Published: 1 June 2026
Audience
-
Admin
Objective
This article explains how to set up the SAP Business One integration in PSOhub so that invoices, GL accounts, tax codes, and dimensions are synchronized between the two systems.
Prerequisites
You must have Admin user access in PSOhub. Your business unit must be configured in PSOhub before starting. You must have valid SAP Business One credentials and your organization's cloud URL.Steps
Configure your business unit
- Go to Global Settings and select Organization.
- Click the Business Units tab.
- Click the business unit you want to connect to SAP Business One.
- In the General tab, check the Is Legal Entity checkbox.
📌 Note: Only business units marked as legal entities can be connected to an accounting integration such as SAP Business One.
5. Click Save.
Connect SAP Business One
6. Go to Settings and select Integrations.
7. Click the Business Unit Apps tab.
8. Select the business unit you want to connect from the Select a Business Unit dropdown.
9. Locate the SAP Business One tile and click Connect.
The Configure your connection to SAP Business One window opens. PSOhub validates nine steps before the connection is complete.
Complete the nine connection steps
10. In Step 1: Credentials & URL, click Configure.
11. In the SAP Credentials window, enter your SAP Username, SAP Password, and your SAP Business One Organization URL.
12. Click Save. Step 1 is marked with a green check when successful.
13. In Step 2: Database name, click Configure.
14. Enter the name of your SAP database and click Save. Step 2 is marked with a green check when the database is connected.
15. In Step 3: Test connection to database, click Test. Step 3 is marked with a green check when the connection is confirmed.
16. In Step 4: Retrieve revenue GL accounts, click Retrieve.
📌 Note: This step may take a few moments depending on the number of GL accounts. Once complete, the retrieved accounts appear automatically under Settings > Financials > GL Accounts.
17. In Step 5: Retrieve dimensions, click Retrieve.
📌 Note: This step may take up to 5 minutes. Retrieved dimensions appear automatically under Settings > Financials > SAP Dimensions. If new dimensions are added to SAP later, click Retrieve dimensions again to sync them.
18. In Step 6: Retrieve tax codes, click Retrieve.
📌 Note: This step may take up to 3 minutes. Retrieved tax codes appear automatically under Settings > Financials > Tax Categories.
19. In Step 7: Activate SAP, click Retrieve. Step 7 is marked with a green check when SAP is active for the selected business unit.
20. In Step 8: Create price list and sales items, click Create price list. Step 8 is marked with a green check when the price list has been created and items imported.
21. In Step 9: Send invoices as draft to SAP, click Activate if you want invoices sent to SAP as drafts for review before final posting.
💡 Tip: This step is optional. Sending invoices as drafts allows your team to review and validate them in SAP before final posting. You can activate or deactivate this option at any time.
22. Close the window to return to the Integrations screen.
Result
The SAP Business One connection is now active for the selected business unit. The SAP Business One tile in Settings > Integrations > Business Unit Apps displays a Connected status and a Configure link where you can review or update the connection settings at any time.
Future invoices sent from PSOhub will sync to SAP Business One. Existing invoices are not affected.
Next Steps
✅ Import products from SAP Business One
Add products to a PSOhub price list by importing them directly from your SAP database.
Import products in a price list from SAP Business One
✅ Send an invoice to SAP Business One
Learn how to send a finalized PSOhub invoice to SAP Business One for posting.
How to send invoices to SAP Business One