SAP B1 and Ometria
Integration Agency & Consultants
Our AI-powered integration delivery is guided by operators who understand the common disconnect between finance and marketing. We build a clean connection between SAP B1 and Ometria, feeding real-time sales and customer data into campaigns. This ensures marketing budget is spent on accurate segments, directly improving campaign return on investment.
Auditing ERP and ESP data structures
Cogent connects your SAP B1 and Ometria systems efficiently, ensuring your ERP and ESP platforms work in harmony. Our consulting services, including comprehensive system audits, are invaluable for identifying inefficiencies and integration gaps. By addressing these issues, our consultants enable your team to optimise your tech ecosystem, ensuring SAP B1 and Ometria function smoothly. This results in a more efficient ERP and ESP setup, allowing you to deliver an exceptional customer experience. Our expertise ensures your technology supports your business goals effectively.
Solution Design
We design SAP B1 and Ometria integrations by establishing SAP B1 as the master authority for customer identity and transaction history. A primary design decision involves the synchronisation of Business Partner records and sales orders, typically handled via scheduled batch updates to maintain data integrity for marketing attribution. We prioritise the mapping of customer records and order values from SAP B1 into Ometria's profiles. This involves a deliberate trade-off: using batch-based sync reduces API load on the ERP and simplifies financial reconciliation, though it may result in a short lag for intra-day updates. This architecture ensures the marketing team builds audiences from verified sales data, while finance maintains a clean audit trail within the ERP.
Mapping business partner and order records
The integration establishes SAP B1 as the master for customer and transaction data. Order records, including line items and fulfilment statuses, are synchronised to Ometria on a regular schedule to enrich customer profiles. We focus on mapping SAP B1 Business Partner records to Ometria customer identities to keep marketing permissions and contact details consistent. The process includes mapping order statuses from the ERP to Ometria's behavioural schema, ensuring that customer engagement is based on accurate purchase history. Monitoring is integrated to detect common failures, such as data mismatches or formatting errors, before they affect your marketing segments. This ensures Ometria automations are grounded in verified ERP records.
Orchestrating workflows through secure middleware platforms
Cogent2 leverages IPaaS to integrate SAP B1 and Ometria, ensuring secure, efficient connections between ERP and ESP systems. IPaaS platforms, with ISO 27001 and SOC 2 compliance and above, facilitate data exchange, enhancing security and operational efficiency. By integrating SAP B1 and Ometria, businesses benefit from streamlined ERP and ESP processes, reducing manual tasks and improving data accuracy. This approach ensures robust security and compliance, supporting business growth and operational excellence.
Surfacing data discrepancies and sync exceptions
Standard dashboards often miss the quiet failures that degrade marketing ROI. Hidden issues, such as SAP B1 order statuses failing to update Ometria customer milestones, can compound over time and result in irrelevant automated emails. We provide visibility that goes beyond basic sync success messages. Our approach surfaces exceptions, such as missing product data or inconsistent customer records, that impact segmentation. By detecting these discrepancies early, we prevent high-value customers from being excluded from your marketing flows due to data mismatches between the ERP and your engagement platform.
Functional handover for marketing and finance
Post-launch, ownership of the SAP B1 and Ometria data flow is shared between the ecommerce, marketing, and finance teams. Training focuses on the operating model: marketing owns segmentation accuracy, while finance and ops manage the integrity of order data flowing from the ERP. We hand over a practical guide detailing where master customer records live, how to interpret sync status alerts, and how to resolve common mapping exceptions. Handover is based on operational documentation rather than technical archives, ensuring your team knows what to check regularly to prevent data drift. This process turns the integration into a business tool managed by the people running the campaigns.
Ongoing governance and proactive drift monitoring
Support focuses on the ongoing health of the SAP B1 and Ometria link, specifically managing data consistency and operational exceptions. We monitor for sync failures or data drift that could lead to segmentation errors. When issues occur, they are prioritised by their impact on live campaigns and reporting. This approach surfaces data issues between systems proactively, providing visibility into the flow of customer and order data. We handle the technical maintenance and monitoring so your marketing team can focus on campaign results without questioning the underlying data.
Common failures
Stale customer records and identifiers
Operational impact: Ometria's customer segmentation becomes inaccurate when updates to SAP B1 Business Partner Master Data are not synchronised. Marketing teams build campaigns using outdated information, leading to wasted spend, poor engagement, and irrelevant personalisation that can erode customer trust.
Prevention / Action: Establish the SAP B1 Business Partner (OCRD) as the single source of truth for customer data. The integration logic must handle updates, not just initial creation. Use a robust, unique identifier like SAP's CardCode to map to Ometria's customer ID to prevent duplicate profiles. A scheduled, recurring synchronisation is necessary to push changes from SAP B1 to Ometria.
Incomplete order history and cancellations
Operational impact: If order cancellations or modifications from SAP B1 Sales Orders are not consistently passed to Ometria, marketing's view of customer lifetime value and product performance is inflated. This results in flawed ROI calculations and misdirects budget towards campaigns targeting customers based on revenue that was ultimately never realised.
Prevention / Action: The integration must be designed to track the full lifecycle of an SAP B1 Sales Order (ORDR), including status changes to 'Cancelled' or line item edits. The logic should update or overwrite the corresponding order record in Ometria, rather than only creating it once. Define a reconciliation process to periodically compare SAP B1 sales data against Ometria's records to identify and correct discrepancies.
Refunds and credit notes not synchronised
Operational impact: Customer lifetime value is significantly overstated in Ometria if SAP B1 Credit Memos are ignored. Marketing may incorrectly segment customers who frequently return products as 'VIPs', while the finance team sees a completely different picture of cohort profitability. This disconnect leads to wasted retention budgets and a poor understanding of true customer value.
Prevention / Action: A specific process must be designed to synchronise SAP B1 Credit Memo (ORIN) documents to Ometria. This typically involves pushing them as negative order values linked to the original customer and order records. The integration must clearly distinguish between Sales Orders and Credit Memos to ensure financial data is accurate. SAP B1 must be the source of truth for all returned value.
Custom marketing attributes not mapped
Operational impact: Valuable segmentation data stored in SAP B1 User Defined Fields (UDFs) is lost if not correctly mapped to Ometria. The marketing team cannot build sophisticated segments based on attributes like acquisition source or first purchase category, limiting them to generic campaigns and reducing potential ROI.
Prevention / Action: Conduct a mapping exercise to align key SAP B1 User Defined Fields (on both Business Partner and Sales Order objects) with custom fields in Ometria. The integration logic needs to be explicitly configured to extract, transform, and load this data. A shared understanding between operational and marketing teams is critical to maintain data quality in these SAP B1 fields.
Frequently asked questions
SAP B1 is our source of truth for customer data. How does this stay synchronised with Ometria for segmentation?
SAP B1 acts as the master for the customer record, with updates pushed to Ometria to keep segments current. This includes critical data like customer group or custom properties that Ometria uses for campaign targeting. For example, a change in a customer's status in SAP B1 can automatically move them into a new 'VIP' segment in Ometria, ensuring communications are always relevant.
How do we get historical order data from SAP B1 into Ometria to calculate customer lifetime value?
Sales Orders and historical transactions are synchronised from SAP B1 to enrich customer profiles in Ometria. This enables the marketing team to build segments based on purchase frequency, average order value, and specific products purchased. This ensures that when Ometria calculates metrics like customer lifetime value, it reflects the complete financial record from your ERP.
How does the integration handle real-time stock updates from SAP B1 without causing performance issues?
Attempting to provide Ometria with a live, real-time stock call from SAP B1 often causes record locking and performance degradation, especially via the DI API. A more resilient approach is to push inventory level updates from SAP B1 to Ometria on a scheduled basis, such as every 15 minutes. This prevents marketing campaigns from promoting out-of-stock SKUs without overwhelming the ERP.
We have multiple warehouses in SAP B1. How does the integration show the correct available stock in Ometria?
The integration requires specific logic to map multiple SAP B1 warehouses (OWHS) to a single, accurate stock figure for Ometria. You can define rules to sum the stock from several warehouses or map a specific warehouse to a particular marketing channel. This prevents advertising stock that is ring-fenced for other purposes or failing to sell inventory that is available.