dokos-io/mautic

Mautic integration with ERPNext

Mautic

Installation

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

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 ⚠️
• 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

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