ERPNext Connection
Configure TaprNext to connect to your ERPNext instance.
Configuration Steps
Section titled “Configuration Steps”Step 1: Open Legal Entity
Section titled “Step 1: Open Legal Entity”- Go to Settings > Legal Entities
- Select your legal entity (or create new)
- Click ERP Connection tab
Step 2: Select ERPNext
Section titled “Step 2: Select ERPNext”Choose ERPNext from the ERP System dropdown menu.
Step 3: Enter Connection Details
Section titled “Step 3: Enter Connection Details”Provide the following information:
- Server URL: Your ERPNext instance URL (include
https://) - API Key: Authentication key from your ERPNext user
- API Secret: Corresponding secret for API authentication
Step 4: Company Mapping
Section titled “Step 4: Company Mapping”Select which ERPNext company receives posted invoices:
- ERPNext Company: Target company for invoice posting
- Default Cost Center: Standard cost center assignment
- Default Expense Account: Standard expense account for line items
Step 5: Test and Save
Section titled “Step 5: Test and Save”- Click Test Connection
- Verify successful result (green indicator)
- Click Save
Field Mapping
Section titled “Field Mapping”TaprNext automatically maps these fields to ERPNext equivalents:
| TaprNext | ERPNext |
|---|---|
| vendor | supplier |
| invoice_number | bill_no |
| invoice_date | bill_date |
| due_date | due_date |
| total_amount | grand_total |
| currency | currency |
| items | items |
Advanced Options
Section titled “Advanced Options”Custom Field Mapping
Section titled “Custom Field Mapping”For customized ERPNext instances, map TaprNext fields to custom ERPNext fields (po_number, cost_center, project, etc.).
Workflow Integration
Section titled “Workflow Integration”Configure submission behavior:
- Submit on Post: Automatically submit invoices in ERPNext
- Draft Only: Create as draft for ERPNext approval
Troubleshooting
Section titled “Troubleshooting””Connection Failed”
Section titled “”Connection Failed””- Verify URL includes
https:// - Confirm ERPNext accessibility from the internet
- Check firewall permits TaprNext IPs
”Authentication Failed”
Section titled “”Authentication Failed””- Re-verify API key and secret accuracy
- Ensure API user account is active
- Confirm required roles are assigned
”Company Not Found”
Section titled “”Company Not Found””- Verify company exists in ERPNext
- Confirm API user has company access
- Refresh the company list