User Guide for ERPNext Multi-CRM Base

Introduction

ERPNext Multi-CRM Base allows you to connect multiple CRM systems with ERPNext from a single place. It helps you manage all your CRM data without switching between platforms.

You can synchronize data like leads, contacts, opportunities, and items between ERPNext and external CRMs. This keeps your data updated and consistent across all systems.

ERPNext Multi-CRM Base also provides secure authentication, connection management, and data tracking. It ensures smooth data flow and better control over your CRM integrations.

Features

Connect multiple CRM systems with ERPNext Multi-CRM Base using a single integration module.
Supports OAuth2 and API key authentication for secure CRM connections.
Create and manage multiple CRM connections with status tracking and validation.
Bi-directional synchronization of contacts, leads, opportunities, and items between systems.
Automatically match records using entity mapping and specific fields like name and email to avoid duplicate data.
Maintain entity mapping to track synced records between ERPNext and CRMs.
Update existing records during re-sync instead of creating duplicates.
Role-based access control to restrict integration management to authorized users

Installation

1. After purchasing the app from the Webkul store, you will receive a link to download the module ZIP file.

2. Extract the downloaded ZIP file, and you will see a folder named ‘wk_erpnext_multi_crm’.

3. Set up the module in your Git repository.

4. If the app is hosted on GitHub, fetch it using the command:

bench get-app --branch main 
https://github.com/your-account/erpnext_multi_crm_base.git

(Replace “main” with your branch name and replace the “HTTPs URL” with your HTTPS clone URL.)

5. Install the app on your site using the command:

bench --site <your-site_name> install-app erpnext_multi_crm_base

6. Finally, run the “bench migrate” command to complete the installation.

Workflow

ERPNext Multi-CRM Base configuration: –

1. First, access Multi CRM dashboard in ERPNext Multi-CRM Base module by clicking on Multi CRM from vertical navbar on the left side.

Then, click on Connector Types to create a new connector type according to your requirements.

2. Then, fill all the fields inside Connector Types page.

Enter Connector Key, select the Supported Auth Mode type, and then provide the Base URL of the other CRM app, Authorization Endpoint, Token Endpoint, Revoke Endpoint, Callback Path, and Documentation URL.

After that, click on Save.

3. After that, click on Connector Accounts to set up your connection with the CRM. Here, you can create multiple accounts to connect with multiple CRM systems.

4. In the Connector Accounts form, enter the account name, choose the connector type and auth mode, and then paste the connector base URL along with the client ID and client secret generated from the other CRM.

Then click Save and Connect, and you can check the connection status by clicking on Validate Connection.

5. Here, you can do bi-directional synchronization of records such as contacts, leads, opportunities, and items from the connected CRM into ERPNext.

6. Here, you can also synchronize and update records such as contacts, leads, opportunities, and items between ERPNext Multi-CRM Base and the connected CRM.

7. After that, click on Authentication Logs from the CRM dashboard to check the connection status and view authentication details like Connector Account, Connector Type, Auth Mode, Event, Request Reference, and Response Summary.

8. Then, you can click on Sync Logs from the Multi CRM dashboard to check all the records that are synchronized between ERPNext and the connected CRM.

9. After that, you can click on Entity Types from the Multi CRM dashboard to check all the records that are mapped between ERPNext and the connected CRM.

Client ID and Client Secret Generation: –

1. For generating the client ID and client secret ID, open the developer console of the CRM and click Add Client.

2. After that, select and click on Server-Based Applications to create a new server-based application.

3. After that, an empty form will appear. Fill in the details such as Client Name, Homepage URL, and Authorized Redirect URIs, and after finishing, click on Create.

4. Upon creating the server-based application, you will receive the client ID, client secret, and other details, which can be used to set up the connection with ERPNext.