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SOLIDWORKS ERPNext integration, inside SOLIDWORKS

PDMPublisher ERP Sync creates ERPNext items, fills their fields from your custom properties and builds the bill of materials from the open assembly. You review every change before anything is written.

No middleware, no cloud service in between and no custom code to maintain.

speaker.sldasm to ERPNextERPNext

SOLIDWORKS property

File namespeaker
DescriptionDual speaker
MaterialABS
SW-Mass0.84 kg

ERPNext field

Item Codeitem_code
Descriptiondescription
Weight Per Unitweight_per_unit
Materialcustom_material
28 proposed changes. Nothing written yet.Commit changes

What goes from SOLIDWORKS to ERPNext

Choose any combination on each push. The assembly stays the source, and ERPNext receives exactly what the feature tree says.

PDMPublisher ERP Sync Push menu with Properties, Create items, BOM and cut list options
Items
Missing parts and assemblies are created as ERPNext items, using an item code you choose, such as the file name or a part number property.
Fields
Custom and configuration properties such as description, material, weight or vendor fill the ERPNext fields you map them to.
Bills of materials
The assembly structure becomes an ERPNext BOM for the parent item, with every component and quantity.
Cut lists
Weldment and sheet metal cut list rows can be sent as their own lines.
Files
Optionally, part thumbnails and exported STEP, DXF or PDF files are attached to the item.

How a push works

Set up the connection and mapping once. After that, every sync is three clicks, and nothing reaches ERPNext until you approve it.

1

Map properties to ERPNext fields

Click Load ERP fields and PDMPublisher reads the field list from your ERPNext database, so you pick real field names instead of guessing. Pair each SOLIDWORKS property with its ERPNext field and save. The mapping is reused on every push.

How to plan your mapping

Property mappings from SOLIDWORKS custom properties to ERPNext fields
2

Review every change

Push compares the assembly with ERPNext and lists each item, field and BOM line it would add, change or remove. Skip empty values keeps a blank SOLIDWORKS property from wiping out something purchasing typed in ERPNext.

Review ERP changes window with proposed additions before writing to ERPNext
3

Commit and check the BOM in ERPNext

Commit writes the changes, after checking ERPNext once more so nobody overwrites a colleague’s edit. The items and the BOM are ready in ERPNext Manufacturing. Pick ERPNext from the connector list next to Pull and Push, and switch to another connector at any time.

ERP Sync connector list with ERPNext selected in PDMPublisher

Works with your ERPNext

If your SOLIDWORKS computers can reach your ERPNext site, ERP Sync can connect to it.

Frappe Cloud

Hosted sites such as yourcompany.frappe.cloud.

Self hosted ERPNext

Any ERPNext site reachable from your network.

API key sign in

Connects with an ERPNext API key. No user password is stored or sent.

One connector per site

Point the connector at the ERPNext site you use.

Not sure about your setup? Book a short call and we will check it with you.

PDMPublisher or a custom integration?

A custom connector has to read assemblies, configurations and cut lists, handle ERPNext field types, avoid overwriting data and keep working through every SOLIDWORKS and ERPNext upgrade. The build quote is rarely the real cost.

PDMPublisher ERP SyncCustom integration
Time to first sync✓The same dayWeeks to months of development
Upfront cost✓None. Try the free Community Edition firstA development project
Review before writing✓Built in✕Only if you pay for it
SOLIDWORKS and ERPNext upgrades✓Maintained by Blue Byte Systems✕Your cost, every time
Other ERPs✓Odoo and Business Central connectors includedA new project per ERP
Also included✓Publishing to PDF, DXF and STEP, BOM Manager, Smart Pack and Go, Property DoctorOnly the integration

What three years can cost

An example for three engineers. The custom build assumes a developer at US$120 per hour, 120 hours to build and test, and 20 hours a year of upgrades. Replace the numbers with your own quotes.

Read the full cost breakdown

Pricing

ERP Sync is part of PDMPublisher for SOLIDWORKS, with publishing, BOM Manager, Smart Pack and Go and Property Doctor included.

Community

Free
No key, no expiry

ERP Sync and BOM Manager on up to 10 rows. Enough to try a small assembly against your ERPNext.

Single seat

US$399
per seat per year

Every tool with no row limits, for one engineer.

Team, 2 to 4 seats

US$349
per seat per year

The most common choice for engineering teams.

Department, 5 or more

US$299
per seat per year

For larger teams rolling ERP Sync out across the company.

Questions

Do I need SOLIDWORKS PDM to sync with ERPNext?

No. ERP Sync runs inside SOLIDWORKS on the open assembly. SOLIDWORKS PDM is not required.

Does it create new products or only update existing ones?

Both. Choose Properties to update existing products, or Create items and properties to create the missing ones first.

Can it update a BOM that already exists in ERPNext?

Yes. The review lists every line that will be added, changed or removed before you commit.

Which SOLIDWORKS properties can I send?

Any custom or configuration specific property, plus values such as the file name and quantity. You choose the ERPNext field for each one.

Can I keep purchased hardware out of ERPNext?

Yes. Use Ignore Components for fasteners or purchased parts you do not want as ERPNext items.

What if we use another ERP?

There are official connectors for Odoo and Microsoft Dynamics 365 Business Central too. For anything else, ask us about a custom connector.

Push your first assembly to ERPNext today

Download the free Community Edition and try it on a test database, or book a demo and we will walk through your properties and BOM structure with you.

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