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This allows for easier **bank reconciliation**. When :doc:`adding -a bank account on Odoo <../setup/bank_accounts>`, you can see if your bank requires a -connection through Ponto by searching for your bank institution, and clicking on it. +**Odoo** can synchronize directly with your bank to get all bank statements imported automatically +into your database. -.. image:: media/ponto_add_bank.png - :align: center - :alt: Click on a bank institution to see which third party service is required to synchronize - your bank with Odoo Accounting +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 `_. .. note:: You can find more information about bank synchronization :doc:`on this page @@ -31,86 +27,97 @@ Link your bank accounts with Ponto ---------------------------------- #. Go to `Ponto's website (https://myponto.com) `_. -#. Create an account if you don’t have one yet. +#. Create an account if you don't have one yet. #. Once you are logged in, create an *organization*. - .. image:: media/ponto_organization.png - :alt: Fill out the form to add an organization in Ponto + .. 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 bank institution and follow the steps on-screen to link your bank account with your - Ponto account. -#. Make sure to add all the bank accounts you want to synchronize with your Odoo database before - moving on to the next steps. +#. 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. -.. _ponto-link-odoo: + .. 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 ----------------------------------------------- -Odoo requires you to insert your Ponto's **Client ID** and **Secret ID** to synchronize both -platforms. +#. 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_link_odoo.png - :align: center - :alt: Logo of the Ponto brand + .. image:: media/ponto-select-accounts.png + :align: center + :alt: Selection of the accounts you wish to synchronize with Odoo. -#. To generate these IDs, go to :menuselection:`Ponto Dashboard --> Integration --> Live`, click on - *Add Integration*, fill out the form, and select which accounts you want to synchronize. -#. Copy the Client ID and Secret ID generated and paste them in Odoo. -#. Configure the synchronization options: +#. Finish the flow. - - **Action**: define if Odoo must create a new *Journal* for this bank account, link to an - existing Journal, or create no link. - - **Journal**: select the appropriate *Journal*. - - **Synchronization Frequency**: define how often Odoo should fetch the bank statements. - -.. image:: media/ponto_synchronization.png - :align: center - :alt: Configure the bank synchronization through Ponto on your Odoo database - -.. tip:: - It is good practice to have one Journal per bank account. If you synchronize a single bank - account, link it to the existing *Bank* journal. If you have multiple accounts, it is recommended - to pick the *Create new journal* option for all additional accounts. - -.. _ponto-update-credentials: +.. 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, activate the :ref:`developer mode `, and go to :menuselection:`Accounting ---> Configuration --> Online Synchronization`. +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. -Click on *Update Accounts* to enter your new Client ID and Secret ID, or click on *Edit* to modify -the synchronization settings. +During the update, select **all the accounts** you want to synchronize, even the ones coming +from other banking institutions. -Deprecated API tokens -===================== +Fetch new accounts +------------------ -Ponto's previous synchronization system using API tokens is now deprecated. +You might want to add new online accounts to your connection. -This section is only relevant for users who had previously linked Ponto with Odoo using a single API -token instead of the current synchronization system with a *Client ID* and a *Secret ID*. +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. -#. **Update** your database. +Don't forget to keep authorization for existing accounts (for all institutions that you +have synchronized with Ponto). - - | *SaaS* and *Odoo.sh* users: - | you can skip this step, as your database is automatically updated. - - | *Community* and *Enterprise* users: - | download the latest Odoo source code for your version (you can download it from `this link - `_ or from GitHub), install it, and restart your server. +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 `_. 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. -#. | Do a **hard refresh** of your Odoo page by pressing *CTRL + F5*. - | A hard refresh clears the cache and the javascript code for the current page. -#. To **generate your access key**, follow :ref:`the steps above `. -#. To **update your credentials**, follow :ref:`the steps above `. .. seealso:: * :doc:`bank_synchronization` - * :doc:`../setup/bank_accounts` * :doc:`bank_statements`