[REN] account_bank_statement_import_online_paypal: Renamed to account_statement_import_online_paypal

This commit is contained in:
Omar (Comunitea)
2022-02-25 11:57:28 +01:00
parent 4df3fcb1d6
commit 8759307abf
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To configure online bank statements provider:
#. Go to *Invoicing > Configuration > Bank Accounts*
#. Open bank account to configure and edit it
#. Set *Bank Feeds* to *Online*
#. Select *PayPal.com* as online bank statements provider in
*Online Bank Statements (OCA)* section
#. Save the bank account
#. Click on provider and configure provider-specific settings.
or, alternatively:
#. Go to *Invoicing > Overview*
#. Open settings of the corresponding journal account
#. Switch to *Bank Account* tab
#. Set *Bank Feeds* to *Online*
#. Select *PayPal.com* as online bank statements provider in
*Online Bank Statements (OCA)* section
#. Save the bank account
#. Click on provider and configure provider-specific settings.
To obtain *Client ID* and *Secret*:
#. Open `PayPal Developer <https://developer.paypal.com/developer/applications/>`_
#. Go to *My Apps & Credentials* and switch to *Live*
#. Under *REST API apps*, click *Create App* to create new application (e.g. *Odoo*)
#. Copy *Client ID* and *Secret* to use during provider configuration
#. Under *Live App Settings*, uncheck all features except *Transaction Search*
#. Click Save

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* `CorporateHub <https://corporatehub.eu/>`__
* Alexey Pelykh <alexey.pelykh@corphub.eu>

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This module provides online bank statements from
`PayPal.com <https://paypal.com/>`__.

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* Only transactions for the previous three years are retrieved, historical data
can be imported manually, see ``account_bank_statement_import_paypal``. See
`PayPal Help Center article <https://www.paypal.com/us/smarthelp/article/why-can't-i-access-transaction-history-greater-than-3-years-ts2241>`_
for details.
* `PayPal Transaction Info <https://developer.paypal.com/docs/api/sync/v1/#definition-transaction_info>`_
defines extra fields like ``tip_amount``, ``shipping_amount``, etc. that
could be useful to be decomposed from a single transaction.
* There's a known issue with PayPal API that on every Monday for couple of
hours after UTC midnight it returns ``INVALID_REQUEST`` incorrectly: their
servers have not inflated the data yet. PayPal tech support confirmed this
behaviour in case #06650320 (private).

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To pull historical bank statements:
#. Go to *Invoicing > Configuration > Bank Accounts*
#. Select specific bank accounts
#. Launch *Actions > Online Bank Statements Pull Wizard*
#. Configure date interval and click *Pull*