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Hello,

I'm encountering an issue with importing bank statements into Odoo and need guidance on preventing duplicates. When importing overlapping date ranges, Odoo seems to not check for duplicate entries. For example, if I import a statement covering January 1, 2024, to January 20, 2024, and subsequently import another from January 18, 2024, to January 25, 2024, the transactions on January 18, 19 and 20 are duplicated.

Currently, to avoid this, I have to manually ensure that each import only contains new data, which is error-prone and inefficient, especially when managing multiple bank accounts. This raises the risk of reconciling transactions twice.

Is there a built-in feature or a recommended practice in Odoo to automatically detect and exclude duplicate transactions during the import process?

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i have the same problem. its very frustrating. is there a solutions already?

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I am facing the same problem using online-sync - during which I cannot even specify the date range.

Did you find a solution for this?

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We are still importing the statements manually and checking the data range each time during export. From what I understand about the online sync option, it should automatically set the last sync date and select the sync range accordingly. However, it likely does not account for statements that have already been imported manually.

Thanks for the reply. At least with my bank and integration provider transactions are getting duplicated.
An automatic deduplication on import (be it online sync or manual import) would be a helpful feature for sure.

Autor

Have you tried using the data cleaning module for this?
You could create a new deduplication rule there, set it to run automatically, and define rules for a 100% match to ensure accurate results.

We're on Odoo Entrprise, hosted on Odoo.com. Thus we cannot install modules afaik. But thanks for the suggestion.

Autor

The Data Cleaning module is a standard feature in Odoo and should be available in the Community version. To access it, simply activate Developer Mode.

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