<h1 class="title">Online Bank Statements: PayPal.com</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/13.0/account_bank_statement_import_online_paypal"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/bank-statement-import-13-0/bank-statement-import-13-0-account_bank_statement_import_online_paypal"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/174/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module provides online bank statements from <a class="reference external" href="https://paypal.com/">PayPal.com</a>.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> </ul> </li> </ul> </div> <a name="configuration"></a> <h2><a class="toc-backref" href="#id1">Configuration</a></h2> <p>To configure online bank statements provider:</p> <ol class="arabic simple"> <li>Go to <em>Invoicing &gt; Configuration &gt; Bank Accounts</em></li> <li>Open bank account to configure and edit it</li> <li>Set <em>Bank Feeds</em> to <em>Online</em></li> <li>Select <em>PayPal.com</em> as online bank statements provider in <em>Online Bank Statements (OCA)</em> section</li> <li>Save the bank account</li> <li>Click on provider and configure provider-specific settings.</li> </ol> <p>or, alternatively:</p> <ol class="arabic simple"> <li>Go to <em>Invoicing &gt; Overview</em></li> <li>Open settings of the corresponding journal account</li> <li>Switch to <em>Bank Account</em> tab</li> <li>Set <em>Bank Feeds</em> to <em>Online</em></li> <li>Select <em>PayPal.com</em> as online bank statements provider in <em>Online Bank Statements (OCA)</em> section</li> <li>Save the bank account</li> <li>Click on provider and configure provider-specific settings.</li> </ol> <p>To obtain <em>Client ID</em> and <em>Secret</em>:</p> <ol class="arabic simple"> <li>Open <a class="reference external" href="https://developer.paypal.com/developer/applications/">PayPal Developer</a></li> <li>Go to <em>My Apps &amp; Credentials</em> and switch to <em>Live</em></li> <li>Under <em>REST API apps</em>, click <em>Create App</em> to create new application (e.g. <em>Odoo</em>)</li> <li>Copy <em>Client ID</em> and <em>Secret</em> to use during provider configuration</li> <li>Under <em>Live App Settings</em>, uncheck all features except <em>Transaction Search</em></li> <li>Click Save</li> </ol> <a name="usage"></a> <h2><a class="toc-backref" href="#id2">Usage</a></h2> <p>To pull historical bank statements:</p> <ol class="arabic simple"> <li>Go to <em>Invoicing &gt; Configuration &gt; Bank Accounts</em></li> <li>Select specific bank accounts</li> <li>Launch <em>Actions &gt; Online Bank Statements Pull Wizard</em></li> <li>Configure date interval and click <em>Pull</em></li> </ol> <a name="known-issues-roadmap"></a> <h2><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h2> <ul class="simple"> <li>Only transactions for the previous three years are retrieved, historical data can be imported manually, see <code>account_bank_statement_import_paypal</code>. See <a class="reference external" href="https://www.paypal.com/us/smarthelp/article/why-can't-i-access-transaction-history-greater-than-3-years-ts2241">PayPal Help Center article</a> for details.</li> <li><a class="reference external" href="https://developer.paypal.com/docs/api/sync/v1/#definition-transaction_info">PayPal Transaction Info</a> defines extra fields like <code>tip_amount</code>, <code>shipping_amount</code>, etc. that could be useful to be decomposed from a single transaction.</li> <li>There's a known issue with PayPal API that on every Monday for couple of hours after UTC midnight it returns <code>INVALID_REQUEST</code> incorrectly: their servers have not inflated the data yet. PayPal tech support confirmed this behaviour in case #06650320 (private).</li> </ul> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_bank_statement_import_online_paypal%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id5">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id6">Authors</a></h3> <ul class="simple"> <li>CorporateHub</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id7">Contributors</a></h3> <ul class="simple"> <li><a class="reference external" href="https://corporatehub.eu/">CorporateHub</a><ul> <li>Alexey Pelykh &lt;<a class="reference external" href="mailto:alexey.pelykh&#64;corphub.eu">alexey.pelykh&#64;corphub.eu</a>&gt;</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id8">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/alexey-pelykh"><img alt="alexey-pelykh" src="https://github.com/alexey-pelykh.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/13.0/account_bank_statement_import_online_paypal">OCA/bank-statement-import</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>