[WordPress] 外掛分享: Shift8 Integration for Gravity Forms and SAP Business One

WordPress 外掛 Shift8 Integration for Gravity Forms and SAP Business One 的封面圖片。

前言介紹

  • 這款 WordPress 外掛「Shift8 Integration for Gravity Forms and SAP Business One」是 2025-08-11 上架。
  • 目前尚無安裝啟用數,是個很新的外掛。如有要安裝使用,建議多測試確保功能沒問題!
  • 上一次更新是 2026-02-05,距離現在已有 20 天。
  • 外掛最低要求 WordPress 5.0 以上版本才可以安裝。
  • 外掛要求網站主機運作至少需要 PHP 版本 7.4 以上。
  • 尚未有人給過這款外掛評分。
  • 還沒有人在論壇上發問,可能目前使用數不多,還沒有什麼大問題。

外掛協作開發者

shift8 |

外掛標籤

crm | sap | integration | business one | gravity forms |

內容簡介

總結:這是一個安全的 WordPress 外掛程式,它將 Gravity Forms 與 SAP Business One 整合,自動從表單提交中創建商業夥伴記錄。

問題與答案:
1. 這個外掛程式的特點有哪些?
- 具有無縫整合:直接與 SAP Business One 服務層 API 整合
- 可彈性映射:在 Gravity Forms 字段和 SAP Business 夥伴字段之間進行靈活映射
- 自動表單驗證:在提交之前對 SAP 字段的實時驗證
- 安全性優先:密碼加密、輸入驗證和安全的 API 通信
- 實時測試:內建連接和整合測試工具
- 全面記錄:詳細的調試日誌,具有敏感數據保護
- 用戶友好介面:直觀的設置和配置界面
- 錯誤處理:具有詳細反饋的堅固的錯誤處理功能

2. 使用這個外掛程式需要什麼環境?
- WordPress 環境:版本5.0或更高、PHP:7.4或更高、最新版本的 Gravity Forms
- SAP Business One 環境:版本9.3或更高、已正確配置和可訪問的服務層、具有創建商業夥伴權限的 SAP 用戶、已配置用於 SAP B1 中的商業夥伴的編號序列

3. 如何配置這個外掛程式以實現整合?
- 第一步:配置 SAP 連接
- 進入 WordPress 管理員 > Shift8 > Gravity SAP
- 輸入 SAP 連接詳細信息,如:SAP 服務層端點、公司數據庫名稱、具有 Business Partner 權限的 SAP 用戶名和密碼
- 如果需要進行故障排除,啟用調試日誌
- 點擊保存設置,然後測試 SAP 連接以驗證連接性
- 第二步:配置 Gravity Forms 整合
- 進入 WordPress 管理員 > Forms 並選擇一個表單
- 點擊設置 > SAP 整合
- 勾選啟用 SAP 整合,輸入供識別的 Feed 名稱,選擇 Business Partner 類型(客戶、供應商或潛在客戶)
- 將表單字段映射到 SAP Business Partner 字段,然後點擊更新設置
- 第三步:測試整合
- 點擊測試編號序列以驗證 SAP 配置
- 輸入測試數據,然後點擊測試整合
- 驗證在 SAP Business One 中創建的 Business Partner

這些問題和回答有助於了解這個外掛程式的功能、所需環境和配置步驟。

原文外掛簡介

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
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
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)

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
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
Business Partner creation via SAP Service Layer API
Success/error logging and entry notes

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

各版本下載點

  • 方法一:點下方版本號的連結下載 ZIP 檔案後,登入網站後台左側選單「外掛」的「安裝外掛」,然後選擇上方的「上傳外掛」,把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
  • 方法二:透過「安裝外掛」的畫面右方搜尋功能,搜尋外掛名稱「Shift8 Integration for Gravity Forms and SAP Business One」來進行安裝。

(建議使用方法二,確保安裝的版本符合當前運作的 WordPress 環境。


1.1.2 | 1.1.5 | 1.1.6 | 1.1.7 | 1.1.8 | 1.1.9 | 1.2.0 | 1.2.1 | 1.2.4 | 1.3.0 | 1.3.1 | 1.3.2 | 1.3.3 | 1.3.4 | 1.3.5 | 1.3.6 | 1.3.7 | 1.3.8 | 1.4.4 | 1.4.6 | 1.4.8 | admin | trunk | includes | languages |

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