The Benefits of SAP Business One Integration and Automation

The integration of all business systems and the automation of essential tasks is essential if your business is going to succeed.

It has been widely proven that integrating SAP Business One with additional software and systems, such as accounting, CRM, eCommerce, inventory, operations and POS systems, helps reduce costs, increase company productivity and drive profits.

Integration provides the opportunity to automatically push and pull data between systems, which can speed up numerous business processes, as well as provide full visibility into real-time data. This allows employees and management to make critical business decisions quicker and more confidently.

Integrating systems and applications

SAP Business One integration can be achieved through code free integration tools that connect systems, departments and people to remove data bottlenecks and repetitive data entry. Common integration scenarios can include:

  • CRM systems: Infor CRM, Salesforce, Sage CRM, Sugar CRM, Agile CRM, Pipeliner CRM etc.

  • eCommerce integration: Magento, Shopify, WooCommerce, eBay, Amazon etc.

  • Courier Service integration: Parcelforce, DPD, Interlink Express, UPS etc.

  • Financial systems: SAP Concur, GoCardless, Sage Pay, Stripe, Worldpay etc.

  • Marketing integration: dotMailer, MailChimp, HubSpot etc.

  • Operations: EDI, warehouse management etc.

Automating business processes

Following integration, it is possible to automate practically any employee-driven process in order to cut costs and eliminate mistakes. For example, an employee maybe performing a task manually which takes them one day per month. Automating this process could result in an ROI within just six months.

Data checking and generating reports are prime examples. As your business expands and your systems generate more data, it becomes increasingly difficult to monitor and manage. Dynamically automating an in-house reporting tool, such as Crystal Reports or SQL Server Reporting Services, SAP Business One users can automatically create and send reports via email, FTP, attach the report to a CRM record or place the report on a network location.

Automating these processes will enable your employees to concentrate on other tasks that will help expand your business rather than just checking data and churning out reports.

eCommerce integration and automation

An integration solution can automate the flow of information between SAP Business One and online transactions. Without a solution in place users would have to extract the data from the eCommerce platforms and rekey that information into SAP Business One, and vice versa. This takes time, is error-prone and is an unnecessary cost.

Common eCommerce integration scenarios:

  • Automatic pushing of sales orders, transfer of online payment and transaction IDs into SAP Business One

  • Automated transfer of order statuses, stock availability, product descriptions from SAP Business One to an eCommerce solution

  • Automatic synchronisation of customer information between an eCommerce store and SAP Business One

  • Real-time placement of an order with a selected courier service(s) such as Parcelforce, DPD, Interlink Express, FedEx etc.

  • Seamless eCommerce integration in this scenario will result in the following benefits:

  • Removal of repetitive data entry and associated human errors

  • Significant reduction in order fulfilment times

  • Improved customer satisfaction, increasing the probability of repeat sales

  • Reduction in operational costs and the need to recruit temporary seasonal employees

Automating notifications and alerts

The majority of decision makers don’t have the physical time to manually monitor and react to data changes within SAP Business One. By dynamically monitoring SAP Business One for key data changes (set to business rules) and automatically sending email or SMS business alerts to both internal and external recipients when required, it is possible to provide decision makers with real-time updates to identify potential issues before they happen.

  • Inventory Control e.g. stock level alerts, stock movement alerts, stock receipt notifications

  • Credit control notifications e.g. account on hold, approaching credit limit

  • Sales notifications e.g. Unauthorised discount notifications, incomplete sales record

  • Support team updates e.g. support ticket opened/closed, unresolved issue

Using BPA Platform for integration and automation

Codeless Platforms’ BPA Platform provides organisations using SAP Business One and other solutions with an affordable data integration platform to connect systems, departments and people.

The dedicated SAP Business One Connector enables organisations to integrate SAP Business One with practically any on-premises or cloud-based application at a fraction of the cost of bespoke development. More importantly, its drag and drop integration tools ensure that you can rapidly automate business processes to reduce operational costs and improve company performance.

BPA Platform recently retained its SAP-Certified integration with SAP Business One for SQL, and also achieved SAP-certified integration with SAP Business One 9.2 for SAP HANA®. In February 2018, BPA Platform achieved certification with the SAP Business One® Cloud solution. In May 2019, a SAP Business One Service Layer (SL) Integration tool was released to communicate over the Service Layer via REST APIs.

Combined with Quintech’s knowledge and experience in implementing BPA Platform to suit your exact requirements, your next SAP Business One integration and business process automation projects couldn’t be simpler.

If you are interested in learning more about integrating SAP Business One with other applications and automating business processes, please contact us at