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https://github.com/OCA/bank-statement-import.git
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[REN] account_bank_statement_import_online_paypal: Renamed to account_statement_import_online_paypal
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29
account_statement_import_online_paypal/readme/CONFIGURE.rst
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29
account_statement_import_online_paypal/readme/CONFIGURE.rst
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To configure online bank statements provider:
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#. Go to *Invoicing > Configuration > Bank Accounts*
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#. Open bank account to configure and edit it
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#. Set *Bank Feeds* to *Online*
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#. Select *PayPal.com* as online bank statements provider in
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*Online Bank Statements (OCA)* section
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#. Save the bank account
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#. Click on provider and configure provider-specific settings.
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or, alternatively:
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#. Go to *Invoicing > Overview*
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#. Open settings of the corresponding journal account
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#. Switch to *Bank Account* tab
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#. Set *Bank Feeds* to *Online*
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#. Select *PayPal.com* as online bank statements provider in
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*Online Bank Statements (OCA)* section
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#. Save the bank account
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#. Click on provider and configure provider-specific settings.
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To obtain *Client ID* and *Secret*:
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#. Open `PayPal Developer <https://developer.paypal.com/developer/applications/>`_
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#. Go to *My Apps & Credentials* and switch to *Live*
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#. Under *REST API apps*, click *Create App* to create new application (e.g. *Odoo*)
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#. Copy *Client ID* and *Secret* to use during provider configuration
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#. Under *Live App Settings*, uncheck all features except *Transaction Search*
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#. Click Save
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* `CorporateHub <https://corporatehub.eu/>`__
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* Alexey Pelykh <alexey.pelykh@corphub.eu>
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This module provides online bank statements from
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`PayPal.com <https://paypal.com/>`__.
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11
account_statement_import_online_paypal/readme/ROADMAP.rst
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account_statement_import_online_paypal/readme/ROADMAP.rst
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* Only transactions for the previous three years are retrieved, historical data
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can be imported manually, see ``account_bank_statement_import_paypal``. See
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`PayPal Help Center article <https://www.paypal.com/us/smarthelp/article/why-can't-i-access-transaction-history-greater-than-3-years-ts2241>`_
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for details.
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* `PayPal Transaction Info <https://developer.paypal.com/docs/api/sync/v1/#definition-transaction_info>`_
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defines extra fields like ``tip_amount``, ``shipping_amount``, etc. that
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could be useful to be decomposed from a single transaction.
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* There's a known issue with PayPal API that on every Monday for couple of
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hours after UTC midnight it returns ``INVALID_REQUEST`` incorrectly: their
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servers have not inflated the data yet. PayPal tech support confirmed this
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behaviour in case #06650320 (private).
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6
account_statement_import_online_paypal/readme/USAGE.rst
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account_statement_import_online_paypal/readme/USAGE.rst
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To pull historical bank statements:
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#. Go to *Invoicing > Configuration > Bank Accounts*
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#. Select specific bank accounts
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#. Launch *Actions > Online Bank Statements Pull Wizard*
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#. Configure date interval and click *Pull*
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