Package: odoo-addon-account-statement-import-online-paypal
This module provides online bank statements fromPayPal.com.Table of contentsConfigurationUsageKnown issues / RoadmapBug TrackerCreditsAuthorsContributorsMaintainersConfigurationYou will need aClient IDandSecretfrom PayPal to communicate with the PayPal API. To obtain your PayPal APIClient IDandSecret:OpenPayPal Developer.Login with yourPayPal for Businessaccount (upgrade your personal account to
a Business Account, if required).Go toApps & Credentialsand switch toLive.UnderREST API apps, clickCreate Appto begin creating a new application.Enter a descriptive name for your app (e.g.Odoo-Statements) and clickCreate App.Copy theClient IDandSecretto use during provider configuration (instructions below).UnderFeatures, uncheck all optional features exceptTransaction Search.ClickSave Changes.To configure PayPal as an online bank statement provider, you will need to create a Bank Account & Journal that
corresponds to yourPayPal for Businessaccount, and then configure thePayPal.comprovider with theClient IDandSecretobtained above:Go toInvoicing > Configuration > Banks > Add a Bank Account.In theAccount Numberfield, enter some descriptive text for the account, such as the email address orPayPal
Merchant IDof yourPayPal for Businessaccount. NOTE: ThisAccount Numberis 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 clickCreate.Go toInvoicing > Configuration > Accounting > Journals.Open andEditthe Journal corresponding to the PayPal bank account (this Journal was created automatically
when you created the Bank Account above.SetBank FeedstoOnline (OCA).SelectPayPal.comas the provider in theOnline Bank Statements (OCA)section.Savethe Journal.To configure provider-specific settings, click on the provider to open it and clickEdit.Fill in your desiredConfigurationandScheduled Pullsettings.Leave theAPI basefield empty, and fill in theClient IDandSecretfrom your PayPal
Developer account.ClickSave.NOTE: For development and testing purposes, you can create Sandbox credentials associated with yourPayPal
for Businessaccount. When configuring the provider-specific settings, enter the following in theAPI basefield:https://api.sandbox.paypal.comUsageTo pull historical bank statements:Go toInvoicing > Configuration > Accounting > Journals.Open the Journal corresponding to the PayPal bank account.Click thePull Online Bank Statementbutton.Configure a date interval and clickPull.Known issues / RoadmapOnly transactions for the previous three years are retrieved, historical data
can be imported manually, seeaccount_bank_statement_import_paypal. SeePayPal Help Center articlefor details.PayPal Transaction Infodefines extra fields liketip_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 returnsINVALID_REQUESTincorrectly: their
servers have not inflated the data yet. PayPal tech support confirmed this
behaviour in case #06650320 (private).Bug TrackerBugs are tracked onGitHub 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 welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsCorporateHubContributorsCorporateHubAlexey Pelykh <alexey.pelykh@corphub.eu>Omar Castiñeira <omar@comunitea.com>isufi kapasi <isufi.kapasi@initos.com>MaintainersThis module is maintained by the OCA.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.Currentmaintainer:This module is part of theOCA/bank-statement-importproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.