Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and SAP Business One integration
Answer order, invoice and stock questions in Tidio with SAP Business One data in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and SAP Business One
Give a real order status
The SAP Business One sales order and delivery state match what operations can see.
Answer an invoice question
Invoice and balance detail let support answer instead of taking a message.
Check stock properly
Live SAP Business One stock levels keep quoted quantities honest during the conversation.
Confirm partner detail
Business partner terms mean the answer fits the account.
Overview
SAP Business One holds the business partner, the sales order, the invoice and the stock. Support usually cannot reach any of it, so a straightforward question becomes a callback. A read path from SAP Business One into Tidio puts the order and its status in the conversation, along with the balance and the inventory behind it. Creating orders and posting documents stay in the ERP, where the approvals are.
Key features
- Order status in the chat The SAP Business One order and where it has reached.
- Invoice and balance Answer a payment question without asking finance.
- Stock before a promise Inventory from the ERP keeps commitments honest.
- Posting stays in the ERP Documents are created in SAP Business One.
SAP Business One
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect SAP Business One in minutes
1
Connect SAP Business One and Tidio
A service reads SAP Business One and posts to the Tidio API with only the fields support needs.
2
Expose a narrow set
Order, delivery, invoice, balance and stock. Ledger and payroll detail stay out.
3
Keep documents in the ERP
Orders, invoices and journals are created in SAP Business One, not from a chat.
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Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the SAP Business One integration
Does this work with an on-premises install?
Yes, with a service inside your network. It reads SAP Business One, exposes a small set of fields and posts to the Tidio API. That is the safer design in any case, because the chat tool never touches the ERP and you decide exactly what leaves it.
Should agents create sales orders?
Only with a rule you write first. A reorder for an existing partner on standing terms is defensible. Anything involving pricing, credit limits or a new account should be gathered in the conversation and completed by the team who owns it in SAP Business One.
Is the SAP Business One integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the SAP Business One integration.