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12.1 Paypal Integration

This is a step by step breakdown on how to do PayPal Integration with the system for your company payments.

Step 1

Go to https://developer.paypal.com/developer/applications and log in with your PayPal credentials.

Paypal Integration

 

Step 2

Scroll down the list until you reach the REST API apps section. Click on the blue “Create App” button highlighted in orange in the picture below.

 

Step 3

Type in the app name. This can be anything to help you differentiate between your other apps (if any). You can leave the Sandbox Developer Account as the default choice. Once done entering the name, click on the blue “Create App” button, highlighted in orange in the picture below.

 

Step 4

You will notice a toggle on the top right of the page, highlighted in orange in the picture below. If you are testing the system, click on the Sandbox toggle, else click on Live. Do note that the API Token (Client ID) and the API Secret (Secret) keys generated for test and live are not the same. You can get the Client Secret key by clicking on the “Show” button under the Secret label. You will need these two keys in Step 6.

 

Step 5

Next, create a new payment gateway. You can do this by going to HQ Rental Software and click on Settings > Payment Gateways > Gateways > Add Gateways and click on PayPal.

 

Step 6

Fill in the necessary details which would be Label, Supported Currencies, API Token and API Secret. API Token is your Client ID key and your API Secret is your Secret key from Step 4. If you are testing the payment gateway, make sure the radio box is in Test Mode is set to Yes. Next, click on the blue “Save” button once you are done.

 

Step 7

If your company supports multiple currencies, you would need to complete this step, if not, skip to step 8.

Click back on the payment gateway you have just created. Next, navigate to the method tab, highlighted in orange in the picture below.

For every currency that you support, you would have to create a new payment method. Firstly, click the blue “Add” button on the top right of the page, highlighted in orange in the picture below.

Next, a new window will pop up, select the payment method, in this case, is PayPal and click the blue “Save” button, highlighted in orange in the picture below.

 

 

 

 

Lastly, a new row will appear, in the currency dropdown list, select the currency that you are supporting and click on the blue “Save” button, highlighted in orange once you have finished.

 

Step 8

Next, you will need to select PayPal as the supported payment for your branch. Head to Settings > Fleet > Branches and select the branch that you want to use the PayPal integration with. Scroll down till you reach the Financial Specifications category and under Supported Payment Gateways, add in the created PayPal gateway to conclude the setup.

 

For more information about Payment Gateways, click on this link here.