SAP Business ByDesign stays your system. We connect fieldbrain to it.

    The SAP Business ByDesign connection is built and can be connected and tested right away. Before fieldbrain writes to it, we set it up together against your instance: your stages, your required fields, your rules.

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    Sales Memory
    SAP Business ByDesign

    In short

    Does fieldbrain work with SAP Business ByDesign?
    Yes. You can connect and test right away; we enable writing after the joint setup.
    Do we need to change SAP Business ByDesign?
    No. The connection uses standard objects: opportunity, task.
    Does fieldbrain write unchecked?
    No. Until the setup against your instance is complete, fieldbrain writes nothing to SAP Business ByDesign.
    Why a joint setup?
    Every SAP Business ByDesign instance is configured differently. We check stages, required fields and existing records with you before data flows.

    What the connection writes to SAP Business ByDesign

    OpportunityName, expected revenue and currency, status, probability, expected close, note with the call summary
    TaskSubject, description, priority, due date

    What fieldbrain reads

    When testing the connection, one opportunity to verify access. fieldbrain recognises opportunities it created.

    What stays unchanged

    Until it is enabled: everything. fieldbrain deletes nothing in SAP Business ByDesign, and what you maintain there stays your decision.

    For your IT

    What we define during setup

    Which stages and required fields apply, how existing records are recognised and how differing values are handled. Only then does fieldbrain enable writing for SAP Business ByDesign.

    Access and permissions

    An OAuth client of your SAP system with access to opportunities and tasks, plus your tenant address. The connection belongs to the account that creates it; CRM sync is part of Professional and above.

    Stages

    The opportunity's state maps to SAP's life cycle status: open, in process, proposal, won, lost. We check the mapping to your processes during setup.

    Business partner

    The connection does not link the opportunity to the business partner automatically. We define how this is done in your setup.

    Rate limits and errors

    On a rate limit, fieldbrain waits the stated time and retries up to three times. Creating requests are not repeated after a server error, so no duplicates appear. Every run is logged, without content.

    Disconnecting

    You can disconnect at any time. fieldbrain then writes nothing more; what is already in SAP Business ByDesign stays.

    Questions about SAP Business ByDesign

    Why doesn't fieldbrain write right after connecting?

    Because fieldbrain never writes unchecked to a CRM it does not know yet. The connection is set up and checked against your SAP Business ByDesign instance, then we enable it.

    What do we need for the setup?

    Access with the rights listed below and a person who knows your configuration. We take care of the rest in the Discovery Session and onboarding.

    What about SAP S/4HANA or Business One?

    This connection is built for SAP Business ByDesign. S/4HANA, Business One and other ERP systems are connected individually to your system landscape.

    Does data stay after disconnecting?

    Yes. fieldbrain never deletes anything in SAP Business ByDesign.

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