Peliqan

Activate your ERPNext data for BI & AI

Instantly connect ERPNext, use any BI tool. Combine magical SQL and low-code Python to integrate, automate and activate your data.

ERPNext

1 connector Hero Image

ERPNext

ERPNext data, ready for analytics and AI

About this connector

What is ERPNext?

ERPNext is an ERP and accounting platform holding the source of truth for invoices, sales orders, and operational records across the business. Native reporting handles single-entity transactional views but multi-entity consolidation requires a warehouse. Peliqan provides a managed ERPNext connector that syncs accounts, transactions, and customers into your warehouse for consolidated financial reporting and finance + ops dashboards.

Why sync to a warehouse

Get more from ERPNext data

  • Consolidated financial reporting across multiple entities
  • Order-to-cash analytics and AR aging dashboards
  • Joining ERPNext with CRM and ecommerce for unified revenue views
  • Real-time inventory and supply chain reporting
  • Cash flow forecasting backed by live ERPNext data

From raw data to actionable insights in minutes

Peliqan brings ETL pipelines, data transformations and reverse ETL together in one integrated platform. Connect your favorite BI tool and activate your data with SQL and low-code Python.

ERPNext

From raw data AI

ERPNext

From raw data BI

Instant data warehouse for ERPNext

Sync ERPNext into a data warehouse with a few clicks, and start exploring your data in an easy spreadsheet. 

Use SQL on ERPNext to combine data, build custom reports and prepare data for your favorite BI tool such as Microsoft Power BI, Tableau, Qlik Sense, Looker or Metabase. ETL data pipelines are automatically created.

Peliqan Fav Icon
Peliqan DW

Snowflake data warehouse
Snowflake

redshift
Redshift

Clickhouse
Clickhouse

Instant data warehouse

Spreadsheet UI and magical SQL

Spreadsheet UI and magical SQL for ERPNext

Explore data in a rich spreadsheet UI. Use Magical SQL to combine and transform data. SQL queries become new tables that can be shared with business users and used in any BI tool.

Use Peliqan’s built-in distributed query engine to combine data between sources, e.g. write JOIN queries between tables in the Peliqan DW and external databases.

Peliqan Fav Icon
Peliqan DW

MongoDB
MongoDB

postgres
Postgres

microsoft-sql-server
SQL Server

Visualize your ERPNext data

Use your preferred BI tool (Power BI, Tableau, Metabase etc.) to visualize your ERPNext data.

Deploy Metabase with a single click from the Peliqan Market Place and use ERPNext in Metabase.

Sync with Google Sheets for easy data analysis from any source.

Connect your data to Microsoft Power BI
Power BI

Sync data to Metabase
Metabase

Tableau

Superset
Superset

Visualize data

SaaS Data Cockpit

Access, combine, and report on data from ERPNext and all your SaaS apps instantly.
Gain valuable insights by bringing all your business data together in one place within minutes.

SaaS Data Cockpit

Do more with Peliqan

Build AI Agents on ERPNext

Build intelligent AI Agents on top of ERPNext, with Peliqan’s AI data foundation: ERPNext MCP Server, ERPNext in n8n AI Agents & Make, “Text to SQL” on ERPNext data, ERPNext RAG with out-of-the-box embeddings (vectors) and ERPNext Graph RAG.

More info

Export data from multiple SaaS applications and databases into ERPNext. Set up automated data syncs to keep your business applications in sync. Use Reverse ETL to sync ERPNext data to any business application.

Sync data

Developers can write, test, execute and schedule low-code Python scripts to work with their data. Implement reverse ETL with 3 lines of code. Run ML models, build interactive UIs, publish APIs.

CFOs, CEOs and other business users can work with Peliqan data in Excel thanks to the Peliqan Excel add-in. Easily switch between data sources and work with your data in real-time in Excel.

Sync data

Apache Superset

Metabase

Power BI

Qlik

Tableau

Looker

Amazon QuickSight

BigQuery

Redshift

Trino

Microsoft Fabric DWH

Snowflake

AWS S3

ClickHouse

MongoDB

Elastic Search

MS SQL Server

Postgres

MySQL

Qdrant

DynamoDB (AWS)

SAP SQL Anywhere (Sybase)

Supabase

Convex

Oracle

Azure blob storage

PlanetScale

Google Cloud Storage

Popular SQL queries for ERPNext

Queries coming soon!

Opportunities by stage

Get opportunities by stage from Salesforce data.

Closed deals by owner

Get closed deals by owner from Salesforce data.

Number of leads by source

Get the number of leads by source from Salesforce data.

Customer churn rate

Calculate churn by dividing lost customers by total customers.

Total revenue by payment method

Calculate the total revenue for each payment method used.

Number of cases by status

Count the number of cases for each status.

Average invoice amount

Calculate the average amount for each invoice.

Total number of opportunities by campaign

Count the total number of opportunities for each campaign.

Total refund amount by refund reason

Calculate the total refund amount for each refund reason.

Opportunities by stage

Get opportunities by stage from Salesforce data.

ERPNext

Closed deals by owner

Get closed deals by owner from Salesforce data.

ERPNext

Number of leads by source

Get the number of leads by source from Salesforce data.

ERPNext

Customer churn rate

Calculate churn by dividing lost customers by total customers.

ERPNext

Total revenue by payment method

Calculate the total revenue for each payment method used.

ERPNext

Number of cases by status

Count the number of cases for each status.

ERPNext

Average invoice amount

Calculate the average amount for each invoice.

ERPNext

Total number of opportunities by campaign

Count the total number of opportunities for each campaign.

ERPNext

Total refund amount by refund reason

Calculate the total refund amount for each refund reason.

ERPNext

Opportunities by stage

Get opportunities by stage from Salesforce data.

ERPNext

Ad hoc analysis

Analyze your Salesforce data with SQL or in a spreadsheet.

Self-service access

Enable business users with controlled self-service data access to Salesforce.

Spreadsheet BI

Work with your Salesforce data in a spreadsheet that is always up-to-date.

Dashboards

Create charts and visualize your Salesforce data in dashboards.

Data verification

Create views for “human in the loop” processes when working with Salesforce data.

Reporting

Build custom reports from Salesforce in HTML, PDF…

Reconciliation

Reconcile your Salesforce data with other sources.

Machine learning

Apply machine learning models on your Salesforce data with low-code python.

Low-code data apps

Build internal apps  to make data from Salesforce interactive.

Data front-ends

Replace complex user interfaces with a targeted UI for knowledge workers using Salesforce.

Reverse ETL

Implement reverse ETL flows to send data from Salesforce to any SaaS.

Direct data access

Get real-time access to your raw Salesforce data.

Migrations

Implement data migrations to or from Salesforce using SQL and low-code Python.

All-in-one data stack

Peliqan is an all-in-one data stack on top Salesforce, SaaS apps and DBs.

Data warehouse

Get your Salesforce data in a data warehouse instantly, with a few clicks.

SQL on anything

Use SQL on your Salesforce data to view, share and transform data.

ERPNext connector FAQs

How does Peliqan connect to ERPNext?

Peliqan connects to ERPNext through OAuth 2.0 or API key authentication in a few clicks. You authorize Peliqan from your ERPNext account, choose which objects to sync, and the connector handles incremental updates from there. No code, no middleware, and no IT tickets to file.

Which ERPNext objects can I sync to my warehouse?

Peliqan syncs all standard ERPNext objects plus custom objects and custom fields. The connector adapts to schema changes without manual reconfiguration. Browse the full connector catalog to see related connectors and integrations.

How often is ERPNext data updated in my warehouse?

Syncs run every 15 minutes by default on the Pro plan, with custom schedules available on higher tiers. Sync mode is incremental, so only new or changed records are pulled, which keeps API call usage low and respects ERPNext rate limits.

Can I write data back to ERPNext from my warehouse?

Yes. Peliqan’s reverse ETL pushes data from your warehouse back into ERPNext, useful for syncing enriched scores, customer health metrics, billing data, or product usage signals into native ERPNext fields. Reverse ETL flows can run on a schedule, on demand, or be triggered by SQL conditions. Read the reverse ETL documentation for setup details.

What can I do with ERPNext data once it's in Peliqan?

Once ERPNext data lands in your warehouse (such as Snowflake, BigQuery, Redshift, or PostgreSQL), you can run SQL queries, build dashboards in Power BI, Tableau, Metabase, or Looker, combine it with data from other sources, feed it into AI agents through MCP servers, build Text-to-SQL workflows, or activate it through reverse ETL.

Peliqan also includes a built-in spreadsheet UI for ad hoc analysis without writing SQL.

Is the ERPNext connector secure and GDPR compliant?

Peliqan is SOC 2 Type II certified, GDPR compliant, and ISO 27001 in progress. ERPNext credentials are stored encrypted at rest, all data transfers happen over TLS, and EU-resident data stays in EU infrastructure on the eu.peliqan.io region.

3 ways to get ERPNext data into a warehouse

Native ERPNext exports

  • Manual CSV exports from ERPNext reports
  • Row limits per export and no scheduled sync
  • No incremental updates, no schema management
  • Breaks when admins change schema
  • No two-way writeback

Custom code with the ERPNext API

  • Full control, but engineering-heavy to build
  • Must handle OAuth refresh and rate limits
  • Schema changes break pipelines silently
  • Ongoing maintenance burden on your team
  • Reverse ETL requires separate code

ERPNext on Peliqan

  • Managed connector, no code required
  • Incremental syncs, automatic schema evolution
  • Bidirectional writeback for reverse ETL
  • Built-in warehouse, BI, and AI in one platform
  • SOC 2 Type II, GDPR compliant, EU hosted

Request a ERPNext demo →

Peliqan trust center

Security, compliance, trust, privacy and availability are our highest priority. If you want more details, if you require a certificate or a copy of Peliqan’s operating procedures, contact us now.

SOC-2-Type-2

SOC 2 Type 2

SOC 2 Type 2 validates our security controls, ensuring your data is protected by independently audited security measures.

ISO 27001

ISO 27001

ISO 27001 certification ensures enterprise-grade information security, protecting your business with globally recognized standards.

GDPR-compliant

GDPR

GDPR compliance guarantees EU data protection compliance, keeping PII data secure within EU boundaries.

Ready to get instant access to all your company data ?