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M-Pesa Integration with ERPNext & Frappe Framework: A Step-by-Step Guide


M-Pesa integration is essential for Kenyan businesses using ERPNext built on Frappe Framework. This guide walks you through the complete integration process using Python and Frappe Framework.


Why Integrate M-Pesa with ERPNext?


  • **Real-time Payment Processing**: Accept payments instantly
  • **Automatic Reconciliation**: Reduce manual reconciliation work
  • **Better Cash Flow Management**: Track mobile money transactions
  • **Customer Convenience**: Offer preferred payment method
  • **Compliance**: Maintain proper financial records

    • Integration Methods


    1. API Integration


    Direct integration using M-Pesa API:


  • Register for M-Pesa API access
  • Obtain API credentials
  • Configure webhooks
  • Set up payment processing

    • 2. Payment Gateway Integration


    Use payment gateway providers:


  • Pesapal
  • Flutterwave
  • DPO Group

    • Step-by-Step Implementation


    Step 1: API Registration


    Register for M-Pesa API access through Safaricom Developer Portal.


    Step 2: Configure ERPNext Built on Frappe Framework


    Set up payment gateway in ERPNext using Frappe Framework:


    1. Navigate to Payment Gateway settings in ERPNext

    2. Install M-Pesa Frappe app

    3. Add M-Pesa gateway configuration

    4. Enter API credentials

    5. Configure webhook URL using Python


    Step 3: Test Integration


    Test the integration:


  • Process test payments
  • Verify webhook callbacks
  • Check reconciliation

    • Step 4: Go Live


    After successful testing:


  • Switch to production credentials
  • Monitor initial transactions
  • Provide user training

    • Best Practices


  • Use webhooks for real-time updates
  • Implement proper error handling
  • Maintain transaction logs
  • Regular reconciliation checks
  • Secure API credentials

    • Common Issues and Solutions


    **Issue**: Webhook not receiving callbacks

    **Solution**: Verify webhook URL and firewall settings


    **Issue**: Payment not reflecting in ERPNext

    **Solution**: Check API credentials and webhook configuration


    Conclusion


    M-Pesa integration with ERPNext streamlines payment processing and improves financial management for Kenyan businesses.


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