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Connect your ledger and select a Company

3 min readAdministrators

Connect ERPNext from the Integrations page by saving the site URL, API key, API secret, and the exact company name for that connection. If the save succeeds, the ERPNext card becomes configured and that company stays bound to the connection for later ledger reads in this workspace.

Before you start

  • You are an owner or administrator in the active workspace.
  • Your workspace has the ERPNext connector available.
  • You have the ERPNext site URL, API key, API secret, and the exact company name you want this workspace to read from.
  • The ERPNext site URL must start with https://.

Connect ERPNext and bind the company

Use this when you are setting up an ERPNext ledger connection for your workspace. You enter the ERPNext site address and credentials, then save the exact company name that Finanly should keep bound to that connection.

  1. Open Integrations from Settings.Integrations
  2. Find the ERPNext card. If ERPNext is not available in your workspace, you will not be able to complete setup until an owner or administrator adds it.
  3. In ERPNext base_url, enter the HTTPS address for your ERPNext site.ERPNext base_url
  4. In ERPNext api_key, enter the ERPNext API key for that site.ERPNext api_key
  5. In ERPNext api_secret, enter the ERPNext API secret for that site.ERPNext api_secret
  6. In ERPNext company, enter the exact company name you want this workspace to read from.ERPNext company
  7. Select Save Credentials.Save Credentials

What happens after you save

  • If the URL starts with https:// and the company name is not blank, Finanly saves the ERPNext connection details for this workspace.
  • The ERPNext card changes to configured when the save succeeds.
  • The company name stays bound to that ERPNext connection, so later ledger reads use that company.
  • These saved values are for the connection setup and later reads; they do not create a new company in ERPNext and they do not write ledger data to ERPNext from this screen.

Expected result

After a successful save, the ERPNext card shows that the connection is configured. The company you entered remains attached to that connection, and later ledger actions in Finanly use that bound company.

If something goes wrong

  • If the URL does not start with https://, correct it and select Save Credentials again. The connection stays unsaved.
  • If the company field is blank, enter the company name and save again. The card stays unconfigured until the save succeeds.
  • If you see a message that a financial read is using this connection, the save is temporarily blocked. Wait for the read to finish, then try again. The existing connection remains in place.
  • If your workspace does not have owner or administrator access, you cannot save the ERPNext connection. Ask an owner or administrator to finish setup.
  • If the connector is unavailable or another error appears, review the message on the page, correct the field or wait for the temporary issue to clear, then retry the save. If the retry succeeds, the card becomes configured and the company remains bound.

Updated

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