Overview
SAP Business One is SAP's SME ERP – accounting, sales, inventory, CRM. The Automize SAP B1 connector covers business partners, orders, invoices, items, GL accounts, journal entries via the Service Layer REST API.
- Regions: Global. On-prem or cloud. Connector points to your B1 server.
- Plans: SAP licensing per user.
Setting up the connection
Auth type: HTTP Basic.
- SAP B1 admin → create Service Layer user.
- In Automize → Settings → Connectors → SAP Business One. Paste server URL + username + password + company DB.
- Connector handles session login + cookie.
Find your credentials at https://help.sap.com/.
Rate limits
Per-server, depends on B1 hardware.
Data model
B1 primitives:
Company DB ─┬─ BusinessPartners (customers + vendors)
├─ Orders ─── Invoices ─── Payments
├─ Items
├─ GL Accounts ─── Journal Entries
└─ WarehousesAvailable operations
33 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Business Partner | General | Create a new business partner |
| Create Credit Note | General | Create a credit note |
| Create Delivery Note | General | Create a delivery note |
| Create Invoice | General | Create an A/R invoice |
| Create Item | General | Create a new item |
| Create Journal Entry | General | Create a journal entry |
| Create Order | General | Create a sales order |
| Create Purchase Order | General | Create a purchase order |
| Delete Business Partner | General | Delete a business partner |
| Get Business Partner | General | Get business partner details |
| Get Employee | General | Get employee details |
| Get Invoice | General | Get invoice details |
| Get Item | General | Get item details |
| Get Order | General | Get sales order details |
| Get Purchase Order | General | Get purchase order details |
| List Business Partners | General | List business partners |
| List Credit Notes | General | List credit notes |
| List Currencies | General | List currencies |
| List Delivery Notes | General | List delivery notes |
| List Employees | General | List employees |
| List GL Accounts | General | List chart of accounts |
| List Invoices | General | List A/R invoices |
| List Items | General | List items/products |
| List Journal Entries | General | List journal entries |
| List Orders | General | List sales orders |
| List Payment Terms | General | List payment terms |
| List Price Lists | General | List price lists |
| List Purchase Orders | General | List purchase orders |
| List Tax Codes | General | List sales tax codes |
| List Warehouses | General | List warehouses |
| Login | General | Authenticate to the Service Layer |
| Update Business Partner | General | Update a business partner |
| Update Item | General | Update an item |
Operations
Create Business Partner
Create a new business partner
No input parameters.
Create Credit Note
Create a credit note
No input parameters.
Create Delivery Note
Create a delivery note
No input parameters.
Create Invoice
Create an A/R invoice
No input parameters.
Create Item
Create a new item
No input parameters.
Create Journal Entry
Create a journal entry
No input parameters.
Tips
- JournalEntryLines must balance (debit = credit).
Create Order
Create a sales order
No input parameters.
Tips
- DocumentLines required. Each: ItemCode + Quantity + Price.
Create Purchase Order
Create a purchase order
No input parameters.
Delete Business Partner
Delete a business partner
| Parameter | Required | Type | Description |
|---|---|---|---|
Card Code card_code | Yes | text |
Get Business Partner
Get business partner details
| Parameter | Required | Type | Description |
|---|---|---|---|
Card Code card_code | Yes | text |
Get Employee
Get employee details
| Parameter | Required | Type | Description |
|---|---|---|---|
Employee Id employee_id | Yes | text |
Get Invoice
Get invoice details
| Parameter | Required | Type | Description |
|---|---|---|---|
Doc Entry doc_entry | Yes | text |
Get Item
Get item details
| Parameter | Required | Type | Description |
|---|---|---|---|
Item Code item_code | Yes | text |
Get Order
Get sales order details
| Parameter | Required | Type | Description |
|---|---|---|---|
Doc Entry doc_entry | Yes | text |
Get Purchase Order
Get purchase order details
| Parameter | Required | Type | Description |
|---|---|---|---|
Doc Entry doc_entry | Yes | text |
List Business Partners
List business partners
No input parameters.
Tips
- Filter by CardType (cCustomer / cSupplier). Page via $top + $skip.
List Credit Notes
List credit notes
No input parameters.
List Currencies
List currencies
No input parameters.
List Delivery Notes
List delivery notes
No input parameters.
List Employees
List employees
No input parameters.
List GL Accounts
List chart of accounts
No input parameters.
List Invoices
List A/R invoices
No input parameters.
Tips
- Filter by DocStatus, CardCode.
List Items
List items/products
No input parameters.
List Journal Entries
List journal entries
No input parameters.
List Orders
List sales orders
No input parameters.
List Payment Terms
List payment terms
No input parameters.
List Price Lists
List price lists
No input parameters.
List Purchase Orders
List purchase orders
No input parameters.
List Tax Codes
List sales tax codes
No input parameters.
List Warehouses
List warehouses
No input parameters.
Login
Authenticate to the Service Layer
| Parameter | Required | Type | Description |
|---|---|---|---|
Companydb CompanyDB | No | text | |
Username UserName | No | text | |
Password Password | No | text |
Update Business Partner
Update a business partner
| Parameter | Required | Type | Description |
|---|---|---|---|
Card Code card_code | Yes | text |
Update Item
Update an item
| Parameter | Required | Type | Description |
|---|---|---|---|
Item Code item_code | Yes | text |
FAQ
- Service Layer vs DI API?
- Service Layer is REST/OData (this connector). DI API is on-prem COM-based. Use Service Layer for new builds.
- Multi-company?
- One connection per company DB. Server can host multiple companies.