2015-11-04 19:28:16 +07:00
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2015-11-05 20:35:04 +07:00
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How to synchronize your PayPal account with Odoo?
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2015-11-04 19:28:16 +07:00
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2015-11-05 20:35:04 +07:00
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With Odoo, you can synchronize your PayPal account. That way, you don't
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have to record all your PayPal transaction in your favorite accounting
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software. The synchronization is done every 4 hours, and you can start
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2015-11-05 20:35:04 +07:00
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reconciling PayPal payments in just a click.
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2015-11-04 19:28:16 +07:00
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Configuration
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=============
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Install the account_yodlee module
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Start by installing the **account_yodlee** module, if it is not already
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installed. To do that, got the the menu
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:menuselection:`Accounting --> Configuration --> Settings` of the
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accounting application. In the section **Bank & Cash**, set the option **Bank
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Interface - Sync your bank feeds automatically**.
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.. image:: media/paypal01.png
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:align: center
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Click on the apply button once it's done.
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Setup your PayPal account
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-------------------------
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2015-11-05 20:35:04 +07:00
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A PayPal account in Odoo is managed like a bank account. To setup your
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PayPal account, use the menu :menuselection:`Configuration --> Bank Accounts`.
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Create a new bank account and name it **PayPal**. In the bank field, you can set
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**PayPal**.
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.. image:: media/paypal02.png
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:align: center
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2015-11-05 20:35:04 +07:00
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Once the PayPal account is created, go back to the **Accounting** dashboard
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and click on the **Synchronize** button. In the dialog, choose **PayPal** as
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the online institution and click on the configure button.
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.. image:: media/paypal03.png
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:align: center
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Then, you will have to provide your credentials to connect to PayPal.
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.. note::
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Your Paypal **must be in English** (if it is not the case you must change
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the langage of your Paypal account) and if you use a Paypal business account
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you must switch back to the old interface in order for it to work with
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Online feeds (you can switch from new to old interface in your Paypal account).
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If you don't do this you will get a message either saying to put Paypal in
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English or that the site is not supported.
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If you configured your Paypal account correctly you should get to the next step
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of the Online feeds configuration. There you will have a screen with a date to
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fetch transaction from and a list of account to choose. You must choose the
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**Paypal balance** account.
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2015-11-05 20:35:04 +07:00
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Once everything is done, you should see your PayPal transactions right
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in Odoo and you can start reconciling your payments.
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Enjoy a full integration! You don't need to record transaction manually
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anymore.
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.. note::
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You only have to provide your credentials the first time. Once
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done, Odoo will synchronize with PayPal every 4 hours automatically.
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