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Merge PR #587 into 15.0

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Signed-off-by pedrobaeza
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59
account_statement_import_online_paypal/readme/CONFIGURE.rst
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To configure online bank statements provider:
You will need a *Client ID* and *Secret* from PayPal to communicate with the PayPal API. To obtain your PayPal API
*Client ID* and *Secret*:
#. 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.
#. Open `PayPal Developer <https://developer.paypal.com/dashboard/>`_.
#. Login with your *PayPal for Business* account (upgrade your personal account to
a Business Account, if required).
#. Go to *Apps & Credentials* and switch to *Live*.
#. Under *REST API apps*, click *Create App* to begin creating a new application.
#. Enter a descriptive name for your app (e.g. *Odoo-Statements*) and click *Create App*.
#. Copy the *Client ID* and *Secret* to use during provider configuration (instructions below).
#. Under *Features*, uncheck all optional features except *Transaction Search*.
#. Click *Save Changes*.
or, alternatively:
To configure PayPal as an online bank statement provider, you will need to create a Bank Account & Journal that
corresponds to your *PayPal for Business* account, and then configure the *PayPal.com* provider with the *Client ID*
and *Secret* obtained above:
#. 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.
#. Go to *Invoicing > Configuration > Banks > Add a Bank Account*.
#. In the *Account Number* field, enter some descriptive text for the account, such as the email address or *PayPal
Merchant ID* of your *PayPal for Business* account. NOTE: This *Account Number* is not used in the authentication
with PayPal's API, and is only used to distinguish this PayPal Bank Account/Journal from others you may have
configured.
#. Fill in the other fields for the Bank Account if desired, and then click *Create*.
#. Go to *Invoicing > Configuration > Accounting > Journals*.
#. Open and *Edit* the Journal corresponding to the PayPal bank account (this Journal was created automatically
when you created the Bank Account above.
#. Set *Bank Feeds* to *Online (OCA)*.
#. Select *PayPal.com* as the provider in the *Online Bank Statements (OCA)* section.
#. *Save* the Journal.
#. To configure provider-specific settings, click on the provider to open it and click *Edit*.
#. Fill in your desired *Configuration* and *Scheduled Pull* settings.
#. Leave the *API base* field empty, and fill in the *Client ID* and *Secret* from your PayPal
Developer account.
#. Click *Save*.
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
NOTE: For development and testing purposes, you can create Sandbox credentials associated with your *PayPal
for Business* account. When configuring the provider-specific settings, enter the following in the *API base* field:
https://api.sandbox.paypal.com

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account_statement_import_online_paypal/readme/ROADMAP.rst
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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>`_
* `PayPal Transaction Info <https://developer.paypal.com/docs/api/transaction-search/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

8
account_statement_import_online_paypal/readme/USAGE.rst
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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*
#. Go to *Invoicing > Configuration > Accounting > Journals*.
#. Open the Journal corresponding to the PayPal bank account.
#. Click the *Pull Online Bank Statement* button.
#. Configure a date interval and click *Pull*.