Steps
- In your ERP, type User in the search bar and open the User list. Open your own user (or one made for Freffo).
- Go to its Settings tab and open API Access. Click Generate Keys.
- Copy the API Secret from the window that opens (it is shown once), and the API Key from the same section.
- Open freffo.com → Connectors → ERP.
- Type your ERP's address (the one you open it at, e.g. yourcompany.erpnext.com), and paste the API Key and API Secret.
- Press Connect ERP. Freffo reads what your ERP has, in about a minute.
How you know it worked
Your Freffo group says ✅ Your ERP is connected. A record is made or changed there only after you say yes, as a draft you submit in your ERP.
If it does not work
It says the key was not accepted
Generate the keys again on your user's Settings tab, API Access, and paste both. Generating again replaces the old ones.
It does not read invoices or stock
Freffo sees what the ERP user of that key may see. Give that user the roles (Accounts User, Stock User, Sales User), then connect again.
My ERP is on a computer in the office
Freffo reaches an ERP that opens on the internet with https. One that opens only inside the office cannot be connected yet.
Then you can ask
- “Kiska kitna outstanding hai?”
- “Is bill ko ERP me purchase invoice bana do”