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  1. APPS
  2. Accounting
  3. Basiq Bank Statement Sync | Odoo Open Banking Connector v 17.0
  4. Sales Conditions FAQ

Basiq Bank Statement Sync | Odoo Open Banking Connector

by Creyox Technologies https://www.creyox.com
Odoo

$ 379.30

v 17.0 Third Party
Live Preview
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Versions 17.0 18.0 19.0
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Versions 17.0 18.0 19.0
  • Description
  • Manifest
  • License
Open Banking Integration Gateway

Basiq Bank Statement Sync

Synchronize your bank connections, account balances, and historical statement transactions automatically. Secure connection verification, instant redirect callbacks, and robust asynchronous sync queues.

Email Us
https://creyox.com/helpdesk
Watch Video

Beautiful Open Banking Integration Dashboard

Take control of your bank accounts from one elegant interface. Track real-time balances, active sync schedules, and trigger manual statement runs on demand.

Open Banking Dashboard View
  • Features
  • Screenshots & Setup
  • FAQs

Why Basiq Bank Statement Sync?

Basiq Bank Statement Sync bridges the gap between Odoo ERP and the Basiq Open Banking API ecosystem. By exposing clean, automated, and secure connection frameworks, it enables businesses in Australia and New Zealand to seamlessly pull bank statement transactions, connect accounts, and match balances without friction.

Engineered with enterprise security, data compliance, and multi-company support, the module manages Basiq API keys, verifies connection states, fires background update crons, and handles direct callback redirections cleanly. Simplify your bank reconciliations by automating raw statement imports directly into Odoo general ledger journals.

Basiq Synchronization Actions

Take actions directly on Odoo models to sync bank details, create user records, verify connections, or import transactions.

🔌 Connect Settings

"Toggle Sandbox vs Live API keys"
"Set connection state parameters"
"Generate Webhook URLs dynamically"

✉️ User Consent

"Create user profiles in Basiq API"
"Send consent emails to customers"
"Verify token consent duration"

📊 Bank Accounts

"Sync all active accounts & balances"
"Auto map accounts to journals"
"Update multi-company dashboards"

⚙️ Transactions

"Import bank statement logs"
"Asynchronously query statements"
"Prevent transaction double entries"

Modern Banking Automation

🔌

Direct Basiq API Tunnels

Pull bank details and transaction histories directly using Basiq's secure server API endpoints, keeping Odoo updated in real time.

🔒

CDR Consent Compliance

Leverage Basiq's Consumer Data Right consent portals. Send emails to users for consent authorization directly from Odoo.

🚀

Lock-Free Background Sync

Asynchronous cron jobs and batching architectures fetch historical logs cleanly without freezing Odoo database rows.

Key Features & Benefits

Instant Bank Integration

Fetch active credit card, savings, transaction, and business accounts from major Australian & NZ banks.

Webhook Signatures

HMAC signature validation checks for incoming event webhooks to prevent security exploits.

Consent Wizard Mailer

Request authorization links sent by template emails. Verify consent histories in Odoo Chatter logs.

Journal Mapping Manager

Map individual Basiq account IDs directly to specific Odoo accounting journals for statement imports.

OWL Interactive UI

Beautiful dashboard widget loaded with connection stats, total log tracks, and fast manual execution controls.

Audit Trails & Logs

Extensive logging details with duration trackers, response payloads, and diagnostic tools for easy support.

Interactive Operations Showcase

Explore our clean interface flows, secure authentication redirects, customer consent wizards, and automated webhook tracking systems.

Showcase 1 / 6
Manage and monitor all your bank accounts, balances, and sync schedules from one unified dashboard.
Open Banking Dashboard
Showcase 2 / 6
Configure sandbox/production API keys and instantly verify credentials with one-click connection tests.
API Configuration Form
Showcase 3 / 6
Provision user profiles in the Basiq Open Banking registry or synchronize existing customer contexts from Odoo.
Register User View
Showcase 4 / 6
Launch the consent wizard to define open banking scopes and email secure authorization links to customers.
Consent Request Wizard
Showcase 5 / 6
Map retrieved bank account records directly to target Odoo bank journals for automated reconciliation.
Journal Mapping View
Showcase 6 / 6
Register webhook endpoint settings to automatically handle user operations, consent updates, and transaction syncs.
Webhook Settings View
Previous Next
View All Screenshots

4-Step Quick Start Process

1

Register Credentials

Add Client ID, Secret, and select Sandbox/Production environment.

2

Grant Bank Consent

Send secure authorization emails and authenticate through Basiq Portal.

3

Map Journals

Map synced account structures to target Odoo general ledger journals.

4

Automate Syncing

Enable background crons and webhook endpoints for automated sync cycles.

Feature Walkthrough & Screenshots

  • Config & Connection
  • User Consent
  • Accounts & Journals
  • Webhooks & Logs

API Settings & Connection Tests

Manage environments, authenticate client credentials, configure automated synchronization parameters, and verify network access easily.

Navigate to Invoicing/Accounting >> Basiq Configuration >> Basiq Settings to register your client credentials, set API keys, and choose between live production or sandbox mode.
Basiq Config View
Primary Basiq API Configuration Form
Click the Test Connection button on the settings view to instantly verify API credentials and connection state with Basiq servers.
Test Connection Verification View
Instant Connection Verification
Configure background scheduler execution intervals and use the smart button shortcut to quickly access background execution crons. You can also edit templates that are used for consent emails and synchronization failure emails.
Operations View
Background Sync & Task Redirection Shortcuts

CDR User Creation & Authentication Redirect Tunnels

Provision user identifiers in the Basiq platform, trigger secure consent requests, email authorization links, and verify the client redirect success pipeline.

Register a new user in Basiq.
Register User View
Create Basiq User
Copy the unique Basiq User ID directly from the Basiq dashboard to associate/map it to a partner profile.
Basiq User ID Copy
Retrieve Basiq User Identifier
Navigate to Invoicing/Accounting >> Basiq Users >> Click the Sync Basiq User button to open the wizard, paste the Basiq User ID, and click Fetch. You can also create a user from Odoo to Basiq by clicking the Create User in Basiq button.
Basiq Sync User View
Synchronize Basiq User Profile Wizard
Get an instant success notification once the Basiq User synchronization completes successfully.
User Sync Success Notification
User Sync Success Notification
Click the Request Consent button to open the consent wizard where you can manage the consent link, extend consent, update, renew, directly mail the link, or copy it.
Consent Wizard View
Open Banking Consent Request Wizard
Verify trackable consent email logs sent directly from partner Chatter along with the success status notification.
Consent Email View
Sent Consent Link Log
Once the user clicks the connect button, they are redirected to the Basiq connect bank page to view consent details.
Basiq Redirect View
Secure Client Consent Portal Redirect
Customers select their financial institution from the supported bank selection page.
Basiq Consent UI View
Institutional Bank Selection Screen
Upon successful login, the system automatically redirects the user back to Odoo.
Authorization Callback Successful Notice
Authorization Callback Success Screen
Click the Sync All Data button to open the wizard, select the transaction fetch start date, and click the fetch button.
Sync All Data Wizard
Manual Bulk Transaction Sync Wizard
Once you click the fetch button, a success notification appears confirming that the entire process runs in the background.
Background Sync Notification
Background Import Success Notification
Once fetching completes, a success notification displays and all financial transaction data is synchronized.
Complete Sync Notification
Transaction Sync Completed Notification

Interactive Dashboards, Account Syncs & Ledger Maps

Map synced bank accounts to specific journals, track overall transaction counts, execute bulk updates, and check active ledger balances.

Navigate to Invoicing/Accounting >> Basiq Dashboard >> Basiq Feed to view sync metrics, linked accounts, and trigger manual synchronization.
Open Banking Dashboard View
Interactive Open Banking Dashboard
Navigate to Invoicing/Accounting >> Basiq Journal Mappings >> Select each retrieved bank account and map it to a corresponding Odoo bank journal. If a journal is not manually mapped, Odoo automatically maps it using the default journal configuration.
Journal Mapping View
Direct Journal-to-Account Mappings
View and audit transaction records directly in the Basiq dashboard workspace.
Basiq Transaction View
Basiq Banking Portal Transactions View
View synced statements and transactions fully populated in Odoo accounting ledgers ready for reconciliation.
Odoo Transaction View
Synced Transactions in Odoo Accounting

Real-Time Webhook Handling & System Integration Audit Trails

Receive bank statement feeds via webhooks, authenticate event signals via HMAC security tokens, and browse detailed transaction trace logs.

Navigate to Invoicing/Accounting >> Basiq Configuration >> Configure Odoo's public webhook endpoint URL within the settings and click the Create Webhook button to register the webhook with Basiq to automatically receive and handle all event updates, including user creation, profile updates, deletions, consent updates, warning alerts, and transaction syncs.
Webhook Settings View
Webhook Port Configuration Settings
Receive instant notifications of webhook setup, updates, and deletion events to keep Odoo in perfect alignment with the Basiq backend.
Webhook Operations View
Webhook Operations and Action Events Notification
Navigate to Invoicing/Accounting >> Configuration >> Basiq Logs to view detailed API execution logs. Odoo automatically handles webhooks to perform user creation, profile updates, record deletions, consent status updates, and trigger expiration warning alerts.
Basiq Logs View
Comprehensive Audit Logging Interface

Frequently Asked Questions

What is the Basiq Open Banking API?

Basiq is a leading Open Banking platform in Australia and New Zealand that provides a secure, consolidated endpoint to access financial data across major bank institutions under Consumer Data Right (CDR) regulations.

Does this module support the secure CDR consent portal model?

Absolutely. The module leverages Basiq's secure consent portal redirection. Customers authorize data retrieval directly with their financial institutions, and Odoo receives access without seeing passwords or account numbers.

Can I automate bank statements and balance synchronization?

Yes. You can configure scheduled actions (crons) to run at regular intervals (hourly or daily) to automatically pull transaction logs. Alternatively, real-time webhooks handle updates instantly as bank events fire.

How does the webhook secure signature checks work?

Every event package pushed by Basiq contains an HMAC-based `X-Basiq-Signature` header calculated using your configuration's API Secret. Odoo computes its own signature and rejects any request that doesn't match, preventing spoofing.

Does it support sandbox testing environments?

Yes. A dedicated Environment selector in the settings form lets you switch instantly from Sandbox (using test bank logins) to Production (using live bank feeds).

Does this app support Odoo Multi-Company setup?

Yes. The configuration records and individual bank account journal mappings support Odoo's standard multi-company rules, ensuring strict data isolation per company.

Is this app compatible with Odoo Community as well as Enterprise?

Yes, this app works perfectly with Odoo Enterprise as well as Community.

Is this app compatible with Odoo Online?

No, like most 3rd-party modules, this app will not work for Odoo Online (SaaS) as it requires custom module installation which is only permitted on Odoo.sh or On-Premise servers.

How to contact if there is need of any Customization?

Please contact us at support@creyox.com for any custom banking integration, automatic reconciliation features, or customization requirements.

Do I get free support when I buy these app?

Yes, we provide free support for 60 days from the date of purchase for any issues related to the module's standard functionality.

Do I need to buy all versions separately?

Yes, different versions of Odoo (e.g., 16, 17, 18) require their own specific module builds, and these are sold as separate purchases.

The app I paid for is not working, what should I do?

You can raise a support ticket by helpdesk https://creyox.com/helpdesk. Our technical team will investigate and provide the necessary fixes.

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Odoo Apps Dependencies • Discuss (mail)
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Lines of code 3137
Technical Name cr_basiq_bank_statement_sync
LicenseOPL-1
Websitehttps://www.creyox.com
Odoo Proprietary License v1.0

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