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Trilab mBank CompanyConnect Integration (PL)

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Required Apps Invoicing (account)
Discuss (mail)
Technical Name trilab_mbank
License OPL-1
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Technical Name trilab_mbank
License OPL-1

Introduction

Trilab mBank Integration in Odoo enables direct, secure communication between Odoo and mBank through the CompanyConnect API. Designed to connect bank journal entries via long-term authenticated sessions—using certificates or tokens—this module eliminates time-consuming file imports. It ensures reliable, compliant banking workflows and simplifies the exchange of banking data directly within Odoo.

Key Features

  • Establish long-term authenticated bank sessions using certificate-based or token methods for mBank integration

  • Configure bank journal settings by entering DIK, user ID, and authentication method (long-term session) in Odoo’s bank journal setup

  • Automate token retrieval: obtain session token via wizard, sign and upload auth files, and securely connect bank journal with mBank

  • Duplicate connection setup across multiple companies using the "Copy Session Token" function, improving configuration efficiency

Benefits

  • Enhances security and efficiency with automated, authenticated bank connections—no manual file handling

  • Improves financial workflow by enabling seamless bank statement retrieval and synchronization

  • Supports multi-company setups through token reuse, reducing repetitive setup steps

  • Ensures banking integration is both robust and compliant via structured session management and signed authentication files

Compatibility & Technical Details

  • Required Modules:

    • Invoicing (account)

    • Discuss (mail)

  • Technical Name: trilab_mbank

  • License: OPL-1 (Odoo Proprietary License v1.0)

Installation Steps (generic outline):

  1. Ensure the Invoicing and Discuss modules are installed.

  2. Place the trilab_mbank module into Odoo’s Add-Ons directory.

  3. Activate developer mode, update the module list, and install trilab_mbank.

  4. Configure the bank journal: enter DIK, user identifier, and choose long-term session authentication.

  5. Use the Get Session Token Wizard to generate authentication files, sign and upload them, then activate the bank connection.

  6. For multi-company use, apply the Copy Session Token action to reuse authenticated connections across journals.

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.