Facebook ERPNext Integration

Introduction

This application seamlessly integrates Facebook with ERPNext, allowing users to post, upload, and delete content directly from the ERPNext system.

Key Features

• Upload and Delete posts from the system.
• Getting all leads from the Facebook business account.

Setup Meta Developer Account

• Upload and Delete posts from the system.

• Generate a new application to obtain the necessary credentials for uploading posts.

• Click on “Create App” to display the steps for creating an application.
• Choose the "Other" option to upload posts and get leads from Facebook.

• After clicking "Next," showcase the options for selecting the type of application.
• Choose "Business" to access the API for posting images and getting the leads.

• The next step is to provide the app name and email address. If you have a Facebook business account, select the appropriate account.

• Setup the marketing API

• Once you've set up the Marketing API, navigate to the "Graph API Explorer" by clicking on the "Tools" menu in the navbar. From there, you can configure permissions and generate a token.

• Select all the below-listed permissions as shown in the image below.

read_insights

pages_manage_cta

ads_read

instagram_manage_comments

leads_retrieval

pages_manage_metadata

pages_manage_posts

instagram_branded_content_brand

publish_video

pages_show_list

business_management

instagram_manage_insights

instagram_manage_messages

pages_read_user_content

pages_manage_engagement

instagram_branded_content_creator

catalog_management

ads_management

instagram_basic

instagram_content_publish

pages_read_engagement

pages_manage_ads

instagram_shopping_tag_products

instagram_manage_events

Configure these permissions to enable uploading posts on Facebook and getting the leads.

• Select the user or page where you are to post, then generate an access token by clicking on "Generate Access Token."

Workspace

• In the Facebook workspace, you can access the Facebook Enquiry, Facebook Post, FaceBook Calender View, FaceBook Enquiry Report, FaceBook Enquiry Report, Facebook Dashboard, Facebook Ads Template, Facebook Dashboard, Facebook Settings, as well as view Cart Views and Line Chart Views.

Facebook Dashboard

• The dashboard displays a variety of data visualizations, including number cards, line charts, and bar charts, providing a clear and insightful representation of key metrics.

Facebook Settings

• Enabling the setting grants users access to features for uploading and deleting posts and retrieving leads from Facebook.
• Obtain the client ID and client secret from the Facebook app settings and set them up here. Fill in all the details here from the generated Graph API explorer.
• By default, the page access token time limit is set to one hour. To extend this limit, adjust the time limit in the page access token field and click "generate" to extend the access token's duration to 60 days. After generating, this process automatically repeats every 20 days.

Facebook Ads Templates

• To access Facebook Lead Ads, navigate to the "Facebook Ads Template.
• To synchronize Lead Ads from Facebook, click on the "Sync Lead Ads" button to retrieve all Lead Ads from Facebook.

• Click on a specific ID to display the form view. Here, you'll find the Lead Ads Template ID, Name, Status, and Language obtained from Facebook.

Facebook Post

• To access Facebook posts, navigate to the Facebook Post List. Users can upload and delete posts from the system to Facebook.
• Click on “Add Facebook Post” to create a new post.
• Here post has two types:
• Photo
• Feed

• Post Status:
• Open:- The default post status is set to "open" when a user creates a new post.
• Published:- If the post is published on Facebook, then the status is automatically set to "Published".
• Deleted:- If a post is deleted, its status is automatically set to "Deleted".
• On Hold:- If the system encounters any errors, the status is automatically set to "On Hold".
• If the post type is "feed," content is uploaded exclusively to Facebook.

• If the post type is set to "Photo," it provides two options: a message and the ability to attach an image.
• Users can publish posts on Facebook by clicking the "Publish" button. Once published, the post ID is set in the respective form, and the status is automatically set to “Published”.

• If a user deletes a post by clicking on the "Delete Post" button, the post is removed from Facebook, and the status is set to "Deleted."

Facebook Enquiry

• To access "Facebook Enquiry" navigate to the Facebook Enquiry List.

• Click on the specific ID to display the form view and lead details, which are automatically synchronized from Facebook every 5 minutes using a scheduler.
• You'll display the basic details filled out by the user on Facebook, such as name, email, mobile number, address, and more.

Facebook Enquiry Report

• This report provides a comprehensive overview of all Facebook inquiries.

FREQUENTLY ASKED QUESTIONS

What is Facebook ERPNext Integration?

Facebook ERPNext Integration allows you to connect your ERPNext system with Facebook, enabling seamless management of your Facebook pages, ads, and customer interactions directly from ERPNext. This integration helps businesses improve social media engagement and streamline marketing efforts by managing everything from one platform.

How does Facebook ERPNext Integration help my business?

This integration allows you to manage your Facebook page, run ads, and track interactions with customers directly within ERPNext. You can automate responses, gather insights from customer interactions, and link social media activities with CRM, making your social media management more efficient and aligned with your business processes.

What features are included in the Facebook ERPNext Integration?

Key features include:

• Managing Facebook page posts, comments, and messages directly within ERPNext.
• Running and tracking Facebook ad campaigns from ERPNext.
• Linking Facebook interactions with ERPNext CRM to manage leads and customer relationships.
• Analyzing engagement metrics like likes, shares, and comments.
• Automating customer service responses and handling inquiries from Facebook Messenger.

Do I need technical expertise to use Facebook ERPNext Integration?

No technical expertise is needed to use this integration. Our team will set it up for you, and the interface is intuitive, making it easy for anyone familiar with ERPNext or Facebook to manage.

Can I manage Facebook ads through ERPNext with this integration?

Yes, you can create, run, and track Facebook ads directly from ERPNext. This allows you to align your advertising strategy with your business operations, track the effectiveness of your campaigns, and make data-driven decisions.

Can I manage Facebook messages and comments within ERPNext?

Yes, the integration allows you to manage customer messages, comments, and interactions from Facebook directly within ERPNext, streamlining your social media management and ensuring all customer touchpoints are tracked in one place.

Is the Facebook ERPNext Integration secure?

Yes, the integration follows Facebook’s API security guidelines and is built to ensure data privacy and protection. ERPNext’s built-in security features also add an extra layer of protection, ensuring your data is secure at all times.

Can I link Facebook interactions with ERPNext CRM?

Absolutely. One of the key benefits of this integration is that it links customer interactions on Facebook with ERPNext CRM, allowing you to manage leads, track customer conversations, and offer better customer service.

Is there a limit to the number of Facebook pages I can manage with this integration?

You can manage multiple Facebook pages through ERPNext, making it ideal for businesses that manage different brands or branches. There may be certain limits depending on your Facebook account setup, but ERPNext can handle multiple integrations seamlessly.

How can I get started with Facebook ERPNext Integration?

To get started, contact our team at Sanskar Technolab. We will guide you through the process of setting up the Facebook integration with ERPNext, ensuring you can efficiently manage your Facebook presence from within your ERP system.