======================================== PayPal CSV Format Bank Statements Import ======================================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png :target: https://odoo-community.org/page/development-status :alt: Beta .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github :target: https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_paypal :alt: OCA/bank-statement-import .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/bank-statement-import-12-0/bank-statement-import-12-0-account_bank_statement_import_paypal :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png :target: https://runbot.odoo-community.org/runbot/174/12.0 :alt: Try me on Runbot |badge1| |badge2| |badge3| |badge4| |badge5| This module allows you to import the PayPal CSV files in Odoo as bank statements. **Table of contents** .. contents:: :local: Configuration ============= To adjust PayPal report columns mapping: #. Open *Invoicing > Configuration > Accounting > PayPal Report Mappings* #. Modify mapping(s) according to your CSV reports format. Usage ===== To import statements from PayPal via Statement report: #. Go to `PayPal `__ #. Open *Statements* and select *Monthly* or *Custom* #. Select date range of interest and click *Request* under *CSV* column #. Wait for statement report to be generated #. Download it and save to a file #. Go to Odoo and and import saved statement file, selecting corresponding format To import statements from PayPal via Activity report: #. Go to `PayPal `__ #. Open *Activity download* #. Set *Transaction type* to *Balance affecting* #. Set *Format* to *CSV* #. Select date range of interest and click *Create report* #. Wait for activity report to be generated #. Download it and save to a file #. Go to Odoo and and import saved statement file, selecting corresponding format Changelog ========= 12.0.2.0.0 ~~~~~~~~~~ * [BREAKING] New mapping, please review mappings after upgrade. * [BREAKING] Different bank accounts have to be used per each currency. * [ADD] Support for both Statement and Activity reports. * [ADD] Separate fee and currency exchange parsing. Bug Tracker =========== Bugs are tracked on `GitHub Issues `_. 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 `feedback `_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ~~~~~~~ * Akretion * CorporateHub Contributors ~~~~~~~~~~~~ * Alexis de Lattre * Sebastien BEAU * Tecnativa (https://www.tecnativa.com) * Vicent Cubells * Victor M.M. Torres * Alexey Pelykh Maintainers ~~~~~~~~~~~ This module is maintained by the OCA. .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org 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. This module is part of the `OCA/bank-statement-import `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.