SAP Business One and Salesforce Integration
Automate, Align, Accelerate
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.
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.
B2B AUTOMATION
Where SAP Business One Meets Salesforce for Next-Level Automation
With SAP Business One Salesforce 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 SAP Business One and Salesforce integration 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
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
| 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 |
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.
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.
Popular SAP Business One Integrations
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Popular Salesforce Integrations
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Salesforce and SAP ECC
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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
