SAP Business One → Zoho Books
Apps Required
The workflow runs every 10 minutes to check for SAP Business One orders pending sync to Zoho Books.
Fetches one sales order where U_WebID is empty or null and U_SyncFlag is F.
Splits SAP order DocumentLines so each item line can be mapped individually.
Looks up SAP item details by ItemCode to get mapped web item IDs for Zoho Books.
Fetches business partner details using CardCode and retrieves U_ZOHO_ID for customer mapping.
Creates a sales order in Zoho Books using mapped customer and line item details from SAP Business One.
Updates SAP order with Zoho sales order ID in U_WebID after successful creation in Zoho Books.
| 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. |
Automatically transfers new SAP Business One sales orders to Zoho Books.
1
2
Uses SAP business partner and item lookups to ensure correct customer and product mapping in Zoho Books.
Writes back Zoho sales order IDs to SAP for reliable cross-system tracking.
3
1
Automatically transfers new SAP Business One sales orders to Zoho Books.
2
Uses SAP business partner and item lookups to ensure correct customer and product mapping in Zoho Books.
3
Writes back Zoho sales order IDs to SAP for reliable cross-system tracking.
Common questions about this automation template.
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