The main subjects discussed on this page are:
How to set up PayPal (PayPal Direct Debit) for a client into CRM
What information is needed
and step-by-step instructions on how to do that.
Please check below the topic explained on this page:
| Table of Contents |
|---|
...
1. Create an App on the PayPal Developers website
Please follow the instructions below:
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
2. Which information is requested to set up PayPal (PayPal Direct Debit) in CRM
The user needs to note down the below two pieces of information, as are the few pieces of information needed to configure the PayPal (PayPal Direct Debit) in CRM:
The Account ID
The Secret Key
The Client ID
If the client wants to sell using the Credit Card Form instead of the Checkout with PayPal Button,
...
he/she must enable the feature in their PayPal Account (it was called Payments Pro, but it looks like PayPal has renamed it).
| Info |
|---|
Please, contact |
...
DFO 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/ |
...
3. 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.
...
4. Set PayPal Direct Debit in CRM
In order to set PayPal as a 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 Providers
At the top of the Providers page, on the search field type, PayPal and then one of the results given is: PayPalDirectDebit
Go to the right side of the page, and from the PayPalDirectDebit row, please click on the Provider Mids button
Once on the Merchant ID (Mids) page, go to the right and hit the button + Create New
The New Mid tab will pop, and the user needs to fill it with the details provided by PayPal
Specifically, from PayPalDirectDebit the user needs to get:
The Mid Code: in this field has to be added the PayPal support account or Account ID, for example, suppor@crm&ctrwow.com
The Client ID: the client alphanumeric code, for example, something like this BRjPw1z2AhAv-_i9lcKLV234Yf_V0oO5kJ3YIkWbm1oxfBG1CzH7aobZOKQQg_X2YID3TGHQ2ax12eoiW
The Secret (Key or password): the alphanumeric password, for instance BROSf76z1CueQwyXKlYPky9Lwv91RNJxPQBSeIgKQ3fGvEYxPyU3WG2LHTjQxbM7b7q_WiT5jVrw0YT
Then on the Descriptor (Product Name) should be set as follows: {0}
Dynamic Descriptor toggle: if this is set to ON, then will enable the Banking descriptors that have been configured at the product level.
...
Is Active (Mid Cap) toggle: this has to be set to ON, ONLY if the MID has the MID Cap enabled
Register this MID for the following PayPal payments methods:
- PayPalDirectDebit: which is checked by default and can be left as it is
- PayPalPaymentsProCurrencies: add the required currencies
Is Active (PRN) toggle: this has to be set to ON
7. Once all the above have been filled, then click on the Save button at the bottom right of the MID tab
Please find attached below an example of PayPal Direct Debit MID:
...