Ponto¶

Ponto is a service that allows companies and professionals to aggregate their accounts in one place and directly see all their transactions within one app. It is a third-party solution that is continuously expanding the number of bank institutions that can be synchronized with Odoo.

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.

Configuration¶

Link your bank accounts with Ponto¶

Go to Ponto’s website (https://myponto.com).
Create an account if you don’t have one yet.
Once you are logged in, create an organization.
Go to Accounts ‣ Live, and click Add account. You might have to add your Billing Information first.
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.
Add all bank accounts you want to synchronize with your Odoo database and move to the next steps.

Link your Ponto account with your Odoo database¶

Go to Accounting ‣ Configuration ‣ Add a Bank Account.
Search for your institution and select it so you can verify that the third party provider is Ponto.
Click Connect and follow the steps.
Select all accounts you want to access and synchronize in Odoo, even the ones coming from other banking institutions.
Finish the flow.

Note

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 in the second step.

Update your synchronization credentials¶

To update your Ponto credentials or modify the synchronization settings, activate the developer mode, go to Accounting ‣ Configuration ‣ Online Synchronization, and select the institution from which you want to fetch the other accounts. Click Fetch Accounts to start the flow.

Note

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

Fetch new accounts¶

To add new online accounts to your connection, activate the developer mode, go to Accounting ‣ Configuration ‣ Online Synchronization, and select the institution from which you want to fetch the other accounts. Click Fetch Accounts to start the flow.

Note

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 6 months (180 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.

Important

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

Edit on GitHub