi currency, after sales, etc. ideal for mid size to large SAP Salesforce users |
| MULESOFT | Deep API-based connectivity, enterprise level security | High cost, best for large teams with heavy coding experience | Low-code approach drastically reduces cost and deployment time, while preserving security pre confgured standard features for SAP Salesforce synergy |
| DELL BOOMI | Hybrid integration capabilities, recognized for enterprise performance | License fees can be high, advanced features require specific skilled resources | Simple pricing model, easier learning curve, robust support for core SAP B1 Salesforce endpoints (accounts, quotes, invoices etc) with minimal overhead |
Workflows
How the Integration Works: SAP Business One and Salesforce
Looking to connect SAP Business One and Salesforce efficiently? Here’s how APPSeCONNECT makes it happen:
01
Connect Your Systems
02
Define Your Data Flows
03
Deploy and Trigger Sync
04
Monitor and Resolve
05
Customize with Add-Ons
COMPLIANCE & CAPABILITIES
Regional Compliance & Global Capabilities
While companies like Warkato, Celigo, and Jitterbit often struggle with lengthy implementation timelines, limited customizability, and subpar native SAP support, APPSeCONNECT stands apart. Our solution is designed for rapid deployment and deep, native SAP Business One integration.
APPSeCONNECT is built to ensure GDPR/CCPA readiness, accurately sync US sales tDynamics AX and EU VAT, and offer multi-currency alignment for global Salesforce accounts, making it ideally suited for businesses operating in diverse regional markets.
DATA FLOWS
How Our Intelligent Data Flows Supercharge Your SAP B1 + Salesforce Integration
Bi-Directional Master Data
Keep customers, contacts, and products in sync wherever the changes are entered.
Sales & Fulfillment Alignment
Maintain quotes, orders, and invoices in sync, improving order accuracy and billing processes.
Optional Inventory Visibility
Enable your salespeople to see on-hand and committed inventory quantities in Salesforce (Add-On) for instant decision-making.
After-Sales Service (Add-On)
Sync assets, service calls, and activities on both platforms, delivering best-in-class post-sale customer service.
This process reduces manual work, boosts productivity, and makes your teams collaborate in harmony from quote to invoice. On average, customers experience a 30% improvement in quote-to-cash cycle efficiency, helping them accelerate revenue realization.
ENHANCED ACCURACY
Better Financial Alignment
Sales Order Update (Add-On)
Update orders after they have been created if any changes occur in SAP Business One.
Invoice Update on Payment (Add-On)
Reflect partial or full invoice payments in Salesforce for current billing status.
Multi-Currency (Add-On)
If you handle pricing in multiple currencies, automatically sync rates and amounts between Salesforce and SAP Business One.
Instant synchronization
of products, customers, orders and inventory
Pre-configured workflows
for rapid setup and deployment
No-code onboarding wizard
for self-service implementation
Enterprise-grade integration
accessible for growing businesses
AUTOMATION
Begin Your B2B Sales Cycle Automation Journey Now!
Eliminate inefficient, redundant, error-prone data exchange with enterprise-level security. APPSeCONNECT’s new-generation iPaaS connects your eCommerce and ERP data flow
- Save Time & MoneyReduce manual data entry, minimize errors, and free up teams for higher value activities.
- Boost Operational VisibilityMaintain a real-time pulse on payments, orders, and inventory.
- Grow with ConfidenceEasily add or modify workflows as your business grows.
Seamlessly Integrate SAP Business One and Salesforce. Start Using APPSeCONNECT Today!
SEAMLESS INTEGRATION
Unleash the Full Potential of SAP Business One and Salesforce
Eliminate manual data entry, unify your customer life cycle, and accelerate time-to-quote, order, and invoice processing. Many businesses using our integration have achieved up to 20% fewer order fulfillment errors, while improving processing speed and data reliability.
With APPSeCONNECT, you can:
Reduce data duplication and errors
Centralize contact, account, and item information
Extend your processes with optional add-ons for inventory, multi-currency, and after-sales service
Scale boldly across departments
Frequently Asked Questions
Companies automating their business through APPSeCONNECT
Customer Success Stories
With APPSeCONNECT, Hernon achieved a zero-business downtime and levaraged the power of a fully automated and integrated solution to ensure business growth.
Related Resources
Articles and Guides to Help You With Your Integration and Automation Journey
