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  1. ========================================
  2. PayPal CSV Format Bank Statements Import
  3. ========================================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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  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_paypal
  16. :alt: OCA/bank-statement-import
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  18. :target: https://translation.odoo-community.org/projects/bank-statement-import-12-0/bank-statement-import-12-0-account_bank_statement_import_paypal
  19. :alt: Translate me on Weblate
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  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module allows you to import the PayPal CSV files in Odoo as bank
  25. statements.
  26. **Table of contents**
  27. .. contents::
  28. :local:
  29. Configuration
  30. =============
  31. To adjust PayPal report columns mapping:
  32. #. Open *Invoicing > Configuration > Accounting > PayPal Report Mappings*
  33. #. Modify mapping(s) according to your CSV reports format.
  34. Usage
  35. =====
  36. To import statements from PayPal via Statement report:
  37. #. Go to `PayPal <https://business.paypal.com/merchantdata/reportHome/>`__
  38. #. Open *Statements* and select *Monthly* or *Custom*
  39. #. Select date range of interest and click *Request* under *CSV* column
  40. #. Wait for statement report to be generated
  41. #. Download it and save to a file
  42. #. Go to Odoo and and import saved statement file, selecting corresponding format
  43. To import statements from PayPal via Activity report:
  44. #. Go to `PayPal <https://business.paypal.com/merchantdata/reportHome/>`__
  45. #. Open *Activity download*
  46. #. Set *Transaction type* to *Balance affecting*
  47. #. Set *Format* to *CSV*
  48. #. Select date range of interest and click *Create report*
  49. #. Wait for activity report to be generated
  50. #. Download it and save to a file
  51. #. Go to Odoo and and import saved statement file, selecting corresponding format
  52. Changelog
  53. =========
  54. 12.0.2.0.0
  55. ~~~~~~~~~~
  56. * [BREAKING] New mapping, please review mappings after upgrade.
  57. * [BREAKING] Different bank accounts have to be used per each currency.
  58. * [ADD] Support for both Statement and Activity reports.
  59. * [ADD] Separate fee and currency exchange parsing.
  60. Bug Tracker
  61. ===========
  62. Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
  63. In case of trouble, please check there if your issue has already been reported.
  64. If you spotted it first, help us smashing it by providing a detailed and welcomed
  65. `feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_bank_statement_import_paypal%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  66. Do not contact contributors directly about support or help with technical issues.
  67. Credits
  68. =======
  69. Authors
  70. ~~~~~~~
  71. * Akretion
  72. * CorporateHub
  73. Contributors
  74. ~~~~~~~~~~~~
  75. * Alexis de Lattre <alexis.delattre@akretion.com>
  76. * Sebastien BEAU <sebastien.beau@akretion.com>
  77. * Tecnativa (https://www.tecnativa.com)
  78. * Vicent Cubells <vicent.cubells@tecnativa.com>
  79. * Victor M.M. Torres <victor.martin@tecnativa.com>
  80. * `CorporateHub <https://corporatehub.eu/>`__
  81. * Alexey Pelykh <alexey.pelykh@corphub.eu>
  82. Maintainers
  83. ~~~~~~~~~~~
  84. This module is maintained by the OCA.
  85. .. image:: https://odoo-community.org/logo.png
  86. :alt: Odoo Community Association
  87. :target: https://odoo-community.org
  88. OCA, or the Odoo Community Association, is a nonprofit organization whose
  89. mission is to support the collaborative development of Odoo features and
  90. promote its widespread use.
  91. This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_paypal>`_ project on GitHub.
  92. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.