Automated Invoices Sync from SAP Business One to Zoho Books
SAP Business One → Zoho Books
Apps Required
No-code and low-code platform
Explore how the templates work
Trigger: Scheduled execution every 10 minutes
The workflow runs every 10 minutes to check for SAP Business One invoices that are marked for sync and not yet pushed to Zoho Books.
Search eligible invoices in SAP Business One
Fetches one invoice at a time where U_InvoiceSyncFlag is Y and U_DocNum is empty or null.
Split invoice document lines
Splits SAP invoice document lines so each line item can be processed and mapped correctly.
Search item details in SAP Business One
Looks up item master details by ItemCode to retrieve the mapped web item ID needed for Zoho Books.
Search business partner in SAP Business One
Retrieves the business partner data using CardCode and fetches the linked Zoho customer ID.
Create invoice in Zoho Books
Creates the invoice in Zoho Books using due date, line items, customer ID, and SAP DocEntry as reference number.
Update invoice sync status in SAP Business One
Updates the SAP invoice with the Zoho invoice ID in U_DocNum and marks U_InvoiceSyncFlag as T after successful sync.
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 invoice synchronization
Automatically pushes new SAP Business One invoices to Zoho Books without manual intervention.
1
2
Reliable cross-system reference tracking
Stores Zoho invoice IDs back in SAP Business One for clear traceability and reconciliation.
Reduced accounting workload
Eliminates repetitive invoice creation tasks and improves finance team efficiency.
3
1
Automated invoice synchronization
Automatically pushes new SAP Business One invoices to Zoho Books without manual intervention.
2
Reliable cross-system reference tracking
Stores Zoho invoice IDs back in SAP Business One for clear traceability and reconciliation.
3
Reduced accounting workload
Eliminates repetitive invoice creation tasks and improves finance team efficiency.
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Frequently Asked Questions
Common questions about this automation template.
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