Automatic Plaid Synchronization

by
Odoo

97.93

v 15.0 Third Party 7
Required Apps Invoicing (account)
Lines of code 838
Technical Name plaid_sync
LicenseOPL-1
Websitehttps://www.axiomworld.net/
Also available in version v 14.0 v 13.0
You bought this module and need support? Click here!
Required Apps Invoicing (account)
Lines of code 838
Technical Name plaid_sync
LicenseOPL-1
Websitehttps://www.axiomworld.net/
Also available in version v 14.0 v 13.0

Automatic Plaid Synchronization

Automatic Plaid Synchronization

Overview

Overview

This module is used for online bank account synchronization via Plaid. It enables user to link bank journals to their online bank accounts for supported banking institutions via Plaid and configure a periodic and automatic synchronization of their bank statements to get bank feeds directly in odoo.

Description

One thing that companies cannot function without nowadays, is Bank Reconciliations, since they have to interact with financial institutions. As much as it's needed and wanted, it is just as tedious. The biggest problem being lack of standardization and manual reconciliations.
This module enables you to do Online bank synchronization via Plaid. It enables users to link bank journals to their online bank accounts, for supported banking institutions via Plaid, and configure a periodic and automatic synchronization of their bank statements.
You will need to create an account with plaid independently and then use its credentials to link odoo to plaid

Exploring the module: (How to)

Exploring the module: (How to)

Once the module is integrated to your system,open the accounting module.

  • Download and Install the app
  • Open the configuration tab from the menu. The configuration tab provides a convenient hub to the different parts of the Accounting module.
  • Select the online sync via Plaid option from the menu.
  • A form appears requiring the details of the bank. Enter the relevant details. Click connect to Plaid button on top
  • Click on settings in the configuration tab.
  • Select the bank (it should be already created)
  • Go to the accounting settings
  • Open Bank journal.
  • Enter in the given fields. Plaid requires these two
    fields.
    • Client ID
    • Secret
  • Press the Connect to Plaid button.
  • You will get a Bank list. Select the bank (associated with journal).
  • Enter your login details and you'll be connected to Plaid.
  • Bank Statement if its connected press the Get Transaction button.
  • Enter relevant details in the input fields (e.g. dates, Accounts (In case of multiple accounts) etc)
  • Press the save button and bank statements.

The reconciliations are done by Plaid. It is very useful as the time spent on bank reconciliation.

Suggested Products

Suggested Products

All Products

Odoo Services

Odoo Implementation

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Odoo Suport & Maintenance

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
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by
calvin
on 8/9/22, 11:17 AM

Does plaid_sync support south african bank, such As ABSA Bank, FNB Bank and more.

Re:
by
AxiomWorld
on 8/9/22, 1:00 PM Author

Him you can check bank list from this url

https://plaid.com/institutions/




V14/v15 Uncaught TypeError: this.do_action is not a function
by
prashant panchal
on 8/3/22, 1:21 AM

I got the error like and did not do any thing on that screen after callback on same screen without configuration bank account

Uncaught TypeError: this.do_action is not a function


Re: V14/v15 Uncaught TypeError: this.do_action is not a function
by
AxiomWorld
on 8/3/22, 4:52 AM Author

Our team will contact you shortly


by
AxiomWorld
on 7/26/22, 2:17 AM Author

Our team will contact you shortly and get your error resolved


I am trying this app with v14 community on localhost and plaid sandbox
by
prashant panchal
on 7/26/22, 1:53 AM

Got the error:

odoo_14/master/odoo/http.py", line 315, in _handle_exception
    raise exception.with_traceback(None) from new_cause
urllib3.exceptions.MaxRetryError: HTTPSConnectionPool(host='development.plaid.com', port=443): Max retries exceeded with url: /link/token/create (Caused by SSLError(SSLError("bad handshake: Error([('SSL routines', 'tls_process_server_certificate', 'certificate verify failed')])")))


by
Ali Khalid
on 7/25/22, 1:13 AM

Video will be shared today.


did not get any response
by
prashant panchal
on 7/25/22, 12:21 AM

I submitted my query regarding video of this apps,

have you any video for the demo purpose ?
could you please share it please ?

Thanks!


by
Ali Khalid
on 7/21/22, 10:08 PM

Yes this all works with odoo community as well


Is this App available for 15.0 Community Edition?
by
ANGEL ADAN RAMIREZ ISEA
on 7/21/22, 8:32 PM

Hi!

I'd like to know if this App is available for 15.0 Community Edition.

Thanks for your time.


by
Ali Khalid
on 7/20/22, 11:14 AM

Please go to our website euroaxiom.com and share your contact details in the contact us section 


by
prashant panchal
on 7/20/22, 9:17 AM

have you any video for the demo purpose ?
could you please share it please ?


by
Ali Khalid
on 7/20/22, 8:10 AM

This can be used on community v14 and v15


can we user Community V14/ v15 ?
by
prashant panchal
on 7/20/22, 7:27 AM



by
Ali Khalid
on 7/18/22, 3:43 AM

You just need a plaid account 


by
gkelley@mcaps-inc.com
on 7/12/22, 4:56 PM

What product do i need from Plaid to use with this app.