How to set up PayPal (PayPal Direct Debit) in CRM

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Please follow the below topics to show the steps to take in order to connect PayPal (PayPal Direct Debit) in eManage CRM.

1. Create an App on the PayPal Developers' website

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

2. Click on My Apps & Credentials (on the left side 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 you can also test your funnels before processing real orders. Then, click on Create App button (see the image below)
   
   

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4. 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 PayPal (PayPal Direct Debit) in CRM:

1. The Account ID

2. The Secret Key

3. The Client ID

3. 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 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.

4. Set PayPal Direct Debit in CRM

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

1. Log in 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 the Save 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 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 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.

• 3DS Enabled (Secure Mid): 3D Secure (3DS) adds an extra layer of protection to online shopping. With 3DS enabled, you have 2-step authentication on every online purchase—so no payments will ever go through unless you authorize them yourself.

• Is Active toggle: this has to be set to ON

• Is Paypal Direct Debit Active: this has to be set to ON

• Entity: select the entity accordingly. If no Entity is available, then go back to point 2.

• Main Mid: select the main MID if available, within the Paypal Direct Debit MIDs created

• Mid Cap - Monthly Amount (USD): this has to be added to the maximum monthly limit that the MID can reach. This should be included ONLY if the MID has a monthly limit allowance.

• Is Active (Mid Cap) toggle: this has to be set to ON, ONLY if the MID has the MID Cap enabled

• Register this MID for the following PayPal payments methods:
  - PayPalDirectDebit: which is checked by default and can be left as it is
  - PayPalPaymentsPro

• Currencies: add the required currencies

• Is Active (PRN) toggle: this has to be set to ON

7. Once all the above have been filled, then click on the Save button at the bottom right of the MID tab

Please find attached below an example of PayPal Direct Debit MID:

How to edit a MID

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
   
   

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