crm

SAP Business One Salesforce Integration - CRM to ERP Data Sync

ERPPlugs's SAP Business One-Salesforce connector syncs customers, opportunities, quotes, orders, and product catalogs between Salesforce CRM and SAP B1. Closed-won opportunities auto-create sales orders in SAP B1. Real-time bidirectional sync eliminates duplicate data entry. From $99/month.

Sync Salesforce CRM data with SAP Business One ERP

5-minute setup30-day money backNo coding required

Overview

Salesforce is the world's leading CRM platform, used by sales teams across every industry. When your sales team works in Salesforce but finance and operations run on SAP Business One, data silos create inefficiency and errors. This connector bridges the gap — syncing customers, opportunities, quotes, and orders bidirectionally so your CRM and ERP always have the same data, and closed deals flow automatically into fulfillment.

Data Sync Details

Data Type	Direction	Frequency
Accounts/Customers	Bidirectional	Real-time
Opportunities	Salesforce → SAP B1	On close-won
Quotes	Bidirectional	On change
Products/Price Books	SAP B1 → Salesforce	On change
Invoices	SAP B1 → Salesforce	On creation

Features

Bidirectional customer and account sync

Opportunity to sales order conversion

Quote to SAP B1 quotation sync

Product catalog and price book sync

Credit limit visibility in Salesforce

Invoice and payment status in Salesforce

Sales rep commission tracking

Lead to business partner creation

Custom object and field mapping

Real-time sync via Platform Events

Historical data migration tools

Salesforce Lightning component for SAP data

Key Benefits

End-to-End

Lead → opportunity → order → invoice — fully automated.

Single Source of Truth

Customer data consistent across CRM and ERP.

Sales Visibility

Credit limits and invoices visible inside Salesforce.

Flexible Mapping

Custom objects and fields supported — not just standard entities.

Setup in Minutes

Connect Salesforce

Authorize ERPPlugs via Salesforce Connected App with required OAuth scopes.

Connect SAP B1

Configure the Service Layer API connection to your SAP B1 instance.

Map Objects & Fields

Map Salesforce objects to SAP B1 entities and configure field-level mappings.

Go Live

Run initial data sync, verify records in both systems, and enable real-time sync.

Frequently Asked Questions

When an opportunity is marked as Closed-Won in Salesforce, the ERPPlugs SAP Business One-Salesforce connector automatically creates a sales order in SAP B1 with the correct customer, products, quantities, and pricing from the opportunity line items. The SAP B1 order number is written back to the Salesforce opportunity record for cross-referencing.

Yes, the ERPPlugs SAP Business One-Salesforce connector includes a Salesforce Lightning component that displays key SAP B1 data directly on Account and Opportunity pages — including credit limit, outstanding balance, open orders, recent invoices, and payment history. Sales reps can check customer credit standing without leaving Salesforce.

Yes, the ERPPlugs SAP Business One-Salesforce connector supports mapping Salesforce custom objects and custom fields to SAP B1 user-defined fields (UDFs) and user-defined tables (UDTs). This means you can extend the integration beyond standard objects to cover any custom data your business needs synced between the two systems.

The ERPPlugs SAP Business One-Salesforce connector uses configurable matching rules — by tax ID, email, or external reference number — to prevent duplicate customer records when syncing between systems. If a match is found, the existing record is updated rather than a new one created. Matching rules can be customized to fit your business's specific deduplication requirements.