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Online Bank Statements: GoCardless

account_statement_import_online_gocardless folder_open OCA/bank-statement-import open_in_new
Account License: AGPL-3

This module provides online bank statements from GoCardless Bank Account Data, which provides a free API for connecting and getting transactions for bank accounts.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Connect Odoo bank journals to GoCardless Bank Account Data so bank transactions can be imported automatically. Users link a bank, choose the date type, and Odoo pulls the transactions into the journal.

This module adds GoCardless as an online bank statement service on the bank statement provider screen. After selecting GoCardless as the service, users enter a Secret ID and Secret Key, choose the country and whether to use the Value Date or Booking Date, then click "Select Bank Account Identifier". A dialog lists available banks for the country, with a country filter and a search box; picking a bank starts the authorization flow and redirects to the bank's consent page.

When the bank redirects back, Odoo checks that the journal's bank account number matches one of the IBANs returned by GoCardless. If it matches, the link is stored and a message is posted in the chatter; if not, the link is cleared and a warning message is posted. If another journal from the same bank is already linked, a wizard asks whether to reuse the existing credentials or create a new link.

Transactions are fetched for the requested period, using the chosen date type, and are converted to the journal currency when needed. The module also warns when the authorization is about to expire and asks users to renew it. It extends online.bank.statement.provider and adds the online.bank.statement.provider.existing wizard.

Depends on

account_statement_import_online
Models and fields (2)
  • online.bank.statement.provider · extends an existing modelgocardless_token, gocardless_date_type (Date type for GoCardless Import), gocardless_account_id, gocardless_country_id, gocardless_refresh_token, gocardless_institution_id, gocardless_requisition_id, gocardless_requisition_ref, gocardless_token_expiration, gocardless_refresh_expiration, gocardless_requisition_expiration
  • online.bank.statement.provider.existing · new modelprovider_id, other_provider_id

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 5 confirmed, 4 with no information of 9 versions.

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/bank-statement-import.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

On the GoCardless website

  • Go to , and create or login into your "GoCardLess Bank Account Data" account.
  • Go to Developers \> User secrets option on the left.
  • Click on the "+ Create new" button on the bottom part.
  • Put a name to the user secret (eg. Odoo), and optionally limit it to certain IPs using CIDR subnet notation.
  • Copy or download the secret ID and key for later use. The second one won't be available anymore, so make sure you don't forget this step.

On Odoo

To configure online bank statements provider:

  • Add your user to the "Full Accounting Settings" group.
  • Go to Invoicing \> Configuration \> Accounting \> Journals.
  • Select the journal representing your bank account (or create it).
  • The bank account number should be properly introduced.
  • Set Bank Feeds to Online (OCA).
  • Select GoCardless as online bank statements provider in Online Bank Statements (OCA) section.
  • Save the journal
  • Click on the created provider.
  • Put your secret ID and secret key on the existing fields.
  • Click on the button "Select Bank Account Identifier".
  • A new window will appear for selecting the bank entity.
  • Select it, and you will be redirected to the selected entity for introducing your bank credentials to allow the connection.
  • If the process is completed, and the bank account linked to the journal is accessible, you'll be again redirected to the online provider form, and everything will be linked and ready to start the transaction pulling. A message is logged about it on the chatter.
  • If not, an error message will be logged either in the chatter.

Usage

Source · Odoo 19.0

To pull historical bank statements:

  • Go to Invoicing \> Configuration \> Accounting \> Journals.
  • Select the journal representing your bank account.
  • Launch Actions \> Online Bank Statements Pull Wizard
  • Configure date interval and click on Pull.

If historical data is not needed, then just simply wait for the scheduled activity "Pull Online Bank Statements" to be executed for getting new transactions.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.