diff --git a/content/applications/finance/accounting/bank/feeds.rst b/content/applications/finance/accounting/bank/feeds.rst index 8d818118d..1f29927a6 100644 --- a/content/applications/finance/accounting/bank/feeds.rst +++ b/content/applications/finance/accounting/bank/feeds.rst @@ -10,4 +10,5 @@ Bank Feeds feeds/bank_statements feeds/bank_synchronization feeds/ponto - feeds/paypal \ No newline at end of file + feeds/paypal + feeds/saltedge diff --git a/content/applications/finance/accounting/bank/feeds/bank_synchronization.rst b/content/applications/finance/accounting/bank/feeds/bank_synchronization.rst index 5552f80e5..886a15b3c 100644 --- a/content/applications/finance/accounting/bank/feeds/bank_synchronization.rst +++ b/content/applications/finance/accounting/bank/feeds/bank_synchronization.rst @@ -18,6 +18,7 @@ To connect to the banks, Odoo uses multiple web-services: - **Plaid**: United States of America and Canada - **Yodlee**: Worldwide +- **Salt Edge**: Europe (:doc:`more information `) - **Ponto**: Europe (:doc:`more information `) Configuration @@ -202,3 +203,4 @@ Credentials* button. .. seealso:: * :doc:`bank_statements` * :doc:`ponto` + * :doc:`saltedge` diff --git a/content/applications/finance/accounting/bank/feeds/media/saltedge-contact-email.png b/content/applications/finance/accounting/bank/feeds/media/saltedge-contact-email.png new file mode 100644 index 000000000..7103631d5 Binary files /dev/null and b/content/applications/finance/accounting/bank/feeds/media/saltedge-contact-email.png differ diff --git a/content/applications/finance/accounting/bank/feeds/media/saltedge-give-consent.png b/content/applications/finance/accounting/bank/feeds/media/saltedge-give-consent.png new file mode 100644 index 000000000..683e2637a Binary files /dev/null and b/content/applications/finance/accounting/bank/feeds/media/saltedge-give-consent.png differ diff --git a/content/applications/finance/accounting/bank/feeds/media/saltedge-login-page.png b/content/applications/finance/accounting/bank/feeds/media/saltedge-login-page.png new file mode 100644 index 000000000..65930d968 Binary files /dev/null and b/content/applications/finance/accounting/bank/feeds/media/saltedge-login-page.png differ diff --git a/content/applications/finance/accounting/bank/feeds/media/saltedge-logo.png b/content/applications/finance/accounting/bank/feeds/media/saltedge-logo.png new file mode 100644 index 000000000..bac7379da Binary files /dev/null and b/content/applications/finance/accounting/bank/feeds/media/saltedge-logo.png differ diff --git a/content/applications/finance/accounting/bank/feeds/ponto.rst b/content/applications/finance/accounting/bank/feeds/ponto.rst index ce9e27760..e0da7c0e6 100644 --- a/content/applications/finance/accounting/bank/feeds/ponto.rst +++ b/content/applications/finance/accounting/bank/feeds/ponto.rst @@ -120,4 +120,5 @@ and we advise you to contact Ponto directly. .. seealso:: * :doc:`bank_synchronization` + * :doc:`saltedge` * :doc:`bank_statements` diff --git a/content/applications/finance/accounting/bank/feeds/saltedge.rst b/content/applications/finance/accounting/bank/feeds/saltedge.rst new file mode 100644 index 000000000..a66128b79 --- /dev/null +++ b/content/applications/finance/accounting/bank/feeds/saltedge.rst @@ -0,0 +1,111 @@ +========================================== +Salt Edge as bank synchronization provider +========================================== + +**Salt Edge** is a third-party provider that aggregates banking information +from your bank accounts. It supports ~5000 institutions in more than 50 +countries. + +.. image:: media/saltedge-logo.png + :align: center + :alt: Salt Edge Logo + +Odoo can synchronize directly with your bank to get all bank statements imported +automatically into your database. + +Salt Edge is a free third-party provider. + +Configuration +============= + +Link your bank accounts with Odoo +--------------------------------- + +#. Start synchronization by clicking on :menuselection:`Accounting --> Configuration + --> Add a Bank Account`. +#. Select the institution you want to synchronize. You can see if Salt Edge is the + third party provider of the institution by selecting it. +#. After giving your phone number, you are asked for an email address. This email + address is used to create your Salt Edge account. Please make sure you enter a + valid email address, as otherwise, you will not be able to access your Salt Edge + account. + + .. image:: media/saltedge-contact-email.png + :align: center + :alt: Email address to provide to Salt Edge for the creation of your account. + +#. After entering your email address, you are redirected to Salt Edge to continue + the synchronization process. + + .. image:: media/saltedge-login-page.png + :align: center + :alt: Salt Edge Login page. + +#. Make sure you give your consent by checking the consent checkbox. + + .. image:: media/saltedge-give-consent.png + :align: center + :alt: Salt Edge give consent page. + +#. Complete the synchronization by following the steps. + + +Update your credentials +----------------------- + +You might have to update your Salt Edge credentials or modify the synchronization settings. + +To do so, go to :menuselection:`Accounting --> Configuration --> Online Synchronization` and +select the institution you want to update credentials. Click on the *Update Credentials* button +to start the flow and follow the steps. + +Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access +your information. + +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 to fetch the new accounts. Click on the *Fetch Accounts* button +to start the flow and follow the steps. + +Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access +your information. + +FAQ +=== + +I have an error when I try to delete my synchronization within Odoo +------------------------------------------------------------------- + +Odoo can't permanently delete the connection you have created with the banking institution. However, +it can revoke the consent you gave so that Odoo won't be able to access your account anymore. The +error you are seeing is probably a message telling you that the consent was revoked, but the record +could not be deleted as it still exists within Salt edge. If you want to remove the connection +completely, please connect to your `Salt Edge account `_ +and manually delete your synchronization. Once this is done, you can go back to Odoo to delete the +record. + +I have an error saying that I have already synchronized this account +-------------------------------------------------------------------- + +You have probably already synchronized your bank account with Salt Edge, please check on your `dashboard +`_ that you don't already have a connection with the same +credentials. + +In case you already have a synchronization with the same credentials present on your Salt Edge +dashboard and this synchronization has not been created with Odoo, please delete it and create it +from your Odoo database. + +In case you already have a connection with the same credentials present on your Salt Edge dashboard +and this synchronization was created with Odoo, you will normally be able to find it by going to +:menuselection:`Accounting --> Configuration --> Online Synchronization`. Please make sure to do an +*Update Credentials* to reactivate the connection. + +.. seealso:: + + * :doc:`bank_synchronization` + * :doc:`ponto` + * :doc:`bank_statements`