112 lines
4.3 KiB
ReStructuredText
112 lines
4.3 KiB
ReStructuredText
==========================================
|
|
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 <https://www.saltedge.com/dashboard>`_
|
|
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
|
|
<https://www.saltedge.com/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`
|