Ponto as bank synchronization provider¶

Ponto 是一项服务，可让公司和专业人士在一个地方汇总其帐户，并直接在一个应用程序中查看其所有交易。它是一种第三方解决方案，正在不断扩大可以与Odoo同步的银行机构的数量。

Odoo can synchronize directly with your bank to get all bank statements imported automatically into your database.

Ponto is a paid third-party provider that can handle the synchronization between your bank accounts and Odoo. Its pricing is 4€/month per account/integration.

注解

您可以找到有关银行同步的更多信息：此页。

基础配置¶

将您的银行帐户与Ponto连结¶

转到此页面 `Ponto的网站 (https://myponto.com) `_。
Create an account if you don’t have one yet.
登录后，创建一个 组织机构。
转到此页面帐户 ‣ 实时，然后单击 新增帐户。

您可能需要先添加 计费信息 。
Select your country, your bank institutions, give your consent to Ponto, and follow the steps on-screen to link your bank account with your Ponto account.
Make sure to add all bank accounts you want to synchronize with your Odoo database before moving on to the next steps.

将您的Ponto帐户与Odoo数据库链接¶

Go to Accounting ‣ Configuration ‣ Add a Bank Account.
Search your institution, make sure to select the right institution. By selecting the institution, you can verify that the third party provider is Ponto.
Click on Connect and follow the steps.
At some point, you will have to authorize the accounts you want to access in Odoo. Please select all the accounts you want to synchronize. Even the ones coming from other banking institutions.
Finish the flow.

注解

You have to authorize all the accounts you want to access in Odoo but, Odoo will filter the accounts based on the institution you selected at the second step.

更新您的同步凭证¶

您可能必须更新您的Ponto凭据或修改同步设置.

To do so, go to Accounting ‣ Configuration ‣ Online Synchronization and select the institution you want to fetch the other accounts. Click on Fetch Accounts button to start the flow.

During the update, select all the accounts you want to synchronize, even the ones coming from other banking institutions.

Fetch new accounts¶

You might want to add new online accounts to your connection.

To do so, go to Accounting ‣ Configuration ‣ Online Synchronization and select the institution you want to fetch the other accounts. Click on Fetch Accounts button to start the flow.

Don’t forget to keep authorization for existing accounts (for all institutions that you have synchronized with Ponto).

常问问题¶

After my synchronization, no account appears¶

You selected an institution from the list and did not authorize any accounts from this institution.

I have an error about that my authorization has expired¶

Every 3 months (90 days) you must re-authorize the connection between your bank account and Ponto. This must be done from the Ponto website. If you do not do this, the synchronization will stop for these accounts.

I have some errors with my beta institution¶

Ponto provides institutions in beta, these institutions are not directly supported by Odoo and we advise you to contact Ponto directly.

重要

Using an institution in beta is beneficial for Ponto, it allows them to have real feedback on the connection with the institution.

参见