Video
The Video DocType in ERPNext facilitates effortless integration of video content—specifically from channels such as YouTube and Vimeo—into your ERP system. This functionality is particularly helpful for organizations and educational institutions that need to manage internal training materials, publish marketing content, or monitor analytics of published videos.
Store each video metadata, manage thumbnail along with engagement metrics directly in ERPNext-increasing the content management potential of the platform using this module.
For Videos check out:
1. How to Add a New Video
Adding and handling video records is simple:
- Visit the Video list and press New.
- Give a Title to your video. It makes recognizes it easier.
- Choose the Provider from the dropdown. As of now, ERPNext supports:
- YouTube (default)
- Vimeo
- State the Video URL (i.e. YouTube link or Vimeo).
- Optionally, provide:
- Publishing Date (useful in sorting and filtering)
- Video Duration ( will enter it in format of days, hours, minutes and seconds)
- Offer a Description of content, purpose or audience of video. This description has rich text formatting support.
- Click Save.
Once you have saved, you will be given the ability to upload or link a thumbnail image for the video. This creates your video listings visually recognizable and appealing.
You can also view the video directly within ERPNext, embedded within the Video document view. This aids in improved internal consumption and validation of video content.
2. Features
2.1 Tracking Video Analytics through YouTube
ERPNext directly integrates with the YouTube Data API to monitor video performance. This can be helpful for marketers or content creators who want to monitor viewer interaction without exiting the ERP.
To wake this up:
- Visit Video Settings then tick the box: Make YouTube Tracking Possible**
- Upon enabling, two fields will be provided that will allow the user to input:
- API Key: This is one of the keys that you get by using your Google Developers Console. See YouTube Data API documentation on this.
- Frequency: Decide the frequency at which ERPNext will fetch analytics out of YouTube. Options include:
Each half an hour * Hourly At intervals of 6 hours * Every day
Tip: Video analytics will also be kept up-to-date any time the Video record is manually saved so your stats will always be up-to-date.
2.2 Interactions Report YouTube
The YouTube Interactions Report offers a graphical summary of all video engagement data from YouTube. It has:
Charts with bars for comparison between:
Views
- Likes Any other metrics supported by YouTube API
- Filters to analyze performance over a specified Published Date range
This report gives quick insights into video popularity and viewer response—useful for optimizing your content strategy.
Note on API Quotas: As of the most recent YouTube API policy, there is a quota of 10,000 non-billable requests per day. ERPNext is optimized to post Limit 50 videos per request (in API).
Example:
Assuming that you have 100 videos and setting the sync frequency to: 1 hour:
- ERPNext sends 2 API requests per an hour
- That brings to 48 requests per day which is within the quota limits
To ensure that you are within the quota, you should make sure you set your tracking frequency based on the number of videos you have.