Online Bank Statements: MyPonto.com
This module provides online bank statements from MyPonto.com.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Connect Odoo to MyPonto.com so bank transactions are downloaded automatically into bank statements. Users configure the Ponto login and secret key on the online bank statement provider and choose which date to use.
This module adds MyPonto.com as an available service for online bank statement providers. On the provider form, a new "Ponto Config" section appears when the service is set to Ponto, where users enter their Login and Secret Key, choose whether the statement line date comes from the Execution Date or the Value Date, and can see the last imported transaction identifier.
When a statement pull runs, the module logs in to the Ponto API, finds the bank account matching the provider's account number, and downloads transactions page by page. Transactions are converted into bank statement lines with date, reference, payment reference, amount, counterpart name and account number, and a unique import identifier so the same transaction is not imported twice.
- Scheduled pulls continue backwards until they reach the last already-imported transaction or go more than a week before the requested start date.
- Manual pulls only keep transactions inside the requested date range.
- Retrieved transactions are grouped into statement periods and created or updated automatically.
It extends the online.bank.statement.provider model and adds a technical ponto.interface model that handles all communication with the Ponto API, including token refresh and error messages when login details are missing or the account is not found.
Depends on
Required by other modules
Models and fields (2)
- ponto.interface · new model
- online.bank.statement.provider · extends an existing modelponto_date_field, ponto_last_identifier
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: 2026-11-03Confirmation status: 6 confirmed, 3 with no information of 9 versions.
Sources · Odoo 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/bank-statement-import.
terminal Installation and usage
OCA documentation · Odoo 19.0Configuration
Source · Odoo 19.0To configure online bank statements provider:
- Go to Invoicing \> Configuration \> Bank Accounts
- Open bank account to configure and edit it
- Set Bank Feeds to Online
- Select MyPonto.com as online bank statements provider in Online Bank Statements (OCA) section
- Save the bank account
- Click on provider and configure provider-specific settings.
or, alternatively:
- Go to Invoicing \> Overview
- Open settings of the corresponding journal account
- Switch to Bank Account tab
- Set Bank Feeds to Online
- Select MyPonto.com as online bank statements provider in Online Bank Statements (OCA) section
- Save the bank account
- Click on provider and configure provider-specific settings.
To obtain Login and Key:
- Open MyPonto.com.
Check also account_bank_statement_import_online configuration instructions for more information.
Usage
Source · Odoo 19.0To pull historical bank statements:
- Go to Invoicing \> Configuration \> Bank Accounts
- Select specific bank accounts
- Launch Actions \> Online Bank Statements Pull Wizard
- Configure date interval and click 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.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.