ERPNext connector

Use your ERPNext data for reporting, automation and AI.

Data Panda brings your ERPNext data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Data Panda Reporting Automation AI Apps
ERPNext logo
About ERPNext

The open-source ERP built on a low-code framework.

ERPNext was started in 2008 by Rushabh Mehta and is built by Frappe Technologies in India. It runs on the Frappe Framework, a Python and JavaScript stack with MariaDB underneath, and the whole thing ships under GPL-3. That matters: ERPNext is one of the few production-grade ERPs where the source is fully open, the data model is yours, and your team can extend it with new DocTypes without buying a separate platform licence.

Most ERPNext shops live on Frappe Cloud or self-hosted, with strong adoption in India, Southeast Asia and a growing footprint across the EU and North America. The point of pulling ERPNext into a warehouse is not that ERPNext lacks reports. It is that the questions worth asking cross modules and systems: stock turnover versus accounting reconciliation, the App-Store-installed module versus core ERPNext, ERPNext versus the webshop, ERPNext versus the CRM the sales team relies on day to day. Those questions end up in spreadsheets, and the spreadsheets always lose to the next Frappe upgrade.

What your ERPNext data is for

What you get once ERPNext is connected.

Cross-module reporting

One picture of stock, accounting, sales and manufacturing instead of four ERPNext print formats stitched together.

  • Margin per item, customer and territory
  • Stock turnover and slow-moving SKUs per warehouse
  • Stock-versus-accounting reconciliation in one view

External-system automation

Keep ERPNext in sync with the systems that live around it, without writing another Frappe hook for every pair.

  • Shopify orders into ERPNext sales orders and stock
  • Stripe charges and refunds into ERPNext journal entries
  • Salesforce or HubSpot wins into ERPNext quotations

AI workflows

Turn ERPNext history into forecasts and scoring on data your team already trusts.

  • Demand forecasting on stock ledger movements
  • Credit-risk scoring on payment entry history
  • AI assist on supplier matching and item categorisation

Custom apps on your data

Small tools on top of ERPNext data for people who should not have to learn the Desk.

  • Sales rep views with stock availability and pricing
  • Supplier portal with open POs, GRNs and payments
  • Project profitability for project leads without an ERPNext seat
Use cases

Use cases we deliver with ERPNext data.

A list of concrete reports, automations and AI features we have built on ERPNext data. Pick the one that matches your situation.

Margin per itemAfter purchase cost, freight, taxes and applied discounts.
Stock turnoverWeeks of cover per item, per warehouse and per item group.
Stock-vs-accounting tie-outStock ledger value next to the GL inventory account, by date.
AR agingOpen invoices per customer, per bucket and per company.
Sales-to-delivery cycleSales order date to delivery note date, per item group.
Purchase-to-pay cyclePO to receipt to payment entry, average per supplier.
BOM cost rollupManufacturing BOM cost vs actual work order cost per item.
Customer lifetime valueRevenue and margin across the full ERPNext history.
Multi-company consolidationGroup P&L across ERPNext companies without month-end exports.
Custom DocType reportingSite-specific DocTypes joined back to core ERPNext data.
Real business questions

Answers you will finally get.

Why does the stock value never quite match the GL?

Stock ledger value next to the inventory GL balance, day by day, with the variance broken by item group, warehouse and posting date. The customisation, the late stock entry or the missing landed-cost voucher driving the gap shows up by name, not as a month-end reconciliation header.

Which products are quietly killing margin after taxes and discounts?

Gross margin per item over time, after purchase cost, freight, applicable taxes and the discount stack from pricing rules. Slow-moving items and discount-heavy SKUs are ranked together, so reorder decisions stop relying on revenue alone.

How long between a sales order and a paid invoice?

Sales order date to delivery note to sales invoice to payment entry, per customer and item group, with elapsed days at each hop. The hop where the cycle stretches becomes obvious, instead of being averaged out in a single days-sales-outstanding number.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Group consolidation across ERPNext companies, AR and AP aging next to cash, and a stock-versus-GL tie-out that does not wait for the month-end reconciliation. The variance lands on the dashboard the day it happens, not in the close week.

For sales leaders

Quote-to-order-to-cash velocity per rep, territory and item group, with stock availability and credit limit visible at quote time. Sales stops promising delivery dates the warehouse cannot keep.

For operations

Stock turnover, BOM cost variance and supplier lead time in one picture. The custom DocTypes the team built for the shop floor join back to standard ERPNext data, so site reports survive the next Frappe upgrade.

Ideas

What you can automate with ERPNext.

Pair with Shopify

Sync Shopify orders into ERPNext sales and stock

Shopify orders land in ERPNext as sales orders with the right items, warehouse, taxes and pricing rules. Stock entries and delivery notes follow, and refunds post as credit notes. Inventory stays in one ledger and the webshop sits in the same P&L as the rest of the business.

Pair with Stripe

Post Stripe charges and refunds into ERPNext journals

Stripe charges, refunds and payouts flow into ERPNext as payment entries and journal lines, matched to the right sales invoice and customer. Bank reconciliation runs on real bookings instead of a Stripe export, and finance sees fee, FX and chargeback impact at the customer level.

Pair with HubSpot

Turn HubSpot deals into ERPNext quotations

HubSpot deals that reach closed-won create draft quotations or sales orders in ERPNext, with customer and contact records aligned. Order status, delivery and invoice state flow back to the HubSpot deal, so sales sees the fulfilment side without logging into the Desk.

Pair with SendCloud

Push ERPNext delivery notes into Sendcloud labels

ERPNext delivery notes create Sendcloud shipments with the chosen carrier, service level and parcel data. Tracking codes and delivery status flow back to the delivery note and the linked sales order, so customer service answers a where-is-my-order question from one screen.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your ERPNext data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From ERPNext to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • ERPNext connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

What about the custom DocTypes our team built on top of ERPNext?

Custom DocTypes, custom fields and the data behind site-specific Frappe apps come across as first-class tables and columns in the warehouse. The warehouse model captures what each field meant at the time it was used, so reports keep working when a DocType is renamed, refactored or migrated to a new module in a later Frappe version.

Does the connector work for Frappe Cloud and self-hosted ERPNext equally?

Yes. Frappe Cloud and self-hosted ERPNext both expose the same Frappe REST API and the same MariaDB schema underneath. We connect via REST for incremental sync where it is fastest, and read directly from the database for historical extracts and large reporting tables. The warehouse schema is the same either way.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your ERPNext setup and the systems around it. Together we pick the first thing worth building.