Guia de credenciais

O Odoo precisa de suas Credenciais de API e Chaves para se conectar à sua conta Authorize.Net, que compreendem:

• API Login ID: The ID solely used to identify the account with Authorize.Net.

• API Transaction Key

• API Signature Key

• API Client Key

Para recuperá-las, faça login em sua conta Authorize.Net, vá para Conta › Configurações › Configurações de Segurança › Credenciais de API e Chaves, gere sua Chave de Transação e Chave de Assinatura, e cole-as nos campos relacionados no Odoo. Em seguida, clique em Gerar Chave de Cliente.

Se você usar o Modo de Teste com uma conta regular, isso resultará no seguinte erro: O ID de login do comerciante ou a senha é inválido ou a conta está inativa.

Aba Configuração

Configuração

Para dar aos clientes a possibilidade de pagar usando ACH, inscreva-se no serviço Authorize.Net eCheck. Depois que o eCheck for ativado, duplique o provedor de pagamento Authorize.Net configurado anteriormente no Odoo acessando Contabilidade › Configuração › Provedores de Pagamento › Authorize.net. Em seguida, clique no ícone de engrenagem (⛭) e selecione Duplicar. Altere o nome do provedor para diferenciar as duas versões (por exemplo, Authorize.net - Bancos).

Quando pronto, altere o Estado do provedor para Ativado para uma conta regular ou Modo de Teste para uma conta sandbox.

Exportar do Authorize.Net

:download:`Baixe o modelo de importação Excel. <authorize/authorize-net-magic-sheet.xlsx>`

• Log in to Authorize.Net.

• Go to Account › Statements › eCheck.Net Settlement Statement.

• Define an export range using an opening and closing batch settlement. All transactions within the two batch settlements will be exported to Odoo.

• Select all transactions within the desired range, copy them, and paste them into the Report 1 Download sheet of the Excel import template <authorize-import-template>.

Neste caso, o primeiro lote (01/01/2021) do ano pertence à liquidação de 12/31/2020, portanto a liquidação de abertura é de 12/31/2020.

Depois que os dados estiverem na planilha Report 1 Download:

• Go to the Transaction Search tab on Authorize.Net.

• Under the Settlement Date section, select the previously used range of batch settlement dates in the From: and To: fields and click Search.

• When the list has been generated, click Download to File.

• In the pop-up window, select Expanded Fields with CAVV Response/Comma Separated, enable Include Column Headings, and click Submit.

• Open the text file, select All, copy the data, and paste it into the Report 2 Download sheet of the Excel import template <authorize-import-template>.

• Transit lines are automatically filled in and updated in the transit for report 1 and transit for report 2 sheets of the Excel import template <authorize-import-template>. Make sure all entries are present, and if not, copy the formula from previously filled-in lines of the transit for report 1 or 2 sheets and paste it into the empty lines.

Importar para o Odoo

Para importar os dados para o Odoo:

• Open the Excel import template <authorize-import-template>.

• Copy the data from the transit for report 2 sheet and use paste special to only paste the values in the Odoo Import to CSV sheet.

• Look for blue cells in the Odoo Import to CSV sheet. These are chargeback entries without any reference number. As they cannot be imported as such, go to Authorize.Net › Account › Statements › eCheck.Net Settlement Statement.

• Look for Charge Transaction/Chargeback, and click it.

• Copy the invoice description, paste it into the Label cell of the Odoo Import to CSV sheet, and add Chargeback / before the description.

• If there are multiple invoices, add a line into the Excel import template <authorize-import-template> for each invoice and copy/paste the description into each respective Label line.

• Next, delete zero transaction and void transaction line items, and change the format of the Amount column in the Odoo Import to CSV sheet to Number.

• Go back to eCheck.Net Settlement Statement › Search for a Transaction and search again for the previously used batch settlements dates.

• Verify that the batch settlement dates on eCheck.Net match the related payments' dates found in the Date column of the Odoo Import to CSV.

• If it does not match, replace the date with the one from eCheck.Net. Sort the column by date, and make sure the format is MM/DD/YYYY.

• Copy the data - column headings included - from the Odoo Import to CSV sheet, paste it into a new Excel file, and save it using the CSV format.

• Open the Accounting app, go to Configuration › Journals, tick the Authorize.Net box, and click Favorites › Import records › Load file. Select the CSV file and upload it into Odoo.