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