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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
  17. .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
  18. :target: https://translation.odoo-community.org/projects/bank-statement-import-12-0/bank-statement-import-12-0-account_bank_statement_import_online_paypal
  19. :alt: Translate me on Weblate
  20. .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
  21. :target: https://runbot.odoo-community.org/runbot/174/12.0
  22. :alt: Try me on Runbot
  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module provides online bank statements from
  25. `PayPal.com <https://paypal.com/>`_.
  26. For support please contact `CorporateHub <mailto:support@corphub.eu>`_.
  27. **Table of contents**
  28. .. contents::
  29. :local:
  30. Configuration
  31. =============
  32. To configure online bank statements provider:
  33. #. Go to *Invoicing > Configuration > Bank Accounts*
  34. #. Open bank account to configure and edit it
  35. #. Set *Bank Feeds* to *Online*
  36. #. Select *PayPal.com* as online bank statements provider in
  37. *Online Bank Statements (OCA)* section
  38. #. Save the bank account
  39. #. Click on provider and configure provider-specific settings.
  40. or, alternatively:
  41. #. Go to *Invoicing > Overview*
  42. #. Open settings of the corresponding journal account
  43. #. Switch to *Bank Account* tab
  44. #. Set *Bank Feeds* to *Online*
  45. #. Select *PayPal.com* as online bank statements provider in
  46. *Online Bank Statements (OCA)* section
  47. #. Save the bank account
  48. #. Click on provider and configure provider-specific settings.
  49. To obtain *Client ID* and *Secret*:
  50. #. Open `PayPal Developer <https://developer.paypal.com/developer/applications/>`_
  51. #. Go to *My Apps & Credentials* and switch to *Live*
  52. #. Under *REST API apps*, click *Create App* to create new application (e.g. *Odoo*)
  53. #. Copy *Client ID* and *Secret* to use during provider configuration
  54. #. Under *Live App Settings*, uncheck all features except *Transaction Search*
  55. #. Click Save
  56. Usage
  57. =====
  58. To pull historical bank statements:
  59. #. Go to *Invoicing > Configuration > Bank Accounts*
  60. #. Select specific bank accounts
  61. #. Launch *Actions > Online Bank Statements Pull Wizard*
  62. #. Configure date interval and click *Pull*
  63. Known issues / Roadmap
  64. ======================
  65. * Only transactions for the previous three years are retrieved, historical data
  66. can be imported manually, see ``account_bank_statement_import_paypal``. See
  67. `PayPal Help Center article <https://www.paypal.com/us/smarthelp/article/why-can't-i-access-transaction-history-greater-than-3-years-ts2241>`_
  68. for details.
  69. * `PayPal Transaction Info <https://developer.paypal.com/docs/api/sync/v1/#definition-transaction_info>`_
  70. defines extra fields like ``tip_amount``, ``shipping_amount``, etc. that
  71. could be useful to be decomposed from a single transaction.
  72. * There's a known issue with PayPal API that on every Monday for couple of
  73. hours after UTC midnight it returns ``INVALID_REQUEST`` incorrectly: their
  74. servers have not inflated the data yet. PayPal tech support confirmed this
  75. behaviour in case #06650320 (private).
  76. Bug Tracker
  77. ===========
  78. Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
  79. In case of trouble, please check there if your issue has already been reported.
  80. If you spotted it first, help us smashing it by providing a detailed and welcomed
  81. `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**>`_.
  82. Do not contact contributors directly about support or help with technical issues.
  83. Credits
  84. =======
  85. Authors
  86. ~~~~~~~
  87. * CorporateHub
  88. Contributors
  89. ~~~~~~~~~~~~
  90. * Alexey Pelykh <alexey.pelykh@brainbeanapps.com>
  91. Maintainers
  92. ~~~~~~~~~~~
  93. This module is maintained by the OCA.
  94. .. image:: https://odoo-community.org/logo.png
  95. :alt: Odoo Community Association
  96. :target: https://odoo-community.org
  97. OCA, or the Odoo Community Association, is a nonprofit organization whose
  98. mission is to support the collaborative development of Odoo features and
  99. promote its widespread use.
  100. .. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
  101. :target: https://github.com/alexey-pelykh
  102. :alt: alexey-pelykh
  103. Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
  104. |maintainer-alexey-pelykh|
  105. 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.
  106. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.