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SpeakDo for ERPNext

The ERPNext integration is more recent than the Dolibarr one; it is in initial support. The SpeakDo app, confirmations, profiles and AI assistants work the same way; what differs is the module installed in the ERP and the list of available actions.

The companion module#

The speakdo_erpnext companion module is a Frappe app, installed in your ERPNext instance by its administrator. It is used to:

  • configure the SpeakDo integration in ERPNext;
  • manage the connection settings with the SpeakDo middleware;
  • enable user enrollment by QR code;
  • provide the middleware with the information it needs: device status, user permissions.

It does not host the conversational engine and does not reimplement ERPNext features. It is not a mobile app: the app used in the field is the SpeakDo PWA.

Installation#

The companion module has no public release yet. It will be published, with its verified ERPNext/Frappe compatibility, on the SpeakDo website (integrations). To try SpeakDo with your ERPNext instance, write to hello@speakdo.fr stating your ERPNext and Frappe versions.

Configuration#

From ERPNext, the module links your instance to SpeakDo: it declares the instance address and sets up a signed connection with the middleware. This link is specific to your instance; it cannot be moved to another address without a new installation.

Enrollment#

Each ERPNext user pairs their phone with a temporary QR code. At pairing time, the companion module provides the middleware with an access specific to that user (an ERPNext API token): actions are then executed with their ERPNext permissions. No password is entered in the app. Without a usable access, pairing is refused.

Compatibility#

Actions bound to ERPNext, their limits and the actions with no equivalent are listed on ERPNext compatibility, a page generated from SpeakDo's code.

Known limits#

  • Real-condition validation in progress: no execution on a real ERPNext instance is documented yet.
  • Interventions: the SpeakDo intervention record (dated lines, duration, invoicing) has no ERPNext equivalent. Maintenance Visits can be looked up, but creating and invoicing interventions is refused.
  • Invoices: an ERPNext invoice is only paid through a Payment Entry; SpeakDo never marks it as paid directly.
  • Prospects and suppliers: in ERPNext they are documents distinct from customers; third-party search only covers customers.
  • AI assistants: the MCP connection is validated with Dolibarr; it is not yet announced as validated with ERPNext.

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