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ERPNext Integration

Step-by-step guide to connect ERPNext with Organiko.ai

Prerequisites

Before you begin, make sure you have:

  • ✓An active ERPNext instance (self-hosted or Frappe Cloud)
  • ✓System Manager role or ability to create API keys
  • ✓Your ERPNext site URL (e.g., https://yourcompany.erpnext.com)
  • ✓Purchase Orders and Sales Orders configured in ERPNext

What Gets Synced

📥Incoming (Purchases)

  • • Purchase Orders
  • • Purchase Receipts
  • • Supplier information
  • • Item details (item code, description, quantity, rate)

📤Outgoing (Sales)

  • • Sales Orders
  • • Delivery Notes
  • • Customer information
  • • Item details (item code, description, quantity, rate)

Connection Steps

1

Create API Key in ERPNext

  1. 1. Log in to your ERPNext instance
  2. 2. Go to User Settings (top right, click your avatar)
  3. 3. Scroll down to API Access section
  4. 4. Click "Generate Keys"
  5. 5. Copy both the API Key and API Secret

Important: The API Secret is only shown once! Save it securely.

2

Navigate to Integrations Page

  1. 1. Log in to your Organiko.ai account
  2. 2. Click Integrations in the top menu
  3. 3. Find ERPNext under "Accounting & ERP" section
3

Enter ERPNext Credentials

Fill in the connection form:

https://yourcompany.erpnext.com

Include https:// and no trailing slash

Paste the API Key from step 1

Paste the API Secret from step 1

4

Test Connection

After saving, Organiko.ai will test the connection and display:

  • ✓Green "Connected" badge if successful
  • ✓Company name retrieved from ERPNext
  • ✗Red "Connection Failed" badge if credentials are invalid
5

Create a Flow

  1. 1. Go to Flows in the main menu
  2. 2. Click "Create New Flow"
  3. 3. Select ERPNext as INPUT (for purchases)
  4. 4. Select ERPNext as OUTPUT (for sales)
  5. 5. Click "Create Flow"
  6. 6. Toggle the flow to Enabled

How Syncing Works

Automatic Sync Schedule

Organiko.ai checks ERPNext for new purchase orders and sales orders every 15 minutes.

First Sync (Historical Data)

When you first connect, Organiko.ai syncs the last 90 days of documents.

Organic Product Detection

Items with "organic" in the item code or description are automatically detected.

Troubleshooting

Problem: "Invalid API credentials"

Solution:

  1. 1. Verify you copied the entire API Key and Secret (no extra spaces)
  2. 2. Regenerate keys in ERPNext and try again
  3. 3. Ensure your user has System Manager role

Problem: "Cannot connect to site"

Solution:

  1. 1. Verify site URL is correct (include https://)
  2. 2. Check if your ERPNext site is publicly accessible
  3. 3. Ensure firewall allows API access

What's Next?

Need help with ERPNext integration?

Contact Support: support@organiko.ai
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