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==================================
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Online Bank Statements: PayPal.com
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==================================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:ddc2b0d3643831abd09d02f6348221d2782da3d0b285231a1d937b0eb79ee082
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
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:target: https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online_paypal
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:alt: OCA/bank-statement-import
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/bank-statement-import-16-0/bank-statement-import-16-0-account_statement_import_online_paypal
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module provides online bank statements from
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`PayPal.com <https://paypal.com/>`__.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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You will need a *Client ID* and *Secret* from PayPal to communicate with the PayPal API. To obtain your PayPal API
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*Client ID* and *Secret*:
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#. Open `PayPal Developer <https://developer.paypal.com/dashboard/>`_.
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#. Login with your *PayPal for Business* account (upgrade your personal account to
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a Business Account, if required).
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#. Go to *Apps & Credentials* and switch to *Live*.
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#. Under *REST API apps*, click *Create App* to begin creating a new application.
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#. Enter a descriptive name for your app (e.g. *Odoo-Statements*) and click *Create App*.
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#. Copy the *Client ID* and *Secret* to use during provider configuration (instructions below).
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#. Under *Features*, uncheck all optional features except *Transaction Search*.
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#. Click *Save Changes*.
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To configure PayPal as an online bank statement provider, you will need to create a Bank Account & Journal that
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corresponds to your *PayPal for Business* account, and then configure the *PayPal.com* provider with the *Client ID*
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and *Secret* obtained above:
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#. Go to *Invoicing > Configuration > Banks > Add a Bank Account*.
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#. In the *Account Number* field, enter some descriptive text for the account, such as the email address or *PayPal
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Merchant ID* of your *PayPal for Business* account. NOTE: This *Account Number* is not used in the authentication
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with PayPal's API, and is only used to distinguish this PayPal Bank Account/Journal from others you may have
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configured.
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#. Fill in the other fields for the Bank Account if desired, and then click *Create*.
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#. Go to *Invoicing > Configuration > Accounting > Journals*.
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#. Open and *Edit* the Journal corresponding to the PayPal bank account (this Journal was created automatically
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when you created the Bank Account above.
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#. Set *Bank Feeds* to *Online (OCA)*.
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#. Select *PayPal.com* as the provider in the *Online Bank Statements (OCA)* section.
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#. *Save* the Journal.
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#. To configure provider-specific settings, click on the provider to open it and click *Edit*.
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#. Fill in your desired *Configuration* and *Scheduled Pull* settings.
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#. Leave the *API base* field empty, and fill in the *Client ID* and *Secret* from your PayPal
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Developer account.
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#. Click *Save*.
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NOTE: For development and testing purposes, you can create Sandbox credentials associated with your *PayPal
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for Business* account. When configuring the provider-specific settings, enter the following in the *API base* field:
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https://api.sandbox.paypal.com
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Usage
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=====
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To pull historical bank statements:
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#. Go to *Invoicing > Configuration > Accounting > Journals*.
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#. Open the Journal corresponding to the PayPal bank account.
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#. Click the *Pull Online Bank Statement* button.
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#. Configure a date interval and click *Pull*.
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Known issues / Roadmap
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======================
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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/transaction-search/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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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online_paypal%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* CorporateHub
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Contributors
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~~~~~~~~~~~~
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* `CorporateHub <https://corporatehub.eu/>`__
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* Alexey Pelykh <alexey.pelykh@corphub.eu>
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* Omar Castiñeira <omar@comunitea.com>
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* isufi kapasi <isufi.kapasi@initos.com>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px
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:target: https://github.com/alexey-pelykh
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:alt: alexey-pelykh
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-alexey-pelykh|
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This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/16.0/account_statement_import_online_paypal>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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