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  1. ==================================
  2. Online Bank Statements: PayPal.com
  3. ==================================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  8. .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Beta
  11. .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  12. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  13. :alt: License: AGPL-3
  14. .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
  15. :target: https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online_paypal
  16. :alt: OCA/bank-statement-import
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  19. :alt: Translate me on Weblate
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  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module provides online bank statements from
  25. `PayPal.com <https://paypal.com/>`_.
  26. **Table of contents**
  27. .. contents::
  28. :local:
  29. Configuration
  30. =============
  31. To configure online bank statements provider:
  32. #. Go to *Invoicing > Configuration > Bank Accounts*
  33. #. Open bank account to configure and edit it
  34. #. Set *Bank Feeds* to *Online*
  35. #. Select *PayPal.com* as online bank statements provider in
  36. *Online Bank Statements (OCA)* section
  37. #. Save the bank account
  38. #. Click on provider and configure provider-specific settings.
  39. or, alternatively:
  40. #. Go to *Invoicing > Overview*
  41. #. Open settings of the corresponding journal account
  42. #. Switch to *Bank Account* tab
  43. #. Set *Bank Feeds* to *Online*
  44. #. Select *PayPal.com* as online bank statements provider in
  45. *Online Bank Statements (OCA)* section
  46. #. Save the bank account
  47. #. Click on provider and configure provider-specific settings.
  48. To obtain *Client ID* and *Secret*:
  49. #. Open `PayPal Developer <https://developer.paypal.com/developer/applications/>`_
  50. #. Go to *My Apps & Credentials* and switch to *Live*
  51. #. Under *REST API apps*, click *Create App* to create new application (e.g. *Odoo*)
  52. #. Copy *Client ID* and *Secret* to use during provider configuration
  53. #. Under *Live App Settings*, uncheck all features except *Transaction Search*
  54. #. Click Save
  55. Usage
  56. =====
  57. To pull historical bank statements:
  58. #. Go to *Invoicing > Configuration > Bank Accounts*
  59. #. Select specific bank accounts
  60. #. Launch *Actions > Online Bank Statements Pull Wizard*
  61. #. Configure date interval and click *Pull*
  62. Known issues / Roadmap
  63. ======================
  64. * Only transactions for the previous three years are retrieved, historical data
  65. can be imported manually, see ``account_bank_statement_import_paypal``. See
  66. `PayPal Help Center article <https://www.paypal.com/us/smarthelp/article/why-can't-i-access-transaction-history-greater-than-3-years-ts2241>`_
  67. for details.
  68. * `PayPal Transaction Info <https://developer.paypal.com/docs/api/sync/v1/#definition-transaction_info>`_
  69. defines extra fields like ``tip_amount``, ``shipping_amount``, etc. that
  70. could be useful to be decomposed from a single transaction.
  71. Bug Tracker
  72. ===========
  73. Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
  74. In case of trouble, please check there if your issue has already been reported.
  75. If you spotted it first, help us smashing it by providing a detailed and welcomed
  76. `feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_bank_statement_import_online_paypal%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  77. Do not contact contributors directly about support or help with technical issues.
  78. Credits
  79. =======
  80. Authors
  81. ~~~~~~~
  82. * Brainbean Apps
  83. * Dataplug
  84. Contributors
  85. ~~~~~~~~~~~~
  86. * Alexey Pelykh <alexey.pelykh@brainbeanapps.com>
  87. Maintainers
  88. ~~~~~~~~~~~
  89. This module is maintained by the OCA.
  90. .. image:: https://odoo-community.org/logo.png
  91. :alt: Odoo Community Association
  92. :target: https://odoo-community.org
  93. OCA, or the Odoo Community Association, is a nonprofit organization whose
  94. mission is to support the collaborative development of Odoo features and
  95. promote its widespread use.
  96. This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online_paypal>`_ project on GitHub.
  97. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.