How to Set Up PayPal Integration

Do you currently offer payments through PayPal? You can easily link your PayPal account to your CRM by navigating to the Integration section within the Payments tab. This allows you to securely set up the payment credentials required to authorize and manage payment data transfers between your CRM system and PayPal.

With a single click, you can switch from testing mode (sandbox) to live mode!

Switching to Live Mode

Activate live mode when you're ready to start handling real customer transactions. This ensures your payment system is fully operational and capable of processing live payments, providing a smooth checkout experience for your customers. Once live mode is activated, you'll be able to process payments, track orders, and manage your online business operations efficiently. Moving from the testing phase to live mode is a crucial step in making your services or products available to the public.

Entering Your Live Client ID

To integrate PayPal with your CRM, input your PayPal client ID in the designated field. If you're unsure where to find this, try searching online or contact your CRM administrator for guidance. The client ID is vital for syncing PayPal with your system, and consulting reliable resources will help ensure a smooth setup.

Entering Your Live Secret ID

You’ll also need to provide your PayPal secret ID in the appropriate section. If you're uncertain about how to locate it, a quick search or reaching out to your CRM administrator can provide the necessary guidance. The secret ID is crucial for securing your PayPal integration, and getting assistance from knowledgeable sources will help ensure everything is configured correctly.

Saving Your Information

After entering all required details, make sure to save your information before moving forward. This prevents any loss of progress and ensures that your transition to the next steps is seamless.

Using Sandbox Mode for Testing

When testing new products, use sandbox mode to avoid accidental charges. This feature lets you simulate transactions and verify that your product setup and payment workflows are functioning properly without processing real payments. Sandbox mode is essential for identifying and fixing any issues before launching to customers, ensuring a smooth and secure experience.