You go to an e-commerce site, add items to the cart, checkout, make payment and boom! Sounds simple, right? But not so simple behind the scenes. You just employed four different applications, integrated with each other, which led to the successful placement of your order.
The product listing and order placement was handled by an e-commerce platform. The payment was handled by a Payment Gateway. They sent a confirmation back to the e-commerce platform so that the order could be confirmed. Your order was synced into the seller’s ERP system so that they could carry out logistics and fulfillment. And that’s how you eventually get a product delivered to your doorsteps.
You do need an ERP software that can connect with multiple external services to smoothen your business process. After all, the point of the ERP system in the first place was to help you handle your business with ease.
Luckily, if you’re using ERPNext (or giving it a thought), we’ve got you fairly covered. We will have a look at all the different services you can connect to ERPNext and how it helps you have a better control over your overall business.
ERPNext provides a host of integrations to help you take-off faster.
Getting paid is an important business part, and it’s made easy in ERPNext with multiple payment gateway integrations available out of the box. It’s common for businesses to use payment gateways to receive payments from customers all across the globe. A digital payment gateway gives one the flexibility to receive payments from anyone, at any time, anywhere easily.
The most well known online payment and money transfer service seamlessly integrates with your ERPNext instance. Just go to Integrations in your ERPNext account and enter the required credentials. Once this is done, you can generate payment requests with your PayPal payment link from within the app!
When your PayPal account is linked, an account head is created in the Chart of Accounts too which is updated via Journal Entry when payments are made.
Stripe is one of the more recent integrations in ERPNext. This fairly new payment gateway has gained popularity over the years. Its flexible structure allows one to create subscriptions, an on-demand marketplace, an e-commerce store, or a crowdfunding platform.
Just like Paypal, integrating Stripe with ERPNext is a cakewalk. Just simply add the Public and Private keys into your ERPNext account and violà! An account head is also created in your Chart of Accounts and you can generate payment requests with it.
Razorpay is an online payment solution for merchants in India. It is a good local alternative for Indians against global giants like PayPal or Stripe.
Setting up Razorpay integration is as easy as the other gateways mentioned above and the functionality is fairly similar.
Braintree is another payment gateway that offers flexible web and mobile payment solutions to merchants backed by PayPal. To set up Braintree in your ERPNext account, you simply need to enter three parameters: Merchant ID, Public Key, and Private Key.
GoCardless integration is another feature contributed by our ever-growing community. GoCardless is a UK-based Direct Debit provider that allows companies within the SEPA zone to collect wire transfers easily without having to process it manually with the bank or through a protocol like EBICS.
Now that we're done with payments, let's move to e-commerce. ERPNext has a website + e-commerce functionality built-in if you want to give it a try. But if you are already hooked onto Shopify or WooCommerce, ERPNext integrates with them!
Shopify is a widely used e-commerce platform by businesses that sell online. The platform boasts of serving over a million merchants currently. With Shopify, you can get your website up and running within no time and start connecting with your customers. ERPNext has a readily available integration for Shopify when you receive an order on Shopify, it will be synced with your ERPNext account as a Sales Order.
The integration creates a Sales Order in your ERPNext account when an order is submitted on WooCommerce. The integration was another community-contributed feature, more about which you can read here.
Similar to the above-mentioned e-commerce integrations, the Amazon one works in the same manner as well. Refer to the docs to integrate Amazon Marketplace with ERPNext.
Communication is a very important aspect of business and the core of how you get things right. ERPNext helps you sync all your business communication in one place which thereby helps you take better control and decision for your business. Here is what we get in emails for you.
Gmail / Yahoo / Yandex
We are sure you have an account on one of these! ERPNext has an Email Account feature, functions just like your local email client setup. Provide your incoming and outgoing email gateway, and it will start syncing your emails with Communications master of ERPNext. It doesn't stop here. You can also reply to the customer's email right from your ERPNext account. And when your contact replies to you, it's again synced. This allows you to track all your communication in one place and convert them into business right from your ERPNext account. You can also configure custom domains in the same way. Simply configure the SMTP/IMAP ports as detailed in the manual.
Over the past twenty years, Google has become an internet behemoth and entered the business market officially with the introduction of GSuite, taking on (but still far behind) industry favourite Office 365. ERPNext offers integration with some Google services to books your work productivity:
The calendar integration allows you to sync your events between ERPNext and Google’s calendar service.
Similar to Calendar, this integration allows you to sync all your Google Contacts with the contact list within ERPNext.
ERPNext allows you to integrate with Exotel, a cloud telephony platform based in India. Once integrated, whenever one calls the listed phone number, a pop-up comes up in the system for selected users who can fill up the call summary. The pop-up lists the details associated with the caller and all calls made are logged in ERPNext.
LDAP stands for Lightweight Directory Access Protocol is a client/server protocol used to access and manage directory information over an IP network. The usage of LDAP is similar to that of a library card or telephone directory where the data is written once but has to be queried multiple times as the protocol delivers faster performance for these scenarios.
To enable LDAP Login in ERPNext, you just need to enter a few details into the LDAP Settings such as LDAP Server Url, Organizational Unit, UID, Base Distinguished Name (DN) and Password for Base DN. Once configured, the users can use their LDAP credentials to log in to their ERPNext account.
Despite all of its cons, social media isn't going away anytime soon for now. Logging in with social media accounts is a very popular feature that spares users from creating additional accounts and remembering more passwords. In ERPNext, you can enable social logins for Facebook, Google, GitHub, and Frappe!
To know how to configure these, simply check out our manual.
Dropbox and Amazon S3
Having access to your data anywhere on the go is really important. ERPNext connects to both Dropbox and Amazon S3 so that you can directly upload your ERPNext backups to these platforms.
To enable direct upload of backups, just enter your credentials and set the frequency of uploads. Read the detailed documentation to do so here.
Internet issues or a very flooded email inbox?? Don’t worry. ERPNext also integrates with SMS gateway providers who provide HTTP API so you can configure and send SMS alerts to your users.
All you need to do is obtain certain static parameters for your SMS providers like the username, password, etc.
Once configured, go to the SMS center and send your messages right away.
You can also send an SMS alert from an individual transaction such as invoices, orders, material requests, etc.
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