Automatic Bank Synchronization | Auto Plaid Integration
by BrowseInfo
| Technical name | bi_plaid_integration |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
Automatic Plaid Integration Odoo Apps
Bank Synchronization by Plaid Odoo Apps
Integrate Plaid Bank Synchronization Odoo Apps
Automatic Plaid Synchronization Odoo App helps users to bank synchronization via Plaid. User needs to configure Plaid integration with a given client ID, secret key, and selection of an environment. User needs to create an account via Plaid and link odoo to Plaid by using its credentials. Also, users can easily get plaid transactions as per the selection of plaid accounts, bank journals, and date ranges in Odoo.
Features
Configure Plaid Integration
User can set client id, secret key and select an environment for plaid integration.
Automatic Plaid Synchronization
Automatic synchronization of their bank statements to feeds bank directly in odoo.
Set Date Range of Plaid Transactions
User can set start and end date to view specific bank transactions via plaid.
Get Plaid Transactions
User can get the bank transactions which has been done via plaid.Plaid Integration Configuration
Goto Invoicing -> Configuration -> Settings in that set client id, secret key and select an environment for plaid integration.
Sync Via Plaid Menu
User can create a bank to sync via plaid.
Connect Via Plaid Button
In plaid bank form, User can click on 'CONNECT VIA PLAID' button.
Select Your Bank
User can get the list of bank then select the bank(associated with journal).
Enter Your Credentials
User can enter login details and user will be connected to plaid then select the bank account to get the transactions.
Linked Selected Bank Accounts
User can see the selected bank accounts are linked into the bank.
Get Plaid Transactions Menu
Plaid Transactions Wizard
Once open 'Plaid Transactions Wizard', User can select the plaid bank, plaid accounts, bank journal and set date range to get plaid transactions.
Synchronized Bank Statements Via Plaid
Installation Guide
Before installing this module you have to install following packages in your system.
sudo pip install plaid-python
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on [email protected] or raise a ticket on support.
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.