Integrations
SAP integration for your contact center and phone lines
We connect SAP S/4HANA and SAP Business One to CONTACT.WORK through their APIs as a custom project. As the phone rings, the agent gets the business partner, open sales orders, delivery progress, and unpaid billing documents. Once the conversation ends, CONTACT.WORK can create a sales order or a service order in SAP and keep the conversation, with its recording, linked to that customer.
- Call logged to the customer record
- Task created: call back
- Recording attached
Capabilities
What you get with SAP
Options
Three ways to run calls next to SAP
In most companies the people who take calls are not the people who live in SAP all day. Customer service often works best in a contact center workspace, while inside sales or the order desk may prefer to stay in SAP. The three options can share one set of phone lines.
The customer opens in SAP
For staff who use SAP in a web browser, each ringing call pulls up that business partner in a new browser tab. A number SAP doesn't recognize goes to the CONTACT.WORK form, where the agent records the new contact. Which SAP pages can open from a link depends on your system, so we confirm this during discovery.
- Known numbers open the business partner
- New callers go to the CONTACT.WORK form
- Transferred calls open the same customer
SAP data inside the agent workspace
Agents handle calls and chats in CONTACT.WORK and never switch to SAP. The customer profile pulls the business partner, recent sales orders, delivery status, and open invoices through the API. When the agent saves the form, CONTACT.WORK creates the sales order or service order in SAP and links the call to it.
- Only the SAP fields agents need
- Orders created without retyping
- No SAP screens open during the call
- Deal "Order #1024" created
- Owner: sales manager Oleg
A calling panel next to SAP
When a team spends the whole shift in SAP, we can add a CONTACT.WORK panel to answer and dial without leaving it. Whether your SAP edition accepts such an add-on, and how it gets installed, we work out with your SAP partner. Queues, recording, and routing keep running in CONTACT.WORK. The panel is estimated separately from the main integration.
- Answer and dial from SAP
- Queue status visible in the panel
- Recording and routing stay in CONTACT.WORK
| Oleg | On call 02:14 |
| Maria | Available |
| Igor | Break |
After discovery we recommend one option or a mix, team by team.
How it works
What you get with every option
Conversation history
Calls and chats tied to SAP documents
Every call, chat, and email with the customer is kept in CONTACT.WORK with its recording or transcript and tagged with the SAP business partner and, where it applies, the sales order number. When someone asks why an order changed, the conversation behind it is one click away. Where your SAP setup has a place for notes, the platform can write the call outcome there as well.
- Recording linked to the order
- AI summary instead of handwritten notes
- Search by customer or document number
- Call 3:12 · Anna · recording
- WhatsApp: "When will it arrive?"
- Missed call → task "Call back"
- Deal #1024 moved to "Contract"
Assigned team
Customers reach the people who know their account
If SAP records a sales rep or service team for the customer, CONTACT.WORK reads it and routes the call there first, with the team queue as the fallback. Calls about an open service order go to the technician's dispatcher, not to whoever happens to be free.
- Assignment read from SAP
- Fallback to the team queue
- Service order calls go to the right desk
- ▶ Call recording 3:12 · yesterday
- Incoming call → routed to Oleg
Setup
How an SAP project runs
- 01DiscoveryWe review your SAP product and release, where it is hosted, and which business partner and order fields agents need while a customer is talking.
- 02AccessYour SAP team or partner sets up a technical user for the integration and opens the APIs both sides agree on: the chosen services in S/4HANA or the Service Layer in SAP Business One.
- 03DevelopmentOur engineers build the exchange around your document types, order types, and custom fields. Nothing in your SAP configuration is changed beyond what we agree in writing.
- 04MappingWe decide which document each conversation produces – a sales order, a service order, or only a linked record – and match phone lines to sales organizations or service teams.
- 05TestingWe run a known customer, a new caller, a reorder, a service request, and a call while SAP is unavailable against your test system and check each result in SAP.
- 06Go-liveWe switch teams over in turn and brief agents on the new form. For the first week, our engineers check the call log against the documents that appeared in SAP.
Requirements
What you need on the SAP side
- SAP product
- SAP S/4HANA (cloud or on-premises) or SAP Business One
- API access
- S/4HANA services from the SAP Business Accelerator Hub, or the Business One Service Layer
- Integration user
- A technical user with rights to the agreed documents; licensing confirmed with your SAP partner
- Test system
- A test or sandbox system for checking the exchange before production
- Where the platform runs
- Our cloud or your servers with network access to SAP
- Cost
- Developer time at $60/hour on Pro, minimum 8 hours a month, or Maxi plan hours; SAP licenses go to SAP or your partner
Preparation
What to bring to the first meeting
Q&A
Frequently asked questions
How is SAP connected to CONTACT.WORK?
Through SAP's own APIs. For S/4HANA we use the OData and REST services listed in the SAP Business Accelerator Hub; for SAP Business One, the Service Layer, plus the DI API where a task needs it. The integration is built for your system during implementation, not installed from a package.
Which SAP products do you work with?
SAP S/4HANA, both cloud and on-premises, and SAP Business One for small and midsize companies. If you run another SAP system, we review its interfaces during discovery and tell you what can be connected.
What does an agent see from SAP during a call?
The business partner and contact person, open sales orders with their status, deliveries, and billing documents that are still unpaid. We agree on the exact fields during discovery, so the screen shows what your callers actually ask about.
Can agents create orders in SAP from a call?
Agents can create sales orders for repeat purchases and service orders for repairs or complaints right from the call form. The agent fills in what the customer says, and the platform posts the order to SAP with the call attached.
Will the AI agent tell customers where their SAP order is?
The AI agent does exactly that: it finds the order in SAP by order number or by the customer's phone and replies in chat, messaging apps, or by voice. When the question goes beyond status, for example a disputed invoice, a live agent takes over and sees the whole chat.
Can we call customers automatically when something changes in SAP?
Changes in SAP, such as a delayed delivery or an invoice past its due date, can start an outbound call, an SMS, or a message. Numbers you've flagged as do-not-call are excluded, and the dialer waits for the calling hours in each customer's time zone.
Do we need extra SAP licenses?
Your agents need no SAP logins when they work in the CONTACT.WORK workspace, and the exchange runs under one technical user. Whether your SAP contract covers API access for that user is a question for your SAP partner, and we recommend settling it before development starts.
Where are call recordings stored?
In CONTACT.WORK, not in SAP. The platform keeps the audio and links it to the customer and the order, so your SAP database doesn't grow with recordings.
What happens to calls if SAP is unavailable?
Calls keep working, because CONTACT.WORK handles them independently of SAP. Agents just don't see SAP data until the connection returns, and then the platform sends the queued documents and call links automatically.
Do callers have to be told that calls are recorded?
Callers in California, Florida, Pennsylvania, and other all-party consent states must hear that the call is recorded. CONTACT.WORK plays a short disclosure before the agent answers. Please read this as background, not legal advice.
How much does the SAP integration cost?
You keep paying for your CONTACT.WORK support plan, which runs the platform, and the SAP integration comes in addition to it. The SAP build itself is paid in developer hours – $60 each on Pro, with a minimum of 8 hours a month – or comes out of the hours in your Maxi plan. We size the work after discovery and begin once you approve the estimate. CONTACT.WORK charges no license or per-seat fees, and our prices are before applicable taxes. SAP licenses, including any your integration user needs, are paid to SAP or your SAP partner.
Glossary
Terms on this page
- API (application programming interface)
- The way programs exchange data with each other without a person in the loop. Learn more →
- Cloud deployment (cloud)
- The platform runs on the vendor's servers, and agents connect over the internet. Learn more →
- REST: exchanging data between systems over HTTP
- The standard way software exchanges data over the internet. Learn more →
- Hosting
- You rent a server from a provider instead of buying one. Learn more →
- On-premises deployment
- The system runs on the company's own servers, not in the vendor's cloud. Learn more →
- Callback
- The customer doesn't wait on hold but asks for a callback – and gets one when an agent is free. Learn more →
- Chatbot
- Answers customers in chat and messaging apps from a scripted flow with buttons. Learn more →
- Call recording
- Calls are saved so they can be replayed and disputes settled. Learn more →
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