ERPNext and SyncroMSP integration

Save yourself the work of writing custom integrations for ERPNext and SyncroMSP and use n8n instead. Build adaptable and scalable Finance & Accounting, Data & Storage, and Productivity workflows that work with your technology stack. All within a building experience you will love.

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How to connect ERPNext and SyncroMSP

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

ERPNext and SyncroMSP integration: Create a new workflow and add the first step

Step 2: Add and configure ERPNext and SyncroMSP nodes

You can find ERPNext and SyncroMSP in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure ERPNext and SyncroMSP nodes one by one: input data on the left, parameters in the middle, and output data on the right.

ERPNext and SyncroMSP integration: Add and configure ERPNext and SyncroMSP nodes

Step 3: Connect ERPNext and SyncroMSP

A connection establishes a link between ERPNext and SyncroMSP (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

ERPNext and SyncroMSP integration: Connect ERPNext and SyncroMSP

Step 4: Customize and extend your ERPNext and SyncroMSP integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect ERPNext and SyncroMSP with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

ERPNext and SyncroMSP integration: Customize and extend your ERPNext and SyncroMSP integration

Step 5: Test and activate your ERPNext and SyncroMSP workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from ERPNext to SyncroMSP or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

ERPNext and SyncroMSP integration: Test and activate your ERPNext and SyncroMSP workflow

Build your own ERPNext and SyncroMSP integration

Create custom ERPNext and SyncroMSP workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

ERPNext supported actions

Document

Create

Create a document

Delete

Delete a document

Get

Retrieve a document

Get Many

Retrieve many documents

Update

Update a document

SyncroMSP supported actions

Contact
Customer
RMM
Ticket

Create

Create new contact

Delete

Delete contact

Get

Retrieve contact

Get Many

Retrieve many contacts

Update

Update contact

Create

Create new customer

Delete

Delete customer

Get

Retrieve customer

Get Many

Retrieve many customers

Update

Update customer

Create

Create new RMM Alert

Delete

Delete RMM Alert

Get

Retrieve RMM Alert

Get Many

Retrieve many RMM Alerts

Mute

Mute RMM Alert

Create

Create new ticket

Delete

Delete ticket

Get

Retrieve ticket

Get Many

Retrieve many tickets

Update

Update ticket

ERPNext and SyncroMSP integration details

ERPNext is a free, agile and open-source ERP (Enterprise Resource Planning) system. It covers everything you require, from financial accounting, to HR and payroll, CRM, manufacturing, and other modules that helps you run and automate your business.

ERPNext node docs + examples

ERPNext credential docs

See ERPNext integrations

Related categories

Finance & Accounting

Data & Storage

Syncro is the best all in one platform for managing your managed services. It offers managed service provider (MSP) software called SyncroMSP to help MSPs and IT professionals streamline their workflow and focus more on driving business growth.

SyncroMSP node docs + examples

SyncroMSP credential docs

See SyncroMSP integrations

Related categories

Productivity

Other integrations with ERPNext