Hello,
I've a problem with connecting Odoo to my customers bank accounts.
We've a on premise enterprise plan and bank synchronization broke a few weeks ago.
After endless tries we came up with the following observations:
In our older test instance it is still connected (but neutralized) fine using ponto as bank provider. In Odoo it looks like this.
In the production environment, I deleted the previous synchronization from the list and connected the account again. Unfortunatelly I see only this view and I think it has something to do with the "provider_data" field in this model. In our testinstance this field contains a token which is not present in the production environment. The state of the synchronization is "connected" but the details are missing.
We also tried to connect odoo to paypal using saltedge. For each attempt we've to input the authentication code three times, sometimes it works sometimes it fails. But we never see the details in the synchronization form view.
Our tests were executed in Odoo 17 using the latest enterprise module and docker image version.
Thanks for reading this and maybe you've a valueable hint for me, I'd highly appreciate that. Best regards Andre.
Hello Andre,
I have the same problem with a customer.
I have connected various banks here. With some banks, I have a detailed view, but with others I don't.
This is extremely inconvenient, especially when it comes to renewing the token, as the bank has to be reconnected each time.
Have you found a solution to this problem?
Hi Andre,
We also have the same issue in Odoo 18. We can connect to the bank (CIBC in Canada) and retreive transactions. The conenction stays active for several days and then disconnects. There is no indication why it disconencts. We connected many times and it just keeps disconencting after a few days.
We tried connecting via Plaid and Yodlee we have the same issue with either connection type. We deleted the connection and re-added and tried various othetr things, but nothing has worked so far.
We ahve spoken to our bank CIBC and they have not been able to help. We raoised a ticket with Oodo as well and no luck so far.
This issue has been happening for teh last 4 months since we went live. We are only connecting in our peoduction envuronment.