Application Connectors

SAP CRM & EDI Integration

SAP is the leading enterprise resource planning (ERP) software, enabling key functions for enterprises to streamline processes across procurement, manufacturing, service, sales, finance, and HR.

Cleo's SAP EDI adaptor connects & integrates SAP with your EDI/B2B processes to keep data aligned between front-end and back-end systems. Have specific questions? No problem - we can walk you through the SAP EDI set-up process. Create your SAP EDI configuration today!

B2B teaser

SAP EDI Transactions

When starting your SAP EDI configuration process, it is important to understand that the SAP EDI architecture consists of 3 components:

1. SAP Applications - ERP, Finance, Supplier Management, etc.  

2. IDoc Interface - The IDoc open interface is used as a data container to exchange data between SAP applications and your EDI subsystem. Because SAP applications are configured to ingest IDocs, all inbound and outbound EDI messages must be converted into the IDoc format if the message is intended to be processed within an SAP environment. 

3. EDI subsystem - The EDI subsystem translates the IDoc types into EDI message types and then sends or receives those EDI documents to or from an EDI trading partner. It is IMPORTANT to note that this component of the SAP EDI architecture is not provided by SAP and must be purchased via a third-party platform. 


Most Common SAP EDI Transactions

To do SAP EDI, you will need to be able to process the following EDI transactions: 

Connect and integrate your SAP data today

With application integration from the Cleo Integration Cloud, you can easily connect SAP EDI solution to enable:

  • Seamless integration with your ERP, CRM, EDI, and fulfillment systems
  • Secure data handoff to enterprise applications and systems for storage and analysis
  • Business intelligence and the ability to optimize operational outcomes

Read the Connector Overview

Adobe Commerce Screenshot

How it works...


Integrate SAP for digitally fluid end-to-end business processes

Use existing IT to integrate with MFDs and authentication systems
Flexible Integration

Integrate SAP with trading partners, SaaS and on-premise applications, enabling all business data flows

Rapidly onboard new partners
Rapid Onboarding

Slash time-to-value by reducing onboarding effort and complexity

Integration platform analytics
Increased Accuracy
Eliminate errors by automating transaction processing of inbound and outbound EDI transactions between external trading partners and SAP

EDI integration for SAP

Cleo’s application integration connector for SAP provides complete, configurable integration processes and interchange for X12 EDI between external trading partners and your SAP system, and facilitating iDoc data and file structures. EDI integration includes the following transaction sets, and more:

# EDI Transaction File Definitions / Direction
1 810/880 Invoice INVOIC O2 – OUT
2 850 Purchase Order ORDERS 05 – IN
3 856 Advance Ship Notice DESAV - OUT

What else you can do with the Cleo SAP connector

The Cleo SAP application integration connector delivers reliable SAP iDoc integration, including metadata import. Integrate SAP and your business-critical systems, providing a complete and unified view into customer engagement and business data throughout all business processes.

  • Add/Create/Update /Delete account information
  • Add/Create/Update /Delete contact/customer/employee information
  • Add/Create/Update /Delete budget information
  • Add/Create/Update /Delete bill information
  • Add/Create/Update /Delete opportunity information
  • Add/Create/Update /Delete credit memos
  • Add/Create/Update /Delete expenses
  • Add/Create/Update /Delete invoices
  • Add/Create/Update /Delete orders
  • And much more!

Want to learn more?
Watch a demo.

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Discover all the ways our ecosystem integration platform can help you tackle B2B eCommerce solutions head-on, and learn how you could get started.


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“It doesn’t matter if I'm using Shopify as my eCommerce platform, or if I'm using Netsuite, or I’m using EDI with my customers, and it doesn’t matter what ERP I’m using . . . With Cleo Integration Cloud we were able to deliver everything faster to our customers.”

-Andre Barbosa
Systems Analyst
Mondetta Clothing, Inc.
Common Integration Combinations:

Salesforce-SAP Integration

Sharing information between your front-end CRM solution like Salesforce and a back-end ERP solution like SAP provides added value for an organization. With Cleo Integration Cloud’s Salesforce-SAP integration, you can sync data between your SAP application and Salesforce CRM and leverage comprehensive customer views that drive new revenue models.

Learn More

SAP Salesforce Integration

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