On this page will be discussed the below topics:
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What is the
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PayPal (Connected) section?
This section enables users to create Bluesnap PayPal Merchant Accounts.
Note that once the CRM form has been filled with all the details of the new merchant account, and click on the
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At this point, users can see the new account appears as
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At the end of Bluesnap analysis, two scenarios are possible:
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How to create a PayPal (Connected) Merchant account
Please follow the step below in order to create the new Merchant Account.
Log
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into
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CRM
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and go to the left-side menu
Scroll down the menu and select
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Payments
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Then PayPal
From the
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Then select the country of Merchant’s business address:
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PayPal section, go to the right side of the page and click on the
buttonStatus colour Blue title Create New
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The user is redirected to the PayPal Connected Platforms Account page where all the new Merchant account details need to be filled in the subsections below
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Above each field on the page, there is the field name, and on the right side of it, an 
icon is available, by hovering the mouse on it a tooltip will pop up providing additional information about what should be filled in there (see below example).
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Once the account has been created and saved, users will not be able to edit it anymore - if you have any more questions about this matter, please contact the DFO Banking team. |
As accounts can no longer be edited, a message is displayed at the top of each account page (see below example):
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Please note that at this very moment, only USA, Canada, AU, EU, and the UK Bluesnap Merchant Accounts can be created, other countries have not been enabled yet.
Merchant's business address country
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The country can be changed at any time while filling out the form details.
This section is the first one to be chosen because for each country, there are minor differences in the Business account section. Therefore, when the user will select the country, the system will automatically:
Open the correct UI with the appropriate fields on the Business account section
Provide the proper Partner account option with the related Partner tier percentage. For example for Canada, AU, EU, and the UK the right partner account is the DFO0000004 (see below examples):
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Business Account Info
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The Email field
Please be advised that the email, provided in this field, will be the one in which it will be sent an access URL for your Bluesnap account once the application is approved.
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The Partner Account field
DFO has registered with Bluesnap three accounts. For each account, the price charged by Bluesnap, to have and use the account, is different as per below price tiers:
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Partner account
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Partner fee tier %
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DFO0000003
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0,5
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DFO0000004
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1
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DFO0000005
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1,5
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This is a mandatory field, and for that reason, the user has to select one of these three Partner Account.
Merchant Credentials
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It has to be noted that this section is visible ONLY after Bluesnap has approved the new merchant account created. Therefore, the account, in which this section is available, are the ones labeled as
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The reason behind that is because on this section are provided the account credentials such as:
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The Merchant ID is the one assigned by the merchant and the one included in the IPN
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The Username is a necessary requirement to create a new merchant account, for this reason, if the user doesn’t provide it while filling the form, the merchant itself will assign it.
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The Password is a necessary requirement to create a new merchant account, for this reason, if the user doesn’t provide it while filling the form, the merchant itself will assign it.
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Kindly note that the Merchant ID, Username, and Password are crucial because they are the details that users will include on the MID and PRN code, within the Bluesnap provider, under the Providers section, in order to effectively enable the payment provider MIDs when added into a campaign. |
The Merchant ID corresponds to the Store ID in the Payments>Providers>Bluesnap>MIDs
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Where can I add a new MID or edit an already existing one?
Toadd a new MID or to edit an existing one, please follow the below instructions:
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Log in into the CRM instance and go to the left side menu
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Scroll down the menu and select: Payments and then Providers
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At the top of the payment providers section, type the provider that you want to edit or create a new MID
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Then, on the payment provider row, go to the right side of it and click on the
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Once inside the Merchant ID (Mids) page, you can:
5.1 Click on the
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5.2 Click on the right side of the MID row, on the Edit button
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and the MID tab with all details of it will pop up to be edited (as per example below)
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or if you need to edit the PRNs of the MID click on the
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Bank Details
Please add on this section the banking details.
The Routing Number is a 9-digit identification number commonly found at the bottom of a check, used by financial institutions to identify where a bank account is located. In this regard, it is similar in nature and function to how a zipcode works for residential and commercial addresses.
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Ownership Details
This section is just optional to be filled because Bluesnap accepts ONLY details of owners that own 25 % or more of the company that is creating the new account. In case there are no owners with such amount, then the user has to include the Representative of the company in the next subsection, called Company (Representative) Details.
In order to add the Owner details, please click on the
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and the below tab will pop up, where the details can be filled:
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Additionally, please note that all details requested on this section are details of the owner and not the company, for example in the Address field is the owner’s address that has to be included and not the company one.
Company (Representative) Details
The company (in this case DFO) has to have a representative, which details need to be displayed inside each Bluesnap merchant account created.
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This is a mandatory field for any Merchant Account that is going to be created. Thus, the system won’t let the user save the page if this section hasn’t been filled in. |
The Representative is the person that can sign the account documents on behalf of the company.
The representative is the person that oversees the business and has significant control over the entity. For example: the CEO, COO, or CFO.
Additionally, please note that the details requested in this section are the personal details of the representative and not of the business. For example, in the Address and the Phone Number fields are to be provided the representative's ones and not the one of the company.
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Additional Details
In this section, the Service Agreement details should be provided.
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For more information about the Bluesnap Merchant Terms & Conditions, please click on the following link: Bluesnap Contracts. |
It should be pointed out that in addition to the details of the Service Agreement that the user should be filled in, it has to be provided the link of the latest Bluesnap Merchant Terms & Conditions and the merchant must expressly consent to it before they start using Bluesnap.
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In this section, aside from the Service and Price agreement sign date, it needs to be filled out the Merchant IP address of the requester, otherwise, Bluesnap will not accept the application.
Bring me back to the eManage CRM Helpdesk Overview page
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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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Business address
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Business details
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Annual sales volume range
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Average monthly volume range
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Products/Features
Features
Users can choose as many features as they need to, just picking them from the drop-down menu, and then clicking on the + Add button
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Products
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Once all the above fields have been filled, the user needs to click on the Save button and the system will redirect him/her to the PayPal website
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Linking or creating a new PayPal account
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.
The user needs to choose the type of PayPal account
Check if the information is all correct and accept the Terms & Conditions
Describe your Business
Include the user’s details
Click on the Submit button and the PayPal account is now confirmed
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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Please note that to be able to receive payments, all 3 steps need to be confirmed:
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Video Tutorial
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