PayPal Smart Checkout Configuration for CompanySync
The PayPal Smart Checkout gateway allows your customers to pay using their PayPal accounts, credit cards (Visa, Mastercard, etc.), or PayPal Credit. Follow the steps below to set up this feature in CompanySync.
Steps to Configure PayPal Smart Checkout
1. Access Your PayPal Developer Account
- Log in to your PayPal Developer Account.
- Navigate to the My Apps & Credentials menu.
2. Create a REST API App
- Scroll to the REST API Apps section.
- Click the Create App button.
- Provide a name for your app, such as “CompanySync.”
- Click Create App to proceed.
3. Retrieve API Credentials
- Once the app is created, you will see:
- Sandbox Client ID
- Sandbox Secret Key (click the “show” button to view).
- To retrieve Live API Credentials:
- Click the Live button in the left-hand corner.
- Copy the Live Client ID and Live Secret Key.
4. Configure PayPal Smart Checkout in CompanySync
- Navigate to:
Setup -> Settings -> Payment Gateways -> PayPal Smart Checkout.
- Copy and paste the API credentials (Sandbox or Live) into the corresponding fields.
- Activate the Gateway:
- Check the “Active” checkbox to enable the gateway.
- Enable Test Mode (if applicable):
- If using Sandbox credentials, check the “Enable Test Mode” option to avoid live transactions.
5. Currencies
- If you accept payments in currencies other than your PayPal account’s default currency:
- Ensure these currencies are added to your PayPal account.
- PayPal Smart Checkout supports multi-currency transactions when configured correctly.
Best Practices
- Test Transactions:
- Use Sandbox mode to perform test transactions before going live.
- SSL Configuration:
- CompanySync must be served over SSL to ensure secure transactions.
- Currency Validation:
- Regularly verify that all supported currencies in CompanySync match your PayPal account settings.