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Bank API

Module provided by Cluedoo to import bank statement from API
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Versions: V13

Story behind the features

ODOO'S FUNCTIONS

By default, Odoo’s Accounting module allows users to create Journals and manage bank accounts, including fields for Bank Account and Bank Identifier Code (BIC). However, it does not natively support integration with bank APIs, such as those provided by BCA Bank, to automatically import bank statements.



 

CLUEDOO'S FUNCTIONS

This module adds Bank API fields (API Key, Client Key, API Secret Key, Client Secret Key, Corporate ID) to the Journal form under Accounting > Configuration > Journals, specifically for BCA Bank integration and introduces an Import from API action in the Accounting Overview for the BCA Journal, allowing users to pull bank statements directly. 

CLUEDOO'S RECOMMENDATIONS

Install on 100% of the database.

 

Our features as solutions

   Add Bank API Field (API Key, Client Key, API Secret Key, Client Secret Key, Corporate ID)

*Only for BCA BANK

How to use this module

1.

Go to Accounting > Configuration > Journals. Create a new Journal.

Bank Account                : 0201-2456-80

Bank Identifier Code     : CENAIDJA


 

2.

Fill in the Bank API and click confirm. (This particular client will get it from BCA Bank).

API Key : 

03ae60a4-2381-49f9-a03f-84b04c4db5cb

Client Key :

9e603149-f86f-4ada-b08c-ef895f590786

API Secret Key :

0dc81f25-bcb5-4ea4-867c-c04efd553d16

Client Secret Key :

00e77340-0b9c-47bb-8cbf-1a6fe1cf47c3

Corporate ID:

BCAAPI2016


 

3.

Go to Accounting Overview, find the BCA Journal and click "Import from API". 



 

4.

Fill in the date and click "Get Statement".

*In this example, the data is being pulled from Aug 28th, 2016 to Sept 1st, 2016.



 

5.

This will create the bank statement.