Ecosyste.ms: Awesome
An open API service indexing awesome lists of open source software.
https://github.com/dokos-io/mautic
Mautic integration with ERPNext
https://github.com/dokos-io/mautic
Last synced: 3 days ago
JSON representation
Mautic integration with ERPNext
- Host: GitHub
- URL: https://github.com/dokos-io/mautic
- Owner: dokos-io
- License: gpl-3.0
- Archived: true
- Created: 2018-03-23T18:58:04.000Z (over 6 years ago)
- Default Branch: master
- Last Pushed: 2019-08-30T07:09:28.000Z (about 5 years ago)
- Last Synced: 2024-08-01T15:34:00.605Z (3 months ago)
- Language: Python
- Size: 67.4 KB
- Stars: 25
- Watchers: 3
- Forks: 18
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- License: LICENSE
Awesome Lists containing this project
- awesome-frappe - Mautic Integration - Mautic Integration for ERPNext. (Uncategorized / Uncategorized)
README
## Mautic
#### Installation
This application requires [Frappe](https://github.com/frappe/frappe) and [ERPNext](https://github.com/frappe/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 :warning:
* _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| (Only one segment is synchronized for now)
*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