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

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

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.

Basic Mapping

Basic Mapping

Post Processing

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

Basic Mapping

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.

Basic Mapping

Basic Mapping

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.

GPLv3