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(1) Odoo's menu has changed over the recent versions, and these changes help new users to better understand how to create a PayPal-related Bank Account/Journal and configuration for syncing with PayPal's servers. (2) The order of CONFIGURE was changed to the logical flow of obtaining PayPal credentials first and then configuring Odoo to match. (3) PayPal's URL for transaction definitions has changed and was updated in ROADMAP.
39 lines
2.4 KiB
ReStructuredText
39 lines
2.4 KiB
ReStructuredText
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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