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20 lines
870 B
ReStructuredText
20 lines
870 B
ReStructuredText
To import statements from PayPal via Statement report:
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#. Go to `PayPal <https://business.paypal.com/merchantdata/reportHome/>`__
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#. Open *Statements* and select *Monthly* or *Custom*
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#. Select date range of interest and click *Request* under *CSV* column
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#. Wait for statement report to be generated
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#. Download it and save to a file
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#. Go to Odoo and and import saved statement file, selecting corresponding format
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To import statements from PayPal via Activity report:
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#. Go to `PayPal <https://business.paypal.com/merchantdata/reportHome/>`__
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#. Open *Activity download*
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#. Set *Transaction type* to *Balance affecting*
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#. Set *Format* to *CSV*
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#. Select date range of interest and click *Create report*
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#. Wait for activity report to be generated
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#. Download it and save to a file
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#. Go to Odoo and and import saved statement file, selecting corresponding format
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