DPDP training for ERP & accounting
Customer masters, invoices and GST records carry names, addresses and phone numbers that flow to accountants, auditors and vendors.
What personal data sits in ERP & accounting?
The ERP & accounting track focuses on the moments this data leaves the system: exports, screenshots, forwards and shared logins.
- Customer masters
- Invoices
- GST & PAN details
- Bank details
- Vendor contacts
- 01The full customer master emailed to an outside accountant.
- 02Old invoices with customer details left on a shared drive.
- 03An ERP vendor’s support engineer given admin access with no expiry.
What does DPDP expect when teams use ERP & accounting?
Minimum data to every recipient
Accountants, auditors and vendors rarely need the whole customer master.
Time-bound vendor access
Support logins should expire, and what they do should be logged.
Legal retention isn’t forever
Keep financial records as tax law requires, then delete personal data that no longer serves a purpose.
Summaries of the DPDP Act, 2023 and DPDP Rules, 2025 for training purposes. They are not legal advice.
What will your learners get?
Seven short modules built around accounts, finance, procurement and erp admins, with the ERP & accounting scenarios above in place of generic examples.
| Format | Self-paced micro-lessons (5–14 minutes each), plus optional live workshops onsite or online |
|---|---|
| Total time | About 95 minutes per learner |
| Languages | English and हिन्दी |
| Assessment | Scenario quiz in every module |
| On completion | Completion certificate and signed attestation (a training record, not a government certification) |
| Evidence | Completion register, quiz scores and attestations in one download |
| Refresher | Annual, or sooner when the Rules change |
- DPDP in plain languageData Principals, Data Fiduciaries, consent, legitimate uses and what changes on 13 May 2027.
- Your data mapWhere customer masters, invoices and gst & pan details live, who can see them and where they travel.
- Scenario practiceDecisions such as “The full customer master emailed to an outside accountant”, with the consequences of each choice.
- Security safeguards (Rule 6)Access, sharing and exports: the habits that keep customer masters inside approved tools.
- Breach recognition and reporting (Rule 7)Spotting a breach involving invoices, whom to tell and why the 72-hour clock starts with you.
- Rights requests and grievancesRouting requests to see, correct or erase vendor contacts without improvising.
- Quiz, attestation and completion certificateTime-stamped proof that each learner finished the course, ready for your audit pack. It records training; it is not a government certification.
Guides for ERP & accounting teams
- 10 everyday DPDP mistakes employees make, and how to stop themPersonal WhatsApp forwards, shared logins and “anyone with the link” folders are everyday habits that put DPDP duties at risk. Here are 10 common mistakes, the provision each one touches, and a practical fix for each.
- Rule 6 security safeguards under DPDP, explained for non-technical staffRule 6 of the DPDP Rules lists seven minimum security safeguards, from masking and access control to keeping logs for a year. Here is what each one means for sales, HR, front desk and support teams.
- Is DPDP training mandatory? What the Act and Rules expect from employersThe DPDP Act and Rules do not name a training course, but they do require reasonable security safeguards and organisational measures. Here is what that means for employers, which sectors already mandate training, and which records to keep.
Questions about DPDP training for ERP & accounting
Which DPDP obligations matter most when teams use ERP & accounting?
Three come up again and again. First, minimum data to every recipient: Accountants, auditors and vendors rarely need the whole customer master. Second, time-bound vendor access: Support logins should expire, and what they do should be logged. Third, legal retention isn’t forever: Keep financial records as tax law requires, then delete personal data that no longer serves a purpose.
Who should take the ERP & accounting track?
Accounts, finance, procurement and ERP admins, and anyone else who can see customer masters, invoices, gst & pan details, bank details or vendor contacts. Front-line staff take a short core path; anyone with admin rights over customer masters goes deeper into access control, exports and breach reporting.
What situations will ERP & accounting learners practise?
Learners work through cases such as these: The full customer master emailed to an outside accountant. Old invoices with customer details left on a shared drive. An ERP vendor’s support engineer given admin access with no expiry. Each ERP & accounting case asks them to choose what to do, then explains the consequence under the DPDP Act and Rules.
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