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129account_bank_statement_import_online_paypal/README.rst
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================================== |
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Online Bank Statements: PayPal.com |
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================================== |
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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!! changes will be overwritten. !! |
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
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:target: https://odoo-community.org/page/development-status |
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:alt: Beta |
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
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:alt: License: AGPL-3 |
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github |
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:target: https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online_paypal |
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:alt: OCA/bank-statement-import |
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
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:target: https://translation.odoo-community.org/projects/bank-statement-import-12-0/bank-statement-import-12-0-account_bank_statement_import_online_paypal |
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:alt: Translate me on Weblate |
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png |
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:target: https://runbot.odoo-community.org/runbot/174/12.0 |
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:alt: Try me on Runbot |
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|badge1| |badge2| |badge3| |badge4| |badge5| |
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|
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This module provides online bank statements from |
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`PayPal.com <https://paypal.com/>`_. |
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**Table of contents** |
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|
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.. contents:: |
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:local: |
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|
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Configuration |
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============= |
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To configure online bank statements provider: |
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#. Go to *Invoicing > Configuration > Bank Accounts* |
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#. Open bank account to configure and edit it |
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#. Set *Bank Feeds* to *Online* |
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#. Select *PayPal.com* as online bank statements provider in |
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*Online Bank Statements (OCA)* section |
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#. Save the bank account |
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#. Click on provider and configure provider-specific settings. |
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or, alternatively: |
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#. Go to *Invoicing > Overview* |
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#. Open settings of the corresponding journal account |
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#. Switch to *Bank Account* tab |
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#. Set *Bank Feeds* to *Online* |
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#. Select *PayPal.com* as online bank statements provider in |
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*Online Bank Statements (OCA)* section |
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#. Save the bank account |
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#. Click on provider and configure provider-specific settings. |
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To obtain *Client ID* and *Secret*: |
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#. Open `PayPal Developer <https://developer.paypal.com/developer/applications/>`_ |
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#. Go to *My Apps & Credentials* and switch to *Live* |
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#. Under *REST API apps*, click *Create App* to create new application (e.g. *Odoo*) |
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#. Copy *Client ID* and *Secret* to use during provider configuration |
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#. Under *Live App Settings*, uncheck all features except *Transaction Search* |
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#. Click Save |
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Usage |
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===== |
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To pull historical bank statements: |
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#. Go to *Invoicing > Configuration > Bank Accounts* |
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#. Select specific bank accounts |
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#. Launch *Actions > Online Bank Statements Pull Wizard* |
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#. Configure date interval and click *Pull* |
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Known issues / Roadmap |
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====================== |
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* Only transactions for the previous three years are retrieved, historical data |
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can be imported manually, see ``account_bank_statement_import_paypal``. See |
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`PayPal Help Center article <https://www.paypal.com/us/smarthelp/article/why-can't-i-access-transaction-history-greater-than-3-years-ts2241>`_ |
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for details. |
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* `PayPal Transaction Info <https://developer.paypal.com/docs/api/sync/v1/#definition-transaction_info>`_ |
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defines extra fields like ``tip_amount``, ``shipping_amount``, etc. that |
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could be useful to be decomposed from a single transaction. |
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Bug Tracker |
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=========== |
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|
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed |
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`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**>`_. |
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Do not contact contributors directly about support or help with technical issues. |
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Credits |
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======= |
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Authors |
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~~~~~~~ |
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* Brainbean Apps |
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* Dataplug |
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Contributors |
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~~~~~~~~~~~~ |
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* Alexey Pelykh <alexey.pelykh@brainbeanapps.com> |
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Maintainers |
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~~~~~~~~~~~ |
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This module is maintained by the OCA. |
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.. image:: https://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
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:target: https://odoo-community.org |
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OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use. |
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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. |
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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<body> |
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<div class="document" id="online-bank-statements-paypal-com"> |
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<h1 class="title">Online Bank Statements: PayPal.com</h1> |
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|
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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!! changes will be overwritten. !! |
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> |
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online_paypal"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/bank-statement-import-12-0/bank-statement-import-12-0-account_bank_statement_import_online_paypal"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/174/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> |
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<p>This module provides online bank statements from |
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<a class="reference external" href="https://paypal.com/">PayPal.com</a>.</p> |
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<p><strong>Table of contents</strong></p> |
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<div class="contents local topic" id="contents"> |
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<ul class="simple"> |
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> |
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li> |
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<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> |
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<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> |
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<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> |
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<li><a class="reference internal" href="#authors" id="id6">Authors</a></li> |
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<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> |
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<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> |
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</ul> |
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</li> |
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</ul> |
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</div> |
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<div class="section" id="configuration"> |
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1> |
|||
<p>To configure online bank statements provider:</p> |
|||
<ol class="arabic simple"> |
|||
<li>Go to <em>Invoicing > Configuration > Bank Accounts</em></li> |
|||
<li>Open bank account to configure and edit it</li> |
|||
<li>Set <em>Bank Feeds</em> to <em>Online</em></li> |
|||
<li>Select <em>PayPal.com</em> as online bank statements provider in |
|||
<em>Online Bank Statements (OCA)</em> section</li> |
|||
<li>Save the bank account</li> |
|||
<li>Click on provider and configure provider-specific settings.</li> |
|||
</ol> |
|||
<p>or, alternatively:</p> |
|||
<ol class="arabic simple"> |
|||
<li>Go to <em>Invoicing > Overview</em></li> |
|||
<li>Open settings of the corresponding journal account</li> |
|||
<li>Switch to <em>Bank Account</em> tab</li> |
|||
<li>Set <em>Bank Feeds</em> to <em>Online</em></li> |
|||
<li>Select <em>PayPal.com</em> as online bank statements provider in |
|||
<em>Online Bank Statements (OCA)</em> section</li> |
|||
<li>Save the bank account</li> |
|||
<li>Click on provider and configure provider-specific settings.</li> |
|||
</ol> |
|||
<p>To obtain <em>Client ID</em> and <em>Secret</em>:</p> |
|||
<ol class="arabic simple"> |
|||
<li>Open <a class="reference external" href="https://developer.paypal.com/developer/applications/">PayPal Developer</a></li> |
|||
<li>Go to <em>My Apps & Credentials</em> and switch to <em>Live</em></li> |
|||
<li>Under <em>REST API apps</em>, click <em>Create App</em> to create new application (e.g. <em>Odoo</em>)</li> |
|||
<li>Copy <em>Client ID</em> and <em>Secret</em> to use during provider configuration</li> |
|||
<li>Under <em>Live App Settings</em>, uncheck all features except <em>Transaction Search</em></li> |
|||
<li>Click Save</li> |
|||
</ol> |
|||
</div> |
|||
<div class="section" id="usage"> |
|||
<h1><a class="toc-backref" href="#id2">Usage</a></h1> |
|||
<p>To pull historical bank statements:</p> |
|||
<ol class="arabic simple"> |
|||
<li>Go to <em>Invoicing > Configuration > Bank Accounts</em></li> |
|||
<li>Select specific bank accounts</li> |
|||
<li>Launch <em>Actions > Online Bank Statements Pull Wizard</em></li> |
|||
<li>Configure date interval and click <em>Pull</em></li> |
|||
</ol> |
|||
</div> |
|||
<div class="section" id="known-issues-roadmap"> |
|||
<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1> |
|||
<ul class="simple"> |
|||
<li>Only transactions for the previous three years are retrieved, historical data |
|||
can be imported manually, see <tt class="docutils literal">account_bank_statement_import_paypal</tt>. See |
|||
<a class="reference external" href="https://www.paypal.com/us/smarthelp/article/why-can't-i-access-transaction-history-greater-than-3-years-ts2241">PayPal Help Center article</a> |
|||
for details.</li> |
|||
<li><a class="reference external" href="https://developer.paypal.com/docs/api/sync/v1/#definition-transaction_info">PayPal Transaction Info</a> |
|||
defines extra fields like <tt class="docutils literal">tip_amount</tt>, <tt class="docutils literal">shipping_amount</tt>, etc. that |
|||
could be useful to be decomposed from a single transaction.</li> |
|||
</ul> |
|||
</div> |
|||
<div class="section" id="bug-tracker"> |
|||
<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1> |
|||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>. |
|||
In case of trouble, please check there if your issue has already been reported. |
|||
If you spotted it first, help us smashing it by providing a detailed and welcomed |
|||
<a class="reference external" href="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**">feedback</a>.</p> |
|||
<p>Do not contact contributors directly about support or help with technical issues.</p> |
|||
</div> |
|||
<div class="section" id="credits"> |
|||
<h1><a class="toc-backref" href="#id5">Credits</a></h1> |
|||
<div class="section" id="authors"> |
|||
<h2><a class="toc-backref" href="#id6">Authors</a></h2> |
|||
<ul class="simple"> |
|||
<li>Brainbean Apps</li> |
|||
<li>Dataplug</li> |
|||
</ul> |
|||
</div> |
|||
<div class="section" id="contributors"> |
|||
<h2><a class="toc-backref" href="#id7">Contributors</a></h2> |
|||
<ul class="simple"> |
|||
<li>Alexey Pelykh <<a class="reference external" href="mailto:alexey.pelykh@brainbeanapps.com">alexey.pelykh@brainbeanapps.com</a>></li> |
|||
</ul> |
|||
</div> |
|||
<div class="section" id="maintainers"> |
|||
<h2><a class="toc-backref" href="#id8">Maintainers</a></h2> |
|||
<p>This module is maintained by the OCA.</p> |
|||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> |
|||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose |
|||
mission is to support the collaborative development of Odoo features and |
|||
promote its widespread use.</p> |
|||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_online_paypal">OCA/bank-statement-import</a> project on GitHub.</p> |
|||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</body> |
|||
</html> |
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