ea54d7f4b6
task-4118449
closes odoo/documentation#10965
X-original-commit: 259e6bb272
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
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100 lines
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=========
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Salt Edge
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=========
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**Salt Edge** is a third-party provider that aggregates banking information
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from your bank accounts. It supports ~5000 institutions in more than 50
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countries.
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Odoo can synchronize directly with your bank to get all bank statements imported
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automatically into your database.
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.. seealso::
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- :doc:`../bank_synchronization`
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- :doc:`../transactions`
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Configuration
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=============
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Link your bank accounts with Odoo
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---------------------------------
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#. Start synchronization by clicking on :menuselection:`Accounting --> Configuration
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--> Add a Bank Account`.
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#. Select the institution you want to synchronize. You can see if Salt Edge is the
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third party provider of the institution by selecting it.
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#. After giving your phone number, you are asked for an email address. This email
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address is used to create your Salt Edge account. Please make sure you enter a
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valid email address, as otherwise, you will not be able to access your Salt Edge
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account.
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.. image:: saltedge/saltedge-contact-email.png
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:alt: Email address to provide to Salt Edge for the creation of your account.
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#. After entering your email address, you are redirected to Salt Edge to continue
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the synchronization process.
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.. image:: saltedge/saltedge-login-page.png
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:alt: Salt Edge Login page.
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#. Make sure you give your consent by checking the consent checkbox.
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.. image:: saltedge/saltedge-give-consent.png
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:alt: Salt Edge give consent page.
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#. Complete the synchronization by following the steps.
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Update your credentials
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-----------------------
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To update your Salt Edge credentials or modify the synchronization settings, activate the
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:ref:`developer mode <developer-mode>`, go to :menuselection:`Accounting --> Configuration -->
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Online Synchronization`, and select the institution you want to update credentials. Click
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:guilabel:`Update Credentials` to start the flow and follow the steps.
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Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access
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your information.
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Fetch new accounts
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------------------
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To add new online accounts to your connection, activate the :ref:`developer mode <developer-mode>`,
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go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and select the
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institution to fetch the new accounts. Click :guilabel:`Fetch Accounts` to start the flow and
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follow the steps.
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.. note::
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Don't forget to check the consent checkbox. Otherwise, Odoo may not be able to access your
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information.
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FAQ
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===
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I have an error when I try to delete my synchronization within Odoo
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-------------------------------------------------------------------
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Odoo can't permanently delete the connection you have created with the banking institution. However,
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it can revoke the consent you gave so that Odoo won't be able to access your account anymore. The
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error you are seeing is probably a message telling you that the consent was revoked, but the record
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could not be deleted as it still exists within Salt edge. If you want to remove the connection
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completely, please connect to your `Salt Edge account <https://www.saltedge.com/dashboard>`_
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and manually delete your synchronization. Once this is done, you can go back to Odoo to delete the
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record.
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I have an error saying that I have already synchronized this account
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--------------------------------------------------------------------
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You have probably already synchronized your bank account with Salt Edge, please check on your
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`dashboard <https://www.saltedge.com/dashboard>`_ that you don't already have a connection with the
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same credentials.
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If you already have a synchronization with the same credentials present on your Salt Edge
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dashboard and this synchronization has not been created with Odoo, delete it and create it from your
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Odoo database.
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If you already have a connection with the same credentials present on your Salt Edge dashboard
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and this synchronization was created with Odoo, activate the :ref:`developer
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mode <developer-mode>`, go to :menuselection:`Accounting --> Configuration --> Online
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Synchronization`, and click :guilabel:`Update Credentials` to reactivate the connection.
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