Golden Workflows

Golden Workflows provide ready-to-use versions of common business scenarios. They provide a flexible starting point which can be customized, or simply used out-of-the-box. The list below will continue to grow based on customer requests, so contact your implementation consultant if you’d like to see your business scenario in a Golden Workflow.

Amazon

Amazon Selling Partner Connector includes access to the following Golden Workflows. These workflows integrate Fulfillment By Amazon (FBA) and Fulfillment By Merchant (FBM) with SAP Business One (SAP B1). Golden Workflows include:

  • SAP B1 Item to Amazon Product
    • Note: The Amazon API restricts how new items are published to the website. To complete item setup for newly created B1 items, a manual step is required in Amazon to publish the new item on the website. Once published, details will be maintained by this workflow.
  • SAP B1 Inventory to Amazon Product Inventory
  • Amazon Order (FBM) to SAP B1 Sales Order
  • Amazon Order (FBA) to SAP B1 A/R invoice
  • SAP B1 Delivery to Amazon Shipment Confirmation

For connector documentation, such as action details and release notes, see: Amazon Selling Partner Connector Reference.

Concur

Concur Expense Golden Workflows integrate expenses with an ERP system (such as SAP Business One):

  • Approved Expenses to Journal Entry (Concur to SAP Business One)
  • Approved Expenses to A/P Invoice (Concur to SAP Business One)
  • Outstanding Expenses to Accrued Journal Entry (Concur to SAP Business One)

For connector documentation, such as action details and release notes, see: Concur Connector Reference.

HubSpot

HubSpot Golden Workflows integrate your HubSpot environment with an ERP system (such as SAP Business One or Sage Intacct):

  • SAP Business One Item to HubSpot Product
  • SAP Business One Quote to HubSpot Deal
  • SAP Business One Order to HubSpot Deal
  • HubSpot Quote to SAP Business One Quote
  • SAP Business One Business Partner to HubSpot Company and Contact
  • HubSpot Company to SAP Business One Business Partner
  • HubSpot Contact to SAP Business One Business Partner Contact

For connector documentation, such as action details and release notes, see: HubSpot Connector Reference.

Incoming Email

Incoming Email connectors (including Office365, Gmail, POP3, etc.), provide a way to trigger integrations based on incoming email messages.

  • Address CRM scenarios like generating SAP Business One Activities.
  • Automate sales or purchase document generation (automation) based on file attachments (excel, csv, xml, etc.) on the incoming email.
  • Generate service calls or support tickets
  • Plus so much more!

For connector documentation, such as action details and release notes, see: Incoming Email Connector Reference.

Magento

Magento Golden Workflows integrate your Magento web store with an ERP system (such as SAP Business One or Sage Intacct):

  • Orders (Magento to ERP)
    • The SAP Business One version of this workflow includes creation of a corresponding A/R Down Payment Invoice document and Incoming Payment document.
  • Fulfillments/Deliveries (ERP to Magento)
    • This workflow includes tracking information.
  • Products/Items (ERP to Magento)
  • Stocks/Inventory (ERP to Magento)

For technical details on how to implement Magento Golden Workflows, see Implementing Workflows for Magento Connector.

For connector documentation, such as action details and release notes, see: Magento Connector Reference.

Sage Intacct

For technical details on how to implement Golden Workflows for Sage Intacct, see Implementing Workflows for Sage Intacct.

For connector documentation, such as action details and release notes, see: Sage Intacct Connector Reference.

Sage Intacct - HubSpot

See HubSpot workflows above

Salesforce

Salesforce Golden Workflows integrate your Salesforce environment with an ERP system (such as SAP Business One):

  • Quotes (Salesforce to ERP)
  • Orders (Salesforce to ERP)
  • Orders (ERP to Salesforce)
  • Accounts/Business Partners (ERP to Salesforce)
  • Account Contacts/Business Partner Contacts (ERP to Salesforce)
  • Account Contacts/Business Partner Contacts (Salesforce to ERP)
  • Items/Products (ERP to Salesforce)
  • Inventory (ERP to Salesforce)
  • Activities (Salesforce to ERP)
  • Opportunities (Salesforce to ERP)
  • Equipment Card to Asset (SAP Business One to Salesforce)

For technical details on how to implement Salesforce Golden Workflows, see Implementing Workflows for Salesforce Connector.

For other connector documentation, such as action details and release notes, see: Salesforce Connector Reference.

SAP Business One

SAP Business One (B1) is supported for Hana using Service Layer and for SQL Server using B1WebAPI. This ERP system is supported by a wide array of Golden Workflows for multiple Connectors, as linked below.

For technical details on how to implement Golden Workflows for SAP Business One, see Implementing Workflows for SAP Business One.

For connector documentation, such as action details and release notes, see: SAP Business One Connector Reference.

SAP Business One - InterCompany

InterCompany integrations allow multiple SAP Business One companies to share, replicate or consolidated data. This covers the following workflow scenarios:

  • Consolidation Workflows
    • Chart of Accounts Replication
    • Cost Center Replication
    • GL Consolidation
  • Master Data Replication Workflows
    • Business Partners
    • Chart of Accounts
    • Cost Centers
    • Items
    • Item Groups
    • Unit of Measure
  • Transaction Workflows
    • Purchase Order to Sales Order
    • Delivery to Goods Receipt Purchase Order
    • A/R Invoice to A/P Invoice
    • A/P Invoice to A/R Invoice
    • Journal Entries

SAP Business One - Amazon

See Amazon workflows above

SAP Business One - HubSpot

See HubSpot workflows above

SAP Business One - Magento

See Magento workflows above

SAP Business One - Salesforce

See Salesforce workflows above

SAP Business One - ShipStation

See ShipStation workflows below

SAP Business One - Shopify

See Shopify workflows below

SAP Business One - WooCommerce

See WooCommerce workflows below

ShipStation

ShipStation Golden Workflows integrate your ShipStation environment with an ERP system (such as SAP Business One or Sage Intacct):

  • ShipStation Order to SAP Business One Order
  • SAP Business One Order to ShipStation Order
  • SAP Business One A/R Invoice to ShipStation Order
  • SAP Business One Pick List to ShipStation Order
  • SAP Business One Delivery Note to ShipStation Order
  • ShipStation Fulfillment to SAP Business One A/R Invoice
  • ShipStation Fulfillment to SAP Business One Delivery Note
  • ShipStation Shipment to SAP Business One A/R Invoice
  • ShipStation Order to SAP Business One Order Cancellation

For connector documentation, such as action details and release notes, see: ShipStation Connector Reference.

Shopify

Shopify Golden Workflows integrate your Shopify web store with an ERP system (such as SAP Business One or Sage Intacct):

  • SAP Business One Items to Shopify Products
  • SAP Business One Inventory to Shopify Location Quantities
  • Shopify Orders to SAP Business One Orders
    • Note: The SAP Business One version of this workflow includes creation of a corresponding A/R Down Payment Invoice document and Incoming Payment document.
  • SAP Business One Deliveries to Shopify Fulfillments
  • Shopify Refunds to SAP Business One Credit Memos
  • SAP Business One Business Partners to Shopify Customers
  • Shopify Order Cancellation to SAP Business One Order Cancellation
  • Shopify Fulfillment to SAP Business One Delivery
  • Shopify Fulfillment to SAP Business One Delivery and A/R Invoice
  • Shopify Partial Fulfillment to SAP Business One Delivery

For technical details on how to implement Shopify Golden Workflows, see Implementing Workflows for Shopify Connector.

For connector documentation, such as action details and release notes, see: Shopify Connector Reference.

WooCommerce

WooCommerce Golden Workflows integrate your WooCommerce web store with an ERP system (such as SAP Business One or Sage Intacct):

  • SAP Business One Business Partner to WooCommerce Customer
  • SAP Business One Item to WooCommerce Product
  • SAP Business One Inventory to WooCommerce Inventory
  • WooCommerce Order to SAP Business One Order (with Business Partner)
    • The SAP Business One version of this workflow includes creation of a corresponding A/R Down Payment Invoice document and Incoming Payment document.
  • SAP Business One Delivery to WooCommerce Order Update
    • This workflow includes tracking information.

For technical details on how to implement WooCommerce Golden Workflows, see Implementing Workflows for WooCommerce Connector.

For connector documentation, such as action details and release notes, see: WooCommerce Connector Reference.