SAP Accounts Receivable Integration for Salesforce

Connect SAP to Quick Receivable so customers, open invoices, payments, and credit memos from your ERP are available in Salesforce, where your collections, dispute, and credit work happens.

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Quick Receivable Collections, disputes, credit

Map SAP and Salesforce dataCustomers, invoices, payments, memos

Run the initial loadOpen AR baseline in Salesforce

Schedule delta loadsOnly what changed in SAP

Scheduled Delta Load

Company code 1000

Changes from SAPComplete

New invoices +14
Posted payments +22
Credit memos +3

Open AR in Salesforce $1,284,600

SAP ledger balance $1,284,600

Balances match

SAP Accounting system of record

Payment posted in SAPClosed invoice left the worklist

AR aging and DSO in Salesforce

Numbers that match the ledger

Sales and finance, same view Disputes next to ERP balances

✓ Scheduled Delta Loads From SAP

✓ Balances That Match the Ledger

✓ SAP Stays Your System of Record

What Is the Quick Receivable SAP Integration?

The SAP integration moves the AR data held in SAP into Salesforce, so Quick Receivable can manage collections, disputes, and credit on top of your system of record.

SAP Holds the Ledger, Salesforce Holds the Customer

For many enterprises, SAP is the financial system of record. Invoices are created there, payments post there, and the general ledger lives there. Customer relationships, account ownership, and sales activity usually live in Salesforce.

Collections work needs both. Quick Receivable keeps the collections workflow inside Salesforce and uses SAP data so every balance a collector sees matches the ledger.

SAP remains the system of record for accounting. Quick Receivable adds the collections, dispute, and credit workflow around it.

Without the SAP Integration

Why Connect SAP to Your AR Process

Collectors work from SAP exports

Aging reports are pulled from SAP, pasted into spreadsheets, and split among collectors every week.

Sales and finance see different numbers

Account owners in Salesforce cannot see open invoices or disputes without asking finance.

Payment updates arrive late

When SAP payments are not reflected quickly, collectors contact customers about invoices that are already closed.

Disputes and notes live outside the ERP

Collection notes, promises, and disputes are tracked in email and spreadsheets because SAP is not built for that workflow.

How the SAP Integration Works

From setup to daily use, here is how SAP data moves into your collections workflow in Salesforce.

Map SAP and Salesforce data

Customers, invoices, payments, and credit memos in SAP are mapped to Salesforce accounts and AR records.

Run the initial load

Open AR and customer data are loaded into Salesforce to start from an accurate baseline.

Schedule delta loads

Changes in SAP, such as new invoices and posted payments, are brought into Salesforce on a regular schedule.

Work collections in Salesforce

Collectors prioritize accounts, contact customers, track promises, and manage disputes using SAP data.

Report with ERP-aligned numbers

AR aging, DSO, and collector dashboards use balances that match SAP.

Capabilities

SAP Integration Capabilities

What your AR, credit, and collections teams get when SAP is connected to Quick Receivable.

Customer and account sync

Connect SAP customer records to the matching Salesforce accounts.

Open invoice sync

Bring open invoices and their balances from SAP into Salesforce.

Payment and credit memo updates

Reflect posted payments and credit memos so balances stay current.

Scheduled delta loads

Move only what changed in SAP to keep Salesforce current efficiently.

Collections workflow on ERP data

Run prioritization, promises, disputes, and follow-up on SAP balances.

Aligned AR reporting

Report on aging and DSO in Salesforce with numbers that match the ledger.

SAP Data Used in Quick Receivable

The data points below are typical. Final field mapping is agreed during implementation.

Customer master Open invoices Invoice due dates Posted payments Credit memos Open balances Payment terms Company code

Quick Receivable implementation includes data mapping for your SAP environment. For a broader view of AR processes on Salesforce, see accounts receivable management software.

Benefits of the SAP Integration

Replace weekly SAP aging exports with live worklists in Salesforce
Give sales and finance the same view of open invoices
Stop follow-up on invoices that are closed in SAP
Track promises, disputes, and notes next to ERP balances
Report on AR with numbers that match the ledger
Keep SAP as the accounting system of record

Related Integrations

Teams that connect this system often connect these as well.

QuickBooks integration: Sync QuickBooks customers, invoices, and payments into Salesforce so collections runs on current accounting data.
Google Document AI integration: Extract invoice numbers, amounts, and dates from remittance advice and customer documents to speed up payment matching.
Dun & Bradstreet integration: Add Dun & Bradstreet business credit data to Salesforce accounts for credit reviews and collections prioritization.
All Quick Receivable integrations: see every system Quick Receivable connects with in Salesforce.

FAQ

SAP Integration FAQs

What does the SAP integration do in Quick Receivable?

It brings customer, invoice, payment, and credit memo data from SAP into Salesforce so Quick Receivable can run collections, disputes, and credit workflows on current ERP balances.

Does Quick Receivable replace SAP accounts receivable?

No. SAP remains the accounting system of record. Quick Receivable adds collections, dispute, and credit workflow in Salesforce on top of SAP data.

How often is SAP data updated in Salesforce?

After the initial load, changes are brought over through scheduled delta loads. The schedule is set during implementation based on your volume and needs.

Which SAP data is synced?

Typical data includes customers, open invoices, due dates, posted payments, credit memos, and balances. The exact mapping is agreed during implementation.

Which SAP versions are supported?

Supported versions and connection methods are confirmed during implementation. Contact the Quick Receivable team with details of your SAP environment.

How long does an SAP integration take?

SAP setup is part of Quick Receivable implementation, which is designed to go live in about four weeks. Complex environments may need additional mapping time.

Get Started

Run Collections in Salesforce on SAP Data

Schedule a 30-minute call. We will show you SAP invoices and payments driving collector worklists inside your Salesforce org.

Schedule a Free Demo

No commitment. Implementation included. Cancel anytime.