Author: |
Akretion, CorporateHub, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
15.0 |
Repository: |
aurestic/bank-statement-import |
Dependencies: |
account_statement_import,
multi_step_wizard,
and
web_widget_dropdown_dynamic |
Languages: |
HTML (389, 18.9%),
PO File (401, 19.5%),
Python (754, 36.7%),
XML (405, 19.7%),
and
reStructuredText (104, 5.1%) |
Other branches: |
14.0 |
Other repositories: |
Change2improve/bank-statement-import,
Comunitea/bank-statement-import,
Darknroses/bank-statement-import,
ForgeFlow/bank-statement-import,
Gabinete-Digital/bank-statement-import,
Ingeos/bank-statement-import,
NL66278/bank-statement-import,
OCA/bank-statement-import,
SeuMarco/bank-statement-import,
StefanRijnhart/bank-statement-import,
TRESCLOUD/bank-statement-import,
Tecnativa/bank-statement-import,
acsone/bank-statement-import,
akretion/bank-statement-import,
brain-tec/bank-statement-import,
camptocamp/bank-statement-import,
coopiteasy/bank-statement-import,
lefilament/bank-statement-import,
luc-demeyer/bank-statement-import,
njeudy/bank-statement-import,
and
versada/bank-statement-import |
<h1 class="title">PayPal CSV Format Bank Statements Import</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/15.0/account_statement_import_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-15-0/bank-statement-import-15-0-account_statement_import_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/174/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module allows you to import the PayPal CSV files in Odoo as bank
statements.</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="id2">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
<li><a class="reference internal" href="#changelog" id="id4">Changelog</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id5">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id6">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id7">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id8">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id2">Configuration</a></h2>
<p>To adjust PayPal report columns mapping:</p>
<ol class="arabic simple">
<li>Open <em>Invoicing > Configuration > Accounting > PayPal Report Mappings</em></li>
<li>Modify mapping(s) according to your CSV reports format.</li>
</ol>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id3">Usage</a></h2>
<p>To import statements from PayPal via Statement report:</p>
<ol class="arabic simple">
<li>Go to <a class="reference external" href="https://business.paypal.com/merchantdata/reportHome/">PayPal</a></li>
<li>Open <em>Statements</em> and select <em>Monthly</em> or <em>Custom</em></li>
<li>Select date range of interest and click <em>Request</em> under <em>CSV</em> column</li>
<li>Wait for statement report to be generated</li>
<li>Download it and save to a file</li>
<li>Go to Odoo and and import saved statement file, selecting corresponding format</li>
</ol>
<p>To import statements from PayPal via Activity report:</p>
<ol class="arabic simple">
<li>Go to <a class="reference external" href="https://business.paypal.com/merchantdata/reportHome/">PayPal</a></li>
<li>Open <em>Activity download</em></li>
<li>Set <em>Transaction type</em> to <em>Balance affecting</em></li>
<li>Set <em>Format</em> to <em>CSV</em></li>
<li>Select date range of interest and click <em>Create report</em></li>
<li>Wait for activity report to be generated</li>
<li>Download it and save to a file</li>
<li>Go to Odoo and and import saved statement file, selecting corresponding format</li>
</ol>
<a name="changelog"></a>
<h2 class="with-subtitle"><a class="toc-backref" href="#id4">Changelog</a></h2>
<h2 class="section-subtitle" id="id1"><span class="section-subtitle">12.0.2.0.0</span></h2>
<ul class="simple">
<li>[BREAKING] New mapping, please review mappings after upgrade.</li>
<li>[BREAKING] Different bank accounts have to be used per each currency.</li>
<li>[ADD] Support for both Statement and Activity reports.</li>
<li>[ADD] Separate fee and currency exchange parsing.</li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id5">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_statement_import_paypal%0Aversion:%2015.0%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="#id6">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id7">Authors</a></h3>
<ul class="simple">
<li>Akretion</li>
<li>CorporateHub</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id8">Contributors</a></h3>
<ul class="simple">
<li>Alexis de Lattre <<a class="reference external" href="mailto:alexis.delattre@akretion.com">alexis.delattre@akretion.com</a>></li>
<li>Sebastien BEAU <<a class="reference external" href="mailto:sebastien.beau@akretion.com">sebastien.beau@akretion.com</a>></li>
<li>Tecnativa (<a class="reference external" href="https://www.tecnativa.com">https://www.tecnativa.com</a>)<ul>
<li>Vicent Cubells</li>
<li>Victor M.M. Torres</li>
<li>Carlos Roca</li>
</ul>
</li>
<li>Alexey Pelykh <<a class="reference external" href="mailto:alexey.pelykh@corphub.eu">alexey.pelykh@corphub.eu</a>> (<a class="reference external" href="https://corporatehub.eu/">CorporateHub</a>)</li>
<li>Manuel Regidor <<a class="reference external" href="mailto:manuel.regidor@sygel.es">manuel.regidor@sygel.es</a>></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id9">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>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_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>