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ERPNext Integration Guide

Connect ERPNext to BizoSaaS to automate your supply chain and gain real-time AI insights into your inventory health.

Prerequisites​

  1. An ERPNext account (v14 or above).
  2. Administrator access to your ERPNext instances.
  3. Direct API access enabled for your site.

Setup Steps​

1. Register BizoSaaS as a Client​

  • Log in to your ERPNext Instance.
  • Search for OAuth Client in the sidebar.
  • Click Add Client.
  • Client Name: BizoSaaS Platform.
  • Grant Type: Authorization Code.
  • Redirect URIs: https://api.bizoholic.com/api/auth/callback/erpnext.
  • Click Save.
  • Copy the Client ID and Client Secret.

2. Connect to BizoSaaS​

  • Log in to your BizoSaaS Dashboard.
  • Go to Connectors > ERP.
  • Click Add Connector and select ERPNext.
  • Enter your ERPNext Instance URL, Client ID, and Client Secret.
  • Click Connect with ERPNext.
  • You will be redirected to ERPNext to authorize our app.
  • Once completed, you will be returned to BizoSaaS.

3. Data Sync Options​

Once authenticated, BizoSaaS will sync:

  • Inventory: To monitor stock levels and reorder points.
  • Sales Orders: Linked with your financial data for a 360-degree view.
  • Items: Catalog, variations, and stock levels.

Troubleshooting​

  • Invalid Client ID/Secret: Ensure you are using the correct credentials from the ERPNext Instance for your region (e.g., .com, .in, .eu).
  • Scope Errors: Ensure your registration includes necessary scopes (all).
  • Organization ID: Find your Org ID in ERPNext under Settings > Organization Profile.