Import Statement Files

account_statement_import_file · OCA/bank-statement-import

    Repository
    OCA/bank-statement-import · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Accounting
    Folder size
    1.15 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/bank-statement-import
    Last tracking update
    2026-08-07 09:06:25
    Authors
    Akretion, Odoo SA, Odoo Community Association (OCA)
    Maintainers
    Akretion, Odoo SA, Odoo Community Association (OCA)
    Committers
    Weblate, Camila Vives, OCA-git-bot, oca-ci
    Odoo dependencies
    OCA/account-reconcile:
    - account_statement_base
    OCA/bank-statement-import:
    - account_statement_import_base
    odoo/odoo:
    - account
    - base_setup
    - base
    - web
    - onboarding
    - product
    - mail
    - bus
    - web_tour
    - html_editor
    - uom
    - analytic
    - portal
    - http_routing
    - auth_signup
    - digest
    - resource
    Python dependencies
    None
    System dependencies
    None
    Required by
    account_statement_import_camt, account_statement_import_file_reconcile_oca, account_statement_import_fr_cfonb, account_statement_import_qif, account_statement_import_sheet_file, l10n_es_account_statement_import_n43, l10n_ro_account_bank_statement_import_mt940_base
    Description
    This module is the successor of the module
**account_bank_statement_import** that was part of Odoo Community until
Odoo v13 and was moved to Odoo Enterprise for Odoo v14 (cf [this
commit](https://github.com/odoo/odoo/commit/9ba8734f15e1a292ca27b1a026e8366a91b2a8c9)).
We decided to change its name and the name of the wizard object it
provides in order to avoid a conflict with the Enterprise module.

This module has several additionnal feature:

- support multi-account bank statement files,
- attach the file to the bank statement (to facilitate the diagnostic in
  case of problem),
- improved error messages.

This module only provides the technical framework for the import of
statement files. You must also install the format-specific modules to
add support for the statement file formats that your banks/provide use.
For example, the OCA module **account_statement_import_ofx** will add
support for the OFX (Open Financial Exchange) file format. You will find
those modules in the OCA project
[bank-statement-import](https://github.com/OCA/bank-statement-import)
or, for the country-specific formats, in the OCA localization projects.

    Code Analysis ⓘ

    Views touched (2)
    XML IDNameModelTypeStatus
    account_statement_import_form account.statement.import form New
    journal_dashboard_view_inherit account.journal kanban Inherits account.account_journal_dashboard_kanban_view
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (2)

    New fields (0)

    No new fields.

    Public methods (2)
    • default_get(self, fields_list)
      @api.model
    • import_account_statement(self)
      return action to import bank/cash statements. This button should be called only on journals with type =='bank'

    New fields (2)
    • statement_file Binary
      help='Download bank statement files from your bank and upload them here.' required=True
    • statement_filename Char
    Public methods (3)
    • import_file_button(self)
      Process the file chosen in the wizard, create bank statement(s) and return an action.
    • import_single_file(self, file_data, result)
    • import_single_statement(self, single_statement_data, result)

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