Shift8 Integration for Gravity Forms and SAP Business One

A secure WordPress plugin that integrates Gravity Forms with SAP Business One, automatically creating Business Partner records from form submissions.

Features

• Seamless Integration: Direct integration with SAP Business One Service Layer API
• Field Mapping: Flexible mapping between Gravity Forms fields and SAP Business Partner fields
• Automatic Form Validation: Real-time validation against SAP field limits before submission
• Security First: Password encryption, input validation, and secure API communication
• Real-time Testing: Built-in connection and integration testing tools
• Comprehensive Logging: Detailed debug logging with sensitive data protection
• User-Friendly Interface: Intuitive settings and configuration interface
• Error Handling: Robust error handling with detailed feedback

Features

• Seamless Integration: Direct integration with SAP Business One Service Layer API
• Field Mapping: Flexible mapping between Gravity Forms fields and SAP Business Partner fields
• Security First: Password encryption, input validation, and secure API communication
• Real-time Testing: Built-in connection and integration testing tools
• Comprehensive Logging: Detailed debug logging with sensitive data protection
• User-Friendly Interface: Intuitive settings and configuration interface
• Error Handling: Robust error handling with detailed feedback

Requirements

WordPress Environment

• WordPress: 5.0 or higher
• PHP: 7.4 or higher
• Gravity Forms: Latest version required

SAP Business One Environment

• SAP Business One: Version 9.3 or higher
• Service Layer: Properly configured and accessible
• User Permissions: SAP user with Business Partner creation rights
• Numbering Series: Configured for Business Partners in SAP B1

Configuration

Step 1: Configure SAP Connection

1. Navigate to WordPress Admin > Shift8 > Gravity SAP
2. Enter your SAP connection details:
   • SAP Service Layer Endpoint: https://your-sap-server:50000/b1s/v1/
   • Company Database: Your SAP company database name
   • Username: SAP user with Business Partner permissions
   • Password: SAP user password (automatically encrypted)
3. Enable Debug Logging if needed for troubleshooting
4. Click Save Settings
5. Click Test SAP Connection to verify connectivity

Step 2: Configure Gravity Forms Integration

1. Go to WordPress Admin > Forms and select a form
2. Click Settings > SAP Integration
3. Check Enable SAP Integration
4. Enter a Feed Name for identification
5. Select Business Partner Type (Customer, Vendor, or Lead)
6. Map form fields to SAP Business Partner fields
7. Click Update Settings

Step 3: Test Integration

1. Click Test Numbering Series to verify SAP configuration
2. Enter test data and click Test Integration
3. Verify Business Partner creation in SAP Business One

Field Mapping

Main Business Partner Fields

SAP Field
Description
Required
Max Length

CardName
Business Partner Name
Yes
~100 chars

EmailAddress
Email Address
No
Email format

Phone1
Telephone 1
No
~20 chars

Phone2
Telephone 2
No
~20 chars

Cellular
Mobile Phone
No
~20 chars

Fax
Fax Number
No
~20 chars

Website
Website URL
No
URL format

Address Fields (BPAddresses – appears in General tab)

SAP Field
Description
Required
Max Length

BPAddresses.Street
Street Address
No
~100 chars

BPAddresses.City
City
No
~25 chars

BPAddresses.State
State/Province
No
3-4 chars (codes only!)

BPAddresses.ZipCode
Zip/Postal Code
No
~20 chars

BPAddresses.Country
Country
No
2-letter code

Contact Person Fields (ContactEmployees – appears in Contact Persons tab)

SAP Field
Description
Required
Max Length

ContactEmployees.FirstName
Contact First Name
No
~50 chars

ContactEmployees.LastName
Contact Last Name
No
~50 chars

ContactEmployees.Phone1
Contact Phone
No
~20 chars

ContactEmployees.E_Mail
Contact Email
No
Email format

ContactEmployees.Address
Contact Address
No
~254 chars

Important:
– SAP has strict field length limits. Use state codes (「CA」 not 「California」) and country codes (「US」 not 「United States」)
– BPAddresses data appears in the General tab of the Business Partner in SAP B1
– ContactEmployees data appears in the Contact Persons tab of the Business Partner in SAP B1
– You can map address data to either BPAddresses, ContactEmployees, or both depending on your needs

Troubleshooting

Field Length Errors

If you get 「Value too long in property」 errors:
1. Check that State field uses codes (「CA」, 「NY」, 「TX」) not full names
2. Verify Country field uses 2-letter codes (「US」, 「CA」, 「GB」)
3. Keep phone numbers under 20 characters
4. Keep street addresses under 100 characters
5. Keep city names under 25 characters

Connection Issues

1. Verify SAP Service Layer is running
2. Check endpoint URL format
3. Test credentials in SAP Business One
4. Review debug logs for detailed error information

Numbering Series Issues

1. Configure numbering series in SAP B1 Administration
2. Go to Administration > System Initialization > Document Numbering
3. Set up series for Business Partners
4. Ensure default series are configured

Security Features

• Password Encryption: All passwords encrypted using WordPress salts
• Input Validation: All data sanitized and validated
• Secure Communication: HTTPS API communication
• Access Control: Admin-only access with capability checks
• Debug Protection: Sensitive data automatically redacted from logs

How It Works

1. User submits Gravity Form with mapped fields
2. Plugin validates form has SAP integration enabled
3. Data mapping occurs between form fields and SAP fields
4. SAP authentication using encrypted credentials
5. Business Partner creation via SAP Service Layer API
6. Success/error logging and entry notes

Support

For support and documentation:
– Review debug logs for error details
– Use built-in connection testing tools
– Check SAP Service Layer documentation
– Contact: https://www.shift8web.ca

License

GNU General Public License v3.0 or later