Hoicko CRM Master Data Boards Explained (SAP Sync)

Master Boards are the central repository for reference data—Accounts, Country, Region, Products, Payment Terms, Inco Terms, Plant, Currency, and more—and they sync automatically with SAP through a Global Import API.

Image

Why Master Boards Exist: Every transactional record in Hoicko CRM—a lead, an inquiry, a quotation, a sales order—needs to reference consistent, correct master data. Instead of letting each module maintain its own copy of "what countries exist" or "what payment terms are valid," Hoicko centralizes all of it into Master Boards, which are refreshed directly from SAP. This is what makes dropdowns like Region Code, Payment Terms, or Inco Terms behave consistently everywhere in the CRM.

What's stored on Master Boards:

Accounts, Authorization Group, Bank Master, Company Code, Condition Type, Country, Currency Master, Customer Email
Distribution Channel, Division, Employee Master, Extended Business Partner, Inco Term
Order Type, PDF Notes, Payment Terms, Plant, Port of Loading, Pricing Procedure
Products, Region and Country, Sales Office, Shipping Condition, UOM

Image

How the sync works:

SAP pushes updated master records via API.
A single Global Import API is used to fetch and refresh this data inside Hoicko CRM.
The data populates automatically inside the relevant board—no manual upload is required.
The portal itself (all screens, forms, and dropdowns) is built on Hoicko's own standard APIs sitting on top of this synced data.

Image

Key highlights:

Master Boards sync with SAP via API
SAP pushes data, and it populates automatically inside the board
A single Global Import API is used to pull data from SAP
Only admins have the right to directly manage boards—this protects master data from accidental edits

FAQ

Can a regular user edit a master board?

No—only admins have the right to manage boards directly, since this data is meant to mirror SAP exactly.

What happens if SAP updates a payment term description?

The next sync pulls the updated value into the Master Board automatically, so every form referencing that payment term reflects the change without manual intervention.