documentation/accounting/bank/feeds/ponto.rst

======================================
Ponto as bank synchronization provider
======================================

**Ponto** is a service that allows companies and professionals to aggregate their accounts in one
place and directly see all their transactions within one app. It is a third-party solution that is
continuously expanding the number of bank institutions that can be synchronized with Odoo.

.. image:: media/ponto-logo.png
   :align: center
   :alt: Logo of the Ponto brand

**Odoo** can synchronize directly with your bank to get all bank statements imported automatically
into your database.

Ponto is a paid third-party provider that can handle the synchronization between your bank accounts
and Odoo. `Its pricing is 4€/month per account/integration <https://myponto.com/en#pricing>`_.

.. note::
   You can find more information about bank synchronization :doc:`on this page
   <bank_synchronization>`.

Configuration
=============

Link your bank accounts with Ponto
----------------------------------

#. Go to `Ponto's website (https://myponto.com) <https://myponto.com>`_.
#. Create an account if you don't have one yet.
#. Once you are logged in, create an *organization*.

   .. image:: media/ponto-organization.png
      :align: center
      :alt: Fill out the form to add an organization in Ponto.

#. | Go to :menuselection:`Accounts --> Live`, and click on *Add account*.
   | You might have to add your **Billing Information** first.
#. Select your country, your bank institutions, give your consent to Ponto, and follow the steps
   on-screen to link your bank account with your Ponto account.

   .. image:: media/ponto-add-account.png
      :align: center
      :alt: Add bank accounts to your Ponto account.

#. Make sure to add all bank accounts you want to synchronize with your Odoo database before moving
   on to the next steps.

Link your Ponto account with your Odoo database
-----------------------------------------------

#. Go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`.
#. Search your institution, make sure to select the right institution. By selecting the institution,
   you can verify that the third party provider is Ponto.
#. Click on *Connect* and follow the steps.
#. At some point, you will have to authorize the accounts you want to access in Odoo. Please select
   **all the accounts** you want to synchronize. Even the ones coming from other banking
   institutions.

   .. image:: media/ponto-select-accounts.png
      :align: center
      :alt: Selection of the accounts you wish to synchronize with Odoo.

#. Finish the flow.

.. note::
   You have to authorize all the accounts you want to access in Odoo but, Odoo will filter the
   accounts based on the institution you selected at the second step.

Update your synchronization credentials
---------------------------------------

You might have to update your Ponto credentials or modify the synchronization settings.

To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and select
the institution you want to fetch the other accounts. Click on *Fetch Accounts* button to start the
flow.

During the update, select **all the accounts** you want to synchronize, even the ones coming
from other banking institutions.

Fetch new accounts
------------------

You might want to add new online accounts to your connection.

To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and select
the institution you want to fetch the other accounts. Click on *Fetch Accounts* button to start the
flow.

Don't forget to keep authorization for existing accounts (for all institutions that you
have synchronized with Ponto).

FAQ
===

After my synchronization, no account appears
--------------------------------------------

You selected an institution from the list and did not authorize any accounts from this institution.

I have an error about that my authorization has expired
-------------------------------------------------------

Every **3 months** (90 days) you must re-authorize the connection between your bank account
and Ponto. This must be done from the `Ponto website <https://myponto.com>`_. If you do not
do this, the synchronization will stop for these accounts.

I have some errors with my beta institution
-------------------------------------------

Ponto provides institutions in *beta*, these institutions are not directly supported by Odoo
and we advise you to contact Ponto directly.

.. important::
   Using an institution in beta is beneficial for Ponto, it allows them to have real
   feedback on the connection with the institution.


.. seealso::

   * :doc:`bank_synchronization`
   * :doc:`saltedge`
   * :doc:`bank_statements`