은행 동기화¶
Odoo synchronizes directly with your bank institution to automatically import all bank transactions into the database. It supports over 26,000 financial institutions worldwide and relies on multiple third-party providers to connect with banks.
참고
To use this service, a valid Odoo Enterprise subscription is required.
팁
To check if your bank is compatible with Odoo, go to Odoo Accounting Features, and click See list of supported institutions in the Bank & Cash section.
더 보기
거래
환경설정¶
첫 동기화 실행하기¶
To synchronize the database with a bank, go to the Accounting Dashboard, click New, and select the Bank card. In the Add a Bank Account window, select the relevant bank and click Connect.
팁
Alternatively, click the (vertical ellipsis) icon of the Bank journal, and Connect bank, or click Search over 26000 banks in the Accounting dashboard.
Depending on your bank and country, you can select the Type of account and/or choose another third-party provider to connect with the bank if needed before clicking Connect.
If your bank is not listed in the Search for an institution window, scroll down the list and click Add new bank to create a bank account manually. Fill in the Account Number, Bank, and SWIFT Code, and click Connect. A bank journal is then created and named using the account number. Note that in this case, the bank is not synchronized.
If issues occur during the first synchronization, check that no firewall or proxy is blocking the address https://production.odoofin.com/. Make sure your web browser allows pop-ups and that any ad-blocker is disabled.
중요
When setting up bank synchronization, accounting transactions are automatically recorded from the date of the last transaction +1 day (e.g., if the last transaction date is 31/12/2025, the recording starts on 01/01/2026). If the journal contains no transactions, all available past transactions are retrieved. To limit the retrieval period, go to , and set a date in the Lock Everything field.
참고
Some banks are in a Beta status, meaning they’re not yet fully supported by third-party providers. This may lead to bugs or other issues. Although they can be used, Odoo does not provide technical support in this case.
The third-party provider may request more information to connect with a bank. This information is not stored on Odoo’s servers.
To view all past synchronizations, activate the developer mode and go to .
수동 동기화¶
After the first synchronization, bank journals are synchronized by default every twelve hours. To manually trigger synchronization, go to the Accounting dashboard and click Fetch Transactions on the relevant bank journal.
팁
Alternatively, activate the developer mode, go to , select the relevant bank, and click Fetch transactions.
참고
일부 은행의 경우 자동으로 거래 내역 가져오기 기능이 지원되지 않습니다. 이러한 경우 자동 계정 동기화 중 오류 메시지가 표시되며 사용자에게 자동 동기화를 비활성화하라는 안내가 나타납니다. 이 메시지는 온라인 동기화의 메시지창 로그로 기록됩니다. 이와 같은 상황에서는 해당 은행의 온라인 동기화 설정에서 자동 동기화 옵션을 비활성화하고, 관련된 은행 전표에서 거래 가져오기 를 클릭하여 수동으로 동기화해야 합니다.
For some bank institutions, transactions can only be fetched up to three months in the past. If older transactions are needed, they can be imported.
동기화 자격 증명 업데이트¶
To update bank credentials, activate the developer mode, and go to . Open the connection that needs to be updated, click Update Credentials, and follow the steps.
참고
The steps may vary depending on the third-party provider, as each provider follows its own process.
When updating bank credentials, make sure all accounts are selected for synchronization, including those from other banking institutions if applicable.
외부 업체¶
Odoo relies on third-party providers to securely connect to your bank accounts and automatically import transactions and financial data into the database. The following providers are used:
Plaid (supported in the United States of America and Canada)
Yodlee (유럽 지역)
Ponto (유럽 지역)
팁
Depending on your bank and country, change the default third-party provider when selecting the bank, if necessary.
Make sure to check the consent checkbox to allow information to be shared with Odoo.
Select all accounts that need access and synchronization, including those from other banking institutions.
거래 복제¶
When importing transactions, some may appear duplicated due to the same online transaction identifier or the same currency, amount, account number, and date.
누락된 작업¶
Missing or pending transactions are entries that the bank has not yet validated.
To find missing and pending transactions, access the bank reconciliation view, click the (gear) icon, and select Find Missing Transactions.
To import a posted missing transaction, select it and click Import Transactions.
참고
Make sure the connection with the bank is active to find missing transactions.
보류 중 인 경우에는 작업을 가져올 수 없습니다.
문제 해결¶
동기화 오류 또는 연결 해제¶
To report a connection error to Odoo support, activate the developer mode, go to , select the failed connection, and copy the error description and the reference.
If the connection with the proxy is lost and reconnection using the Reconnect option isn’t successful, contact support directly. Provide the client ID or the error reference from the chatter.
실시간으로 동기화가 되지 않는 이유는 무엇인가요?¶
Synchronization is not designed to work in real time, as third-party providers synchronize accounts at different intervals. To manually trigger synchronization and retrieve bank transactions, go to the Accounting Dashboard, and click Fetch Transactions.
Alternatively, to synchronize and fetch transactions, activate the developer mode and go to .
Some providers restrict refreshes to once per day. If transactions have already been fetched, clicking Fetch Transactions again may not retrieve the latest data.
Transactions may appear on a bank account, but cannot be fetched if they have a Pending status; only transactions with a Posted status are retrieved.
직접 새로고침해야 거래 내역이 동기화되는 이유는 무엇인가요?¶
Some banks implement additional security measures and require extra steps, such as an SMS or email authentication code, or another type of MFA. As a result, the third-party provider cannot retrieve transactions until the security code is provided.
작업이 표시되지 않는 이유는 무엇인가요?¶
해당 문제의 원인은 다음과 같습니다:
은행 계좌 동기화가 첫 번째 동기화 에서 실행되지 않았습니다.
가져올 수 있는 새 거래가 없습니다.
If the bank account is correctly linked to a journal, but posted transactions still aren’t visible in the database, contact support.
동기화 후 계좌가 표시되지 않는 이유는 무엇인가요?¶
During the synchronization process, a bank institution was selected, but no bank accounts from this institution were authorized during the first synchronization.
Saltedge 문제 해결¶
Why is there an error when deleting a synchronization in Odoo?¶
Odoo can’t permanently delete the connection established with the banking institution. However, it revokes consent, which prevents Odoo from accessing the account. The error message indicates that the consent has been revoked, but the record could not be deleted as it remains in Salt Edge.
To delete the connection, connect to the Salt Edge account and manually remove the synchronization. Once this is done, the record can be deleted in Odoo.
I have an error saying that this account has already been synchronized¶
The bank account has already been synchronized with Salt Edge. Access the Salt Edge dashboard to check if a connection with the same credentials exists. There are two options:
If a connection with the same credentials exists in Salt Edge but has not been synchronized with Odoo, delete the existing connection and create a new one from the Odoo database.
If a connection with the same credentials exists in Salt Edge and has already been synchronized with Odoo, update the synchronization credentials to reactivate the connection.