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Go to https://developer.paypal.com/ and sign in
Click on My Apps & Credentials (at the Left Menu).
Note that you have two options in the first section (My apps & credentials): Sandbox and Live. It would be nice to create an App for both environments, so they can also test their funnels before processing real orders. Then, click on Create App button (see the image below)
After creating your app, you will see a screen like the one below. We need an account, secret, and client id
If they want to sell using the Credit Card Form instead of the Checkout with PayPal Button, the client must enable the feature in their PayPal Account (it was called Payments Pro, but it looks like PayPal has renamed it). Please, contact our Banking Team if you need more information about it kindly refer to the DFO Banking Team, or check this link out: https://developer.paypal.com/docs/paypal-payments-pro/
2. Set up the Entity
In order to create an Entity for your payment provider in CRM, the user should follow the below steps.
Log in into the CRM instance
From the left side menu, scroll down until the Payment section, and then click on Entities
From the Entities page, on the top right, click on the + Create new button
A small tab will pop up, where the user can add the Description, the Company Code, and if this entity is for Paypal add the Paypal Email Descriptor
Once done, please hit the Save button and the new entity will be saved into the system.
3. Set PayPal in CRM
In order to set PayPal as a payment provider in CRM, the user should follow the below steps.
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