# How to connect SAP Business One to WhatsApp | Meta Reva

> Connect WhatsApp to SAP Business One: customers ask for stock, prices, orders or statements and get a live answer; orders are posted to Business One. Remote setup.

Source: https://metareva.com/en/integrations/sap-business-one/

SAP Business One integration

# Connect WhatsApp to _SAP Business One._

Your customers write on WhatsApp; Meta Reva reads the answer from SAP Business One for small and mid-sized companies and replies in seconds. Stock, price and account information is read from SAP Business One; records are written back only where the access path and your permissions allow it.

-   Data stays in SAP Business One
-   Remote setup
-   No new software

![SAP Business One logo](/uploads/integrations/sap-business-one.webp)

What runs on WhatsApp with SAP Business One

## The jobs your customers _handle themselves._

Each one reads live data from SAP Business One. You choose where to start.

### Sales & orders

Customers ask for a product by text, photo or voice message, see the price and order on WhatsApp.

-   Stock and prices come from your software
-   Customer-specific prices and discounts
-   Approved orders arrive in your software as sales orders

### Customer accounts & statements

Customers ask what they owe, and their account statement arrives on WhatsApp as a PDF.

-   Balance, due dates and recent payments
-   PDF account statement for the selected period
-   Payment reminders

### Customer service

Recurring questions are answered automatically; the rest go to your team.

-   WhatsApp, Instagram, Telegram on one screen
-   Conversations are passed to your team with their history
-   Working hours and holiday settings

### Owner’s assistant

A daily summary of sales, collections and stock arrives on your phone.

-   Ask “What did we sell today?”
-   List of overdue collections
-   Critical stock alerts

Editions and access

## SAP Business One _editions and connection paths._

What we look at first: which edition you run and which access path it offers.

### Editions

SAP Business One (SAP HANA edition) SAP Business One (Microsoft SQL Server edition)

### What can be asked on WhatsApp

-   Business partners (customers and vendors)
-   Items and stock
-   Sales orders and invoices
-   Other sales and purchasing documents
-   Activities and sales opportunities
-   User-defined fields and tables

### Access paths

-   **Service Layer (OData)** The Service Layer is a REST-based application server built on HTTP and OData. A session is opened and sets such as business partners, items and orders are queried. The Service Layer must be installed and reachable; license scope should be confirmed with your SAP partner.
-   **SQLQuery and SQL views** Flexible SQL queries can be defined through the Service Layer. Exposing custom SQL views as OData applies only to the Microsoft SQL Server edition. SAP HANA and SQL Server syntax differ.
-   **DI API (COM/SDK)** The DI API shares the same business object definitions as the Service Layer. It suits local, Windows-based applications.

### Worth knowing

-   Installing and exposing the Service Layer usually requires your SAP partner or IT administration.
-   Older and newer OData versions are both supported; which one is used depends on your installation.
-   SQL behavior differs between the SAP HANA and SQL Server editions; separate queries may be needed.
-   Licensing, user types and access terms for cloud (SAP-hosted) setups could not be verified; confirm with SAP or your partner.

How-to

## How to connect _SAP Business One to WhatsApp._

1.  _01_
    
    ### Identify version and database
    
    We identify your SAP Business One version and database (SQL Server or HANA). We check whether the Service Layer is installed and which OData version it offers.
    
2.  _02_
    
    ### Choose the access route
    
    The Service Layer is usually chosen for WhatsApp; SQLQuery or SQL views may suit bulk reports. The choice follows the route your installation offers.
    
3.  _03_
    
    ### Permissions and read test
    
    A separate SAP user with read-only authorization is defined. Business partners, orders and items are tried with small queries.
    
4.  _04_
    
    ### Go live
    
    The Service Layer is published only over TLS and a restricted network path. The session is reused, query volume is limited, and license scope is confirmed with your partner.
    

[Read the general guide: how to connect WhatsApp to ERP software](/en/integrations/whatsapp-erp-connection/)  
Meta Reva is an independent software company and is not an official partner of the vendor. Product names belong to their owners.

FAQ

## Questions on your mind, _in brief._

The most common questions about setup, software and security.

**Can’t find your answer?**Write to us and we will reply the same day. [Contact us](#apply)

01 Is the Service Layer required to connect SAP Business One to WhatsApp?

The Service Layer is SAP's REST/OData-based access route and is usually the best fit for a web-based layer. The DI API is an alternative, but it suits local Windows applications better.

02 Do the SQL Server and HANA editions of SAP Business One differ?

The Service Layer works on both databases. However, exposing SQL views as OData is specific to the SQL Server edition, and separate SQL may be needed for each.

03 Can totals such as balances be queried through the Service Layer?

The Service Layer supports OData aggregation and grouping options. For calculated balance fields, version and database support should be tested first.

04 How is a SAP Business One session managed?

A session is opened with user and company database details and expires after a set time. The session is therefore reused and renewed when it expires.

05 What if SAP Business One is offline or slow?

The customer is told that the information is not available right now and the conversation is handed to your team. No answer is made up from old data.

06 How long does setup take?

A single flow (for example stock and price enquiries) is usually live within days; wider setups are added step by step. Setup is remote, anywhere in Turkey.

Other software

## Also works with _these programs._

[Microsoft Dynamics 365](/en/integrations/microsoft-dynamics-365/) [Odoo](/en/integrations/odoo/) [Trendyol](/en/integrations/trendyol/) [Hepsiburada](/en/integrations/hepsiburada/) [Shopify](/en/integrations/shopify/) [ikas](/en/integrations/ikas/) [Microsoft SQL Server](/en/integrations/microsoft-sql-server/) [Netsis](/en/integrations/netsis/) [All integrations](/en/integrations/)

Let’s start

## Free consultation for your _SAP Business One setup._

Tell us which software you use and what customers ask most. We will map out the right flow for free.

[WhatsApp **Contact us**](https://wa.me/905325498861) [Phone **+90 532 549 88 61**](tel:+905325498861) [Email **info@metareva.com**](mailto:info@metareva.com)

-   **Same-day reply**Usually the same day, during working hours.
-   **20 minutes is enough**We listen to your software and your most common question.
-   **No commitment**The first call is free; what follows is up to you.
