What is the PayPal (Connected) section?

This section enables users to create PayPal Merchant Accounts

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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.

1. Log into CRM and go to the left-side menu

2. Scroll down the menu and select Payments

3. Then PayPal

4. From the PayPal section, go to the right side of the page and click on the Create New button

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5. 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

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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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

Business phone contacts

Just click on the + Add button and from the tab include the phone number

Business address

Business details

Annual sales volume range

Average monthly volume range

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

Products

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

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.

1. The user needs to choose the type of PayPal account

2. Check if the information is all correct and accept the Terms & Conditions
   
   

3. Describe your Business

4. Include the user’s details

5. Click on the Submit button and the PayPal account is now confirmed

6. 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

    

Video Tutorial