Connect ERPNext and Act-on

Connecting ERPNext and Act-on for a company could allow business data from ERPNext, such as customer or sales information, to be used within Act-on for marketing automation or campaign management. This could support more informed marketing activities, improved reporting, and better alignment between operational and marketing teams.

You can build this integration on the System2System platform. We design the connection between ERPNext and Act-on around the way you work — not as an off-the-shelf connector, but to fit your systems.

Contact us

Why connect ERPNext and Act-on?

A company that operates both ERPNext and Act-on could benefit from having these systems exchange data, as this could help keep business processes more efficient and information more reliable. Without a connection between the two, staff may need to enter the same data into each system separately, increasing the risk of errors and consuming valuable time. This manual process could also result in records that slowly drift apart, as updates or corrections made in one system are not reflected in the other. Decisions might then be made based on outdated or inconsistent information, which could affect operations and planning. If a connection were established, certain types of data could be exchanged to support business needs. For example, customer records, sales information, and marketing campaign results are often shared between an ERP platform and a marketing automation tool. Synchronizing contact details and engagement metrics could help ensure that marketing teams work with the latest customer information, while sales and operations teams could have access to updated insights from marketing activities. The specific data that can be exchanged would depend on what each system makes available through its API, and this is determined on a case-by-case basis.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what ERPNext and Act-on make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.