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PayPal CSV Format Bank Statements Import
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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
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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
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* [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
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* Akretion
* CorporateHub
Contributors
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* Alexis de Lattre
* Sebastien BEAU
* Tecnativa (https://www.tecnativa.com)
* Vicent Cubells
* Victor M.M. Torres
* `CorporateHub `__
* 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.