Databases & CRM
Set up ERPNext
Connect ERPNext to make customers, items, sales orders and invoices searchable — orders and invoices link to their customer with exact totals. Read-only.
The API key pair
On your ERPNext user page scroll to API Access and press Generate Keys — the key stays visible, the secret is shown once. A user with read-only roles on Selling and Accounts is the clean choice: the pair reads exactly what that user can see.
- Generate the key pair as above.
- Documents → ERPNext, enter the site URL and paste both halves.
- Choose access groups, Test, then Sync.
Self-hosted and Frappe Cloud sites both work — the sync speaks the standard Frappe REST API.
Was this page helpful?
Last updated 29 Aug 2026