The Problem
B2B commerce requires complex account structures — multiple buyers per company, tiered pricing, credit terms, and purchase approvals. Managing these across separate systems manually is error-prone and creates friction for B2B buyers.
How The Workflow Works
B2B account is created in the ERP with company details
APIWORX syncs the account to the B2B commerce platform
Buyer roles and permissions are configured per user
Customer-specific pricing and price lists are published
Payment terms and credit limits are synced from the ERP
Purchase orders placed online flow back to the ERP
Account changes in either system are synced bidirectionally
Systems Typically Involved
Data Objects
Business Outcomes
Related Workflows
Customer Sync Between CRM and ERP
Keep customer and account records consistent between your CRM and ERP for unified operations.
Price List Synchronization
Synchronize pricing and price lists from your ERP to all sales channels and B2B portals.
Lead to Customer Handoff
Automatically convert CRM leads to ERP customers when they make their first purchase.