PayPal CSV Format Bank Statements Import
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:
Open Invoicing > Configuration > Accounting > PayPal Report Mappings
Modify mapping(s) according to your CSV reports format.
Usage
To import statements from PayPal via Statement report:
Go to PayPal
Open Statements and select Monthly or Custom
Select date range of interest and click Request under CSV column
Wait for statement report to be generated
Download it and save to a file
Go to Odoo and and import saved statement file, selecting corresponding format
To import statements from PayPal via Activity report:
Go to PayPal
Open Activity download
Set Transaction type to Balance affecting
Set Format to CSV
Select date range of interest and click Create report
Wait for activity report to be generated
Download it and save to a file
Go to Odoo and and import saved statement file, selecting corresponding format
Changelog
12.0.2.0.0
[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
Contributors
Alexis de Lattre <alexis.delattre@akretion.com>
Sebastien BEAU <sebastien.beau@akretion.com>
Tecnativa (https://www.tecnativa.com)
Vicent Cubells <vicent.cubells@tecnativa.com>
Victor M.M. Torres <victor.martin@tecnativa.com>
-
Alexey Pelykh <alexey.pelykh@corphub.eu>
Maintainers
This 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.
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.
1 maintainer
Metadata
1 maintainer
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