Connecting to ERPNext

Establish a secure connection between your WooCommerce store and ERPNext instance to enable data synchronization. This page explains how to configure and validate the API connection.

API Configuration

1. Navigate to API Settings:
   • In WordPress Admin, go to ERPNext Integration → API Settings.
     
2. Enter ERPNext Details:
   • Host URL: Enter the full URL of your ERPNext instance (e.g., https://erp.example.com).
   • API Key: Obtain from ERPNext under User Settings → API Access.
     • Steps in ERPNext:
       1. Log in to ERPNext as an admin.
       2. Go to User → [Your User] → API Access.
       3. Generate and copy the API Key.
          
   • API Secret: Copy the API Secret from the same ERPNext API Access page.
   • SSL Verification: Enable for secure connections (recommended). Disable only for testing if SSL issues occur.
   • Debug Mode: Enable to log detailed API interactions for troubleshooting.
   • Log Level: Select from Error, Warning, Info, or Debug to control log verbosity.
     
3. Test Connection:
   • Click Test Connection to verify credentials.
   • A green checkmark indicates success; a red error message indicates issues (see Troubleshooting for help).

Connection Validation

• Automatic Validation: The plugin checks credentials upon saving settings.
• Dashboard Indicator: View connection status on the ERPNext Integration dashboard.
  • Green: Connected.
  • Red: Connection failed—check logs for details.
• Log Review: Access logs in ERPNext Integration → Logs to diagnose issues.
  • Example Error: Invalid API Key suggests incorrect credentials.

Best Practices

• Secure Credentials: Store API Key and Secret securely; avoid sharing them publicly.
• SSL: Use HTTPS for the ERPNext URL to ensure data security.
• Firewall: Whitelist your WordPress server’s IP in ERPNext if restricted.
• Test Regularly: Periodically test the connection after ERPNext updates.