Table of Contents:
FAQ for PayPal
- bank account details
- e-mail address for customer requests
- name on credit card invoice
- automatic transfer of PayPal credits to bank account
PayPal integration into RaiseNow e-payment solutions
- Type of integration
- Activation of PayPal payment option in RaiseNow e-payment
- Using PayPal Sandbox Accounts for Testing
Welcome to the RaiseNow PayPal Tips & Tricks section
Here you can find support with various issues regarding PayPal. This section is under constant expansion.
If you can’t find the desired information here, you can always contact our support: firstname.lastname@example.org
FAQ about PayPal
Bank account information
You can check the saved bank account details in PayPal as follows:
Profile -> Account settings -> My money -> add or remove bank account
You only see part of the saved account number, the last 4 digits. You can add as many accounts as you like.
E-mail address for customer requests
You can save several e-mail addresses, one of these will be set as your ‘standard’.
Profile -> Account settings -> My business info -> Email
Under “Customer Service Email” you can set your standard e-mail address to be shown to the donor. If you don’t specify one, your primary Email address will be used.
Name on credit card invoice
The name to be shown on the credit card invoice can be changed as follows:
- Profile -> Account settings -> My selling tools -> Credit card statement name
Automatic transfer of PayPal credits to bank account
You can configure an automatic transfer on a daily basis.
My account -> Menu “transfer money” (don’t click on sub-menu “transfer to bank account”)
Afterwards, activate the function.
PayPal integration into the RaiseNow Platform
Type of integration
As per most recent status, we use the ‘Third-Party Authentication’ in the PayPal API area.
If your shopping cart is a hosted solution and your customers interact with your cart installed on your servers or another service provider’s service, then use third-party API authentication.
With third-party authentication, you perform the following tasks:
- Submit API calls to PayPal on your merchant’s behalf.
- Set up API credentials for your business account, and use your API username and password for every call.
- Specify the merchant by populating the Subject field of the API request with the email address of your merchant’s Verified PayPal Business account.
RaiseNow currently offers only the PayPal Express Checkout option. Express Checkout makes it possible to pay with a PayPal account. Credit card payments are not possible.
Go to “Tools” -> “Manage your business” -> “API Access”, a pop-up window titled “Set up API access” will appear. Click on the button “Go to API Access”.
You can choose from two different options.
Activation of the PayPal payment option for RaiseNow
PayPal business account:
In order to receive PayPal payments, you need a PayPal business account.
Open a business account:
Go to the website www.paypal.ch
Click the button ‘Register’
Choose ‘PayPal for your business’
Add all the relevant information
Opening a PayPal business account is free of charge. If you already have a business account, skip to the next step.
Add API-Third-Party Authorization:
Log in to your PayPal account.
Click Profile and My Business Setup, choose Option B (add PayPal checkout yourself using our APIs) and then click on the option Set up API access when you’re ready to go live.
Then choose Option 1 (on the left hand side of the screen) Grant API permission.
Register the following entry as user name for Third-Party Authorizations: epayment_api1.getunik.com and click Lookup.
Choose the ticked options. This is important in order for the payment to go through with PayPal and RaiseNow correctly and successfully. Confirm here with add:
Inform RaiseNow, that you have registered at PayPal (email@example.com) and send us the e-mail address (user name) of your PayPal business account.
In order to finish the activation of your PayPal account, you will receive a verification code which you have to input on your PayPal account to be able to receive payments. For details on this, please address your PayPal support.
Using PayPal Sandbox Accounts for Testing
In order to test PayPal Express Checkout Payments the ‘Third-Party Authentication’ is not sufficient. Instead, a Sandbox Business Account has to be set up:
Go to the website www.paypal.com
Login using your Business Account (or create one following the steps described here: Activation of PayPal payment option in RaiseNow e-payment)
Then navigate to the developer site of PayPal developer.paypal.com
On the top right, click on ‘Dashboard’ and then on the left sidebar in the Section ‘Sandbox’ on ‘Accounts’
Click ‘Create Account’ on the top right
Select your country and as ‘Account Type’ select ‘Business (Merchant Account)’
In Section ‘Payment Methods’ type in the amount of money your Sandbox Account will have access to (Choose a high enough amount to process multiple transactions. Once the amount is reached you will not be able to make any payments with that account anymore). Furthermore, choose ‘Yes’ for ‘Bank Verified Account’ and select ‘Visa’ as ‘Credit Card’. Finally, hit ‘Create Account’.
On the ‘Sandbox Test Accounts’ Page click on the small triangle next to your previously created account and click on ‘Profile’
In the PopUp window, choose tab ‘API Credentials’ and send us the ‘Username’, ‘Password’ and the ‘Signature’.
Please note that if you followed the previous steps, these are credentials for a Sandbox Account which will not be able to process actual (i.e. live) payments.