Overview
ERPNext carries deep operational data—items, stock, orders. CRM users gain confidence quoting availability and delivery dates when sync is reliable. Conflict resolution rules (CRM vs ERP ownership) should be documented.
What data is involved
- Accounts, items, stock levels, sales orders, invoices, payment status.
Step-by-step setup
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Settings → Integrations → ERPNext → URL and API credentials → map entities.
Best practices
- Sync during off-peak hours for heavy item masters.
- Align unit of measure and tax fields to avoid order errors.
Best for & common use cases
Manufacturing and distribution teams needing ERP truth next to CRM.
- Quote-to-cash visibility for account managers.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.