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< title > Import Paypal Bank Statements < / title >
< title > PayPal CSV Format Bank Statements Import < / title >
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< div class = "document" id = "import- paypal-bank-statements" >
< h1 class = "title" > Import Paypal Bank Statements < / h1 >
< div class = "document" id = "paypal-csv-format- bank-statements-import " >
< h1 class = "title" > PayPal CSV Format Bank Statements Import < / h1 >
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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 = "https ://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_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_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 >
< p > This module allows you to import the Payp al CSV files in Odoo as bank
< 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_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_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 >
< p > This module allows you to import the PayP al CSV files in Odoo as bank
statements.< / p >
< p > < strong > Table of contents< / strong > < / p >
< div class = "contents local topic" id = "contents" >
< ul class = "simple" >
< li > < a class = "reference internal" href = "#configuration" id = "id1" > Configuration< / a > < / li >
< li > < a class = "reference internal" href = "#usage" id = "id2" > Usage< / a > < / li >
< li > < a class = "reference internal" href = "#bug-tracker" id = "id3" > Bug Tracker< / a > < / li >
< li > < a class = "reference internal" href = "#credits" id = "id4" > Credits< / a > < ul >
< li > < a class = "reference internal" href = "#authors" id = "id5" > Authors< / a > < / li >
< li > < a class = "reference internal" href = "#contributors" id = "id6" > Contributors< / a > < / li >
< li > < a class = "reference internal" href = "#maintainers" id = "id7" > Maintainers< / a > < / li >
< li > < a class = "reference internal" href = "#configuration" id = "id2" > Configuration< / a > < / li >
< li > < a class = "reference internal" href = "#usage" id = "id3" > Usage< / a > < / li >
< li > < a class = "reference internal" href = "#changelog" id = "id4" > Changelog< / a > < ul >
< li > < a class = "reference internal" href = "#id1" id = "id5" > 12.0.2.0.0< / a > < / li >
< / ul >
< / li >
< li > < a class = "reference internal" href = "#bug-tracker" id = "id6" > Bug Tracker< / a > < / li >
< li > < a class = "reference internal" href = "#credits" id = "id7" > Credits< / a > < ul >
< li > < a class = "reference internal" href = "#authors" id = "id8" > Authors< / a > < / li >
< li > < a class = "reference internal" href = "#contributors" id = "id9" > Contributors< / a > < / li >
< li > < a class = "reference internal" href = "#maintainers" id = "id10" > Maintainers< / a > < / li >
< / ul >
< / li >
< / ul >
< / div >
< div class = "section" id = "configuration" >
< h1 > < a class = "toc-backref" href = "#id1" > Configuration< / a > < / h1 >
< ul class = "simple" >
< li > Create or go to a bank journal where you want to import Paypal statement.< / li >
< li > Edit that journal and set a Paypal map in < strong > Paypal Map< / strong > section in < strong > Advanced
Settings< / strong > tab.< / li >
< li > Now you can import Paypal statements in that journal.< / li >
< / ul >
< p > Note: if existent Paypal Map does not fit to your file to import, you can
create another map in < strong > Invoicing > Configuration > Accounting > Paypal
Mapping< / strong > .< / p >
< p > You can import headers from any Paypal file in < strong > Action > Create Paypal Map
Lines< / strong > and set every line with which field of statement have to match.< / p >
< h1 > < a class = "toc-backref" href = "#id2" > Configuration< / a > < / h1 >
< p > To adjust PayPal report columns mapping:< / p >
< ol class = "arabic simple" >
< li > Open < em > Invoicing > Configuration > Accounting > PayPal Report Mappings< / em > < / li >
< li > Modify mapping(s) according to your CSV reports format.< / li >
< / ol >
< / div >
< div class = "section" id = "usage" >
< h1 > < a class = "toc-backref" href = "#id2 " > Usage< / a > < / h1 >
< p > To use this module, you need to :< / p >
< h1 > < a class = "toc-backref" href = "#id3" > Usage< / a > < / h1 >
< p > To import statements from PayPal via Statement report:< / p >
< ol class = "arabic simple" >
< li > Go to Paypal and download your Bank Statement< / li >
< li > Go to < a class = "reference external" href = "https://paypal.com/" > PayPal< / a > < / li >
< li > Open < em > Reports > Statements< / em > and select < em > Monthly< / em > or < em > Custom< / em > < / li >
< li > Select date range of interest and click < em > Request< / em > under < em > CSV< / em > column< / li >
< li > Wait for statement report to be generated< / li >
< li > Download it and save to a file< / li >
< li > Go to Odoo and and import saved statement file, selecting corresponding format< / li >
< / ol >
< img alt = "." src = "https://raw.githubusercontent.com/OCA/bank-statement-import/12.0/account_bank_statement_import_paypal/account_bank_statement_import_paypal/static/description/paypal_backoffice.png" / >
< img alt = "." src = "https://raw.githubusercontent.com/OCA/bank-statement-import/12.0/account_bank_statement_import_paypal/static/description/paypal_backoffice.png" / >
< p > To import statements from PayPal via Activity report:< / p >
< ol class = "arabic simple" >
< li > Go to < a class = "reference external" href = "https://paypal.com/" > PayPal< / a > < / li >
< li > Open < em > Reports > Activity download< / em > < / li >
< li > Set < em > Transaction type< / em > to < em > Balance affecting< / em > < / li >
< li > Set < em > Format< / em > to < em > CSV< / em > < / li >
< li > Select date range of interest and click < em > Create report< / em > < / li >
< li > Wait for activity report to be generated< / li >
< li > Download it and save to a file< / li >
< li > Go to Odoo and and import saved statement file, selecting corresponding format< / li >
< / ol >
< / div >
< div class = "section" id = "changelog" >
< h1 > < a class = "toc-backref" href = "#id4" > Changelog< / a > < / h1 >
< div class = "section" id = "id1" >
< h2 > < a class = "toc-backref" href = "#id5" > 12.0.2.0.0< / a > < / h2 >
< ul class = "simple" >
< li > [BREAKING] New mapping, please review mappings after upgrade.< / li >
< li > [BREAKING] Different bank accounts have to be used per each currency.< / li >
< li > [ADD] Support for both Statement and Activity reports.< / li >
< li > [ADD] Separate fee and currency exchange parsing.< / li >
< / ul >
< / div >
< / div >
< div class = "section" id = "bug-tracker" >
< h1 > < a class = "toc-backref" href = "#id3" > Bug Tracker< / a > < / h1 >
< h1 > < a class = "toc-backref" href = "#id6 " > 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
@ -416,15 +440,16 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
< 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 = "#id4 " > Credits< / a > < / h1 >
< h1 > < a class = "toc-backref" href = "#id7 " > Credits< / a > < / h1 >
< div class = "section" id = "authors" >
< h2 > < a class = "toc-backref" href = "#id5 " > Authors< / a > < / h2 >
< h2 > < a class = "toc-backref" href = "#id8 " > Authors< / a > < / h2 >
< ul class = "simple" >
< li > Akretion< / li >
< li > Brainbean Apps< / li >
< / ul >
< / div >
< div class = "section" id = "contributors" >
< h2 > < a class = "toc-backref" href = "#id6 " > Contributors< / a > < / h2 >
< h2 > < a class = "toc-backref" href = "#id9 " > Contributors< / a > < / h2 >
< ul class = "simple" >
< li > Alexis de Lattre < < a class = "reference external" href = "mailto:alexis.delattre@akretion.com" > alexis.delattre@ akretion.com< / a > > < / li >
< li > Sebastien BEAU < < a class = "reference external" href = "mailto:sebastien.beau@akretion.com" > sebastien.beau@ akretion.com< / a > > < / li >
@ -433,10 +458,11 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
< li > Victor M.M. Torres < < a class = "reference external" href = "mailto:victor.martin@tecnativa.com" > victor.martin@ tecnativa.com< / a > > < / li >
< / ul >
< / li >
< 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 = "#id7 " > Maintainers< / a > < / h2 >
< h2 > < a class = "toc-backref" href = "#id10 " > 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
OCA-git-bot
4 years ago