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ERP Connectors

ERP Integration: SAP Business One

SAP Business One is SAP's ERP aimed at small and medium-sized businesses. The integration is performed via Service Layer — SAP B1's native REST API — which exposes system entities in a standardized way.

This article explains how to configure the credential and details the reports available for this connector. For the step-by-step usage flow in data preparation — selecting the connector, credential, report, and parameters — see the ERP Step article.


Credential Setup

Field

Description

Required

Host

SAP Business One Service Layer server base URL (e.g. https://meu-servidor:50000/b1s/v1)

Yes

Company DB

Company database name in SAP B1 (e.g. EMPRESA_BR)

Yes

User

SAP B1 integration user

Yes

Password

User password

Yes

Tip: The user needs permission to access the entities used in the reports. It is recommended to create a dedicated integration user with the minimum required permissions.


Available Reports

Module: Business Partners


Business Partners

Returns customers, vendors, and leads registered in SAP Business One.

Filter parameters:

Parameter

Description

Required

Options

CardType

Partner type

No

C = Customer, S = Vendor, L = Lead

FederalTaxID

CNPJ/CPF to filter a specific partner (e.g. 12.345.678/0001-00)

No

Returned fields:

Field

Description

CardCode

Partner code

CardName

Name / Legal name

CardType

Type (Customer / Vendor / Lead)

GroupCode

Group code

FederalTaxID

CNPJ/CPF

Phone1

Phone

EmailAddress

Email

Currency

Default currency

CurrentAccountBalance

Current balance

Valid

Active partner

Frozen

Blocked partner

CreateDate

Creation date


Module: Inventory


Items / Products

Returns the item and product records registered in SAP B1.

Filter parameters:

Parameter

Description

Required

Options

ItemType

Item type

No

dDocument_Items = Product, dDocument_Assets = Asset, dDocument_Labor = Labor, dDocument_Travel = Travel

ItemsGroupCode

Item group code

No

Returned fields:

Field

Description

ItemCode

Item code

ItemName

Item description

ItemsGroupCode

Item group

InventoryItem

Is it an inventory item?

SalesItem

Is it a sales item?

PurchaseItem

Is it a purchase item?

QuantityOnStock

Quantity in stock

BarCode

Barcode

ManageBatchNumbers

Manages batches?

CreateDate

Creation date

ItemPrices.PriceList

Price list

ItemPrices.Price

Price

ItemPrices.Currency

Price currency


Warehouses / Storage Locations

Returns the warehouses registered in SAP B1.

Filter parameters: No additional filter parameters.

Returned fields:

Field

Description

WarehouseCode

Warehouse code

WarehouseName

Warehouse name

Street

Street address

City

City

State

State

Country

Country

DefaultBin

Default bin

Inactive

Inactive warehouse?


Inventory Entries

Records of standalone goods entries into inventory (without purchase invoice).

Filter parameters:

Parameter

Description

Required

DocDateFrom

Start date (format YYYY-MM-DD). Automatically filled with the first day of the reference month

No

DocDateTo

End date (format YYYY-MM-DD). Automatically filled with the last day of the reference month

No

Returned fields:

Field

Description

DocEntry

Document internal ID

DocNum

Document number

DocDate

Document date

Comments

Notes

DocumentLines.LineNum

Line number

DocumentLines.ItemCode

Item code

DocumentLines.Quantity

Quantity

DocumentLines.WarehouseCode

Warehouse

DocumentLines.Price

Price


Inventory Issues

Records of standalone goods issues from inventory (without sales invoice).

Filter parameters:

Parameter

Description

Required

DocDateFrom

Start date. Automatically filled with the first day of the reference month

No

DocDateTo

End date. Automatically filled with the last day of the reference month

No

Returned fields: Same fields as Inventory Entries.


Inventory Transfers

Records of goods transfers between warehouses.

Filter parameters:

Parameter

Description

Required

DocDateFrom

Start date. Automatically filled with the first day of the reference month

No

DocDateTo

End date. Automatically filled with the last day of the reference month

No

Returned fields:

Field

Description

DocEntry

Document internal ID

DocNum

Document number

DocDate

Transfer date

FromWarehouse

Origin warehouse

ToWarehouse

Destination warehouse

Comments

Notes

StockTransferLines.LineNum

Line

StockTransferLines.ItemCode

Item code

StockTransferLines.Quantity

Quantity

StockTransferLines.FromWarehouseCode

Origin warehouse (line)

StockTransferLines.WarehouseCode

Destination warehouse (line)


Module: Accounting


Chart of Accounts

Returns the structure of the chart of accounts configured in SAP B1.

Filter parameters:

Parameter

Description

Required

Options

AccountType

Account type

No

at_Assets = Asset, at_Liabilities = Liability, at_Revenues = Revenue, at_Expenses = Expense, at_Other = Other

Returned fields:

Field

Description

Code

Account code

Name

Account name

AccountType

Account type

ActiveAccount

Active account?

CurrentAccountBalance

Current balance

FatherAccountKey

Parent account (hierarchy)

Level

Hierarchy level

Details

Additional details


Journal Entries

Returns the journal entries for the period.

Filter parameters:

Parameter

Description

Required

ReferenceDateFrom

Reference start date. Automatically filled with the first day of the reference month

No

ReferenceDateTo

Reference end date. Automatically filled with the last day of the reference month

No

Returned fields:

Field

Description

JdtNum

Entry number

ReferenceDate

Reference date

DueDate

Due date

Memo

Memo / history

Reference

Reference

TransactionCode

Transaction code

JournalEntryLines.Line_ID

Line ID

JournalEntryLines.AccountCode

Account

JournalEntryLines.Debit

Debit

JournalEntryLines.Credit

Credit

JournalEntryLines.ShortName

Related partner


Module: Accounts Receivable


Outgoing Invoices (Sales Invoices)

Returns the outgoing invoices issued to customers.

Filter parameters:

Parameter

Description

Required

DocDateFrom

Document start date. Automatically filled with the first day of the reference month

No

DocDateTo

Document end date. Automatically filled with the last day of the reference month

No

Returned fields:

Field

Description

DocEntry

Internal ID

DocNum

Invoice number

DocType

Document type

DocDate

Issue date

DocDueDate

Due date

CardCode

Customer code

CardName

Customer name

DocTotal

Total amount

DocumentStatus

Status (open/closed)

Comments

Notes

DocumentLines.*

Invoice line items (code, description, quantity, price, total, tax)


Sales Credit Memos

Returns the credit memos issued to customers (sales returns).

Filter parameters: Same as Outgoing Invoices.

Returned fields: Same as Outgoing Invoices.


Receipts

Returns payments received from customers.

Filter parameters:

Parameter

Description

Required

DocDateFrom

Start date. Automatically filled with the first day of the reference month

No

DocDateTo

End date. Automatically filled with the last day of the reference month

No

Returned fields:

Field

Description

DocEntry

Internal ID

DocNum

Receipt number

DocDate

Receipt date

CardCode

Customer code

CardName

Customer name

DocCurrency

Currency

CashSum

Cash amount

TransferSum

Transfer amount

CheckSum

Check amount

DocType

Document type


Module: Purchases


Purchase Orders

Returns the purchase orders issued to vendors.

Filter parameters:

Parameter

Description

Required

DocDateFrom

Start date. Automatically filled with the first day of the reference month

No

DocDateTo

End date. Automatically filled with the last day of the reference month

No

Returned fields: Similar to Outgoing Invoices, but with vendor and warehouse data.


Module: Accounts Payable


Incoming Invoices (Purchase Invoices)

Returns the incoming invoices received from vendors.

Filter parameters:

Parameter

Description

Required

DocDateFrom

Start date. Automatically filled with the first day of the reference month

No

DocDateTo

End date. Automatically filled with the last day of the reference month

No

Returned fields: Similar to Outgoing Invoices, with vendor data.


Purchase Credit Memos

Returns purchase credit memos (returns to vendor).

Filter parameters: Same as Incoming Invoices.


Vendor Payments

Returns payments made to vendors.

Filter parameters:

Parameter

Description

Required

DocDateFrom

Start date. Automatically filled with the first day of the reference month

No

DocDateTo

End date. Automatically filled with the last day of the reference month

No

Returned fields: Same as Receipts.


Module: Sales


Sales Orders

Returns the sales orders registered in SAP B1.

Filter parameters:

Parameter

Description

Required

DocDateFrom

Start date. Automatically filled with the first day of the reference month

No

DocDateTo

End date. Automatically filled with the last day of the reference month

No

Returned fields: Similar to Outgoing Invoices.


Fixed Parameters (automatically managed)

Parameter

Default value

Reason

$top

50

Record limit per page. Controlled value to avoid overloading the SAP B1 API

$select

(preconfigured field list)

Defines the returned fields, optimizing the amount of data transferred


  • ERP Step

  • Introduction to integrations

  • Custom integrations via Rest API and SQL connectors

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