Published 19 July 2025
This article will provide the Admin user with in-depth information regarding the integration of PSOhub with SAP Business One. You will learn how the integration works, which data is being sent and what the limitations are.
Configure the Business Unit
In the main menu, click on the Gear icon to access the organization settings:
In your Organization settings, go to Business Units and click on the business unit to be connected to SAP:
The business unit settings appear. If the business unit is a legal entity in your organization, please check the box Legal entity:
Click the Save button.
Integrate with SAP Business One
In the Organization settings, go to Marketplace & Integrations and click on the business unit:
In the Accounting for [Business Unit name] section, click on the SAP Business One Connect button:
The Configure your connection to SAP Business One window appears:
PSOhub will validate the above seven key steps before successfully connecting to SAP.
In Step 1: Credentials & URL, click on the Configure button.
In the following SAP Credentials window, enter your SAP login details and URL:
Click Save to return to the previous window. Step 1 will be displayed with a green check to mark it successful:
In Step 2: Database name, click on the Configure button, and enter the name of the SAP database:
Click Save to return to the previous window. When the database is successfully connected, a green check will appear:
In Step 3: Test connection to database, click on the Test button. When the connection is successful, another green check will appear:
In Step 4: Retrieve revenue GL accounts, click the Retrieve button. Depending on the number of GL accounts, this step may take a couple of moments. Once complete, this step will be marked as successful:
The retrieved GL accounts will automatically appear in the GL Accounts settings, under the My Organization menu:
In Step 5: Retrieve dimensions, click the Retrieve button. Again, depending on the number of dimensions, this step may take a couple of moments. Once successful, the check mark will appear:
All retrieved dimensions will automatically appear in the SAP Dimensions settings, under the My Organization menu:
Note: After the integration, if there are additional dimensions not already listed, you can click the Retrieve dimensions button to automatically pull the new dimensions from the SAP database.
In Step 6: Retrieve sales items, click the Retrieve button. Depending on the number of sales items, this step may take a couple of moments. Once successful, the check mark will appear:
In Step 7: Retrieve tax codes, click on the Retrieve button. A green check will appear once the tax codes have been successfully retrieved:
All the retrieved tax codes are displayed in the Tax Categories settings, under the My Organization menu:
In Step 8: Test invoice flow, click the Test button to generate a test invoice and confirm if the invoice in PSOhub arrived in SAP. A green check will appear once the test is successful:
Finally, in Step 9: Activate SAP, click the Activate button. The window will immediately disappear and bring you back to the integrations screen. The SAP connection tile will confirm an active connection has been made, and a Settings link will appear:
If you click on the Settings link, you will see confirmation that Step 9: Activate SAP is successful:
Now, you are ready to invoice!
Related article
How to send invoices to SAP Business One?