bench get-app https://github.com/Akhilam-Inc/erpnext_airwallex_integration

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Bank Integration - Airwallex to ERPNext

Seamless integration between Airwallex and ERPNext for automatic financial transaction synchronization.

Overview

The Bank Integration App provides comprehensive integration between Airwallex and ERPNext, enabling automatic synchronization of financial transactions. This app supports multiple Airwallex clients, scheduled syncing, intelligent currency matching, and robust error handling.

Features

• ✅ Multi-Client Support: Manage multiple Airwallex clients from a single setting
• ✅ Scheduled Syncing: Automatic hourly, daily, weekly, or monthly transaction sync
• ✅ Manual Sync: Sync historical transactions for specific date ranges
• ✅ Smart Token Caching: Database-backed token storage with automatic refresh
• ✅ Currency Matching: Intelligent bank account assignment based on currency
• ✅ Duplicate Prevention: Automatic detection and skipping of existing transactions
• ✅ Real-time Progress: Live updates during sync operations
• ✅ Comprehensive Logging: Detailed error logs with privacy protection
• ✅ Background Processing: Long-running syncs handled by background jobs
• ✅ Paginated API Calls: Efficient handling of large transaction volumes

Installation

You can install this app using the bench CLI:

cd $PATH_TO_YOUR_BENCH
bench get-app https://github.com/Akhilam-Inc/erpnext_airwallex_integration --branch develop
bench install-app bank_integration

Post-Installation Setup

1. Navigate to Bank Integration Setting in your ERPNext instance
2. Configure your Airwallex API URL (e.g., https://api.airwallex.com/api/v1)
3. Add your Airwallex clients with their credentials and bank accounts
4. Enable the integration and set up your sync schedule
5. Test authentication to verify connectivity

For detailed setup instructions, see the Configuration Guide.

Quick Start

Basic Configuration

1. Go to Bank Integration Setting
2. Enable Airwallex Integration
3. Set API URL: https://api.airwallex.com/api/v1
4. Add Airwallex Client:
   • Client ID
   • API Key
   • Linked Bank Account (must match currency)
5. Click Test Authentication
6. Set Sync Schedule (Hourly/Daily/Weekly/Monthly)
7. Save

Sync Transactions

Scheduled Sync (Automatic): - Runs based on your configured schedule - Syncs from last sync date to current time - No user intervention required

Manual Sync (Historical): 1. Enable "Sync Old Transactions" 2. Set From Date and To Date 3. Click Start Sync 4. Monitor progress in real-time

Documentation

Complete user documentation is available in the doc/ directory:

Getting Started

• Overview – Introduction and key features
• Configuration Guide – Step-by-step setup instructions

Workflow Guides

• Scheduled Sync Workflow – How automatic syncing works
• Manual Sync Workflow – How to sync historical transactions
• Common Sync Process – Understanding the overall sync flow

📖 Start here: doc/README.md

Data Mapping

• Currency Matching: Bank account only assigned if transaction currency matches account currency
• Auto-Classification: Deposit vs withdrawal based on amount sign
• Duplicate Prevention: Checks transaction_id field before creating
• Comprehensive Mapping: All relevant Airwallex fields mapped to ERPNext

Sync Status States

Status	Description
Not Started	Initial state, no sync has been initiated
In Progress	Sync is currently running
Completed	Sync finished successfully with no errors
Completed with Errors	Sync finished but some transactions had errors
Failed	Sync failed completely

Troubleshooting

Common Issues

Authentication Failed - Verify Client ID and API Key are correct - Check API URL is set to https://api.airwallex.com/api/v1 - Ensure credentials have proper permissions in Airwallex

Transactions Not Syncing - Check sync status in Bank Integration Setting - Review Bank Integration Log for errors - Verify date range is correct - Ensure scheduler is running: bench enable-scheduler

Bank Account Not Set - Check transaction currency matches bank account currency - Verify bank account is properly configured in ERPNext - Review Data Mapping documentation

Duplicate Transactions - App automatically prevents duplicates based on transaction_id - Check Bank Transaction list for existing transactions - Review error logs for duplicate entry errors

For comprehensive troubleshooting, see Error Handling & Recovery.

Support

For issues, questions, or contributions: - GitHub Issues: Report an issue - Documentation: Review the guides in the doc/ directory - Troubleshooting: See Error Handling & Recovery

Roadmap

• [ ] Support for additional payment gateways
• [ ] Enhanced transaction filtering
• [ ] Automatic bank reconciliation
• [ ] Multi-currency conversion support
• [ ] Advanced reporting and analytics
• [ ] Webhook support for real-time updates

License

MIT License

Copyright (c) 2025 Akhilam Inc

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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Made with ❤️ by Akhilam Inc