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  1. Go to https://developer.paypal.com/ and sign in

  2. Click on My Apps & Credentials (at the Left Menu).

  3. 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 you can also test their your funnels before processing real orders. Then, click on Create App button (see the image below)

  4. After creating your the app, you will see a screen like the one below.

2. Which information is requested to set up PayPal (PayPal Direct Debit) in CRM

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  1. The Account ID

  2. The Secret Key

  3. The Client ID

If the client user 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).

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In order to create an Entity for your payment provider in CRM, the user should follow the below steps.

  • Log in into to 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.

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In order to set PayPal as a payment provider in CRM, the user should follow the below steps.

  1. Log in into to the CRM instance

  2. From the left side menu, scroll down until the Payment section, and then click on Providers

  3. At the top of the Providers page, on the search field type, PayPal, and then one of the results given is: PayPalDirectDebit

  4. Go to the right side of the page, and from the PayPalDirectDebit row, please click on the Edit button

  5. The Edit tab will pop up and from there you need to switch the Is Active toggle to ON and then click on theSave button

  6. Next, go to the right side of the page, and from the PayPalDirectDebit row, please click on the Provider Mids button

  7. Once on the Merchant ID (Mids) page, go to the right and hit the button + Create New

  8. The New Mid tab will pop, and the user needs to fill it with the details provided by PayPal

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  • 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.

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  1. From the Providers MIDs page, click on the Edit button, on the right side of the page, if you need to update an already existing MID

  2. The MID settings tab will pop up, and the user can make the necessary changes

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  3. Once the update is done, please click on the Save button at the bottom of the tab