Introducing a 2-Way Contact Sync for ERPNext Cloud Users

January 30, 2019
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ERPNext launch

ERPNext’s 2-Way Contact Sync Powered by PieSync

ERPNext is a full featured business management solution that helps SMEs to record all the business transactions in one system. Further, SMEs can use it to make informed, fact based, timely decisions & remain ahead of the competition. It serves as the backbone of a business to add strength, transparency and control to your growing enterprise.

ERPNext is a very complete tool. However, some businesses need to add other cloud-based applications to their SaaS stack for concrete processes or tasks. The problem is that most apps don’t really communicate with each other and as a result, there are isolated islands of data in each app. How do you obtain a 360-degree view of your customer if your data is not complete?

PieSync offers a unique synchronization solution for over 150+ other cloud business applications in real time. It’s a 2-way contact sync that works in real time. Unlike trigger-based services, PieSync does not simply push data but actually analyzes the information stored in your different databases to make sure that whenever you add or update a contact in one app, you can have it up-to-date in the other one, and vice versa.

“Even if you have a great app, the truth is that every technology has a limit. The wonderful thing about PieSync is that it helps you overcome that limit.” Albert Vasquez, realtor at AV Real Estate Group.

From now on, with PieSync you can enrich the information of your ERPNext contacts, customers or leads to create more powerful automations and effective workflows with information from the best-of-breed software.

Check out the supported apps we are currently supporting for ERPNext:

The app you are searching for is not here? Don’t worry! We are launching a new one every week. Vote for your favorite cloud-based app!

No more import/ export or duplicates! Have always at hand a complete view of your contacts’ information across your SaaS Stack. We make sure your data is squeaky clean and up-to-date!

NOTE: PieSync’s solution is only available for the cloud-based version of ERPNext

If-this-then-that for ERPNext

Thanks to PieSync’s Intelligent engine, you can create more nuance by using “If–this–then–that” rules or conditions on top of the 2-way sync. By configuring your sync depending on lists, tags or categories in each app you want to have in sync, you can accomplish complex automatic workflows across your apps.

google contacts erpnext

Even more customized features

Depending on the other app you’re syncing with, you’ll see most ERPNext fields (such as name, last name, address, etc.) being mapped by default. Additionally, you can manually map your custom-made fields and any standard fields that are not included in the default mapping:

google erpnext

erpnext sync

You’ll have the right data, in the right app, at the right time!

Top Syncs for ERPNext Cloud

How is PieSync different than Zapier?

Zapier is great for one-way data pushes. If you’re using web forms on your website and you want to push that data to your CRM, Zapier is what you need.

It is a trigger-based app and will only operate when a trigger is pulled, pushing all the data to another database. But in this process, Zapier won’t check if an update is necessary and it won’t sync data.

PieSync is constantly checking for updates in your data. You can also choose which app is your “source of truth” so you won’t accidentally sync the incorrect information. PieSync is great for when you want to continuously sync correct, up to date, error-free information across your cloud apps. Learn more about the differences between these two great tools.

Need help to configure your connection? You can always visit our Support Center to get extra information about this connection. So what are you waiting for?

Start your free trial now

About Claudia Martinez

Claudia helps the Marketing and Communications team to let our clients know what’s going on in PieSync by creating great content and managing our Social Media. She flew all the way from Venezuela to work with us. This retired surfer is full of energy and creativity.