Mailchimp Two-Way Sync for ERPNext

Key Features

Two-way sync of `Contact`, `Lead` and `Customer` records to Mailchimp audience members, with ERPNext as the system of record on conflict

`Mailchimp Settings` single DocType storing API key and data-center as encrypted `Password` fields, plus default audience and sync toggles

`Mailchimp Audience Map` child table mapping each ERPNext Email Group or saved-filter segment to a specific Mailchimp audience

Field-to-merge-field mapping (e.g. `first_name`→`FNAME`, custom fields→custom merge tags) configurable without code changes

Tag mapping so ERPNext categories, lead sources or link fields become Mailchimp tags and vice versa

Outbound push driven by `hooks.py` doc events (`after_insert`, `on_update`) so edits propagate immediately

HMAC-verified inbound Mailchimp webhook on a `@frappe.whitelist(allow_guest=True)` endpoint for subscribes, unsubscribes and profile edits

Unsubscribe / cleaned-status write-back that flags the ERPNext record so you never email an opted-out contact

`Mailchimp Activity` DocType capturing per-campaign opens, clicks and bounces linked to the source CRM record

Trigger a Mailchimp campaign send against a mapped audience from an ERPNext document via client script and a whitelisted server method

Segment sync that turns an ERPNext report/filter into a Mailchimp segment or tagged sub-audience

Scheduler events (`hourly`/`daily`) for reconciliation, backfill and drift correction between the two systems

All Mailchimp API calls run as Frappe background jobs with rate-limit handling and exponential-backoff retry

`Mailchimp Sync Log` DocType recording request, response, direction and status for every operation, for full auditability

Dedicated role and role profile plus DocType permissions so only authorized users can configure or trigger sync

Batch/bulk initial import via Mailchimp batch API for large audiences without hitting per-call limits

Targets Frappe/ERPNext v15 and v16, packaged as a proper installable app on its own module

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your ERPNext.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

Marketing teams keep Mailchimp for its templates, deliverability and automation, but the customer of record lives in ERPNext. So the same person exists twice, unsubscribes never make it back to the CRM, sales sees no email engagement, and someone spends every Monday exporting a CSV from Contact/Lead, cleaning it, and re-importing it into a Mailchimp audience. ERPNext core ships Email Group and Newsletter, but it does not talk to Mailchimp's Audiences, merge fields, tags or campaign-activity API — and there is no round-trip of opens, clicks and unsubscribes back onto your records. Once you commit to Mailchimp as the sending platform, native ERPNext runs out of road.

We build a dedicated Frappe app — its own module, DocTypes and hooks.py — that establishes a durable bi-directional link between the two systems. A Mailchimp Settings single DocType holds the API key/data-center and default audience (secrets stored as Password fields, never in plain text); a Mailchimp Audience Map child table maps each ERPNext Email Group or saved-filter segment to a Mailchimp audience and maps ERPNext fields to Mailchimp merge fields and tags. Outbound sync is driven by hooks.py doc events (after_insert, on_update) on Contact, Lead and Customer, so an edit in ERPNext is pushed to the correct audience without a manual export. Scheduler events (hourly/daily) run reconciliation and backfill so the two systems converge even if a webhook is missed.

Inbound sync is equally first-class. Mailchimp webhooks hit a whitelisted method (@frappe.whitelist(allow_guest=True), HMAC-verified) that writes subscriber changes, unsubscribes and profile edits back to ERPNext, and a Mailchimp Activity DocType captures per-campaign opens, clicks and bounces linked to the matching Contact/Lead so your sales team sees engagement inside the CRM timeline. You can trigger a Mailchimp campaign send against a mapped audience directly from an ERPNext document or a custom button (client script → whitelisted server method), and every push and pull is written to a Mailchimp Sync Log DocType with the request, response and status for auditability. All API traffic runs through Frappe's background job queue with retry/backoff so a Mailchimp rate-limit or timeout never blocks a user save. Access is governed by a dedicated role and role profile, and the app targets Frappe/ERPNext v15 and v16.

Because this is build-to-order, nothing ships as an instant download. We start with a short scoping call to confirm which DocTypes, fields, segments and audiences are in play, then build against your actual data model on a staging bench. Typical delivery is 2–4 weeks from confirmed scope. You get the installable source for your version, UAT on staging with a rollback plan, and a post-go-live support window — the connector is built, installed and supported by ECOSIRE for your ERPNext instance.

What you get

Installable Frappe app source code (module, DocTypes, `hooks.py`, server/client scripts) pinned to your Frappe/ERPNext v15 or v16 version

Installation and configuration on your bench, including `Mailchimp Settings`, audience/field/tag mapping and webhook registration

Technical documentation: DocType reference, hooks and scheduler map, whitelisted endpoints, and sync-flow diagrams

End-user guide plus a live training session for your marketing and CRM teams

UAT on a staging bench with agreed acceptance criteria and a documented rollback plan

Post-go-live support window for defect fixes and configuration adjustments

Git repository handover with full commit history and README/build instructions

Mailchimp API key handling guidance and a mapping worksheet completed during scoping

Who this is for

Marketing Operations Manager

Keeps Mailchimp as the sending and automation platform but needs the audience to stay accurate against ERPNext. Wants unsubscribes, tags and segments to flow both ways so campaigns target the right people without weekly CSV exports.

CRM / Sales Operations Lead

Wants email engagement visible inside ERPNext. Needs opens, clicks and bounces landing on the `Contact`/`Lead` timeline so reps and lead-scoring rules can act on who actually engaged with a campaign.

ERPNext System Administrator

Owns the ERPNext instance and cares about a clean, upgradeable app on its own module, encrypted credentials, role-based access, background-job safety and an audit log — not a pile of ad-hoc scripts that break on the next `bench update`.

Head of Growth / Founder

Runs a lean team and refuses duplicate contact databases. Wants one system of record (ERPNext) with Mailchimp as the execution layer, delivered as a supported build rather than a fragile in-house integration.

How Mailchimp Two-Way Sync for ERPNext Compares

Criterion	ECOSIRE	Custom Build	Competitor
Two-way contact/audience sync	Bi-directional with ERPNext as system of record and conflict rules	Possible but you design the conflict logic yourself	Often one-way push to Mailchimp only
Campaign open/click back-sync to CRM	Per-campaign activity written to a linked DocType	Requires building webhook + activity model from scratch	Rarely included; export-only if at all
Segment / tag mapping	ERPNext filters and fields mapped to audiences and tags	Hand-coded per mapping	Fixed field set, limited tag support
Fit to your data model	Scoped to your DocTypes, custom fields and merge fields	Fully bespoke but slower and unowned upfront	Generic mappings you bend to fit
Reliability under load	Background jobs with retry/backoff, never blocks saves	Depends entirely on your implementation	Varies; synchronous calls can stall saves
Auditability	`Mailchimp Sync Log` with request/response per operation	Only if you build logging in	Minimal or no sync log
Support & ownership	Built, installed, supported; you own the source + git repo	You own and maintain everything alone	Vendor roadmap; you wait for fixes
Version support	Tested on Frappe/ERPNext v15 and v16, upgrade-safe hooks	Whatever you target and test	May lag new ERPNext releases

Frequently Asked Questions about Mailchimp Two-Way Sync for ERPNext

How long does delivery take?

This is a build-to-order app, so there is no instant download. After a short scoping call to confirm DocTypes, field/tag mappings, audiences and segments, we build against your data model on a staging bench. Typical delivery is 2–4 weeks from confirmed scope, depending on how many objects and custom fields are in play.

Is this an existing app I can download from the Frappe marketplace?

No. ECOSIRE designs, builds, installs and supports it specifically for your ERPNext instance and Mailchimp account. You receive the installable source and the git repository for your version, not a generic pre-built listing.

Which Mailchimp objects and which ERPNext DocTypes are synced?

Contacts/leads/customers sync with Mailchimp audience members; ERPNext Email Groups or saved-filter segments map to Mailchimp audiences and tags; and campaign opens, clicks and bounces sync back into a `Mailchimp Activity` DocType linked to the source `Contact` or `Lead`. Exact fields and merge-field mappings are agreed during scoping.

What happens to unsubscribes and rate limits — will it break saves or spam people?

Unsubscribe and cleaned statuses from Mailchimp write back and flag the ERPNext record so it is excluded from future sends. All API calls run as Frappe background jobs with exponential-backoff retry, so a Mailchimp rate-limit or timeout never blocks a user saving a record in ERPNext.

How do updates and support work after go-live?

You get a post-go-live support window for defect fixes and configuration changes. Because you own the source and git repo, ongoing enhancements, new field mappings or version upgrades (for example to a later Frappe/ERPNext release) can be handled by ECOSIRE under a support arrangement or by your own team.

Which Frappe/ERPNext versions are supported?

The app is built and tested for Frappe/ERPNext v15 and v16 as a proper app on its own module, using supported extension points — `hooks.py` doc events, scheduler events, whitelisted methods and client scripts — so it survives `bench update` cleanly.

Do we have to keep our data in Mailchimp?

No — that is the point. ERPNext stays the system of record and wins on conflict; Mailchimp is the execution layer for sending. If you ever leave Mailchimp, your customer data and engagement history already live in ERPNext.