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Integrating SailPoint with ERPNext

ERPNext is a comprehensive, open-source Enterprise Resource Planning (ERP) software used to streamline and automate various business operations. It helps organizations manage diverse functions like accounting, inventory, human resources, project management, and more. It allows management of user accounts, roles, and access rights across the system.

This document provides instructions to configure a new direct connection between SailPoint and ERPNext. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The ERPNext connector supports the following:

Account Management

  • Aggregate Accounts

Entitlement Management

  • Aggregate Entitlements

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

  • You have an ERPNext Admin account.
  • You can generate an API Key and API Secret for authentication. To generate the API Key and API Secret, complete the following:
    1. Log in to ERPNext as Administrator.
    2. Go to your Avatar (Profile) > My Settings > Settings tab > API Access.
    3. Create a new API Key for the integration user.

    4. Copy and securely store the API Key and API Secret. You will need them to configure connection settings.

      Note

      The API Key cannot be regenerated and only users with the system manager role can generate keys.