Bank Connector
| Lines of Code | 791 |
| Technical name | viin_bank_connector |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/18.0/viin_bank_connector |
| Read description for | v 17.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Included Dependencies | API Request Logger |
| Extensions | BIDV Connector |
One safe place for each bank account's API connection
Each company bank account carries its own connection settings - provider, sandbox or production, App ID - and the API secret and tokens stay closed to everyone but your system administrator.
Bank Connector (technical name viin_bank_connector) is an Odoo 18.0 app for Odoo Community, Odoo Enterprise and Viindoo Cloud, built for the accountant who maintains company bank accounts and the administrator who connects them.
At a Glance
The facts of Bank Connector, version 1.0.2, in one place. Published by Viindoo.
How It Works
Install it together with a bank provider app such as BIDV Connector.
Open the company bank account
Open Contacts > Configuration > Bank Accounts and open the company bank account. A Bank Connector section sits next to the account number: choose the bank provider and whether the account talks to the bank's sandbox or to production, and enter the App ID. The screens on this page are shown with BIDV Connector installed.
The administrator enters the credentials
The App Secret and the tokens are shown to, and can be changed by, users with the Administration / Settings right only. An accountant who opens the same bank account sees the provider, the environment and the App ID, but not the App Secret or the tokens.
Connect
The Connect Bank button, visible in the first screenshot above, starts the connection. What happens next is defined by the provider app of the chosen bank.
What You Get
Provider, environment and App ID are stored on the bank account they belong to, so nobody has to look for a separate settings screen.
The App Secret, access token and refresh token are readable and editable by system administrators only.
Every account states which environment it uses; new accounts start in Sandbox.
Bank provider apps plug into the same fields and the same Connect Bank button, and their API calls go through the shared request log.
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
The provider list is empty until a bank provider app is installed, for example BIDV Connector.
There is no bank-statement, transaction or reconciliation feature in this app.
Provider, environment and App ID are visible to anyone who can open the bank account; only the secret and the tokens are restricted.
Works Well With
Apps from the same stack, built to fit this one:
BIDV Connector
Adds BIDV as a provider and VietQR collection on top of this base.
viin_bidv_connectorWho Should Use Bank Connector?
Accountant / treasury officer
Sees on each bank account which bank API it is connected to and in which environment.
System administrator
Keeps API secrets and tokens in one place that other users cannot read.
Frequently Asked Questions
What does Bank Connector do?
It adds a Bank Connector section to the company bank account: bank provider, sandbox or production environment, App ID, and the API secret and tokens, which only system administrators can see and change.
What does Bank Connector not do?
It does not connect to a bank by itself and it does not import statements or payments. A provider app such as BIDV Connector adds the bank.
Who is Bank Connector for?
The accountant or treasury officer who maintains the company bank accounts, and the system administrator who enters the API credentials.
Who can see the API secret and the tokens?
Only users with the Administration / Settings right. Other users who open the bank account do not see these fields.
Which Odoo version and editions does it support?
Odoo 18.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: account, viin_api_request_logger. Odoo installs them with it.
How do I set it up?
Install it with a bank provider app, open the company bank account, choose the provider and the environment, enter the App ID, and let a system administrator enter the App Secret.
What works well with it?
BIDV Connector (viin_bidv_connector): Adds BIDV as a provider and VietQR collection on top of this base.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_bank_connector; pre-sales questions go to sales@viindoo.com.
See Bank Connector in Action
Live demo: v18demo-int.viindoo.com
Need help with Bank Connector?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: /apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.0.2 - Odoo 18.0
- The App Secret, access token and refresh token are visible to and editable by system administrators only.
1.0.1 - Odoo 18.0
- First release for Odoo 18.0.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.