SAP Business One

What is SAP Business One?

SAP Business One (SAP Business One) is an ERP solution for small and medium-sized businesses that centralises and streamlines core operations like finance, sales, purchasing, inventory, and more.

How to connect your SAP Business One account to Zoho Flow

Select the required trigger or action. If you select a trigger, click Next.
If there are no existing SAP Business One connections in your account, click Connect.

Alternatively, you can create a new connection by navigating to Settings, then Connections. Click Create connection and choose SAP Business One.
Enter a connection name.
Check the App is installed on-premises box if SAP Business One is accessible within a closed network or intranet. Leave it unchecked if it is accessible over the internet.
Note: For a cloud database, you need to allow-list Zoho Flow's IP addresses in your inbound rule.
For an on-prem setup, choose an On-Prem agent from the dropdown to create a Zoho Flow connection with your local machine. If you don't already have an agent installed, click +New.
Learn how to set up and manage your On-Prem agent
Configure the following fields to create the connection:

Connection Name: The name used to identify this connection
User Name: Your SAP Business One login username
Password: Your SAP Business One login password
Base URL: Base URL of the SAP Business One OData API in the format http(s)://<server>:<port>.
If you're not sure about the port, use the default port 55000. Example: https://127.0.0.1:55000
Company DB: The name that identifies the database. Example: SBODEMOUS
Once configured, click Authorize.

Note: To verify that the OData API base URL is correct, open the base URL in a web browser. If the URL is valid and the Service Layer is running, the SAP Business One Service Layer documentation page will load. If the page does not load, verify the URL, port, and that the Service Layer service is active.

Triggers and actions available in Zoho Flow

Triggers

Actions

Triggers

Business partner created - Use this trigger when a new business partner is created

Business partner created or updated - Use this trigger when a new business partner is created or details of an existing one are updated

Delivery note created - Use this trigger when a new delivery note is created

Delivery note created or updated - Use this trigger when a new delivery note is created or details of an existing one are updated

Goods receipt created - Use this trigger when a new receipt is created for the goods purchased

Goods receipt created or updated - Use this trigger when a new receipt is created for the goods purchased or details of an existing one are updated

Item created - Use this trigger when a new item is created

Item created or updated - Use this trigger when a new item is created or details of an existing one are updated

Purchase invoice created - Use this trigger when a new invoice is created for a purchase made

Purchase invoice created or updated - Use this trigger when a new invoice is created for a purchase made or details of an existing one are updated

Return request created - Use this trigger when a new return request is created

Return request created or updated - Use this trigger when a new return request is created or details of an existing one are updated

Sales invoice created - Use this trigger when a new invoice is created for the sales made

Sales invoice created or updated - Use this trigger when a new invoice is created for the sales made or details of an existing one are updated

Sales opportunity created or updated - Use this trigger when a new sales opportunity is created or details of an existing one are updated

Sales order created - Use this trigger when a new sales order is created

Sales order created or updated - Use this trigger when a new sales order is created or details of an existing one are updated

Sales quotation created - Use this trigger when a new sales quotation is created

Sales quotation created or updated - Use this trigger when a new sales quotation is created or details of an existing one are updated

Sales return created - Use this trigger when a new return request is created for the sales made

Sales return created or updated - Use this trigger when a new return request is created for the sales made or details of an existing one are updated

Actions

Create business partner - This action creates a new business partner

Create item - This action creates a new item for sales

Create purchase invoice - This action creates a new invoice for a purchase made

Create purchase order - This action creates a new purchase order

Create sales invoice - This action creates a new sales invoice

Create sales order - This action creates a new sales order

Create sales return - This action creates a new sales return

Fetch business partner - This action fetches the details of a business partner

Fetch delivery note - This action fetches the details of a delivery note

Fetch equipment card - This action fetches the details of an equipment card

Fetch goods receipt - This action fetches the details of a receipt for the goods purchased

Fetch incoming payment - This action fetches the details of an incoming payment

Fetch item - This action fetches the details of an item

Fetch purchase invoice - This action fetches the details of a purchase invoice

Fetch purchase order - This action fetches purchase order details

Fetch return request - This action fetches the details of a return request

Fetch sales invoice - This action fetches the details of a sales invoice

Fetch sales opportunity - This action fetches the details of a sales opportunity

Fetch sales order - This action fetches the details of a sales order

Fetch sales quotation - This action fetches the details of a sales quotation

Fetch sales return - This action fetches the details of a sales return

Fetch service contract - This action fetches the details of a service contract

Fetch user - This action fetches the details of an existing user

Fetch vendor payment - This action fetches the details of the payment made by a vendor

Points to note

Here are some of the best practices to be followed while using a fetch action(For example, Fetch delivery note, Fetch user).

You can fetch the details of an entry by passing the ID of the respective module.
If you want to fetch entry details using a field other than the ID, you must construct an appropriate query. The Query filter follows SAP’s standard filter condition format.
For example, if you want to fetch the business partner details by the email address query value should be like

EmailAddress eq 'samplesapbusinesspartner@sapbp.net'.

If you want to fetch an invoice by its serial number, the query should be written as: SerialNum eq 'REF-0010001'

Info:

Multiple conditions are supported, and they must follow SAP’s standard filter grouping format.
Binary filter operators (such as eq, ne, gt, lt, etc.) are supported. If the filter condition matches more than one record, the action will return the records matching the condition.
When a query filter is applied, only the top 20 matching values are fetched.
For example, BusinessTimestamp eq datetimeoffset'2015-08-02T09:00:00Z'
fetches the first 20 records that meet this condition.

Troubleshooting tips and tricks

If you receive the 'SSL Exception occurred' error while connecting, you can refer to the SSL Import section in the Zoho Flow Agent documentation to troubleshoot it.