Skip to Content

Connect ERPNext and SharpSpring

Connecting ERPNext and SharpSpring for a company could allow the transfer of customer, sales, and marketing data between the two platforms. This could improve data consistency and support coordinated workflows, such as synchronizing leads, contacts, and sales information for more efficient operations and reporting across departments.

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

Contact us

Why connect ERPNext and SharpSpring?

A company that uses both ERPNext and SharpSpring could benefit from connecting the two systems to enable data exchange. Without such a connection, staff could be required to enter the same information in both platforms, which increases the risk of errors and consumes unnecessary time. As records are updated independently in each system, differences could emerge between them, leading to inconsistencies. Managers and staff could end up making decisions based on outdated or incomplete data if the systems are not kept in sync. Data that could be exchanged between an ERP system like ERPNext and a marketing automation and CRM platform like SharpSpring includes customer contact details, sales leads, opportunities, invoices, and transaction histories. Synchronizing this information could mean that sales and marketing teams always have access to the latest customer details and engagement history, while finance and operations could see up-to-date sales information. The specific data that can actually be exchanged depends on what each system exposes through its API, and is determined per situation.

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 SharpSpring 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.

About these systems

Read more about each system and what it can be connected to

Looking to connect these systems?

Talk to us about what your setup needs. No obligation.

Contact us