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Online Bank Statements: PayPal.com
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This module provides online bank statements from
`PayPal.com `_.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure online bank statements provider:
#. Go to *Invoicing > Configuration > Bank Accounts*
#. Open bank account to configure and edit it
#. Set *Bank Feeds* to *Online*
#. Select *PayPal.com* as online bank statements provider in
*Online Bank Statements (OCA)* section
#. Save the bank account
#. Click on provider and configure provider-specific settings.
or, alternatively:
#. Go to *Invoicing > Overview*
#. Open settings of the corresponding journal account
#. Switch to *Bank Account* tab
#. Set *Bank Feeds* to *Online*
#. Select *PayPal.com* as online bank statements provider in
*Online Bank Statements (OCA)* section
#. Save the bank account
#. Click on provider and configure provider-specific settings.
To obtain *Client ID* and *Secret*:
#. Open `PayPal Developer `_
#. Go to *My Apps & Credentials* and switch to *Live*
#. Under *REST API apps*, click *Create App* to create new application (e.g. *Odoo*)
#. Copy *Client ID* and *Secret* to use during provider configuration
#. Under *Live App Settings*, uncheck all features except *Transaction Search*
#. Click Save
Usage
=====
To pull historical bank statements:
#. Go to *Invoicing > Configuration > Bank Accounts*
#. Select specific bank accounts
#. Launch *Actions > Online Bank Statements Pull Wizard*
#. Configure date interval and click *Pull*
Known issues / Roadmap
======================
* Only transactions for the previous three years are retrieved, historical data
can be imported manually, see ``account_bank_statement_import_paypal``. See
`PayPal Help Center article `_
for details.
* `PayPal Transaction Info `_
defines extra fields like ``tip_amount``, ``shipping_amount``, etc. that
could be useful to be decomposed from a single transaction.
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
~~~~~~~
* Brainbean Apps
* Dataplug
Contributors
~~~~~~~~~~~~
* Alexey Pelykh
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
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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.