A plugin that integrates Gocardless open banking services with ERPNext.
- Frappe >= v15.0.0
- ERPNext >= v15.0.0
- Go to bench directory
cd ~/frappe-bench
- Get plugin from Github
(Required only once)
bench get-app https://github.com/monolithon/erpnext_gocardless_bank
- Install plugin on a specific site
bench --site [sitename] install-app erpnext_gocardless_bank
- Check the usage section below
- Go to app directory
cd ~/frappe-bench/apps/erpnext_gocardless_bank
- Get updates from Github
git pull
- Go to bench directory
cd ~/frappe-bench
- Update a specific site
bench --site [sitename] migrate
- Restart bench
bench restart
- Go to bench directory
cd ~/frappe-bench
- Uninstall plugin from a specific site
bench --site [sitename] uninstall-app erpnext_gocardless_bank
- Remove plugin from bench
bench remove-app erpnext_gocardless_bank
- Restart bench
bench restart
- Go to Gocardless to create an account
- Get your Gocardless Secret ID and Secret Key to be used later
- Open Gocardless Settings doctype and check the Is Enabled box to enable the plugin
- Paste your Gocardless Secret ID and Secret Key in their respective fields and save the settings
- Go to Gocardless Bank doctype, add a new bank and then save the entry
- After saving, click on Authorize buttom from the top to grant access to your bank's data
- After a successful authorization, the Bank Accounts table will appear at the bottom of the form
- Click on the Add button from the table to add the account to ERPNext
- Click on the Sync button from the top to manually sync the transactions of the lined bank accounts
If you find bug in the plugin, please create a bug report and let us know about it.
This repository has been released under the MIT License.