| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (account_accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 834 |
| Technical Name |
nf_ukrsib_integration_ee |
| License | OPL-1 |
| Versions | 17.0 18.0 19.0 |
NetFrame Ukrsibbank Integration Enterprise
NetFrame Ukrsibbank Integration Enterprise provides seamless integration between Odoo and Ukrsibbank for automated online bank statement synchronization.
Key Features
- Fetching of online bank statements from Ukrsibbank
- Pull statements for custom date ranges on demand
- Scheduled statement synchronization
- Robust connection via Ukrsibbank API security methods
- Synchronization requests signing via RSA key
How it Works
- Create new Connection for Ukrsibbank in Odoo Accounting
- Insert your Cliend ID & Client Secret received from Ukrsibbank
- Load one part of your personal RSA Key
- Connect and start fetching statements automatically or manually
- Required journal for each Bank Account will be created automatically
- View and manage bank statements directly in Odoo Accounting
Workflow
Pull Bank statements right from connection form by pressing Fetch Transactions
↓
Pull Bank statements from Dashboard by pressing Fetch Transactions for any Ukrsibbank journal
↓
Or pull by choosing a custom date range from Ukrsibbank Journal
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After this You will be redirected to the retrieved statements
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For implementation and support, contact the Netframe team
For a detailed description of Settings, see the Configuration section.
Configuration
Getting Started
To start pulling online bank statements, configure the following in Odoo:
- Create a new Connection in Accounting → Online Synchronization
- Press New to proceed to creation form
- In Connection form enter connection Name, e.g. "Ukrsibbank" 1
- Select "Ukrsibbank" as a Provider from selection 2
- Insert Your Ukrsibbank Client ID & Client Secret 3 & 4
- Upload Private Part of Your RSA key. 5
- If Your RSA key has a Passphrase - "With passphrase" checkbox should be turned on. So passphrase should be entered below 6
- After You've inserted all required values - save changes & click Connect 7
- After pressing "Connect" you'll be redirected to Ukrsibbank Authorize page. Here You should Use you Bank credentials to Authorize
- After successful Authorization You'll be redirected to status page:
- After successful connection, connection state will change to "Connected". Now You need to add Your Bank account by pressing "Add UkrsibBank account" button
- In Bank Account creation form You need to insert Your Account Number (IBAN)
- Specify Your Account Currency
- In "Last synchronization" you can choose a date. The system will request Ukrsibbank API for statements SINCE this date. This date is refreshed after each successful statement synchronization by date of last statement
- Under the above-mentioned fields You can see Your created Bank Accounts
- In connection form there is some important fields, as "Last refresh". This field contains date of last successful Bask statements synchronization 1
- "Next synchronization" field contatins date of next planned synzhronization. 2
- By turning ON or OFF "Automatic synchronization" checkbox You can enable or disable automatic bank statements synchronization. It is processing every 12 hours by default. 3
- Journal for each Bank Account will be created Automatically.
- In every Ukrsibbank Journal You can add Outgoing Payment Method "Ukrsibbank Online Payments"
- You can Pull Banks statements for a custom date range from Ukrsibbank Journal by pressing "Pull Statements" button:
- In window opens choose a Date from 1
- And a Date to 2
- And press "Pull" 3
- Right after You will be redirected to Pulled Bank Statements
- You can pull statements from Dashboard. Statements will be pulled since Last Sync date (You can inspect it in Connection form) To today's Date.
- Also You can pull statements from Connection form by pressing "Fetch Transactions". Statements will be pulled since Last Sync date (You can inspect it in Connection form) To today's Date.
- For every unique Correspondent from pulled transactions Contact will be created
- Bank Account for this Contact will be created also
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.
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