Shopify

Features

Easy customization of predefined master data and transaction synchronization.

Unidirectional synchronization from Shopify to SAP Business One for:

• Customer Data
• Orders (Order ID, Payment Method, Products, Discounts, Tax amounts, Freight, and more), Reserve Invoices, Incoming payment
• Credit Memo, Outgoing Payment

Unidirectional synchronization from SAP Business One to Shopify:

• Inventory information

Bidirectional synchronization for:

• Products, Price, as well as delivery details

Benefits

Streamlined and automated business processes over numerous touch points

• Correct inventory info and accurate product listings in Shopify prevents overselling
• Immediate order information and handling ensures timely shipment to customers
• Accurate customer information avoids potential shipping problems
• No manual interaction and less erroneous data

Magento

Features

Easy customization of predefined master data and transaction synchronization.

Unidirectional synchronization from Magento to SAP Business One for:

• Customer Data (message appears when customer data is synchronized)
• Orders (Order ID, Payment Method, Products, Discounts, Tax amounts, Freight, and more), Reserve Invoices, Incoming payment

Unidirectional synchronization from SAP Business One to Magento for:

• Products, Prices, and Inventory information

Bidirectional synchronization for:

• Credit Memo

Creation of Outgoing Payments in SAP Business One

Benefits

Streamlined and automated business processes over numerous touch points

Correct inventory info and accurate product listings in Magento prevents overselling

• Immediate order information and handling ensures timely shipment to customers
• Accurate customer information avoids potential shipping problems
• No manual interaction and less erroneous data

United Parcel Services

Features

• Business partner address validation of the Ship to and Bill To in Business Partner Master Data and Delivery documents (for US and Puerto Rico)
• Checking freight quotes based on the selected package type and defined dimensions per item
• Shipment tracking number

Benefits

• A smooth shipping process and efficient supply chain by having the relevant information
• Reduced manual interaction by automated processes to lower erroneous data

DHL

Features

• Business partner address validation of the Ship to and Bill To in Business Partner Master Data and Delivery documents*
• Checking freight quotes based on the selected package type and defined dimensions per item
• Shipment tracking number

Benefits

• A smooth shipping process and efficient supply chain by having the relevant information
• Reduced manual interaction by automated processes to lower erroneous data
• Automated routine tasks

Aramex

Features

• Business partner address validation of the Ship to and Bill To in Business Partner Master Data and Delivery documents*
• Checking freight quotes based on the selected package number, type, and weight
• Shipment tracking number

Benefits

• A smooth shipping process and efficient supply chain by having the relevant information
• Reduced manual interaction by automated processes to lower erroneous data
• Automated routine tasks

FedEx

Features

• Business partner address validation of the Ship to and Bill To in Business Partner Master Data and Delivery documents*
• Checking freight quotes based on the selected package type and defined dimensions per item
• Update shipment tracking number in delivery documents

Benefits

• A smooth shipping process and efficient supply chain by having the relevant information
• Reduced manual interaction by automated processes to lower erroneous data
• Automated routine tasks

Expensify

Features

• Download employee expenses to SAP Business One
• Post expenses automatically as A/P Invoice in SAP Business One (draft or firm)
• Receipts uploaded by employees/users to Expensify app are attached in A/P Invoice

Benefits

• Automated routine tasks, less effort
• Consistent and complete accounting records

Fixer

Features

• Automated retrieval of exchange rates via a simple API into SAP Business One
• Getting latest and historical exchange rates
• Converting amounts from one currency to another
• Automatically retrieve exchange rates daily or weekly by scheduler
• Retrieve exchange rates manually at any time (date range)

Benefits

• Up-to-date exchange rate information
• Reduces manual effort and error rate

Mailchimp

Features

• Sends e-mail notifications automatically based on Print Preferences
• Supports e-mail type campaigns
• Send manual e-mail notifications from any marketing document to BPs
• Pre-populates e-mails by predefined templates and placeholders

Automatic e-mail notification support for:

• Sales Quotation
• Sales Order
• Delivery
• Return Request
• Returns
• A/R Down Payment
• A/R Invoice
• A/R Credit Memo

Benefits

• More personalized campaigns, less effort
• Engage customers with professional e-mail marketing
• Automated routine tasks
• Utilize insightful reporting and analytics of Mailchimp platform

SendGrid

Features

• Sends e-mail notifications automatically based on Print Preferences
• Supports e-mail type campaigns
• Send manual e-mail notifications from any marketing document to BPs
• Pre-populates e-mails by predefined templates and placeholders

Automatic e-mail notification support for:

• Sales Quotation
• Sales Order
• Delivery
• Return Request
• Returns
• A/R Down Payment
• A/R Invoice
• A/R Credit Memo

Benefits

• Automated routine tasks, less effort
• More personalized campaigns
• Engage customers with professional e-mail marketing
• Smart email marketing with SendGrid's platform drives business

SendGrid (Cloud-based marketing and e-mail platform)

• Purchase Quotation
• Purchase Order
• Goods Receipt PO
• Goods Return Request
• Goods Return
• A/P Down Payment
• A/P Invoice
• A/P Credit Memo

Nexmo

Features

• Automatic SMS Notification based on Print Preferences in marketing documents: Sales Quotation, Sales Order, Delivery, Return Request, Returns, A/R Down Payment, A/R Invoice, A/R Credit Memo, Purchase Quotation, Purchase Order, Goods Receipt PO, Goods Return Request, Goods Return, A/P Down Payment, A/P Invoice, A/P Credit Memo
• Manual SMS notification
• SMS Notification for SMS type Campaigns

Benefits

• Better and faster communications with Customers or Business Partners

Salesforce

Features

• Object synchronization of Account, Contact, Lead, Product, Opportunity, Sales Quotation, and Sales Order
• All customer master data, Leads and Contacts can be synched between Salesforce and SAP Business One (bidirectional, preconfigured mapping)
• All item master data along with Product Prices integrates to Salesforce (unidirectional). Item Code is mapped with Stock Keeping Unit (SKU), Prices and Product Code in Salesforce. New or updated Product synchs also to Salesforce
• Opportunities from Salesforce integrate to SAP Business One on entering the Expected Revenue for an Opportunity in Salesforce (unidirectional)
• Sales Quotations in Salesforce integrate to SAP Business One on enabling the Quotes on Quote Settings window in Salesforce (unidirectional)
• Orders in Salesforce integrate to Sales Orders in Business One (unidirectional)
• Adds fields to SAP Business One Opportunity, Sales Quotation and Order screens

Benefits

• Information about customers in better quality and quantity
• Marketing automation with better account planning, time management, team collaboration, and high accessibility

Microsoft Dynamics 365 Sales

Features

• Object synchronization of Account, Contact, Lead, Opportunity, Sales Quotation, and Sales Order
• Customer master data, Leads and Contacts can be synched between Dynamics 365 and SAP Business One (bidirectional, preconfigured mapping)
• Item master data along with Product Prices integrates to Dynamics 365 (unidirectional). Item Code is mapped with Stock Keeping Unit (SKU), Prices, and Product Code in Dynamics 365. New/updated Product synchs also to Dynamics 365
• Opportunities from Dynamics 365 integrate to SAP Business One on entering the Expected Revenue for an Opportunity in Dynamics 365 (unidirectional)
• Sales Quotations in Dynamics 365 integrate to SAP Business One on enabling the Quotes on Quote Settings window in Dynamics 365 (unidirectional)
• Orders in Dynamics 365 integrate to Sales Orders in Business One (unidirectional)
• Adds fields to SAP Business One Opportunity, Sales Quotation and Order screens
• Supports Enterprise-, Unlimited-, Developer-, and Performance Edition

Benefits

• Information about customers in better quality and quantity
• Marketing automation with better account planning, time management, team collaboration, and high accessibility

WooCommerce

Features

Easy customization of predefined master data and transaction synchronization.

Unidirectional synchronization from WooCommerce to SAP Business One for:

• Customer Data (message appears when customer data is synchronized)
• Variable Products
• Orders (Order ID, Payment Method, Products, Discounts, Tax amounts, Freight, and more), Reserve Invoices, Incoming payment

Unidirectional synchronization from SAP Business One to WooCommerce for:

• Inventory information, Deliveries

Bidirectional synchronization for:

• Products, Prices, Credit Memo

Benefits

Streamlined and automated business processes over numerous touch points

Accurate inventory info and product listings in WooCommerce prevents overselling

• Immediate order information and handling ensures timely shipment to customers
• Accurate customer information avoids potential shipping problems
• No manual interaction and less erroneous data

RFQ

Features

• SAP Business One sends purchase quotations to business partners electronically
• Automatically generate a Web-based quotation submission form
• Business partners can directly submit their offers, data in SAP Business One is updated accordingly

Benefits

• Vendors can respond to quotes online
• Information in SAP Business One is updated in real-time
• Buyers can compare quotes, and place a purchase order on the best option, automatic entry in SAP Business One
• Automated routine tasks