Configuring PayPal as a Payment Provider

To enable Vertex to collect payments and manage PayPal recurring payments, you must complete the following steps:

  1. Log-in to your PayPal account and navigate to Profile > My selling tools > API access > Update > View or Remove API Signature. Note your account's e-mail address, API username and signature.

  2. Contact PayPal to enable Payouts on your account. You should then receive a This feature is now enabled on your account notification from PayPal support.

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Information

If you are a first-time user, contact your Account Manager or PayPal Customer Support to enable Payouts for their PayPal premier or business accounts. You need to confirm that they will support payouts for your home country and sales volume. You can test the Payouts API in the PayPal Sandbox without prior authorization, but live PayPal accounts must be whitelisted.

  1. Login to the PayPal developer dashboard with your business credentials and create a REST API application with access to the Payouts API. In My Apps & Credentials > REST API apps, click Create app. Keep this app page open.

  2. Log in to your account and navigate to Settings > PayPal.

  3. Enter the credentials from steps 1 and step 3 into the fields provided under Connection status and click Save settings. When your credentials are verified against PayPal, you see a Connected to PayPal in LIVE mode message in green and an Instant Payment Notification (IPN) URL.

  4. Login to your PayPal business account and navigate to Profile > My selling tools > Instant payment notifications. Click Update and enter the IPN URL from step 5 and save the settings. You should now be set up to create transactions.

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Warning

For recurring payments, the timezone must be provided and must match your PayPal timezone configuration.

You are now ready to create single payments or subscriptions, depending on your business model. You will now need to check the following:

  • You are receiving payments in your merchant account.
  • You see the payout to Vertex.

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Warning

Once the PayPal account is connected in LIVE mode, it may not be possible to change it without assistance from the Vertex support team. TEST mode accounts can be reconnected at any time through the Dashboard.


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