Configuration

To configure online bank statements provider:

1. Go to Invoicing > Configuration > Bank Accounts

2. Open bank account to configure and edit it

3. Set Bank Feeds to Online

4. Select PayPal.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.

or, alternatively:

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 PayPal.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.

To obtain Client ID and Secret:

1. Open PayPal Developer

2. Go to My Apps & Credentials and switch to Live

3. Under REST API apps, click Create App to create new application (e.g. Odoo)

4. Copy Client ID and Secret to use during provider configuration

5. Under Live App Settings, uncheck all features except Transaction Search

6. Click Save

Usage

To pull historical bank statements:

1. Go to Invoicing > Configuration > Bank Accounts

2. Select specific bank accounts

3. Launch Actions > Online Bank Statements Pull Wizard

4. Configure date interval and click Pull

Known issues / Roadmap

• 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 for details.

• PayPal 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).

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 to smash it by providing a detailed and welcomed feedback.

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

Credits

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.

Current maintainer:

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.