Magaya and Salesforce Integration
Built by F5 and running in production. Magaya quotes, shipments and invoices appear in Salesforce as accounts, opportunities and custom objects, ready for Flows and reports.
Logistics companies we work with
Quick answer
How does Magaya integrate with Salesforce?
Magaya integrates with Salesforce through the Magaya Supply Chain API, with a middleware layer that turns XML transactions into Salesforce records. Customers become accounts, quotes become opportunities, and shipments and invoices become custom objects related to the account. Built by F5, it runs in production and supports Salesforce Flows and reports.
- Vendor
- Magaya
- Integration surface
- Magaya Supply Chain API (XML) to Salesforce API
- Auth
- Magaya employee user with API access; Salesforce connected app (OAuth)
- Objects
- Accounts, contacts, opportunities, custom objects
- CRMs
- Salesforce
How the data reaches Salesforce
The integration layer reads Magaya through its API and writes to Salesforce under a connected app.
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Supply Chain API reads
The layer reads XML transactions through an employee user with API access, on-premise or cloud.
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Salesforce connected app
Writes use a connected app with OAuth, so permissions follow a Salesforce user profile you control.
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Account matching
Magaya customers match to Salesforce accounts by identifiers and domain, which prevents duplicates.
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Hosted and monitored
F5 runs the layer and watches for failed transactions and API limit pressure.
Data mapping
How Magaya records land in Salesforce
Each object is shaped for Flows, list views and reports.
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Accounts
From: Magaya client
To: Salesforce account with client type
When: Client created or updated
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Contacts
From: Client contact
To: Salesforce contact on the account
When: Contact added or changed
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Opportunities
From: Magaya quotation
To: Salesforce opportunity with lane and amount
When: Quote created or accepted
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Shipment (custom object)
From: Magaya shipment
To: Custom object related to account and opportunity
When: Shipment created, status change
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Invoice (custom object)
From: Magaya invoice
To: Custom object plus account rollup field
When: Invoice issued or paid
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Warehouse receipt
From: Warehouse receipt
To: Activity on the account
When: Cargo received
What sales and marketing get
What forwarders run in Salesforce with Magaya data
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Flows on shipment events
Start a Flow that creates a task when a quote is accepted, a shipment slips, or an invoice is overdue.
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Reports from freight to source
Build reports of invoiced revenue by lead source, rep and lane, using shipment and invoice objects.
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Rep dashboards
Give each rep a dashboard of open opportunities, active shipments and accounts with falling volume.
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Account health fields
Roll up recent shipment counts and last-shipment date onto the account, for list views and territory work.
Running Magaya with a CRM nobody trusts?
Tell us which records your team needs. We reply with a data map and a build plan.
How Magaya and Salesforce integration projects run
- Step 1
Map the data
We list the Magaya records your sales and marketing teams need, agree the field mapping and decide which system owns each field.
- Step 2
Connect and test
We build the connection on the Magaya interface your account licenses, with retries, logging and a test run on real records before go-live.
- Step 3
Turn data into pipeline
Dashboards, workflows and alerts in the CRM, so reps see shipments next to deals and marketing sees which campaigns produced revenue.
- Step 4
Monitor and extend
Error alerts, schema changes and new objects as you grow, with one team accountable for the integration and the marketing that uses it.
Part of our logistics software integration service. For quote tools, portals and apps on top of Magaya, see custom logistics software development. Built for freight forwarders.
FAQ
Magaya Salesforce integration FAQ
Is there a native Magaya Salesforce integration?
+
Is there a native Magaya Salesforce integration?
+No documented Salesforce template is published. Magaya Connect, Magaya's iPaaS, is worth checking for simple flows. F5 builds on the Magaya Supply Chain API and runs a Magaya to Salesforce integration in production, mapping customers, quotes, shipments and invoices to Salesforce objects.
What Magaya data syncs to Salesforce?
+
What Magaya data syncs to Salesforce?
+Customers as accounts, contacts, quotes as opportunities, and shipments and invoices as custom objects related to the account. Warehouse receipts arrive as account activity.
Can Salesforce Flows run on Magaya events?
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Can Salesforce Flows run on Magaya events?
+Yes. Shipment and invoice changes update Salesforce records, and Flows can fire on those updates to create tasks, send alerts or update fields. See the Magaya platform page.
Will it hit Salesforce API limits?
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Will it hit Salesforce API limits?
+F5 batches writes and syncs only changed records, and monitors usage against your org limits. Tell us your Salesforce edition during scoping so the sync is sized to it.
Get in touch
Talk to us about your Magaya and Salesforce integration
Tell us what you sell and who buys it. We will tell you, honestly, whether this is the right channel for you and what it would take.
- 1 We reply within one business day, from a person, not a sequence.
- 2 A 30-minute call on what you sell, to whom, and how you close today.
- 3 If we can build demand for it, we say what it would take. If not, we say that too.
Prefer to talk now? Pick a 30-minute slot or write to hi@f5-out.io.