Clienta cloud · Windows agent · local Sepidar
Sepidar accounting integration
Enter the sale once. Let the same document land in Sepidar.
Clienta is cloud software. Sepidar runs on Windows inside the company. Without a bridge, sales types twice, cannot see a balance, and a CRM invoice is not a finance document. The marketplace connector closes that gap: catalog and parties come from accounting, issued invoices go to Sepidar, and credit and stock appear on the customer record.
This page explains how the connection works. It is not a substitute for the in-product guide. Setup is done by the accountant and a workspace admin together. Salespeople only see the result on invoices and the finance card.
How the model works
This is not full accounting sync. Sepidar’s web service is built for CRM and ordering: customers, read-only items, quotes, sales invoices, receipts and stock. The ledger and tax e-invoicing are not in that API, and Clienta does not claim them.
Sepidar → Clienta
Sellable items sync with code, tax and default-warehouse quantity. Account remainder and credit limits are read onto a person or company. List price is the source of truth.
Clienta → Sepidar
A person or company is linked or created as a Sepidar customer. Only issued documents are sent. A receipt can be registered on a synced invoice.
Without a connector
Didar, Sarv, Payam Gostar and Vtiger all built a “connect to Sepidar” page because demand outruns the technical friction. The pain is the same: sales in the cloud, accounting on Windows, nothing in the middle.
The service listens on localhost:7373. A cloud CRM cannot reach it without an agent or VPN. Opening the port on a modem puts accounting on the internet.
If matching is a spreadsheet exercise, invoices fail on unknown items. Clienta pulls items from the API so Sepidar remains the code source of truth.
Individuals and companies have required fields. The connector maps the person or company to a Sepidar customer before the document.
In Iran a sales invoice has consequences. A serious product has roles: sales raises the quote, finance or an admin posts the official invoice.
If Sepidar is closed or the agent is offline, live sync stops. Clienta should say so — the send button must not fail silently.
What the connector does
Remainder, credit, connection status and send live where the salesperson works — not in a separate IT panel.
If posting would push the remainder past Sepidar credit, the document is not created. Finance is not told after the fact.
Sellable items enter the workspace catalog. New items are created by finance in Sepidar and synced again.
Default sale type, warehouse and currency are read from Sepidar itself. Without them the document is rejected — the form is not left empty.
You can allow only the workspace admin to send official invoices, or anyone who can issue an invoice in Clienta.
The Windows installer registers a service. You drop the connection file on the wizard. No command line.
Marketplace
A workspace admin adds Sepidar from the marketplace. Ordinary members do not get that button. After adding it you are not connected yet — the app is only enabled so you can finish serial, user and agent.
Invoices
You build the invoice in Clienta, check synced lines and issue it. After send, the Sepidar number stays on the document and CRM editing closes.
Deals
Sepidar has no deal object. The Clienta board moves selling forward; when the opportunity is won, the invoice is built from those lines and sent if you configured it.
Sales reports
Report drift is usually two catalogs and two customers, not a missing chart. The connector unifies the source so the Clienta funnel and the Sepidar invoice talk about the same lines.
Setup at a glance
A salesperson cannot create the lock and device in Sepidar alone. This order is the same path the in-product guide covers in more depth.
Ask the reseller to enable the Sepidar CRM web service — or shop / mobile-ordering — on the company’s dongle. Clienta does not sell that lock.
Log in as admin, tick server mode and start the service on port 7373. Do not close Sepidar or let the PC sleep.
In ordering, create a clearly named device, attach a user who can register invoices and copy the 8-character serial. Do not click “get serial” after you are connected.
Run the installer on the Sepidar PC, download the connection file from Clienta and drop it on the wizard. The agent should go online.
Enter serial and user in Clienta, pick sale type, warehouse and currency from Sepidar lists, then sync items. Sending invoices now makes sense.
Architecture
Almost every Iranian company should pick the agent. Direct URL is only right when the Clienta server can already reach the Sepidar network — for example an internal VPN. Do not open port 7373 on the modem unless IT has done that with HTTPS and a firewall.
Sync jobs, issued invoices and the agent token. The Sepidar password is encrypted on the server.
Connects outbound, pulls work and posts to http://127.0.0.1:7373. Do not run it on a salesperson laptop.
Device + user + GenerationVersion. Every request needs a fresh id. The token is valid after login.
A new token revokes the previous one. If the agent goes offline, keep Sepidar running in server mode, do not shut the PC down, and download a fresh connection file if needed.
Daily work
The Sepidar card on an issued invoice is the send button. If an item is unmapped, the customer is missing or credit is exceeded, the message is explicit. After success, the invoice stays locked in CRM.
Honest product
Who does what
Lock, server mode, device, web-service user, sale type and warehouse. Without these the Clienta form errors. They also create new items in Sepidar.
Add the app, create the agent token, enter serial and user, set who may send invoices and run the first item sync. Ordinary members do not have these actions.
After connection, Clienta only. They build quotes, see balances and issue invoices if the role allows. Sepidar is not on their desk.
FAQ
Sepidar exposes a local web service on the company Windows PC. Clienta is cloud software, so a Windows agent on that same PC pulls work from the cloud and posts to localhost. Items and balances are read; issued quotes and invoices are written.
Not on the recommended path. The outbound agent connects from inside the network. Opening the accounting port on a modem is not recommended. A direct URL only makes sense if the Clienta server can already reach your network.
Without the Sepidar CRM web-service lock — or shop / mobile-ordering — there is no port and no API. A Sepidar reseller enables it on the company’s hardware dongle. It is not the tax e-invoicing module.
Usually one of: the invoice is still a draft, a line is not mapped to a synced item, default sale type or warehouse is empty, the customer is unmapped, credit is exceeded, or the agent is offline. The error in Clienta names the cause.
No. After send, the official invoice locks in CRM. Corrections and voids happen in Sepidar. Deleting in Clienta does not remove the Sepidar document. That limit is intentional so finance keeps ownership.
No. The official Sepidar API does not create items from outside. Finance defines the item in Sepidar and Clienta syncs it. Without a valid item, the invoice will not post.
The same machine that runs Sepidar in server mode — usually the accounting server, not a salesperson laptop. The agent must reach http://127.0.0.1:7373.
Only on the Clienta server, encrypted. It is not shown again in the browser. To change user or device, reconnect.
Open the 14-day trial, add Sepidar from the marketplace and connect on the company’s real accounting PC with your accountant. The step-by-step guide lives inside the product.