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Application status

In this section, the user can check the status of his/her account and which steps need to be taken to complete it (see the below examples)

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or

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Also, by clicking on the Unlink account button the user can easily disconnect the account from the PayPal one.

Customer data

The toggle Is this an existing account?:

• By switching it to ON, the system will only ask you to add the email where the PayPal notifications will be sent (see the below example)

  

• By leaving it to OFF, the user needs to fill in customer data on the fields available

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Business phone contacts

Just click on the + Add button and from the tab include the phone number

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Once all the above fields have been filled, the user needs to click on the Save button and the sysetm system will redirect him/her to the PayPal website

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At this point, the user needs to link or create a new PayPal account, which needs to be verified by PayPal in order to complete the process.

1. The user needs to choose the type of PayPal account

   

2. Check if the information is all correct and accept the Terms & Conditions
   

   

3. Describe your Business

   

4. Include the user’s details

   

5. Click on the Submit button and the PayPal account is now confirmed

   

6. By hitting the Go back to the Test Store button, the user is redirected to the PayPal Connect account in CRM. On the PayPal Connect account, 2 out of 3 of the steps to create the account are completed, and the user should be able to see this at the top of the page

   

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Video Tutorial