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README.rst

========================================
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
=====

To import statements from PayPal via Statement report:

#. Go to `PayPal <https://business.paypal.com/merchantdata/reportHome/>`__
#. 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 <https://business.paypal.com/merchantdata/reportHome/>`__
#. 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 <https://github.com/OCA/bank-statement-import/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 <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_bank_statement_import_paypal%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Akretion
* CorporateHub

Contributors
~~~~~~~~~~~~

* Alexis de Lattre <alexis.delattre@akretion.com>
* Sebastien BEAU <sebastien.beau@akretion.com>
* Tecnativa (https://www.tecnativa.com)

* Vicent Cubells <vicent.cubells@tecnativa.com>
* Victor M.M. Torres <victor.martin@tecnativa.com>

* `CorporateHub <https://corporatehub.eu/>`__

* Alexey Pelykh <alexey.pelykh@corphub.eu>

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 <https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_import_paypal>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.