ERPNext Integration Add-on for Magento 2

This is the ERPNext & Magento 2 integration add-on of Magento 2 Improved Import & Export. The add-on expands the feature list of the Improved Import & Export extension with the ability to synchronize the ERPNext platform and Magento 2 via API. The following entities can be exchanged with its help:

Made in Germany
30 days money back
6 months support
$ no subscriptions
100% open source
2.2-2.3 compatibility
FREE installation
easy composer installation
PWA Ready
  • Lifetime license! No SAAS, no recurring payments
  • Six months of technical support and updates included
  • FREE installation and consultancy service included!
  • Contact Us if you have questions or custom requests!

Impressum | End User License Agreement

Compatibility

Extension compatible with all recent versions of Magento 2.2.x, 2.3.x Open Source (Community), Commerce (Enterprise), Cloud Edition include B2B & Omnichannel!

Extension works on hundreds live Magento 2 stores worldwide!

If you are looking for a way to connect ERPNext with Magento 2 — you have come to the right place

The ERPNext and Magento 2 connector combines best practices in sales data management and contributes to your business growth. The add-on establishes a channel for seamless bidirectional synchronization between a Magento 2 store and an ERPNext account. You can work with your data easily in the environment most suitable to your current goals. The reason to it is the transfers performed at high speed by means of the native ERPNext API. The core of the integration is Magento 2 Improved Import & Export. So in addition to the add-on functionality, you get a complete solution for numerous issues that usually slow down your workflow.

The add-on allows you to import and export the following entities:

  • Products - full catalog including all product types, quantity, attributes, categories.
  • Orders - order statuses, credit notes, invoices, shipping and billing addresses.
  • Customers and customer groups - account info, contacts, and addresses.
  • Prices - product price listing, tier and special prices.
  • Companies (B2B) - full company structure, including customer roles, and company administrator account.
  • Quotes and negotiable quotes (B2B) - cart composition, discounts, and special prices.
  • Requisition lists (B2B) - full product lists with required quantity amounts.
  • Shared Catalogs (B2B) - custom product listings per customer group with special prices.

Connect Magento 2 with ERPNext software

Use the potential of Magento 2 and ERPNext integration to boost second to none features of the Magento 2 platform. Increase checkout process with the integrated Point of Sale techniques. Manage inventories of multiple online and offline stores. Track everything: from batches and serialized items to billing and payment info. Step on another level of service providing, double achievements with the Magento 2 and ERPNext functionalities unified.

How it works

The ERPNext and Magento 2 integration add-on is based on Improved Import & Export. That means both the add-on and the extension must be installed on your store. Improved import and export are independent from the native Magento 2 processes and are managed via jobs. Jobs are kept separately for each entity implemented or extracted and can be updated upon wish. The job configuration is simple and requires no programming skills.

  1. Connect your store to your ERPNext account via API. Use the ERPNext credentials to establish the connection.
  2. Select the entities for import or export.
  3. Use cron to set up automatic updates on specified time or run them after predefined intervals. Refresh data manually if you prefer the method.
  4. Map attributes for categories and products to implement data correctly.

The add-on is developed to deliver the advanced cross-platform solution to Magento 2 merchants of all types. By organizing your store workflow in a robust enterprise resource planning system, you reduce time and costs spent on complex data administration. And, thus, you multiply the impact of your promotions and offers with increased efforts directed to the field.

What you get with the ERPNext integration add-on

  • Analysis driven decisions - automate the procedures according to your business specifics. Run usual operations in the Magento 2 environment and keep all the related data structured in the ERPNext system. Track and analyze your team performance and the proposition effectiveness.
  • Improved sales tracking - channel business data between your sites, physical stores, and warehouses. Stabilize a sales lifecycle that your team is most comfortable with.
  • Time and costs saved - minimize expenses caused by the need in management optimization. Implement the ERPNext platform services aimed exclusively at solving issues in administration. Benefit from the multipurpose Improved Import & Export tool and forget about spending efforts on numerous solution integration.

Connect Magento 2 with ERPNext software

Improved Import & Export for Magento 2

Firebear Improved Import & Export for Magento 2 is a complete solution that reduces the number of workflow-related issues and minimizes the admin involvement in organizing in-store processes.

Above all of that, Magento 2 Improved Import & Export holds core features of:

  • User-friendly data management tool.
  • Comfortable omnichannel experience provider.
  • Robust channel for cross-platform integrations.
  • Trustable source for ERP and CRM implementations.

Import and export data of any size fast, avoid losses or missed spots with the smart Magento 2 Improved Import and Export functionality.

  • Manual or automatic import and export.
  • Data updates with cron scheduler.
  • API, file, GoogleSheets, URL as import sources.
  • Mapping of categories and all types of products.
  • CSV, XML, Json, XLSX, ODS data format support.

Joining the community, you get access to a live open-source system, constant extension updates, flexible roadmap, and direct communication with the professional support team.

Improved import export Magento 2 possibilities flow use cases

Key features of Magento 2 Improved Import & Export

  • All product type support.
  • Import & export of most common B2C and B2B entities: inventory, customers, CMS pages and blocks, companies, quotes, etc.
  • Cron scheduling.
  • Rest & SOAP API synchronization.
  • Import & export with CSV, XML, Excel XLSX, ODS and Json files.
  • Direct import from Google Sheets, FTP/SFTP, URL, Dropbox.
  • Mapping of categories, attributes, and attributes values.
  • Price adjustment.
  • Open-code and end-point customization.

ERPNext competition

ERPNext is an open-source enterprise resource planning system for small and medium-sized businesses. ERPNext can be used as SaaS or installed on-premise. Developed from a tiny family business idea, the platform has grown to the scale of the tool used all over the world. It focuses on providing assistance in every aspect of lifecycle administration, from inventory management to time tracking.

The most notable platform feature is the ability to create unique management systems personalized to your business specifics. You enable the modules you need and organize the most profitable structure on the base of the following products:

  • Financial Accounting.
  • Inventory Management.
  • Manufacturing Management.
  • Sales and CRM.
  • Purchasing or SRM.
  • Human Resource Management (HRM).
  • Customer Support and Maintenance.
  • Projects and Time Tracking.
  • Website Builder (from your items) and Content Management.

What ERPNext offers

Why choose ERPNext

Based on the reviews from Capterra, most users of the platform just love its open-source nature and vast flexible community. People say ERPNext helps small and mid-sized businesses to step over common limitations in growth. 14-days trial period works great to show if the system really suit your goals. Value for money is highly appreciated, many claim the platform is much cheaper in comparison to similar ones. Constant feature upgrades appeal to numerous customers who hope to benefit from the platform in a long term. However, the same advantage can weight down systems that aren’t adaptive enough to frequent updates. Some users point out the minor bugs appearing after the updates, fortunately, the same people mention, high-quality support and team ability to respond to customer requirements makes up for any inconveniences.

Target Audience

ERPNext is implemented into more than 3000 company workflows across the globe. The system covers the needs of such industries as manufacturing, services, distribution, retail, education, healthcare, agriculture, and non-profit organizations. The most prominent names of ERPNext users can be found within the target areas along with iX Systems from Silicon Valley, UK-Australian Sirius Minerals, etc.

Pricing

ERPNext delivers its services in the form of several billing plans. Plan pricing includes taxes in all cases and guarantees access to all the modules of the ERP. All the packages provide priority support, backups and redundancy, opportunities for email and API integration, expansion via add-ons. The difference arise in the number of user companies, amount of server space, email limitations, and custom content

  • Basic - $ 5 / user / month, or $ 55 / user / year for a single company. 2 GB cloud storage and 2000 emails / month available in the plan. Customization can be applied to print formats and email alerts, moreover, the user receives 20 custom fields and a custom form.
  • Standard — $ 10 user / month, or $ 110 / user / year limited to 3 companies. Capacity amounts in 5 GB cloud storage and 5000 included emails / month. Personalized content can be created with the help of print formats and email alerts, unlimited custom fields, 10 custom forms, and 10 custom scripts. Dropbox, Shopify, and AWS payment gateways are added to the basic integrations.
  • Pro — $ 25 / user / month, or $ 275 / user / year for unlimited number of companies. The plan provides 15 GB cloud storage and 15000 emails / month. Limitations are completely removed for custom content, including print formats and email alerts, fields forms, and scripts. Payment gateways integrations are the same as for the standard plan — Dropbox, Shopify, and AWS.

API Overview

ERPNext uses REST API to manage all its docs — create, read, update and delete the data. The nature of the API allows to process complex data structures fast and deliver results without missed spots. Token based, Simple, Oauth2 methods are available for authorization and establishing the synchronization.

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