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Manual trigger for sync
The process begins with a controlled manual trigger, allowing your team to initiate synchronization whenever required — ideal for testing, batch processing, or phased rollouts.
Scan SAP B1 for unsynced Business Partners
The system scans SAP Business One for Business Partners that have not yet been synced to Zoho Books. It intelligently filters only those records that are missing a Zoho reference and are marked as pending sync.
Extract and prepare customer master data
Customer master data — including company details, billing and shipping addresses, and associated contact persons — is extracted from SAP and prepared in a structured format for seamless transfer.
Create new contact in Zoho Books
A new contact is created in Zoho Books using the SAP data. Company name, address details, and multiple contact persons (with primary contact identification) are accurately mapped to ensure complete financial records.
Update SAP B1 with Zoho contact ID
Once successfully created in Zoho Books, the system updates the original Business Partner in SAP Business One. It stores the Zoho contact ID, updates sync flags, and records contact-level references — ensuring traceability and preventing duplicate creation.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Business partners updated | Triggered when a business partner is updated in the SAP B1 |
| New returns created | Triggered when a new return request is created in the SAP B1 |
| New quotations created | Triggered when a new quotation is created in the SAP B1 |
| New AR invoices created | Triggered when a new AR invoice is created in the SAP B1 |
| New business partners created | Triggered when a new business partner is created in the SAP B1 |
| New service calls created | Triggered when a new service call is created in the SAP B1 |
| New incoming payments created | Triggered when a new incoming payment is created in the SAP B1 |
| New orders created | Triggered when a new order is created in the SAP Business One |
| New Credit Note created | Triggered when a new AR credit note is created in the SAP B1 |
| Items price updated | Triggered when a existing item prices are updated in the SAP B1 |
| New items created | Triggered when a new item is created in the SAP B1 |
| New deliverynotes created | Triggered when a new delivery note is created in SAP Business One. |
| Items updated | Triggered when a existing item is updated in the SAP B1 |
| New activities created | Trigger when new activities are created in SAP Business One. |
Streamline Your Order Process with Automation
Automated Business Partner sync
Automatically push new Business Partners from SAP Business One into Zoho Books without rekeying data, reducing administrative workload and saving valuable finance team time.
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2
Duplicate prevention
Built-in filtering ensures only unsynced customers are transferred, while SAP is updated with Zoho IDs to prevent accidental duplication.
Complete contact data transfer
Every associated contact person — including email, phone, department, and designation — is transferred with precision, ensuring Zoho Books reflects complete ERP data.
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4
Accurate address mapping
Both billing and shipping addresses are accurately mapped, reducing invoicing errors and improving financial documentation accuracy.
Audit trail across systems
Once synced, SAP Business One stores the Zoho Books reference ID and sync flags, creating a clear audit trail across systems.
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Real-time master data alignment
Ensure your accounting system (Zoho Books) mirrors your ERP master data in real time, keeping finance, sales, and operations aligned.
1
Automated Business Partner sync
Automatically push new Business Partners from SAP Business One into Zoho Books without rekeying data, reducing administrative workload and saving valuable finance team time.
2
Duplicate prevention
Built-in filtering ensures only unsynced customers are transferred, while SAP is updated with Zoho IDs to prevent accidental duplication.
3
Complete contact data transfer
Every associated contact person — including email, phone, department, and designation — is transferred with precision, ensuring Zoho Books reflects complete ERP data.
4
Accurate address mapping
Both billing and shipping addresses are accurately mapped, reducing invoicing errors and improving financial documentation accuracy.
5
Audit trail across systems
Once synced, SAP Business One stores the Zoho Books reference ID and sync flags, creating a clear audit trail across systems.
6
Real-time master data alignment
Ensure your accounting system (Zoho Books) mirrors your ERP master data in real time, keeping finance, sales, and operations aligned.
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