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CRM ⇄ ERP

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

Keep Drift 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 Drift and SAP Business One

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

Drift 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 Accounts, Users, Playbooks, Meetings in Drift 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

  • Sync Drift-captured contacts into the CRM so chat-sourced leads enter standard sales workflows immediately.
  • Land conversation transcripts and outcomes in a warehouse for funnel and chat-to-pipeline analysis.
  • Mirror items, stock levels, and price lists to external channels so quotes and listings use current ERP data.
  • Replicate invoices and journal entries into a SQL database for reporting without direct ERP database access.

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

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

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

A deal won in Drift 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 Drift, so reps see balances before promising the next order.

What you can sync between Drift 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.

Drift objects SAP Business One objects
Messages Individual messages within a conversation, used for transcript and intent analysis. Activities CRM-style tasks and interactions aligned with external sales tools.
Accounts Company records used for account-based routing and targeting. Business Partners Combined customer, vendor, and lead master records; the anchor object for most syncs.
Users Agents and sales reps who own conversations and meetings. Items Product master data including inventory levels, aligned with e-commerce and warehouse systems.
Playbooks Bot flows that generate conversations and qualify visitors. Sales Orders Order documents with header and line structure created from external channels.
Meetings Meetings booked through Drift, synced to CRM as sales activities. A/R Invoices Billing documents synced outward for CRM visibility and payment tracking.
Contacts Visitor and lead records created or matched from chat identities; the main CRM-sync object. Purchase Orders Procurement documents exchanged with supplier-facing tools.
What ships with Drift ⇄ SAP Business One

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

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

Real-time

Two-way sync

Changes in Drift 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 Drift 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 Drift or SAP Business One record.

Observability

Monitoring

Track your Drift ⇄ 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 Drift and SAP Business One.

How the Drift and SAP Business One connectors work

Drift

Integration surface
REST API
Authentication
OAuth 2.0 via apps registered on the Drift developer platform
Change detection
Webhook events for new conversations, messages, and contact changes; polling for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

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

    Choose tables

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

Drift and SAP Business One integration FAQ

SECURITY

Security teams love 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
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:

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 386 integrations available for Drift and SAP Business One.

Popular · 8 of 386
All Drift integrations All SAP Business One integrations Browse all integrations
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