There are three routes: the SAP Business One API (the Service Layer, or the DI API in older installations), a middleware that connects both systems, or a scheduled file exchange. Which one fits depends on your version and database (SAP HANA or Microsoft SQL Server), where it is installed, which objects you need to move and who will maintain the integration. In Chile and Latin America, the first step is to review your installation with your SAP partner before committing to dates.
The route is chosen after reviewing the version, the database and where SAP Business One is installed.
The API: SAP Business One offers the Service Layer, a REST API based on OData that works with SAP HANA and, since version 10.0 PL01, also with Microsoft SQL Server. In older installations on SQL Server, the alternative is the DI API, a COM component for Windows that requires running the integration on a server where that component is installed.
Middleware: SAP includes the Integration Framework (B1if), which listens to SAP Business One events, such as a new order, and sends them to other systems; there are also integration platforms and third-party connectors in the HubSpot App Marketplace. Files: you export from one system and import into the other, with HubSpot's import tool and SAP's Data Transfer Workbench.
Business partners with HubSpot companies and contacts, using the tax ID or the partner code as the unique identifier. Items with products, so quotes use the same codes and prices. On the sales side, the deal won in HubSpot creates the sales quotation or the sales order in SAP Business One.
On the way back, the A/R invoice updates the deal and the company in HubSpot with the number, date, amount and status. Decide which number rules: invoicing lives in SAP and the pipeline in HubSpot, and each one is reconciled against its own records.
What decides the route is in your installation, not in HubSpot. Review it with your SAP partner before quoting or promising dates:
Every update of SAP Business One or the HubSpot API can break something. That is why the integration needs an owner with access to the code, the credentials on both sides and a test environment, ideally a copy of the SAP database.
In HubSpot, the Record Source property shows which records the integration created, and a daily report by source tells you whether they keep arriving. Add a silence alert: if no order or invoice arrives on a business day, someone gets the notice that morning. In Chile and Latin America, integrations without an owner are the ones that fail silently.
Six steps to choose the route with data from your installation.
Version and feature pack, database, own server or cloud, remote access and who your SAP partner is.
Business partners, items, quotations, orders and invoices: what travels, in which direction, when and which system owns each piece of data.
Tax ID or business partner code in a unique company property in HubSpot, and the item code on the product. Without it, duplicates appear.
Service Layer if the version allows it and there is network access; middleware if you connect several systems; files if volume is low or it is an initial load.
With real business partners, items and documents, in an SAP Business One test database, before touching production.
Code and credentials in your company's name, a document of what syncs and an alert if data stops arriving.
Promising a date without knowing the version or where SAP Business One is installed.
Finding out at the end that the server cannot be reached from outside the office.
Creating clients in both systems without a unique identifier and ending up with duplicates.
An integration only its developer understands, with no documentation or test environment.
30 minutes with Roberto. No demo and no access to your CRM.
We review your version, your database and where SAP Business One is installed, and classify each point as confirmed, conditional or unsupported before quoting. If we move forward, it is at a fixed price, and we hand over code, credentials and manual in your name, with the silence alert active.
ERP, invoicing, WhatsApp and APIs, with code and manual in your name and an alert if they stop bringing data.
See IntegrationsIn 10 hours we inventory integrations, workflows and properties, with the risk list.
See the DiagnosticThe alert is reviewed weekly in Managed HubSpot and daily in Dedicated HubSpot.
See operations plansThe guarantees that apply
An automatic alert tells you if an integration or form stops bringing in data. You hear it from us first.
Workflows, integrations, code and keys documented and in your name. If you change partners, you lose nothing.
We put them in writing because they are what we control.
HubSpot does not offer its own. Its App Marketplace has third-party connectors, and you can also use an integration platform or a build on the Service Layer. Each option has different costs and limits.
SAP Business One's REST API, based on OData. It works with SAP HANA and, since version 10.0 PL01, with Microsoft SQL Server. It lets you read and create business partners, items, quotations, orders and invoices.
Yes, if the partner enables access to the Service Layer or an intermediate layer, over a secure connection. It is the first thing to confirm, because it defines the route and the timeline.
For initial loads or low volumes, yes: you export from one system and import into the other. It has manual steps and does not warn you if something fails, so it needs an owner and a fixed review.
It depends on the route, the objects and access to your installation; that is why it should be evaluated before quoting. Ask for a fixed price, code in your name and an alert if the integration stops bringing data.
Designs the CRM architecture, integrations and operation of each account. He writes these guides from what he sees every week in HubSpot portals of B2B companies across Chile and Latin America.
Meet the teamWe review one concrete problem, its impact and your starting point. No demo and no access to your CRM.
