Connect SAP Business One to WhatsApp

SAP Business One is almost always installed on-premise or in a private cloud. For WA.Expert to call the Service Layer, your SAP B1 server must be reachable from the internet. Confirm this with your IT team before attempting any integration steps. The default Service Layer port is 50000.

Create a dedicated SAP B1 user for the WhatsApp integration with read-only access to Business Partners. Do not use an admin account. If the credentials are ever exposed, a limited account reduces risk. Set the account's permissions to read Business Partners only.

{
  "SessionId": "PTRzIjYK-weN6-1Lx1-ZG0J-3ARxfjcU0Shy",
  "Version": "10.0.2310.0",
  "SessionTimeout": 30
}

The B1SESSION cookie is set in the response headers:
Set-Cookie: B1SESSION=PTRzIjYK-weN6-1Lx1-ZG0J-3ARxfjcU0Shy; Path=/b1s

Map the SessionId value as {{b1_session}} for use in Step 2.
Sessions time out after 30 minutes of inactivity by default.

Unlike every other ERP and CRM in this series, SAP B1 authenticates via a session cookie. The B1SESSION cookie value must be sent with every subsequent request in a Cookie header: Cookie: B1SESSION=YOUR_SESSION_ID. This two-step pattern (login then query) is unique to SAP B1.

CardType values: cCustomer (customers), cSupplier (suppliers), cLead (leads). Always include CardType eq 'cCustomer' to avoid returning suppliers in the results.

{
  "@odata.context": "...",
  "value": [
    {
      "CardCode": "C001",
      "CardName": "Sharma Textiles Pvt Ltd",
      "Phone1": "9820000001",
      "Cellular": "+919820000001",
      "EmailAddress": "priya@sharma.com",
      "Balance": 125000.0
    }
  ]
}

Map:
value[0].CardCode  → account code
value[0].CardName  → company name
value[0].Balance   → outstanding balance

SAP B1 OData responses use a value array, same as Microsoft Dynamics 365. Map as value[0].CardName, value[0].Balance. If the value array is empty, no Business Partner was found with that phone number.

Balance is the current outstanding balance in the company's base currency. A positive value means the customer owes money; negative means a credit. Use it carefully in WhatsApp replies: some customers may find balance mentions intrusive.

If the customer messaged you first within the last 24 hours, your reply is a free service conversation. For proactive outbound messages from SAP B1 data, use an approved Utility or Marketing template.

Customer messages your WhatsApp number.
WA.Expert captures their phone as {{customer_phone}} = "9820000001".

Step 1 — Login:
POST https://erp.yourcompany.com:50000/b1s/v2/Login
Body: {{"CompanyDB":"SBODEMOIN","UserName":"waexpert","Password":"service_pass"}}
Response: {{"SessionId":"PTRzIjYK-weN6-1Lx1-ZG0J-3ARxfjcU0Shy",...}}
Store: b1_session = "PTRzIjYK-weN6-1Lx1-ZG0J-3ARxfjcU0Shy"

Step 2 — Query:
GET https://erp.yourcompany.com:50000/b1s/v2/BusinessPartners
  ?$select=CardCode,CardName,Balance
  &$filter=Phone1 eq '9820000001' and CardType eq 'cCustomer'
  &$top=1
Cookie: B1SESSION={{b1_session}}

Response mapped:
card_code    = "C001"
company_name = "Sharma Textiles Pvt Ltd"
balance      = "125000.0"

Bot replies (if found):
"Hello, Sharma Textiles.
Your account code: C001

For invoice queries or payments, please reply
INVOICE or SUPPORT and our team will assist you."