Ponto as bank synchronization provider

Ponto is een service waarmee bedrijven en professionals hun rekeningen op één plek kunnen samenvoegen en direct al hun transacties in één app kunnen zien. Het is een third-party oplossing die het aantal bankinstellingen dat met Odoo kan worden gesynchroniseerd voortdurend uitbreidt.

Logo of the Ponto brand

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.

Notitie

You can find more information about bank synchronization on this page.

Configuratie

Werk uw synchronisatiegegevens bij

You might have to update your Ponto credentials or modify the synchronization settings.

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).

FAQ

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.

Belangrijk

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