ERPNext

Updated 1 month ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

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.

Below you'll find detailed information, specifically for ERPNext integrations:

Supported ERPNext Integrations

Authorizing ERPNext

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.

Learn more about syncing Leads here.

[IF] Supported Conditions/Filters

  • Has Tag
  • Unsubscribed
  • User ID
  • Status
  • 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:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

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.

Additional Options

Syncing Deletions

Currently, there are no ERPNext integrations on the PieSync platform that support our deletions sync.

Syncing Unsubscribes

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.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!


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