ERPNext Multi Channel Magento 2 Connector

ERPNext Multi Channel Magento 2 Connector enables smooth integration between Magento 2 and ERPNext to automate the synchronization of products, categories, customers, attributes, and sales orders.

This connector ensures both platforms stay updated in real time, minimizing manual effort and reducing data inconsistencies.

With this module, businesses can streamline catalog management, inventory updates, and order processing operations between Magento and ERPNext.

The integration helps improve efficiency, accuracy, and overall multichannel workflow management.

ERPNext Multi Channel Magento 2 Connector works in conjunction with the following module:

• Odoo Multi-Channel Sale Module

You must install the above-mentioned module to use the ERPNext Multi Channel Magento 2 Connector.

1. Import Categories from Magento to ERPNext. Quickly sync all Magento categories into ERPNext to maintain the same catalog structure.
2. Import & Update Attributes, Attribute Values, and Attribute Sets. Fetch and update Magento attributes, values, and sets to ensure correct product variant configuration.
3. Import Simple & Configurable Products with Mapping. Import simple/configurable products from Magento and auto-map them to ERPNext items.
4. Import & Update Customer Records. Synchronize Magento customers into ERPNext with automatic updates for profile changes.
5. Import Sales Orders with Status-Based Evaluation. Bring Magento orders into ERPNext while evaluating each order based on its status.
6. Auto Order Status Sync (ERPNext → Magento). Automatically update Magento order statuses based on ERPNext workflow changes.
7. Auto Stock Update (ERPNext → Magento). Sync stock levels from ERPNext to Magento in real time to avoid overselling.
8. Auto Feed Evaluation. Automatically process imported feeds (product, customer, order) and convert them into ERPNext records.
9. Export Categories, Attributes & Products from ERPNext to Magento. Push ERPNext products, categories, and attributes to Magento for seamless two-way sync.
   

1. Once you purchase the App from the Webkul store, you will receive a link to download the module’s zip file.
2. Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- ‘magento2x_erpnext_connector’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open Odoo Apps and click on the Settings menu. Click Activate Developer Mode here.
5. Then, open the Apps menu and click on ‘Update Modules List.’
6. In the search bar, remove all the filters and search ‘magento2x_erpnext_connector.’
7. You will be able to see the module in the search results. Click on ‘Activate’ to install it.

1. Module Dashboard: Shows an overview of synced items like products, orders, and customers. Helps monitor sync performance quickly.
Multi-Channel → Dashboard

2. You can access channels, mapping, and feeds. Displays all Magento connector features in one place.
Multi-Channel → Dashboard

3. Channel setup: Used to create a new Magento channel instance. Start the connection setup by entering channel details.
Multi-Channel → Channels → Create

4. Verifies successful communication between ERPNext and Magento. Shows connection success or error message.
Multi-Channel → Channels → Select Channel → Test Connection

5. Chanel components and configuration settings: Set product, customer, tax, and auto-sync preferences. Controls how sync actions behave for your Magento channel.
Multi-Channel → Channels → Select Channel → Configuration Tab

6. Here, you set Magento attribute sets and store code, and channel specifics. Ensures ERPNext authenticates correctly with Magento.
Multi-Channel → Channels → Select Channel → Details Tab

7. Import operations: Import categories, products, customers, and orders from Magento. Allows manual sync whenever required.
Multi-Channel → Channels → Select Channel → Import Section

8. Export/Update operation: Used to export ERPNext items (products, categories, attributes) to Magento. Supports both export and update actions.
Multi-Channel → Channels → Select Channel → Import/Export Button

9. Categories mapping: Maps Magento categories with ERPNext categories. Ensures consistent category structure across both systems.
Multi-Channel → Mapping → Category Mapping

10. Attribute mapping: Shows how attributes (size, color) map between platforms. Essential for configurable product sync.
Multi-Channel → Mapping → Attribute Mapping

11. Attribute value mapping: Displays mappings for attribute values like Red, Blue, Small, and Large. Ensures variant values sync correctly.
Multi-Channel → Mapping → Attribute Value Mapping

12. Product mapping: Shows synced product-level mappings. Prevents duplicate product creation.
Multi-Channel → Mapping → Product Mapping

13. Product variant mapping: Lists mappings for variant SKUs. Maintains accurate variant inventory sync.
Multi-Channel → Mapping → Variant Mapping

14. Customer mapping: Maps Magento customers with ERPNext customer records. Ensures unified customer data.
Multi-Channel → Mapping → Customer Mapping

15. Sales order mapping: Displays mapping between Magento orders and ERPNext orders. Helps track order sync status.
Multi-Channel → Mapping → Sales Order Mapping

16. Currency mapping: Maps Magento currencies to ERPNext currencies. Useful for multi-currency stores.
Multi-Channel → Mapping → Currency Mapping

17. Order status mapping: Links Magento order status values with ERPNext statuses. Used for order status auto-sync.
Multi-Channel → Mapping → Order Status Mapping

18. Shipping mapping: Maps Magento shipping methods to ERPNext shipping carriers. Ensures shipment details sync correctly.
Multi-Channel → Mapping → Shipping Mapping

19. Product feed: Displays raw imported products awaiting evaluation. You can fix issues before creating the actual product.
Multi-Channel → Feeds → Product Feed

20. Customer feed: Shows customer data pulled from Magento before approval. Useful to validate customer information.
Multi-Channel → Feeds → Customer Feed

21. Sales order feed: Lists imported sales orders before they are converted. Allows manual review before creating an ERPNext order.
Multi-Channel → Feeds → Sales Order Feed

22. Filter for feed state count:  Allows filtering feed by state (new, evaluated, error). Helps diagnose sync issues quickly.
Multi-Channel → Feeds → Filter Button

23. Import/ export option from the item page: Syncs a specific item directly instead of full bulk import/export. Useful for updating individual items manually.
Go to: Any Product (Items) / Category / Customer → Actions → Import/Export

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

In case of any queries, please create a ticket at the UV Desk. I hope this helps.

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