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Import PayPal CSV files as Bank Statements in Odoo

Project description

Beta License: AGPL-3 OCA/bank-statement-import Translate me on Weblate Try me on Runbot

This module allows you to import the PayPal CSV files in Odoo as bank statements.

Table of contents

Configuration

To adjust PayPal report columns mapping:

  1. Open Invoicing > Configuration > Accounting > PayPal Report Mappings
  2. Modify mapping(s) according to your CSV reports format.

Usage

To import statements from PayPal via Statement report:

  1. Go to PayPal
  2. Open Reports > Statements and select Monthly or Custom
  3. Select date range of interest and click Request under CSV column
  4. Wait for statement report to be generated
  5. Download it and save to a file
  6. Go to Odoo and and import saved statement file, selecting corresponding format

To import statements from PayPal via Activity report:

  1. Go to PayPal
  2. Open Reports > Activity download
  3. Set Transaction type to Balance affecting
  4. Set Format to CSV
  5. Select date range of interest and click Create report
  6. Wait for activity report to be generated
  7. Download it and save to a file
  8. Go to Odoo and and import saved statement file, selecting corresponding format

Changelog

11.0.3.0.0

  • [BREAKING] New mapping, please review mappings after upgrade.
  • [BREAKING] Different bank accounts have to be used per each currency.
  • [ADD] Support for both Statement and Activity reports.
  • [ADD] Separate fee and currency exchange parsing.

Bug Tracker

Bugs are tracked on GitHub Issues. 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 feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Akretion
  • Brainbean Apps

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

This module is part of the OCA/bank-statement-import project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Project details


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