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[IMP] account_statement_import_online_plaid: pre-commit auto fixes
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[build-system] | ||
requires = ["whool"] | ||
build-backend = "whool.buildapi" |
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To configure online bank statements provider: | ||
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1. Go to *Invoicing \> Configuration \> Bank Accounts* | ||
2. Open bank account to configure and edit it | ||
3. Set *Bank Feeds* to *Online* | ||
4. Select *Plaid.com* as online bank statements provider in *Online | ||
Bank Statements (OCA)* section | ||
5. Save the bank account | ||
6. Click on provider and configure provider-specific settings. | ||
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or, alternatively: | ||
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1. Go to *Invoicing \> Overview* | ||
2. Open settings of the corresponding journal account | ||
3. Switch to *Bank Account* tab | ||
4. Set *Bank Feeds* to *Online* | ||
5. Select *Plaid.com* as online bank statements provider in *Online | ||
Bank Statements (OCA)* section | ||
6. Save the bank account | ||
7. Click on provider and configure provider-specific settings. | ||
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To obtain *Login* and *Key*: | ||
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1. Open [Plaid.com](https://plaid.com/). | ||
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Check also `account_bank_statement_import_online` configuration | ||
instructions for more information. |
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account_statement_import_online_plaid/readme/CONFIGURE.rst
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- [Binhex](https://binhex.cloud): | ||
- Adasat Torres de León \<<a.torres@binhex.cloud>\> |
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account_statement_import_online_plaid/readme/CONTRIBUTORS.rst
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To pull historical bank statements: | ||
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1. Go to *Invoicing \> Configuration \> Bank Accounts* | ||
2. Select specific bank accounts | ||
3. Configure username, password and host for plaid | ||
4. Launch *Actions \> Sync with plaid.com* | ||
5. After launch *Actions \> Online Bank Statements Pull Wizard* | ||
6. Configure date interval and click *Pull* | ||
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If historical data is not needed, then just simply wait for the | ||
scheduled activity "Pull Online Bank Statements" to be executed for | ||
getting new transactions. |
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# generated from manifests external_dependencies | ||
chardet | ||
plaid-python | ||
xlrd |