Sign-up
PayPal provides a self-service sign-up for a sandbox account. To sign-up for an account visit the sign-up page and fill in the details, ensuring to chooseBusiness Account
when prompted.
Credentials
When setting up PayPal in the Dashboard, you will need to configure the following credentials, which are obtained from PayPal:Client ID
The PayPal Client ID can be found in the PayPal Developer Portal under theApps & Credentials
-> REST API Apps
-> Your App
section.
Client Secret
The PayPal Client Secret can also be found in the PayPal Developer Portal under theApps & Credentials
-> REST API Apps
-> Your App
section.
Webhook ID
The PayPal Webhook ID can be set once you’ve configured the application and added a webhook. In the PayPal Merchant Dashboard create a webhook to our system with the URL provided after the connector is set up. Once set up, you will be given a webhook ID by PayPal. Webhooks will work with our system, but we won’t be able to validate the webhook signature.BN Code
The BN Code is an optional field that identifies the integration partner to PayPal. By default this will be set to our BN code but if you are already an integration partner then you can set this to our own value.Merchant ID
The PayPal Merchant ID can be found in the PayPal Merchant Dashboard underAccount settings
-> Business Information
.
Ingest billing details / Ingest shipping details
By default, we do not ingest any billing and shipping details received from PayPal. To enable this feature, head over to Connections -> Configured and select your PayPal connector. Next, go to Credentials and toggle Ingest billing details and/or Ingest shipping details. When Ingest billing details is enabled, we will automatically import any of the user’s name, email address, and billing address into your transaction, merging it with any data already present on the transaction. We will not update any linked buyer, but only the snapshot of the buyer on the transaction. When Ingest shipping details is enabled, we will automatically request and import the user’s shipping address into your transaction, merging it with any data already present on the transaction. We will not update any linked buyer, but only the snapshot of the buyer on the transaction. Please note that the ingestion of billing and shipping details is not available for tokenized payments.PayPal Account Configuration
Payment Receiving Preferences
By default, PayPal will only settle payments automatically if the payment is in the primary currency of the PayPal merchant account. If you need to accept payments in additional currencies, you will need to open a PayPal account balance in each of the currencies you intend to accept. Alternatively, you can configure your PayPal merchant account to automatically convert payments into the primary currency. If you receive a payment in a currency that your PayPal merchant account is not configured to accept, the payment will enter a pending state and you will need to log-in to the PayPal merchant dashboard to trigger settlement, either by opening the required currency balance, or converting the payment into the primary currency of your PayPal account. Please note that payments left in a pending state will eventually be reversed by PayPal.Vault
To allow customers to tokenize their PayPal account for future payments, you will need to contact PayPal and request that your account be enabled for Vault. Once Vault has been enabled on your PayPal merchant account, you can toggle the tokenization feature on within the PayPal connector settings in the our Dashboard.