sidePlease check below the topic explained on this page:
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How to set up PayPal (PayPal Direct Debit) in CRM
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Please follow the below topics to show you the steps to take in order to connect PayPal (PayPal Direct Debit) in eManage CRM.
1. Create an App on the PayPal Developers' website
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Go to https://developer.paypal.com/ and sign in
Click on My Apps & Credentials (
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on the left side 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 you can also test your funnels before processing real orders. Then, click on Create App button (see the image below)
After creating 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
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 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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Log in 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 PayPal add the Paypal 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.
Log in to 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 Edit button
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
Next, 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 up, and the user needs to fill it in 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.
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Please find attached below an example of PayPal Direct Debit MID:
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How to edit a MID
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
The MID settings tab will pop up, and the user can make the necessary changes
Once the update is done, please click on the Save button at the bottom of the tab.