How to set up PayPal

Please check below the topic explained on this page:

1. Create an App on the PayPal Developers website

Please follow the instructions below:

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

   

4. After creating your app, you will see a screen like the one below. We need an account, secret, and client id
   

   

5. If they want to sell using the Credit Card Form instead of the Checkout with PayPal Button, the client must enable the feature in their PayPal Account (it was called Payments Pro, but it looks like PayPal has renamed it). Please, contact our 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/

2. 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.

3. Set PayPal 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 PayPal the user needs to get:

• The Mid Code: in this field has to be added the PayPal support account, for example, suppor@crm&ctrwow.com

• The Client ID: the client alphanumeric code, for example, something like this BRjPw1z2AhAv-_i9lcKLV234Yf_V0oO5kJ3YIkWbm1oxfBG1CzH7aobZOKQQg_X2YID3TGHQ2ax12eoiW

• The Secret (password): the alphanumeric password, for instance BROSf76z1CueQwyXKlYPky9Lwv91RNJxPQBSeIgKQ3fGvEYxPyU3WG2LHTjQxbM7b7q_WiT5jVrw0YT
  

  

• Then on the Descriptor (Product Name) should be set as follow: {0}

• Dynamic Descriptor toggle:

• 3DS Enabled (Secure Mid):

• Is Active:

• Is Paypal Direct Debit Active:

• Entity:

• Main Mid:

• Mid Cap - Monthly Amount (USD):

• Is Active (Mid Cap):

• Register this MID for the following PayPal payments methods:
  - PayPalDirectDebit: which is checked by default
  - PayPalPaymentsPro:

• Currencies:

• Is Active (PRN):