| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 511 |
| Technical Name |
plaid_integration |
| License | OPL-1 |
Automatic Plaid Synchronization
Developed by CodeCraft System
Contact Us for Demo
Email: codecraftsystem@gmail.com
Overview
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.
Key FEATURES
1. Configure Plaid Integration
User can set client id, secret key and select an environment for Plaid integration.
2. Automatic Plaid Synchronization
Automatic synchronization of their bank statements to feed directly in Odoo.
3. Set Date Range of Plaid Transactions
User can set start and end date to view specific bank transactions via Plaid.
4. Get Plaid Transactions
User can get the bank transactions which have been done via Plaid.
Configuration
Odoo Side Configuration
Download and Install the app
1 Step: Plaid Client ID and Secret Configuration
Go to account model and click on configuration then click on settings then scroll down and search for Plaid Credentials section
Client ID: Add your client ID in client id field
Client Secret: Add your client secret in client secret field
2 Step: Check your Bank Journal
First make sure you already configure the bank account. If not then create a new bank account
Go to account model and click on configuration then click on Journals from the dropdown.
Select your bank journal from the list and make sure the bank account is linked to it.
3 Step: Everything is ready now start syncing
Go to account model and click on configuration then scroll down and search "Online sync Via Plaid.
It will open the list create a new record and select your bank.
Then click on Press the Connect to Plaid button.
4 Step: Login to you Account
Follow the flow and process accordingly, You will get a Bank list. Select the bank (associated with journal).
3 Step: Continue Login to you Account
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.
Free Support
You will get 15 Days free support incase any bugs or issue.
Get in Touch
 codecraftsystem@gmail.com |
Odoo Support Services For any other assistance related to the new Odoo feature, Implementation, customization or Odoo Development.Our Odoo experts will help you to build your business |
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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