Connecting your Wise account with Odoo is done via Open Banking, which means Wise shares data about your balance activities with Odoo. Odoo pulls transactions from your Wise currency balances, allowing you to view all connected Wise balances directly in Odoo for easy tracking of transactions.
How to connect your account to Odoo
Log in to the Odoo Accounting app
Select Configuration / Add a Bank Account
Search for Wise and select your preferred bank feed provider (some providers charge a fee for connections)
Confirm the Connection terms and conditions
On the web, log in to your Wise account and select the profile you want to use
Select the Wise balance you want to connect to your Odoo account
The authorisation to share your data will expire after 90 days. You’ll need to authorise sharing your data again at this point. This is due to regulations set by the Financial Conduct Authority (FCA) regarding 90-day reauthentication rules. For more information, you can visit the Open Banking website.
How to disconnect your account from Odoo
On your Wise account on the web:
Go to Integrations and tools under Settings
Go to Apps and software
Select Disconnect for Odoo