Online Bank Statements: GoCardless
by ForgeFlow https://github.com/OCA/bank-statement-import , Tecnativa https://github.com/OCA/bank-statement-import , Odoo Community Association (OCA) https://github.com/OCA/bank-statement-import| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2005 |
| Technical Name |
account_statement_import_online_gocardless |
| License | AGPL-3 |
| Website | https://github.com/OCA/bank-statement-import |
| Versions | 15.0 16.0 17.0 18.0 |
Online Bank Statements: GoCardless
This module provides online bank statements from GoCardless Bank Account Data, which provides a free API for connecting and getting transactions for bank accounts.
Table of contents
Configuration
On the GoCardless website
- Go to https://bankaccountdata.gocardless.com, and create or login into your “GoCardLess Bank Account Data” account.
- Go to Developers > User secrets option on the left.
- Click on the “+ Create new” button on the bottom part.
- Put a name to the user secret (eg. Odoo), and optionally limit it to certain IPs using CIDR subnet notation.
- Copy or download the secret ID and key for later use. The second one won’t be available anymore, so make sure you don’t forget this step.
On Odoo
To configure online bank statements provider:
Add your user to the “Full Accounting Settings” group.
Go to Invoicing > Configuration > Accounting > Journals.
Select the journal representing your bank account (or create it).
The bank account number should be properly introduced.
Set Bank Feeds to Online (OCA).
Select GoCardless as online bank statements provider in Online Bank Statements (OCA) section.
Save the journal
Click on the created provider.
Put your secret ID and secret key on the existing fields.
Click on the button “Select Bank Account Identifier”.
A new window will appear for selecting the bank entity.
Select it, and you will be redirected to the selected entity for introducing your bank credentials to allow the connection.
If the process is completed, and the bank account linked to the journal is accessible, you’ll be again redirected to the online provider form, and everything will be linked and ready to start the transaction pulling. A message is logged about it on the chatter.
If not, an error message will be logged either in the chatter.
Usage
To pull historical bank statements:
- Go to Invoicing > Configuration > Accounting > Journals.
- Select the journal representing your bank account.
- Launch Actions > Online Bank Statements Pull Wizard
- Configure date interval and click on Pull.
If historical data is not needed, then just simply wait for the scheduled activity “Pull Online Bank Statements” to be executed for getting new transactions.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- ForgeFlow
- Tecnativa
Contributors
- ForgeFlow:
- Christopher Ormaza
- Jordi Ballester
- Tecnativa:
- Pedro M. Baeza
- Alusage:
- Nicolas JEUDY <https://github.com/njeudy>
- ArPol:
- Armand POLMARD
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
This module is part of the OCA/bank-statement-import project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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