Configuring Your ERPNext Connection

Once the app is installed, you’ll be redirected to its main dashboard. Your first step is to establish a secure connection with your ERPNext instance.

• Go to Configuration: In the app’s navigation menu, click on “Configuration.”
• Enter ERPNext Details: Provide the following information:
  • Host URL: Enter the full URL of your ERPNext instance (e.g., https://your-erpnext.com).
  • API Key: Input your ERPNext API key.
  • API Secret: Enter your ERPNext API secret.
• Test Connection: The app will automatically validate your credentials to ensure a successful connection.
• Select Default Settings:
  • Company: Choose your default ERPNext company from the dropdown list.
  • Warehouse: Select your primary warehouse in ERPNext.