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SAP B1 Service Layer 3 - CRM

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Overview

This node integrates with the SAP Business One Service Layer 3 CRM API to manage Sales Opportunities and other CRM-related resources. Specifically, for the "Sales Opportunity" resource with the "Create" operation, it allows users to create new sales opportunities in their SAP B1 system by sending a JSON payload describing the opportunity details.

Common scenarios include automating the creation of sales opportunities from external lead generation tools, syncing CRM data between systems, or programmatically adding opportunities based on business workflows.

For example, a user could configure this node to receive input data about potential deals and automatically create corresponding sales opportunities in SAP B1, streamlining sales pipeline management.

Properties

Name Meaning
JSON Body The JSON content sent as the request body to create the sales opportunity. This should contain all necessary fields as per SAP B1's Sales Opportunities API schema.

Output

The node outputs an array of JSON objects, each representing the response from the SAP B1 Service Layer after attempting to create a sales opportunity. The json field contains the full response data returned by the API, which typically includes details of the created sales opportunity such as its unique identifier and any metadata.

If an error occurs during the request, the output JSON will contain an error field with the error message.

No binary data is produced by this node.

Dependencies

  • Requires connection to an SAP Business One Service Layer 3 instance.
  • Needs credentials including:
    • Base URL of the SAP B1 Service Layer.
    • Username.
    • Password.
    • Company database name.
  • The node performs a login request to obtain session cookies used for subsequent API calls.
  • The environment must allow HTTPS requests to the SAP B1 Service Layer endpoint.

Troubleshooting

  • Authentication errors: If login fails, verify that the base URL, username, password, and company database are correct and that the SAP B1 Service Layer is accessible.
  • Invalid JSON Body: Ensure the JSON body matches the expected schema for creating sales opportunities in SAP B1. Malformed or incomplete JSON may cause API errors.
  • Network issues: Connection timeouts or SSL errors can occur if the SAP B1 server is unreachable or has invalid certificates. The node disables strict SSL verification (rejectUnauthorized: false) but network connectivity must be stable.
  • API errors: The node returns error messages from the SAP B1 API in the output JSON under the error key. Review these messages to adjust the request accordingly.

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