| Technical Name |
plaid_sync
|
| License | OPL-1 |
Introduction
Plaid Bank Synchronization in Odoo streamlines banking workflows by integrating the Plaid API to automatically fetch and import bank statements into your accounting system. This module enhances financial accuracy and operational efficiency by eliminating manual uploads and ensuring transaction data stays current. Ideal for businesses seeking streamlined reconciliations and real-time account visibility within Odoo.
Key Features
Configure Plaid integration using client ID, secret key, and environment credentials
Establish connections with your bank via Plaid to sync transaction data directly into Odoo
Select specific bank accounts and journals to receive statement feeds seamlessly
Automate continuous synchronization for up-to-date banking information in the accounting module
Built on core modules—Invoicing (account) and Discuss (mail)—for smooth integration
Benefits
Saves time by removing manual statement downloads and imports
Provides accurate, up-to-date financial data for timely decision-making
Enhances reconciling processes with automatic bank feed integration
Reduces human error by eliminating repetitive data entry
Supports streamlined workflows with direct, secure bank-to-Odoo connectivity
Compatibility & Technical Details
Required Modules: Invoicing (account) and Discuss (mail) must be installed
Technical Name: plaid_sync
License: OPL-1 (Odoo Proprietary License v1.0)
Installation Steps (general outline):
Ensure that the Invoicing and Discuss modules are installed in your Odoo system.
Add the plaid_sync module to your Odoo Add-Ons directory.
Activate Developer Mode, update the Apps list, and install the module.
Navigate to Accounting settings, input your Plaid credentials (including client ID, secret key, environment).
Select the bank accounts and journals to sync. Plaid will begin automatic importation of bank statement lines into Odoo for reconciliation.
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.