Shift8 Integration for Gravity Forms and SAP Business One
Integrates Gravity Forms with SAP Business One to automatically create Business Partner records from form submissions.
Use with caution
Shift8 Integration for Gravity… works, but test it on a staging site before relying on it in 2026. Was last updated 4 months ago, and scores 42/100 on our health check.
- Small user base (<10 active installs)
- Very few reviews so far
- Only tested up to WordPress 6.8 (latest is 7.1)
Daily downloads
Download spikes usually follow a new release — each site that auto-updates counts as a download.
Rankings
Where Shift8 Integration for Grav… stands todayWordPress.org search rankings
Live position in the plugin search, top 100| Keyword | Position |
|---|---|
| business one | >100 |
| crm | >100 |
| gravity forms | >100 |
| integration | >100 |
| sap | #8 |
About Shift8 Integration for Gravity Forms an…
From the official readme · v1.6.1Description
A secure WordPress plugin that integrates Gravity Forms with SAP Business One, automatically creating Business Partner records from form submissions.
For a complete setup guide and technical walkthrough, see our blog post: How to integrate SAP B1 (Business One) into WordPress Gravity Forms
Features
- Seamless Integration: Direct integration with SAP Business One Service Layer API
- Field Mapping: Flexible mapping between Gravity Forms fields and SAP Business Partner fields
- Contact Person Support: Map form fields to Contact Persons tab in SAP B1
- Sales Quotation Creation: Automatically create Sales Quotations with checkbox-based line item mapping
- Duplicate Detection: Prevent duplicate Business Partners using email OR name+address matching
- Automatic Form Validation: Real-time validation against SAP field limits before submission
- Security First: Password encryption, input validation, and secure API communication
- Real-time Testing: Built-in connection and integration testing tools
- WP-CLI Testing: End-to-end testing and SAP B1 query commands for developers
- Comprehensive Logging: Detailed debug logging with sensitive data protection
- User-Friendly Interface: Intuitive settings and configuration interface
- Error Handling: Robust error handling with detailed feedback
Features
- Seamless Integration: Direct integration with SAP Business One Service Layer API
- Field Mapping: Flexible mapping between Gravity Forms fields and SAP Business Partner fields
- Security First: Password encryption, input validation, and secure API communication
- Real-time Testing: Built-in connection and integration testing tools
- Comprehensive Logging: Detailed debug logging with sensitive data protection
- User-Friendly Interface: Intuitive settings and configuration interface
- Error Handling: Robust error handling with detailed feedback
Requirements
WordPress Environment
- WordPress: 5.0 or higher
- PHP: 7.4 or higher
- Gravity Forms: Latest version required
SAP Business One Environment
- SAP Business One: Version 9.3 or higher
- Service Layer: Properly configured and accessible
- User Permissions: SAP user with Business Partner creation rights
- Numbering Series: Configured for Business Partners in SAP B1
Configuration
Step 1: Configure SAP Connection
- Navigate to WordPress Admin > Shift8 > Gravity SAP
- Enter your SAP connection details:
- SAP Service Layer Endpoint:
https://your-sap-server:50000/b1s/v1/ - Company Database: Your SAP company database name
- Username: SAP user with Business Partner permissions
- Password: SAP user password (automatically encrypted)
- SAP Service Layer Endpoint:
- Enable Debug Logging if needed for troubleshooting
- Click Save Settings
- Click Test SAP Connection to verify connectivity
Step 2: Configure Gravity Forms Integration
- Go to WordPress Admin > Forms and select a form
- Click Settings > SAP Integration
- Check Enable SAP Integration
- Enter a Feed Name for identification
- Select Business Partner Type (Customer, Vendor, or Lead)
- Map form fields to SAP Business Partner fields
- Click Update Settings
Step 3: Test Integration
- Click Test Numbering Series to verify SAP configuration
- Enter test data and click Test Integration
- Verify Business Partner creation in SAP Business One
Field Mapping
Main Business Partner Fields
SAP Field
Description
Required
Max Length
CardName
Business Partner Name
Yes
~100 chars
EmailAddress
Email Address
No
Email format
Phone1
Telephone 1
No
~20 chars
Phone2
Telephone 2
No
~20 chars
Cellular
Mobile Phone
No
~20 chars
Fax
Fax Number
No
~20 chars
Website
Website URL
No
URL format
FreeText
Remarks/Notes
No
~254 chars
Address Fields (BPAddresses – appears in General tab)
SAP Field
Description
Required
Max Length
BPAddresses.Street
Street Address
No
~100 chars
BPAddresses.City
City
No
~25 chars
BPAddresses.State
State/Province
No
3-4 chars (codes only!)
BPAddresses.ZipCode
Zip/Postal Code
No
~20 chars
BPAddresses.Country
Country
No
2-letter code
Contact Person Fields (ContactEmployees – appears in Contact Persons tab)
SAP Field
Description
Required
Max Length
ContactEmployees.FirstName
Contact First Name
No
~50 chars
ContactEmployees.LastName
Contact Last Name
No
~50 chars
ContactEmployees.Phone1
Contact Phone
No
~20 chars
ContactEmployees.E_Mail
Contact Email
No
Email format
ContactEmployees.Address
Contact Address
No
~254 chars
Important:
– SAP has strict field length limits. Use state codes (“CA” not “California”) and country codes (“US” not “United States”)
– BPAddresses data appears in the General tab of the Business Partner in SAP B1
– ContactEmployees data appears in the Contact Persons tab of the Business Partner in SAP B1
– You can map address data to either BPAddresses, ContactEmployees, or both depending on your needs
Troubleshooting
Field Length Errors
If you get “Value too long in property” errors:
1. Check that State field uses codes (“CA”, “NY”, “TX”) not full names
2. Verify Country field uses 2-letter codes (“US”, “CA”, “GB”)
3. Keep phone numbers under 20 characters
4. Keep street addresses under 100 characters
5. Keep city names under 25 characters
Connection Issues
- Verify SAP Service Layer is running
- Check endpoint URL format
- Test credentials in SAP Business One
- Review debug logs for detailed error information
Numbering Series Issues
- Configure numbering series in SAP B1 Administration
- Go to Administration > System Initialization > Document Numbering
- Set up series for Business Partners
- Ensure default series are configured
Security Features
- Password Encryption: All passwords encrypted using WordPress salts
- Input Validation: All data sanitized and validated
- Secure Communication: HTTPS API communication
- Access Control: Admin-only access with capability checks
- Debug Protection: Sensitive data automatically redacted from logs
How It Works
- User submits Gravity Form with mapped fields
- Plugin validates form has SAP integration enabled
- Data mapping occurs between form fields and SAP fields
- SAP authentication using encrypted credentials
- Duplicate detection (if enabled): checks SAP for existing BP matching Email OR (Name + Country + Postal)
- Existing BP found: reuses the BP, checks for existing Contact Person, adds new contact if needed
- No match found: creates a new Business Partner with Contact Person
- Sales Quotation created and linked to the BP and Contact Person
- SAP identifiers (CardCode, DocEntry, InternalCode) stored in GF entry meta
- Success/error logging, entry notes, and status column updated
Support
For support and documentation:
– Review debug logs for error details
– Use built-in connection testing tools
– Check SAP Service Layer documentation
– Contact: https://www.shift8web.ca
License
GNU General Public License v3.0 or later
Installation
- Download the plugin ZIP file
- Go to WordPress Admin > Plugins > Add New
- Click Upload Plugin and select the ZIP file
- Click Install Now and then Activate1. Download the plugin ZIP file
- Go to WordPress Admin > Plugins > Add New
- Click Upload Plugin and select the ZIP file
- Click Install Now and then Activate
Frequently asked questions
What are the requirements?
WordPress Environment: * WordPress 5.0 or higher * PHP 7.4 or higher * Gravity Forms plugin (latest version) SAP Business One Environment: * SAP Business One version 9.3 or higher * Service Layer properly configured and accessible * SAP user with Business Partner creation rights * Numbering Series configured for Business Partners in SAP B1
How do I configure the plugin?
Navigate to WordPress Admin > Shift8 > Gravity SAP Enter your SAP connection details Test the connection Go to your Gravity Form settings and enable SAP integration Map your form fields to SAP Business Partner fields
Why am I getting connection errors?
Common solutions: 1. Verify SAP Service Layer is running 2. Check endpoint URL format (should end with /b1s/v1/) 3. Test credentials in SAP Business One directly 4. Review debug logs for detailed error information
How do I set up numbering series in SAP?
Go to SAP B1 Administration > System Initialization > Document Numbering Set up series for Business Partners Ensure default series are configured Test using the built-in numbering series test tool
How do I use checkbox fields for Sales Quotation line items?
Checkbox fields are perfect for product selection forms. Each checkbox option becomes a separate mappable field: Example: If you have a checkbox field “Select Products” with options “Product A”, “Product B”, “Product C”, they will appear in the field mapping as: * “Select Products → Product A” (Field ID: 15.1) * “Select Products → Product B” (Field ID: 15.2) * “Select Products → Product C” (Field ID: 15.3) To configure: 1. Enable “Automatically create a sales quotation in SAP B1” in form settings 2. Click “Load ItemCodes from SAP B1” to load available products 3. Map each DocumentLines slot…
How do I prevent duplicate Business Partners?
Enable Check for existing Business Partner in your form’s SAP Integration settings. The plugin uses an OR strategy — a match on either condition prevents duplicates: Email match (checked first): EmailAddress matches an existing BP in SAP Name + Address match (fallback): Business Partner Name (case-insensitive) + Country + Postal/ZIP Code If a match is found, the plugin uses the existing Business Partner instead of creating a duplicate. You can test this with WP-CLI: wp shift8-gravitysap-bp-lookup search --email="info@example.com" wp shift8-gravitysap-bp-lookup search --name="Test Company"…
How are Contact Persons linked to Sales Quotations?
When a Business Partner match is found (or a new one is created), the plugin automatically: Adds a Contact Person to the Business Partner using the form’s contact data Retrieves the Contact Person’s InternalCode from SAP Links the Contact Person to the Sales Quotation via SAP’s ContactPersonCode field Result in SAP B1: * Contact Person appears in the Business Partner’s “Contact Persons” tab * Sales Quotation dropdown shows the correct Contact Person selected * Contact Person is properly linked for subsequent documents Technical Note: SAP B1’s ContactPersonCode field requires the numeric…
Changelog
Email-based duplicate detection: Business Partners now matched by email OR name+address. Includes automated test suite for duplicate detection scenarios.
1.6.1
- NEW: SAP B1 Processed notification event for emails that need SAP response data after quotation creation
- NEW: SAP merge tags for notifications, including
{sap_quotation_number}for the Sales Quotation DocNum - IMPROVED: Post-SAP notifications are sent only after SAP metadata is saved and are protected against duplicate sends
1.6.0
- NEW: Email-based duplicate Business Partner detection – matches if email OR (name+country+postal) already exists in SAP
- NEW: Automated test suite for duplicate detection (
wp shift8-gravitysap-bp-lookup run_tests) reads scenarios from gitignored config - IMPROVED: Email check runs first as most reliable unique identifier before name+address fallback
- IMPROVED: WP-CLI
bp-lookup searchnow supports--emailparameter for email-only or combined lookups - IMPROVED: BP lookup result includes
match_typefield for match transparency - IMPROVED: Updated documentation for duplicate detection, field mapping, and manual test workflows
1.5.0
- NEW: WP-CLI
sap-querycommand for direct SAP B1 record queries (bp, quotation, entry, search) - NEW: SAP identifiers stored in GF entry meta for cross-referencing (bp_matched, contact_name, contact_internal_code)
- NEW: Remarks/Notes (FreeText) field available in Business Partner field mapping
- IMPROVED: Entry list SAP Status column shows BP match type, Quotation DocNum, and Contact name
- IMPROVED: Comprehensive WP-CLI documentation for manual testing and verification workflows
1.4.8
- CHANGED: Switched to synchronous processing (standard GF add-on approach)
- REMOVED: Async loopback processing – was unreliable on many hosting environments
- IMPROVED: Now works reliably on ALL hosting environments
- SIMPLIFIED: Removed unnecessary complexity – follows GF best practices
1.4.7
- Synchronous Processing option (superseded by 1.4.8)
1.4.6
- CHANGED: Debug logging now requires both WP_DEBUG=true AND plugin debug setting enabled
Screenshots
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FAQ
Shift8 Integration for Gravity Form…: quick answers
Straight answers, pulled from live WordPress.org data.
Live data from WordPress.org · checked Oct 16, 2026
Is Shift8 Integration for Gravity… free?
Yes. Shift8 Integration for Gravity… is free to download and use from the official WordPress.org plugin directory.
Is Shift8 Integration for Gravity… safe to use in 2026?
Shift8 Integration for Gravity… works, but test it on a staging site before relying on it in 2026. Was last updated 4 months ago, and scores 42/100 on our health check.
How many websites use Shift8 Integration for Gravity…?
Shift8 Integration for Gravity… is active on <10 WordPress websites and has been downloaded 2,384 times since it launched in August 2025. It was downloaded 192 times in the last 30 days.
Does Shift8 Integration for Gravity… work with WordPress 7.1?
Shift8 Integration for Gravity… is officially tested up to WordPress 6.8.11, while the latest release is 7.1.3. It may still work, but try it on a staging site first.
What PHP version does Shift8 Integration for Gravity… need?
Shift8 Integration for Gravity… requires PHP 7.4 or higher. Most hosts run PHP 8.x today, so it works on any modern WordPress hosting.
When was Shift8 Integration for Gravity… last updated?
The latest version, 1.6.1, was released on June 29, 2026 (4 months ago).
Who makes Shift8 Integration for Gravity…?
Shift8 Integration for Gravity… is developed and maintained by shift8.
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