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Set up PayPal to process your payments

This article will help you configure your PayPal account in the CRM.
R
Rashmi Kashyap
15 Dec, 2020 - Updated 3 months ago

Introduction

PayPal is a simple, fast, and safe option to accept or make payments online. With PayPal, you can make one-time purchases or recurring payments to all your monthly subscriptions hassle-free.

With the help of PayPal+Vtiger CRM integration, you can make payments to your vendors or accept payments to invoices through a secure PayPal gateway.

 To achieve this, you will need to do the following:

  1. Create a PayPal Business Account to accept payments online. 
  2. Configure PayPal in the CRM to make the payments.

Let us jump into the article and learn about PayPal integration in detail.
 

Business Accounts in PayPal 

In this section, you will learn how to create a business account on PayPal. If you already have one, you will learn where to find the API User ID, Password, and Signature.

Follow these steps to know about PayPal business accounts:

  1. You can sign up for free on the PayPal website. Provide all the mandatory details and create a Business Account.
  1. After signing up, log in to your PayPal account.
  2. Click Tools > Business Setup > Option A.
  3. Select Get your API Credentials.
  1. Click View API Signature.
  1. Click Show to view the API Username, API Password, and Signature.
  1. Copy the values from API Username, API Password, and Signature and paste them into the Add Configuration screen.
  1. Click Done and log out of your account. 

Currencies supported by PayPal

Here is a list of currencies supported by PayPal:

 

Currency 

Currency Code

Australian Dollar

AUD

Brazilian Real

BRL

Canadian Dollar

CAD

Czech Koruna

CZK

Danish Krone

DKK

Euro

EUR

Hong Kong Dollar

HKD

Hungarian Forint

HUF

Israeli New Sheqel

ILS

Japanese Yen

JPY

Malaysian Ringgit

MYR

Mexican Peso

MXN

Norwegian Krone

NOK

New Zealand Dollar

NZD

Philippine Peso

PHP

Polish Zloty

PLN

Pound Sterling

GBP

Singapore Dollar

SGD

Swedish Krona

SEK

Swiss Franc

CHF

Taiwan New Dollar

TWD

Thai Baht

THB

U.S. Dollar

USD

 

To know more about PayPal currencies, click here.


Configuring PayPal in the CRM

Once you have a business account and its details, you can log them in the CRM to enable PayPal integration.

Follow a few simple steps to configure your PayPal account:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the screen. 
  3. Click Settings.
  4. Look for the Inventory section.
  5. Click Payments and Subscriptions.
  6. Click the Payment Gateway tab.
  7. Click the +Add Gateway button on the top right.
  8. In the ‘Add Configuration’ popup, provide the following mandatory information:

  • Provider - Select PayPal.
  • Active - To enable or disable your merchant account.
  • Label - Enter your desired username.
  • API User ID - Enter API Login ID provided by your PayPal Payment Gateway.
  • Password - Enter the password provided by your PayPal Payment Gateway.
  • Signature - Paste the API Signature from PayPal.
  1. Click Save.
 

Note: The API User ID, Password, and Signature will be available in your business account in PayPal. 

Read this section to know more about PayPal accounts.

 

Changing the funding source for PayPal pre-approved payments

You can change your credit or debit card details in PayPal to make payments to pre-approved billing easy. This section will help you update your payment method in PayPal (also known as payment source) so that their order can be charged. This will help you if you are notified that your payment is declined or if you need to update an expired/incorrect credit card.

Alternatively, you can also choose to add money to your PayPal balance. This is the easiest method to cover the cost of the purchase.

After making changes, please notify your seller so that the order can be charged.

Follow these steps to change credit or debit card details:

  1. Log in to your PayPal account.
  2. Go to Profile
  3. Click Profile & Settings
  4. Select Selling tools.
  5. Select Update under my automatic payments.
  6. Click the pre-approved payment plans link.
  1. Select the correct Vtiger preapproved payment charge. When the order is placed, buyers will have received a confirmation email from PayPal with the preapproval key.

  1. Click the Change link at the bottom of the screen.
  1. Select or add a new payment source.
  2. Click Save.

Once you are done changing the card details, notify the seller so that they charge the order.

 

Errors while processing PayPal billing payments

  • The total amount of all payments exceeds the maximum total amount for all payments. What does it mean, and what should be done?

It means you had used up the PayPal Pre-approved amount of $2000 (which you had approved when you subscribed to Vtiger), and Vtiger is not able to process further payments.

To add an amount of $2000 to your PayPal account:

  1. Go to the Billing section. 
  2. Click Replace payment method.
  3. Enter PayPal details.
  4. Add an amount of $2000.
 

Tip:

Add your credit card details so that you do not need to enter the payment details every month.

 
  • Card setup errors

If an error message contains ‘Declined’ or ‘Do Not Honor’, please contact your bank to approve the transaction. Vtiger transactions originate from the US with the name ‘Vtiger CRM On Demand’. Banks block international transactions for suspicion of fraud. A call to your bank will take care of this.

Most other errors are due to a change in your card number, or your card expires, or the cancellation of your credit card.

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