NovaPay Business Integration
Automate Your Accounting: Direct Bank Statement Import
Eliminate manual data entry and keep your accounting perfectly synchronized with your real-world cash flow. This module provides a robust, secure, and automated connection between your NovaPay Business accounts and Odoo Accounting via the official SOAP API.
1. Enable API in NovaPay Cabinet
Before configuring the module in Odoo, you must activate API access for your enterprise in the NovaPay Business dashboard. Navigate to System → API Activation and toggle the status to "Active".
2. Configure Your Bank Journal
In your Odoo Accounting application, create or open a Bank Journal. Simply select NovaPay as the Bank Statements source to reveal the dedicated integration settings.
3. Secure Connection & OTP Authentication
Enter your NovaPay Business credentials in the new NovaPay tab. The module securely handles authentication and proactively warns you if the access token has expired. Connect via SMS OTP for strict Two-Factor Authentication.
4. Seamless Account Binding
Once authenticated, the module automatically retrieves all active accounts linked to your NovaPay profile. Select the appropriate account, and Odoo will bind its IBAN and currency to your journal automatically.
5. Set Synchronization Date & Fetch Statements
To begin importing your transactions, specify the NovaPay Synchronization Date from which you want to fetch data. Then, simply click the Synchronize Statements button to instantly pull your records into Odoo.
6. Automated Statements & Smart Reconciliation
Enjoy fully automated synchronization. The scheduled background job reliably fetches statements, matches opening/closing balances, and imports detailed transaction lines. It automatically detects existing counter-parties by IBAN or Enterprise code, and can even create new partners on the fly.
7. Real-Time Balances & YTD Turnover
Keep your finger on the pulse of your cash flow with live data fetching. The module retrieves your actual NovaPay balance and NovaPay turnover YTD directly via the API. You can access this information and manually refresh it using the two new dedicated stat buttons located directly on the Odoo Journal form. It also supports displaying combined balances (Σ balance) and total turnover across multiple linked journals.
Comprehensive Feature Set
- Enterprise-Grade Security: Reliable connection using native NovaPay SMS OTP authentication.
- Fully Automated Synchronization: Scheduled background jobs continuously fetch your latest statements and transactions, keeping your cash flow tracking perfectly up-to-date without manual effort.
- Smart Partner Recognition: Automatically detects and links counterparties using their Enterprise Code or IBAN. Dramatically speeds up your reconciliation process.
- On-the-Fly Partner Creation: Optional setting to automatically generate new partner records for unknown transactions, saving you hours of manual data entry.
- Live Analytics: Track your exact current NovaPay balance and Year-to-Date turnover straight from the journal view using two dedicated quick-access buttons.
- Zero Data Duplication: Strict built-in safeguards and unique transaction IDs guarantee that payments are never imported twice, protecting your accounting from critical errors.
- Proactive Connectivity Alerts: Clear UI notifications warn you in advance when the API authentication token needs a quick renewal, ensuring uninterrupted daily operations.
Developed with by Reload Tech
Or email us directly at: reload.tech.erp@gmail.com
© 2026 Reload Tech. All rights reserved.
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. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module