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Business productivity ⇄ ERP

Agiloft to SAP Business One integration — real-time, two-way sync

Keep Agiloft and SAP Business One in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Agiloft and SAP Business One

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Agiloft and SAP Business One.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Agiloft is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Approvals, Tasks, Clause Library, Custom tables in Agiloft with Journal Entries, Warehouses, Price Lists, Activities in SAP Business One bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • 01 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
  • 02 Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.
  • 03 Replicate invoices and journal entries into a SQL database for reporting without direct ERP database access.
  • 04 Sync activities and service data with external support tools for teams that do not log into Business One.

Common sync patterns

Where Agiloft faces customers and SAP Business One carries account records

Order, invoice, or account status from SAP Business One appears alongside the customer in Agiloft, so front-line teams answer from live data.

Where Agiloft collects payments: transactions post through

Payment events sync into SAP Business One as they occur, keeping the enterprise records current without manual entry.

Where SAP Business One is the HR or people system of record

Worker and organization data from SAP Business One stays current in Agiloft, so the tools people use daily reflect the org as it actually is.

What you can sync between Agiloft and SAP Business One

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Agiloft objects SAP Business One objects How this pairing syncs
Approvals Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions. Sales Orders Order documents with header and line structure created from external channels. Approvals is specific to Agiloft and Sales Orders to SAP Business One — each maps to any object or custom field on the other side.
Tasks Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system. A/R Invoices Billing documents synced outward for CRM visibility and payment tracking. Tasks is specific to Agiloft and A/R Invoices to SAP Business One — each maps to any object or custom field on the other side.
Clause Library Reusable, approved contract clauses with metadata and categories; read to feed clause content into other systems or reporting, or maintained from an external source of truth. Purchase Orders Procurement documents exchanged with supplier-facing tools. Clause Library is specific to Agiloft and Purchase Orders to SAP Business One — each maps to any object or custom field on the other side.
Custom tables Agiloft is a no-code platform, so any customer-built table (NDAs, SOWs, vendor risk, renewals) exposes the same REST and SOAP CRUD and syncs like the standard CLM tables. Deliveries Fulfillment documents read to update shipment status in external systems. Custom tables is specific to Agiloft and Deliveries to SAP Business One — each maps to any object or custom field on the other side.
Contracts The core table holding contract records with value, key dates, status, type, and linked parties; created and updated two-way so contract data moves between Agiloft and a database, ERP, or CRM. Journal Entries GL postings replicated for financial reporting. Contracts is specific to Agiloft and Journal Entries to SAP Business One — each maps to any object or custom field on the other side.
Companies Records for every organization - counterparties, vendors, customers - linked to contracts and people; read and written to keep account master data aligned with a CRM or ERP. Warehouses Stock locations that scope inventory quantities in item syncs. Companies is specific to Agiloft and Warehouses to SAP Business One — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and SAP Business One

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Agiloft SAP Business One Sub-second propagation

DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.

DeliveryEach detected change is written to SAP Business One through its API, with automatic retries and rate-limit backoff.

SAP Business One Agiloft Interval-based propagation

DetectionStacksync polls SAP Business One for changes on an incremental schedule, reading only records changed since the previous pass. Polling on update timestamps.

DeliveryEach detected change is written to Agiloft through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
What ships with Agiloft ⇄ SAP Business One

Connect Agiloft and SAP Business One for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–SAP Business One connection.

Real-time

Two-way sync

Changes in Agiloft or SAP Business One instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or SAP Business One data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Agiloft or SAP Business One record.

Observability

Monitoring

Track your Agiloft ⇄ SAP Business One sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Agiloft and SAP Business One.

How the Agiloft and SAP Business One connectors work

Agiloft

Integration surface
REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
Authentication
OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
Change detection
Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.

SAP Business One

Integration surface
Service Layer, a REST API based on OData, plus the legacy COM-based DI API
Authentication
Session-based login with company database, username, and password against the Service Layer
Change detection
Polling on update timestamps; no general-purpose webhook mechanism on the standard surface
Capabilities
read · write
How it works

How to connect Agiloft to SAP Business One — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Agiloft and SAP Business One with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Agiloft connected
    SAP Business One connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft and SAP Business One objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Agiloft ⇄ SAP Business One
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Agiloft SAP Business One
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Agiloft and SAP Business One integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 415 integrations available for Agiloft and SAP Business One.

Popular · 7 of 415
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