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Mautic integration with ERPNext
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README.md

Mautic

Installation

This application requires Frappe and ERPNext v10.0, v11.0 (not tested on higher versions).

  1. bench get-app mautic https://github.com/DOKOS-IO/mautic/
  2. bench install-app mautic
  3. bench restart && bench migrate

Mautic configuration

In Mautic:

  • in the Configuration > API Settings, enable API and HTTP Basic Auth then Save & Close
  • in the API Credentials, create new API credentials for OAuth2:
    • enter a name to identify your ERPNext instance
    • enter the redirect URI like this {https://your.erpnext.site}?cmd=mautic.mautic.doctype.mautic_settings.mautic_settings.mautic_callback&grant_type=authorization_code&response_type=code,:
      • make sure to use the correct protocol (http or https) given your frappe hostname and SSL configuration
      • (of course) adapt the domain name
      • do not leave any trailing / at the end of your domain name
      • you can add more URI by separating them by a ,
      • make sure to always have a , at the end or Mautic will not use the URI ⚠️
  • Save & Close

ERPNext Mautic configuration

In ERPNext:

  • enable Mautic
  • add your API credentials:
    • enter the link to your Mautic instance, without any trailing slash: https://your.mautic.site
    • copy the "Public Key" from Mautic to the Client ID
    • copy the "Secret Key" from Mautic to the Client Secret
  • save
  • click on "Allow Mautic Access" (you should be redirected to your Mautic instance)
    • login as administrator
    • when prompted, accept the application to connect to Mautic

The application is scheduled to run hourly by default. Verify that your scheduler is enabled (bench enable-scheduler).

Your ERPNext and Mautic sites need to have SSL certificates.

Features

Mautic Segment to ERPNext "Mautic Segment"

Basic Mapping

Source Flow Target
Name --> Segment Name
Description --> Segment Description
Mautic Company to ERPNext Customer

Basic Mapping

Source Flow Target
Company Name --> Customer Name
Company Website --> Customer Website

Post Processing

If no address called "CustomerName-Mautic" exists, a new one is created.
Else the existing one is updated.

Mautic Contact to ERPNext Contact

Basic Mapping

Source Flow Target
Contact First Name --> Contact First Name
Contact Last Name --> Contact Last Name
Contact Email --> Contact Email ID
Contact Segment --> Contact Segment

Post Processing

If the contact in Mautic is linked to an organization, the contact in ERPNext is linked to the corresponding Customer or Lead (company_name field).
Else a new Lead is created and linked to the contact.

ERPNext Customer to Mautic Companies

Basic Mapping

Source Flow Target
Customer Name --> Company Name
Customer Website --> Company Website
ERPNext Contact to Mautic Contact

Basic Mapping

Source Flow Target
Contact Salutation --> Contact Title
Contact First Name --> Contact First Name
Contact Last Name --> Contact Last Name
Contact Email ID --> Contact Email
Contact Phone --> Contact Phone
Contact Mobile No --> Contact Mobile
Contact Linked Customer --> Contact Company

Pre Processing

If the contact is not linked to a customer or a lead, it is not sent to Mautic. If the contact's email address is "Guest", it is not sent to Mautic.

License

GPLv3

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