diff --git a/account_bank_statement_import_paypal/README.rst b/account_bank_statement_import_paypal/README.rst index 4fe30faf..6943924a 100644 --- a/account_bank_statement_import_paypal/README.rst +++ b/account_bank_statement_import_paypal/README.rst @@ -1,6 +1,6 @@ -============================= -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 `__ +#. 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 `__ +#. 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 + * Victor M.M. Torres + +* Alexey Pelykh Maintainers ~~~~~~~~~~~ diff --git a/account_bank_statement_import_paypal/static/description/index.html b/account_bank_statement_import_paypal/static/description/index.html index 5be41818..163d8a26 100644 --- a/account_bank_statement_import_paypal/static/description/index.html +++ b/account_bank_statement_import_paypal/static/description/index.html @@ -4,7 +4,7 @@ -Import Paypal Bank Statements +PayPal CSV Format Bank Statements Import -
-

Import Paypal Bank Statements

+
+

PayPal CSV Format Bank Statements Import

Beta License: AGPL-3 OCA/bank-statement-import Translate me on Weblate Try me on Runbot

-

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

-

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.
    • -
  • 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.

+

Configuration

+

To adjust PayPal report columns mapping:

+
    +
  1. Open Invoicing > Configuration > Accounting > PayPal Report Mappings
    2. +
  2. Modify mapping(s) according to your CSV reports format.
    3. +
-

Usage

-

To use this module, you need to:

+

Usage

+

To import statements from PayPal via Statement report:

    -
  1. Go to Paypal and download your Bank Statement
    2. +
  2. Go to PayPal
    3. +
  3. Open Reports > Statements and select Monthly or Custom
    4. +
  4. Select date range of interest and click Request under CSV column
    5. +
  5. Wait for statement report to be generated
    6. +
  6. Download it and save to a file
    7. +
  7. Go to Odoo and and import saved statement file, selecting corresponding format
-. -. +

To import statements from PayPal via Activity report:

+
    +
  1. Go to PayPal
    2. +
  2. Open Reports > Activity download
    3. +
  3. Set Transaction type to Balance affecting
    4. +
  4. Set Format to CSV
    5. +
  5. Select date range of interest and click Create report
    6. +
  6. Wait for activity report to be generated
    7. +
  7. Download it and save to a file
    8. +
  8. Go to Odoo and and import saved statement file, selecting corresponding format
    9. +
+
+
+

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

+

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 @@ -416,26 +440,29 @@ If you spotted it first, help us smashing it by providing a detailed and welcome

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

-

Credits

+

Credits

-

Authors

+

Authors

  • Akretion
    • +
  • Brainbean Apps
-

Maintainers

+

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose