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account_bank_statement_import_online_nordigen

Author: ForgeFlow, Odoo Community Association (OCA)
License: AGPL-3
Branch: 15.0-add-account_bank_statement_import_online_nordigen
Repository: ForgeFlow/bank-statement-import
Dependencies: account_statement_import_online, base, base_iban, web, and web_notify
Languages: CSS (168, 12.2%), HTML (376, 27.3%), JavaScript (112, 8.1%), Python (518, 37.7%), XML (104, 7.6%), and reStructuredText (97, 7.1%)
Other branches: 12.0-add-account_bank_statement_import_online_nordigen, 12.0-add-account_bank_statement_import_online_nordigen-file_on_asstes, 12.0-add-account_bank_statement_import_online_nordigen-remittanceInformationUnstructuredArray, 12.0-add-account_bank_statement_import_online_nordigen-transactionId, 13.0-account_bank_statement_import_online_nordigen, and 14.0-add-account_bank_statement_import_online_nordigen
Other repositories: Comunitea/bank-statement-import

<h1 class="title">Online Bank Statements: Nordigen</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/14.0/account_bank_statement_import_online_nordigen"><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-14-0/bank-statement-import-14-0-account_bank_statement_import_online_nordigen"><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/174/14.0"><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 Nordigen.</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="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id7">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>MyPonto.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>Nordigen</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> <li>Sync bank details with button &quot;Select Bank Nordigen Identifier&quot;</li> <li>Follow process to authorize Nordigen Platform get access to your bank account</li> </ol> <p>To obtain <em>Login</em> and <em>Key</em>:</p> <ol class="arabic simple"> <li>Open <a class="reference external" href="https://nordigen.com/">Nordigen</a>.</li> </ol> <p>Check also <code>account_bank_statement_import_online</code> configuration instructions for more information.</p> <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> <p>If historical data is not needed, then just simply wait for the scheduled activity &quot;Pull Online Bank Statements&quot; to be executed for getting new transactions.</p> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id3">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_nordigen%0Aversion:%2014.0%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="#id4">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id5">Authors</a></h3> <ul class="simple"> <li>ForgeFlow</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id6">Contributors</a></h3> <ul class="simple"> <li>Christopher Ormaza &lt;<a class="reference external" href="mailto:chris.ormaza&#64;forgeflow.com">chris.ormaza&#64;forgeflow.com</a>&gt;</li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id7">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/14.0/account_bank_statement_import_online_nordigen">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>