ERPNext API Key

Generate API credentials for TaprNext to connect to ERPNext.

Step-by-Step Guide

Step 1: Create API User

1. Log into ERPNext as Administrator
2. Go to Setup > Users
3. Click + Add User
4. Fill in the form:
   • Email: taprnext-api@company.com
   • First Name: TaprNext
   • Last Name: API
   • Uncheck “Send Welcome Email”
   • User Type: System User

Step 2: Set Password

1. Set a strong password (won’t be used directly)
2. Save the user

Step 3: Assign Roles

Edit the user and add these roles:

• Accounts User
• Accounts Manager
• Purchase User
• System Manager

Step 4: Generate API Key

1. Open the user: taprnext-api@company.com
2. Scroll to the API Access section
3. Click Generate Keys
4. Two credentials will appear:
   • API Key
   • API Secret

⚠️ Copy the API Secret immediately—it won’t display again.

Step 5: Copy Credentials

Securely store both values for TaprNext configuration.

Security Best Practices

1. Dedicated User: Avoid using personal accounts for API access
2. Minimal Roles: Assign only required permissions
3. Rotate Keys: Regenerate periodically
4. Audit Access: Monitor API user activity

Troubleshooting

“API Key Invalid”

• Verify credentials copied without extra spaces
• Confirm user account is enabled
• Regenerate keys if necessary

“Permission Denied”

• Verify all required roles are assigned
• Check role permissions in Role Permission Manager
• Ensure user has DocType access

Next Steps

• Configure Connection