PayPal accounts

Info

• Direct link: konfipay (DE) | konfipay (CH)

• Navigation path: PayPal > Accounts

• Quick navigation: PayPal accounts

• User groups: Admin, Full access, User

• Required permissions: View/Collect/Edit/Delete PayPal Accounts

General information

This menu item lists all PayPal accounts connected to a client. You have the option to edit the account information, directly access transactions and balances, and remove the account.

Add PayPal account

In konfipay, PayPal accounts can be connected in two ways. One is via a REST interface and the other is via a SOAP interface. The connection to PayPal via REST is possible from konfipay API version 3.0 and upwards and is recommended because the REST interface provides more and more detailed information, as well as works significantly faster than PayPal's SOAP interface.

A PayPal account can also be set up in parallel using both access types. The data provided by PayPal are independent of each other and do not influence each other.

Setup via REST

For the connection of an account via the PayPal REST interface, you need your so-called API Credentials for the PayPal account - specifically, this is the Client ID and Client Secret. The following steps must be followed to find them:

The prerequisite for generating Client ID and Client Secret is that the PayPal account is managed as a proper business account. If this is not the case, PayPal displays an error message that the required permissions are not available to generate API keys.

1	First navigate to: https://developer.paypal.com/home and click on Log in to Dashboard.
2	Sign up with your PayPal access data and, if necessary, confirm your identity via SMS authentication.
3	Decide whether you want to use the API keys for the Sandbox or live operation.
4	Click Apps & Credentials.
5	Click Create App.
6	Assign an app name (e.g. konfipay) and confirm the process with Create App.
7	PayPal will now create the API keys. Click on Show under the Client ID in order to also see your Client Secret. (Please stay logged into PayPal until the setup is complete).
8	Now to open the PayPal account in konfipay, log in to konfipay and select PayPal > Accounts in the left menu, then in the top right Add > PayPal Account (REST).
9	Assign a name for the account. Steps 10 and 11 show you how to populate the spaces with your Client ID and Client Secret from PayPal appropriately. The field Retrieval period specifies how far into the past the initial transaction retrieval should go.
10	Switch to PayPal. Client ID: Click on the Copy icon. Add the ID in konfipay in the field Client ID.
11	Client Secret: Click on the Copy icon. Add the ID in konfipay in the field Client Secret.
12	Scroll down to the bottom of the website and check the box for Transaction Search. Confirm the operation with Save.

Please note: Step 12 is mandatory to retrieve transactions via PayPal's API. It can take up to 12 hours until konfipay can retrieve transactions from PayPal.

Setup via SOAP

For the connection via PayPal's SOAP interface, only the email address of the PayPal account is required in the first step. A unique name must also be assigned and the time period for the initial backward retrieval of the transactions must be determined. It can also be distinguished whether only transactions or transactions and details are to be retrieved.

In the next step, konfipay shows the API Permission Status. As a rule, the authorization for access must then be granted in PayPal, this can be done via the button Grant permissions, which directly redirects to the corresponding part of the PayPal website.

If the account belongs to a third person, you can use the button Request permissions in order to request the API access.

In case the API access has already been allowed in the past, the button Permissions via PayPal website must be pressed - then, no further steps are necessary.