📢 For Version 14,

First needs to install ERPNext. After then install the ERPNext Magento

Magento Integration

The ERPNext Magento Connector operates by extracting Order, Shipment, and Invoice data from Magento and subsequently generates corresponding Sales Orders, Delivery Notes, Invoices, and Payment Entries within ERPNext.

In the event that a Customer or Item is absent within ERPNext during the creation of a Sales Order, the system will initiate the establishment of a new Customer or Item. This is achieved by retrieving the relevant information directly from Magento. Additionally, an Address associated with the Customer is produced using the shipping details sourced from the order data.

How to Setup Connector?

Setting Up Magento on ERPNext

1. Setup a Magento URL
2. Ensure you are using a live server for your Magento website at https://www.magento_product.com . However, if you have configured Magento on a local instance, please access it via http://www.magento_product.com
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4. Regarding ERPNext, kindly navigate to the Magento Settings and configure the Magento URL
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6. Setup an API Access Token
7. Please go to the System > Integrations > Add New Integration. Then go to the API Tab and select All in Resource Access.
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9. Please go to the System > Integrations > Add New Integration. Then go to the Integration Info tab and select your name and your password for current user identity verification and save it.
10. Please go to the Setting > Integrations list. Activate and authorize the API from this section. Once that's done, access the record where you previously configured a username and password. This action will generate the Consumer Key, Consumer Secret, Access Token, and Access Token Secret in the Integration Details.
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12. Please set the Access Token in Magento Settings.
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14. Please go to the Stores > Configuration > Services > Magento Web API. Next, navigate to the Web API Security section and make sure to activate the "Allow Anonymous Guest Access" option. This step is crucial because without enabling it, you won't be able to gain access to any form of API.
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16. Please go to the Stores > Configuration > Services > OAuth. Next, navigate to the Consumer Settings section and make sure to activate the "Allow OAuth Access Tokens to be used as standalone Bearer tokens" option.
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18. Please go to the System > Cache Management. Then clear the Flush Cache Storage and Flush Magento Cache.
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20. Basic Configuration from the ERPNext perspective
21. Please ensure that you configure your company, warehouse, and Cost Center correctly to enable the system to timestamp the transaction data accordingly.
22. ERPNext Customer Group: The Customer Group will be automatically configured to the chosen group during the synchronization process of customers from Magento in ERPNext.
23. ERPNext Item Group: The Item Group will be automatically configured to the chosen group when synchronizing items from Magento in ERPNext.
24. Cash/Bank Account: The Cash Account is utilized in the creation of Sales Invoices and Payment Entries within ERPNext.
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26. Item Variant Attributes
27. If Magento features a Configurable Product, it is necessary to import the Product Attributes into the Item Attribute section within ERPNext. Please go to the Stores > Product.
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29. Copy all Product Attribute names (Default Label), then proceed to download the Excel/CSV file of Item Attributes from ERPNext.
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31. 
32. Afterward, paste the Magento Product Attributes that you previously copied.
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34. Then import the Item Attribute.
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36. Add all Item Variant Attributes in Magento Settings. Specify which item attributes require synchronization. All attributes utilized to define item variants must undergo synchronization. It is essential that these attributes maintain identical names within both ERPNext and Magento. Any renaming adjustments should be executed manually within both systems.
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38. Currency Setup
39. Please ensure that the currency configuration aligns with the country, as item prices, orders, shipments, and invoices in ERPNext will be determined based on the selected currency. Please go to the Stores > Configuration > General > General.
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41. Also, set up Currency options. Please go to the Stores > Configuration > General > Currency Setup.
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43. Please go to the System > Cache Management. Then clear the Flush Cache Storage and Flush Magento Cache.
44. Map Price Lists
45. Default Price List: Prices from this price list are established as the default pricing in ERPNext.
46. Please verify the Magento Website Name and set it in Magento Settings.
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48. Please choose to either select or insert only one row at a time for mapping, as the functionality for multiple rows is currently unavailable in ERPNext.
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50. Map Magento Tax
51. Please go to the Stores > Tax Zones and Rates. Then set your tax according.
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53. Then please go to the Stores > Tax Rules and configure it.
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55. Set the Magento Tax name in Magento Tax Account in Magento Settings. Also, set the ERPNext Tax Account. Please choose to either select or insert only one row at a time for mapping, as the functionality for multiple rows is currently unavailable in ERPNext.
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57. If you want to Import Delivery Notes from Magento on Shipment or Import Sales Invoice from Magento if Payment is marked then enable it and select the series.
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59. If enabled Tax is included in the Basic Rate then the tax amount will be considered as already included in the Print Rate / Print Amount.
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61. Sync Magento
62. We have configured the scheduler to automatically synchronize Magento with ERPNext every hour. Any updates or changes made in Magento will be seamlessly reflected in ERPNext. For instance, if you modify the Item Name in Magento, it will automatically propagate to ERPNext within an hour. Additionally, you can manually trigger the synchronization process by clicking on the "Sync Magento" option, and it will function accordingly.
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64. Output
65. Product Attributes - Magento
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67. Item Attribute - ERPNext
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69. Products - Magento
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71. Item - ERPNext
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73. Customers - Magento
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75. Customers - ERPNext
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77. Orders - Magento
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79. Sales Order - ERPNext
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81. Shipments - Magento
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83. Delivery Note - ERPNext
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85. Invoices - Magento
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87. Sales Invoice - ERPNext
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89. Payment Entry - ERPNext
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91. Stock Management
92. Managing your Magento product stock is a seamless task when utilizing ERPNext Stock Management.
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94. Stock Balance - ERPNext
95.