Change payment integration to PayPal

  • Profile Image
    lisamcqueen84
    Asked on April 07, 2019 at 05:43 AM

    Hello,

    Can you please guide me in adding a payment method to my form? I just spent hours completing one and this is one of my last steps.

  • Profile Image
    Victoria_K
    Answered on April 07, 2019 at 10:45 AM

    We will be glad to assist. Can you please let us know which payment method you would like to add? Here is the list of available: Mastering-Payment-Form-Integrations-with-JotForm

  • Profile Image
    lisamcqueen84
    Answered on April 07, 2019 at 11:43 AM
    Hi there!
    I would like to add PayPal.
    Lisa McQueen
    Go. Matthew 28:19
    ...
  • Profile Image
    jonathan
    Answered on April 07, 2019 at 02:46 PM

    I checked your form https://www.jotform.com/90962142803556 and I see it already have  existing submission data.

    If the existing submission data are important, you need to download them first to have a copy.

    Because, to change the payment field in your form to PayPal, you will need to delete first the existing payment field (Purchase Order field).

    1554662720zzz 2019-04-08 02.39.54.png


    After you have removed Purchase Order, you can add PayPal instead in Form Elements / PAYMENTS tab.

    Let us know if you need further assistance.


  • Profile Image
    lisamcqueen84
    Answered on April 08, 2019 at 07:43 AM
    Thank you. Will deleting the current purchase order also delete all of the information that I have entered in it? That is what took me the longest time. Also, will I be able to create a similar order form if I were to switch to Paypal instead?
    Additionally, when I did a test order, I received two confirmation emailed: one from JotForm and one from myself as I had intended. How do I delete the jot form email?

    Lisa McQueen
    Go. Matthew 28:19
    ...
  • Profile Image
    jonathan
    Answered on April 08, 2019 at 08:56 AM

    If you delete the Purchase Order field in the form, the existing submission data will be deleted also. I am referring to the submission data only. 

    But once you add back a payment field to the form -- i.e. this time PayPal, all the Products/Items from the previous Purchase Order field will be retained to the PayPal field.

    1554728109zzz 2019-04-08 20.53.46.png


    So you can test this on your form. Add the PayPal field after you removed Purchase Order field. All the Products/itesm should be retained in the PayPal --- so you do not need to reconfigure everything from scratch again for the payment field.

    I hope this is clearer. Let us know if you need further assistance.



  • Profile Image
    jonathan
    Answered on April 08, 2019 at 08:58 AM

    Your question was about a different feature. We will resolve it on a separate thread here

    https://www.jotform.com/answers/1785639



  • Profile Image
    lisamcqueen84
    Answered on April 08, 2019 at 12:43 PM
    I received this screen shot when I attempted to delete the purchase order field. I just want to double check before I proceed that I won’t lose my data.
    Lisa McQueen
    Go. Matthew 28:19
    ...
  • Profile Image
    gerardw
    Answered on April 08, 2019 at 01:54 PM

    I'm sorry but the screenshot did not get posted on this support thread. To post screenshots on this support forum, please follow the steps outlined in the guide below:

    https://www.jotform.com/help/438-How-to-Post-Screenshots-to-Our-Support-Forum


  • Profile Image
    lisamcqueen84
    Answered on April 13, 2019 at 06:43 AM
    Hello!
    Did you get my response about my files? Here’s an image I received when I attempted to delete the payment method. I just want to be sure I won’t lose all of my data.
    ...
  • Profile Image
    jonathan
    Answered on April 13, 2019 at 07:49 AM

    Please open the discussion thread in your browser using the link https://www.jotform.com/answers/1785023

    You can see that you have not attach any image on your response. You were probably just viewing the message within your email inbox and responding there.

    You should open the thread instead using your browser.

    To be clear, it was already mentioned that deleting the payment field will delete the data also.

    There is no other workaround to this except to download all your data first before deleting the payment field. After you have deleted the payment field, you can use a new payment integration (PayPal)