v 13.0 Third Party 316
Download for v 13.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Community Apps Dependencies
Lines of code 1036
Technical Name account_bank_statement_import_paypal
LicenseAGPL-3
Websitehttps://github.com/OCA/bank-statement-import
Versions 11.0 12.0 13.0
You bought this module and need support? Click here!

PayPal CSV Format Bank Statements Import

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

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 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 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

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 to smash it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Akretion
  • CorporateHub

Contributors

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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.
Please choose a rating from 1 to 5 for this module.