ERPNext is a full featured business management solution that helps SMEs to record all the business transactions in one system. Further, SMEs can use it to make informed, fact based, timely decisions & remain ahead of the competition. It serves as the backbone of a business to add strength, transparency and control to your growing enterprise.
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Below you'll find detailed information, specifically for ERPNext integrations:
Supported ERPNext Integrations
To authorize, follow the instructions as shown below. We need your subdomain, Client ID and Client Secret.
If you already authorized ERPNext account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts, Customers or Leads before proceeding to the configuration page.
[IF] Supported Conditions/Filters
- Has Tag
- User ID
- Has been Liked
- Field values (INCLUDING CUSTOM FIELDS)
- Already existing in the app you sync with
[THEN] Supported Actions
- Add / Remove Tag
- Update Status
- Update Unsubscribed
- Update User ID
- Updating field values (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard ERPNext fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your ERPNext Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
Currently, there are no ERPNext integrations on the PieSync platform that support our deletions sync.
You are able to sync unsubscribes one-way. When a contact gets unsubscribed in ERPNext, we add the tag 'PieSync Unsubscribes' to that same contact in Google. You will be able to review this segment first before taking any action in Google too.