Customer & CRM
B2B Account Synchronization
Synchronize B2B company accounts, buyer roles, and pricing between your commerce platform and ERP.
The problem
Why this workflow needs automation
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.
Systems involved
Data objects synced
CompaniesBuyer RolesPrice ListsPayment TermsCredit LimitsPurchase Orders
How it works
Step-by-step flow
- 1B2B account is created in the ERP with company details
- 2APIWORX syncs the account to the B2B commerce platform
- 3Buyer roles and permissions are configured per user
- 4Customer-specific pricing and price lists are published
- 5Payment terms and credit limits are synced from the ERP
- 6Purchase orders placed online flow back to the ERP
- 7Account changes in either system are synced bidirectionally
Business outcomes
What this delivers
- Self-service B2B ordering with ERP-accurate pricing
- Reduced account setup time for new B2B customers
- Consistent credit terms and payment policies
- Scalable B2B operations without manual account management
B2B Account Synchronization — FAQs
Related flows
Other workflows in this category
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.
Ready to automate b2b account synchronization?
APIWORX builds, monitors, and maintains this workflow end-to-end. No internal development required.
Let's automate