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CRM ⇄ ERP

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

Keep Close 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.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

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Why teams connect Close and SAP Business One

Close the gap between front office and back office: Close and SAP Business One share customers and status in real time, in both directions.

Close holds the customer relationship; SAP Business One runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Activities, Tasks, Custom Activities, Custom Fields in Close with Price Lists, Activities, Business Partners, Items in SAP Business One field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.
  • 02 Sync Close leads and opportunities into Postgres or a warehouse for pipeline reporting outside Close's built-in reports.
  • 03 Mirror items, stock levels, and price lists to external channels so quotes and listings use current ERP data.
  • 04 Replicate invoices and journal entries into a SQL database for reporting without direct ERP database access.

Common sync patterns

Where SAP Business One manages people and org data: keep Close aligned

Owners, territories, and org structure informed by SAP Business One stay current in Close.

Where SAP Business One handles order-to-cash: closed-won flows through

A deal won in Close creates or updates the customer in SAP Business One with clean data, so fulfillment and invoicing start without re-entry.

Where SAP Business One is the finance system of record: money status on the account

Invoice and payment state from SAP Business One shows on the account in Close, so reps see balances before promising the next order.

What you can sync between Close 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.

Close objects SAP Business One objects How this pairing syncs
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Activities CRM-style tasks and interactions aligned with external sales tools. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Smart Views Saved lead searches that can scope which records a segment-based sync pulls. Deliveries Fulfillment documents read to update shipment status in external systems. Smart Views is specific to Close and Deliveries to SAP Business One — each maps to any object or custom field on the other side.
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Journal Entries GL postings replicated for financial reporting. Leads is specific to Close and Journal Entries to SAP Business One — each maps to any object or custom field on the other side.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Warehouses Stock locations that scope inventory quantities in item syncs. Contacts is specific to Close and Warehouses to SAP Business One — each maps to any object or custom field on the other side.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Price Lists Pricing data synced to quoting and e-commerce platforms. Opportunities is specific to Close and Price Lists to SAP Business One — each maps to any object or custom field on the other side.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Business Partners Combined customer, vendor, and lead master records; the anchor object for most syncs. Tasks is specific to Close and Business Partners to SAP Business One — each maps to any object or custom field on the other side.

How changes propagate between Close 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.

Close SAP Business One Sub-second propagation

DetectionClose notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling on date_updated fields for backfills.

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

SAP Business One Close 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 Close through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Close: Subject to per-endpoint rate limits communicated in response headers.
What ships with Close ⇄ SAP Business One

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

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

Real-time

Two-way sync

Changes in Close 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 Close 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 Close or SAP Business One record.

Observability

Monitoring

Track your Close ⇄ 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 Close and SAP Business One.

How the Close and SAP Business One connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

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

    Choose tables

    Pick the Close 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 · Close ⇄ 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
    Close SAP Business One
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Close 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 537 integrations available for Close and SAP Business One.

Popular · 8 of 537
All Close integrations All SAP Business One integrations Browse all integrations
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