ERP Integration

Salesforce + SAP Business One Integration

Connect Salesforce to SAP Business One so sales can quote and close in the CRM while stock, pricing, and financials stay authoritative in the ERP — without anyone re-entering an order.

Service Layer
Modern REST access into SAP B1
Bi-directional
CRM and ERP stay in step
4–12
Weeks to typical go-live
Fixed
Price quoted before we build

What Does This Integration Do?

Salesforce is where deals are worked; SAP Business One is where stock, pricing, and financials are authoritative. Without a link, reps quote from yesterday's price list and someone in the back office retypes every closed-won opportunity into B1 as a sales order.

This integration keeps accounts and business partners aligned, posts won Salesforce opportunities into SAP Business One as sales orders, and returns stock levels, pricing, delivery progress, and invoice and payment data to Salesforce so sales can answer customer questions without opening the ERP.

What Syncs, and Which Way

Most Salesforce + SAP B1 projects sync the same core objects. The ERP stays system of record for anything financial — that's the usual starting rule.

Accounts & Business Partners

Both directions

Matched on a shared reference, with SAP B1 as system of record

Items & Stock

SAP B1 → Salesforce

Item master, price lists, and available quantities visible to reps

Sales Orders

Salesforce → SAP B1

Closed-won opportunities and approved quotes posted as B1 sales orders

Invoices & Payments

SAP B1 → Salesforce

Invoice, balance, and payment status on the account record

Delivery Status

SAP B1 → Salesforce

Fulfilment progress so sales answers without asking operations

Credit Limits

SAP B1 → Salesforce

Credit blocks flagged before a rep promises terms the ERP won't allow

How We Build It

SAP B1 exposes the Service Layer and DI API; Salesforce exposes REST, Bulk, and Platform Events. A middleware tier between them is almost always the right architecture.

ApproachWhat it isBest forWatch out for
SAP B1 Service LayerREST/OData API exposing B1 business objectsModern builds, higher volumes, real-time postingHANA-first (SQL from v10); needs development skill
SAP B1 DI APICOM-based API for reading and writing B1 objectsSQL deployments and legacy environmentsOlder technology; slower at scale
Salesforce REST & Platform EventsRecord-level access plus event-driven publishingTriggering on close, pushing status back to the accountDaily API call limits vary by Salesforce edition
Custom middlewarePurpose-built orchestration (n8n, Make, or code) between bothQueueing, retries, transformation, and error visibilityNeeds a partner who can maintain it (that's us)

Why middleware rather than a direct link: ERP writes fail for real business reasons — a credit block, a closed posting period, an item that no longer exists. A middleware tier lets those failures queue, retry, and surface as alerts instead of disappearing silently between two systems.

How Much Does It Cost?

A Salesforce + SAP Business One integration typically costs between $8,000 and $28,000 to implement, depending on object count, direction, and B1 deployment.

ApproachImplementationOngoing
One-way opportunities to SAP B1 sales orders$8,000 – $13,000Support retainer only
Bi-directional with stock, pricing & invoice status$13,000 – $21,000Support retainer, platform fee if an iPaaS is used
Multi-company or on-premise B1 build$20,000 – $28,000+Support retainer only, no platform fee

The number moves most on object count, whether records sync one-way or bi-directionally, and whether SAP B1 is cloud or on-premise (on-premise needs a secure agent or VPN, which we handle as part of the build). We quote a fixed price after a scoping call.

How Long Does It Take?

Master data is the schedule driver — if accounts and items don't share a reference across the two systems, that reconciliation happens before anything syncs.

4–6 weeks

Standard CRM to ERP flow

Accounts, items, and won opportunities creating B1 sales orders.

8–12 weeks

Bi-directional / on-premise build

Two-way master data, stock and pricing back, secure connectivity, multi-company.

What Does Our Integration Process Look Like?

Every engagement follows the same five stages — you get a fixed-price scope and a mapping sheet you sign off before we build.

1

Discover

We map your Salesforce objects, SAP B1 version and deployment, and volumes.

2

Map

We document every field, direction, transformation, and error rule before building.

3

Build

We implement against a B1 test company and a Salesforce sandbox.

4

Test

We run real transactions — credit blocks, closed periods, retries, and duplicates.

5

Support

We monitor after go-live, with alerting, logging, and a named contact.

Frequently Asked Questions

Through SAP B1's Service Layer (or the DI API on older SQL deployments) on one side, and Salesforce's REST and Platform Event APIs on the other, with a middleware layer handling transformation, queueing, and retries.

Yes. On-premise B1 is reached through a secure agent, VPN, or an exposed Service Layer endpoint. We handle that network setup as part of the build.

SAP B1, in almost every case — credit limits and financial history live there. Sales still creates prospects in Salesforce, promoted to a B1 business partner at a defined point.

Yes. Item master, price lists, and available quantities are pushed into Salesforce on a schedule, so reps quote from current data rather than a stale export.

Most projects run $8,000 to $28,000 depending on object count, direction, and deployment. See the cost table above for a full breakdown.

Yes. Rescue work is a large share of our practice, and we run a dedicated SAP Business One integration practice alongside our CRM work.

Ready to Connect SAP Business One to Salesforce?

Every won deal retyped into the ERP is a delayed order and a stock promise nobody checked. A scoped integration removes that work permanently — and you'll know the exact cost before we start.

Collaborate with us to achieve all-inclusive IT solutions.

We're happy to answer any questions you may have and help you determine which of our services best fit your needs.

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What happens next?

1 We Schedule a call at your convenience
2 We do a discovery and consulting meeting
3 We prepare a proposal

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