ERPNext Gocardless Bank Account Data

A plugin that integrates Gocardless open banking services with ERPNext.

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Table of Contents

• Requirements
• Setup
  • Install
  • Update
  • Uninstall
• Usage
• Issues
• License

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Requirements

• Frappe >= v15.0.0
• ERPNext >= v15.0.0

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Setup

Install

1. Go to bench directory

cd ~/frappe-bench

2. Get plugin from Github

(Required only once)

bench get-app https://github.com/monolithon/erpnext_gocardless_bank

3. Install plugin on a specific site

bench --site [sitename] install-app erpnext_gocardless_bank

4. Check the usage section below

Update

1. Go to app directory

cd ~/frappe-bench/apps/erpnext_gocardless_bank

2. Get updates from Github

git pull

3. Go to bench directory

cd ~/frappe-bench

4. Update a specific site

bench --site [sitename] migrate

5. Restart bench

bench restart

Uninstall

1. Go to bench directory

cd ~/frappe-bench

2. Uninstall plugin from a specific site

bench --site [sitename] uninstall-app erpnext_gocardless_bank

3. Remove plugin from bench

bench remove-app erpnext_gocardless_bank

4. Restart bench

bench restart

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Usage

• 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

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Issues

If you find bug in the plugin, please create a bug report and let us know about it.

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License

This repository has been released under the MIT License.