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account_bank_statement_import_paypal/README.rst
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=============================
Import Paypal Bank Statements
=============================
========================================
PayPal CSV Format Bank Statements Import
========================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
@@ -11,7 +11,7 @@ Import Paypal Bank Statements
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html
: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/11.0/account_bank_statement_import_paypal
@@ -25,7 +25,7 @@ Import Paypal Bank Statements
|badge1| |badge2| |badge3| |badge4| |badge5|
This module allows you to import the Paypal CSV files in Odoo as bank
This module allows you to import the PayPal CSV files in Odoo as bank
statements.
**Table of contents**
@@ -36,30 +36,44 @@ statements.
Configuration
=============
* Create or go to a bank journal where you want to import Paypal statement.
* Edit that journal and set a Paypal map in **Paypal Map** section in **Advanced
Settings** tab.
To adjust PayPal report columns mapping:
* Now you can import Paypal statements in that journal.
Note: if existent Paypal Map does not fit to your file to import, you can
create another map in **Invoicing > Configuration > Accounting > Paypal
Mapping**.
You can import headers from any Paypal file in **Action > Create Paypal Map
Lines** and set every line with which field of statement have to match.
#. Open *Invoicing > Configuration > Accounting > PayPal Report Mappings*
#. Modify mapping(s) according to your CSV reports format.
Usage
=====
To use this module, you need to:
To import statements from PayPal via Statement report:
#. Go to Paypal and download your Bank Statement
#. Go to `PayPal <https://paypal.com/>`__
#. Open *Reports > 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
.. image:: https://raw.githubusercontent.com/OCA/bank-statement-import/11.0/account_bank_statement_import_paypal/account_bank_statement_import_paypal/static/description/paypal_backoffice.png
:alt: .
.. image:: https://raw.githubusercontent.com/OCA/bank-statement-import/11.0/account_bank_statement_import_paypal/static/description/paypal_backoffice.png
:alt: .
To import statements from PayPal via Activity report:
#. Go to `PayPal <https://paypal.com/>`__
#. Open *Reports > 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
=========
11.0.3.0.0
~~~~~~~~~~
* [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
===========
@@ -78,6 +92,7 @@ Authors
~~~~~~~
* Akretion
* Brainbean Apps
Contributors
~~~~~~~~~~~~
@@ -87,6 +102,9 @@ Contributors
* Tecnativa (https://www.tecnativa.com)
* Vicent Cubells <vicent.cubells@tecnativa.com>
* Victor M.M. Torres <victor.martin@tecnativa.com>
* Alexey Pelykh <alexey.pelykh@brainbeanapps.com>
Maintainers
~~~~~~~~~~~

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account_bank_statement_import_paypal/static/description/index.html
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<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
<title>Import Paypal Bank Statements</title>
<title>PayPal CSV Format Bank Statements Import</title>
<style type="text/css">
/*
@@ -360,55 +360,79 @@ ul.auto-toc {
</style>
</head>
<body>
<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>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<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/11.0/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-11-0/bank-statement-import-11-0-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/174/11.0"><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 Paypal CSV files in Odoo as bank
<p>This module allows you to import the PayPal 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">11.0.3.0.0</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 &gt; Configuration &gt; Accounting &gt; Paypal
Mapping</strong>.</p>
<p>You can import headers from any Paypal file in <strong>Action &gt; 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 &gt; Configuration &gt; Accounting &gt; 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 &gt; 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/11.0/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/11.0/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 &gt; 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">11.0.3.0.0</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
@@ -416,26 +440,29 @@ 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 &lt;<a class="reference external" href="mailto:alexis.delattre&#64;akretion.com">alexis.delattre&#64;akretion.com</a>&gt;</li>
<li>Sebastien BEAU &lt;<a class="reference external" href="mailto:sebastien.beau&#64;akretion.com">sebastien.beau&#64;akretion.com</a>&gt;</li>
<li>Tecnativa (<a class="reference external" href="https://www.tecnativa.com">https://www.tecnativa.com</a>)<ul>
<li>Vicent Cubells &lt;<a class="reference external" href="mailto:vicent.cubells&#64;tecnativa.com">vicent.cubells&#64;tecnativa.com</a>&gt;</li>
<li>Victor M.M. Torres &lt;<a class="reference external" href="mailto:victor.martin&#64;tecnativa.com">victor.martin&#64;tecnativa.com</a>&gt;</li>
</ul>
</li>
<li>Alexey Pelykh &lt;<a class="reference external" href="mailto:alexey.pelykh&#64;brainbeanapps.com">alexey.pelykh&#64;brainbeanapps.com</a>&gt;</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