{"id":536447,"date":"2026-04-27T10:11:43","date_gmt":"2026-04-27T10:11:43","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=536447"},"modified":"2026-04-27T10:11:49","modified_gmt":"2026-04-27T10:11:49","slug":"erpnext-multi-crm-base-documentation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/erpnext-multi-crm-base-documentation\/","title":{"rendered":"User Guide for ERPNext Multi-CRM Base"},"content":{"rendered":"\n
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Introduction<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n

ERPNext Multi-CRM Base<\/a> 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.<\/p>\n\n\n\n

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.<\/p>\n\n\n\n

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.<\/p>\n\n\n\n

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F<\/strong>eatures<\/h2>\n<\/div><\/div>\n\n\n\n
    \n
  1. Connect multiple CRM systems with ERPNext Multi-CRM Base using a single integration module.
    <\/li>\n\n\n\n
  2. Supports OAuth2 and API key authentication for secure CRM connections.
    <\/li>\n\n\n\n
  3. Create and manage multiple CRM connections with status tracking and validation.
    <\/li>\n\n\n\n
  4. Bi-directional synchronization of contacts, leads, opportunities, and items between systems.
    <\/li>\n\n\n\n
  5. Automatically match records using entity mapping and specific fields like name and email to avoid duplicate data.
    <\/li>\n\n\n\n
  6. Maintain entity mapping to track synced records between ERPNext and CRMs.
    <\/li>\n\n\n\n
  7. Update existing records during re-sync instead of creating duplicates.
    <\/li>\n\n\n\n
  8. Role-based access control to restrict integration management to authorized users<\/li>\n<\/ol>\n\n\n\n
    \n

    Installation<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n

    1. After purchasing the app from the Webkul store, you will receive a link to download the module ZIP file.<\/p>\n\n\n\n

    2. Extract the downloaded ZIP file, and you will see a folder named \u2018wk_erpnext_multi_crm\u2019.<\/p>\n\n\n\n

    3. Set up the module in your Git repository.<\/p>\n\n\n\n

    4. If the app is hosted on GitHub, fetch it using the command:<\/p>\n\n\n\n

      <\/ol>\n\n\n\n
      bench get-app --branch main\u00a0\nhttps://github.com\/your-account\/erpnext_multi_crm_base.git<\/pre>\n\n\n\n