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================================== | ||
Online Bank Statements: PayPal.com | ||
================================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:26af4e5288afb6f7af8bd84132925bd6dea1bf3bbb77c739000c747423e4dc9e | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github | ||
:target: https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online_paypal | ||
:alt: OCA/bank-statement-import | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/bank-statement-import-15-0/bank-statement-import-15-0-account_statement_import_online_paypal | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/bank-statement-import&target_branch=15.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module provides online bank statements from | ||
`PayPal.com <https://paypal.com/>`__. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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You will need a *Client ID* and *Secret* from PayPal to communicate with the PayPal API. To obtain your PayPal API | ||
*Client ID* and *Secret*: | ||
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#. Open `PayPal Developer <https://developer.paypal.com/dashboard/>`_. | ||
#. Login with your *PayPal for Business* account (upgrade your personal account to | ||
a Business Account, if required). | ||
#. Go to *Apps & Credentials* and switch to *Live*. | ||
#. Under *REST API apps*, click *Create App* to begin creating a new application. | ||
#. Enter a descriptive name for your app (e.g. *Odoo-Statements*) and click *Create App*. | ||
#. Copy the *Client ID* and *Secret* to use during provider configuration (instructions below). | ||
#. Under *Features*, uncheck all optional features except *Transaction Search*. | ||
#. Click *Save Changes*. | ||
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To configure PayPal as an online bank statement provider, you will need to create a Bank Account & Journal that | ||
corresponds to your *PayPal for Business* account, and then configure the *PayPal.com* provider with the *Client ID* | ||
and *Secret* obtained above: | ||
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#. Go to *Invoicing > Configuration > Banks > Add a Bank Account*. | ||
#. In the *Account Number* field, enter some descriptive text for the account, such as the email address or *PayPal | ||
Merchant ID* of your *PayPal for Business* account. NOTE: This *Account Number* is not used in the authentication | ||
with PayPal's API, and is only used to distinguish this PayPal Bank Account/Journal from others you may have | ||
configured. | ||
#. Fill in the other fields for the Bank Account if desired, and then click *Create*. | ||
#. Go to *Invoicing > Configuration > Accounting > Journals*. | ||
#. Open and *Edit* the Journal corresponding to the PayPal bank account (this Journal was created automatically | ||
when you created the Bank Account above. | ||
#. Set *Bank Feeds* to *Online (OCA)*. | ||
#. Select *PayPal.com* as the provider in the *Online Bank Statements (OCA)* section. | ||
#. *Save* the Journal. | ||
#. To configure provider-specific settings, click on the provider to open it and click *Edit*. | ||
#. Fill in your desired *Configuration* and *Scheduled Pull* settings. | ||
#. Leave the *API base* field empty, and fill in the *Client ID* and *Secret* from your PayPal | ||
Developer account. | ||
#. Click *Save*. | ||
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NOTE: For development and testing purposes, you can create Sandbox credentials associated with your *PayPal | ||
for Business* account. When configuring the provider-specific settings, enter the following in the *API base* field: | ||
https://api.sandbox.paypal.com | ||
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Usage | ||
===== | ||
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To pull historical bank statements: | ||
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#. Go to *Invoicing > Configuration > Accounting > Journals*. | ||
#. Open the Journal corresponding to the PayPal bank account. | ||
#. Click the *Pull Online Bank Statement* button. | ||
#. Configure a date interval and click *Pull*. | ||
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Known issues / Roadmap | ||
====================== | ||
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* Only transactions for the previous three years are retrieved, historical data | ||
can be imported manually, see ``account_bank_statement_import_paypal``. See | ||
`PayPal Help Center article <https://www.paypal.com/us/smarthelp/article/why-can't-i-access-transaction-history-greater-than-3-years-ts2241>`_ | ||
for details. | ||
* `PayPal Transaction Info <https://developer.paypal.com/docs/api/transaction-search/v1/#definition-transaction_info>`_ | ||
defines extra fields like ``tip_amount``, ``shipping_amount``, etc. that | ||
could be useful to be decomposed from a single transaction. | ||
* There's a known issue with PayPal API that on every Monday for couple of | ||
hours after UTC midnight it returns ``INVALID_REQUEST`` incorrectly: their | ||
servers have not inflated the data yet. PayPal tech support confirmed this | ||
behaviour in case #06650320 (private). | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_statement_import_online_paypal%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* CorporateHub | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `CorporateHub <https://corporatehub.eu/>`__ | ||
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* Alexey Pelykh <alexey.pelykh@corphub.eu> | ||
* Omar Castiñeira <omar@comunitea.com> | ||
* isufi kapasi <isufi.kapasi@initos.com> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-alexey-pelykh| image:: https://github.com/alexey-pelykh.png?size=40px | ||
:target: https://github.com/alexey-pelykh | ||
:alt: alexey-pelykh | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-alexey-pelykh| | ||
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This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/15.0/account_statement_import_online_paypal>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from . import models |
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# Copyright 2019 Brainbean Apps (https://brainbeanapps.com) | ||
# Copyright 2020-2021 CorporateHub (https://corporatehub.eu) | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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{ | ||
"name": "Online Bank Statements: PayPal.com", | ||
"version": "16.0.1.0.0", | ||
"author": "CorporateHub, Odoo Community Association (OCA)", | ||
"maintainers": ["alexey-pelykh"], | ||
"website": "https://github.com/OCA/bank-statement-import", | ||
"license": "AGPL-3", | ||
"category": "Accounting", | ||
"summary": "Online bank statements for PayPal.com", | ||
"depends": ["account_statement_import_online"], | ||
"data": ["views/online_bank_statement_provider.xml"], | ||
"installable": True, | ||
} |
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