Syncing specific data of a local server with server that runs online customer portal

Hi there,

I wonder if it is possible to sync only specific data from a local ERPNext server to a server that runs an online customer portal.

I do not want to put the local server on the internet for security reasons. However, I would like to have a client portal where documents and other messages may be exchanged with clients/customers.

Would such thing be possible with ERPNext/Frappe?

Best regards
Doca

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It an be done in multiple ways. I can think of the following 2 -

  1. If you want only a few doctypes to be replicated, you can use frappe client and use that to exchange data between the local and public servers. Check https://github.com/frappe/frappe-client

  2. If you want to replicate the entire database, then you can write scripts to backup the local server db and restore it to the public server

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Thanks kirthi,

the first solution is exactly what I wanted.
My Idea is to sync only those records that a user should have access to. I will probably add a custom field “is_in_portal” in the respective DocTypes and scan for this field with a frappe-client app.

Best regards!
Doca

A quick suggestion. Adding a field to all doctypes that need to be in portal will consume more space in db. Instead, add a new doctype that will have a child table of the doctypes that need to be ported. You can refer to this doctype from frappe client and export only those doctypes.

Thanks for the suggestion.

However, for a single DocType only some specific instances should be published on the portal to the customer. I need to decide internally for each case if the document is to be publish. I suppose this has to be done with the cusom field for every doctype.