Configuring Your ERPNext Connection

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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.