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。

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.

注解

您可以找到有关银行同步的更多信息: 此页

配置

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.