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    Match Forms with Paypal Transactions

    Asked by audabee on September 18, 2013 at 05:48 PM

    Sorry if I'm not clear. 

    Basically we've got a number of forms collecting money & details for events. Our issue comes when we try to reconcile the monies collected with the events - e.g. which is which?

    So, is it possible to pass a field through to PayPal which identifies the form or transaction, that is in our case "golf day" or "trivia night"?

    In the attached form is there a way of adding a (even hidden) field that will appear on the information in PayPal?

    Thanks!

    Page URL:
    http://form.jotform.co/form/31737563072859

    paypal form hidden thanks transaction attached
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    Answered by Cesar on September 18, 2013 at 06:32 PM

    Hello, unfortunately matching the form with paypal transactions is not possible at this time. Although the feature has been requested and is already on the request feature list.

    What I would suggest is to use a more descriptive name of the item pusrchased:

    For example the Members item is data that wast sent form the form to paypal. If you add a more descriptive Item name maybe you could consolidate the data this way.

    1

    Kindly let us know if you need further assistance. Thank you.

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    Answered by audabee on September 18, 2013 at 07:00 PM

    The information from the form simply comes across as "Shopping Cart". There is no mention of Members/Non-Members (i.e. the form item descriptions) etc. 

    I do notice though that on our one subscription type form (which is collecting single membership amounts) that the description is "Membership in advance of The Club".

    Even being able to name the "shopping cart" would be helpful.

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    Answered by Cesar on September 18, 2013 at 07:24 PM

    I will go ahead and pass along your input to the Development Team, now, I am not able to provide an ETA or promise if this feature will ever be implemented, nevertheless the Development Team will review this case and evaluate if the feature is feasible.

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    Answered by audabee on September 18, 2013 at 07:27 PM

    No worries, Cesar - I totally understand. I'll think about how to work around the problem in the meantime.

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    JotForm Support

    Answered by NeilVicente on October 22, 2013 at 09:34 PM

    @audabee

    It is now possible to pass form field data to a Paypal transaction. Simply right-click on your form's payment module then choose 'Show Properties'.

    Note: only text box, hidden box, and unique ID fields are allowed.

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    Answered by audabee on October 23, 2013 at 03:27 AM

    Thank you so much for getting back to me, NeilVicente!

    Just to clarify a point - in the form mentioned below, if I select the hidden field (PIA Membership) at the bottom, will the title or the incremented ID be passed to PayPal? Either way, this is a great help for us.

    http://form.jotform.co/form/22870389075866

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    JotForm Support

    Answered by NeilVicente on October 23, 2013 at 03:46 AM

    Yes, that is correct.

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    Answered by audabee on October 24, 2013 at 03:01 AM

    NeilVicente as discussed in this thread, there may be a bug with this feature. The completed transaction emails weren't coming through when this feature is used but started again as soon as I turned it off.

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    JotForm Support

    Answered by NeilVicente on October 24, 2013 at 03:35 AM

    Please let me know the name of the form that gives this problem when using the new feature. I will get back to you after I finish my investigation.

    Thanks!

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    Answered by audabee on October 24, 2013 at 03:46 AM

    Thanks!

    It's happened with two forms:

    http://form.jotformpro.com/form/30678940168968 (this is the one where I first turned off the feature and completed emails then started again). I added a new hidden field called "Christmas Party" and;

    http://form.jotform.co/form/22870389075866 same for this one. This one I used an existing hidden field called "PIA Membership".

    I had both field enabled at the same time, and no confirmation emails came in. Then, I disabled the field in the first one and emails again started. 

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    JotForm Support

    Answered by NeilVicente on October 24, 2013 at 04:43 AM

    Thank you for that information. I will send you an update soon.

    Please accept our apologies for the inconvenience.

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    JotForm Support

    Answered by NeilVicente on October 30, 2013 at 07:40 AM

    Sorry for the late update.

    JotForm used to send internal data (form id and submission id) as custom data to Paypal. This is used by our system to identify which submission has been "completed". When I implemented your request, I have overlooked this fact, resulting to completed submissions ending up in the 'Incomplete' section.

    But since there is a need for our users to match the submissions themselves, I have prepended the custom field data to our internal data.

    From now on, custom data will show up on your Paypal account like this:

    http://content.screencast.com/users/oreca.nelo/folders/Jing/media/632dbad1-21fb-497d-93a8-588f4666ff63/2013-10-30_1938.png

     

    Hope this solution works well for you. Please let me know if you encounter any problems from here on out.

    Best

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    Answered by audabee on October 30, 2013 at 03:05 PM

    Thanks NeilVicente,

    I'll give it another try. 

    Edited to say that I've looked at the CSV from the earlier tries (where the transactions didn't complete) and the value does appear in the "Custom Number" field. Awesome!

    Thanks again.

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    JotForm Support

    Answered by NeilVicente on October 30, 2013 at 03:17 PM

    That's good to hear :)

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    Answered by herna22 on December 06, 2013 at 12:20 PM

    Hi Neil,

    Sorry to ask the same question. and perhaps I am not understanding the solution provided.

    My form also needs to send something to paypal, to match the payment to the registration form Sometimes our patrons will register user A in our form, but user B will be the one paying for it. For that we would like to send paypal a field we can match with the form in jotform report.

    Is this what is being solved here?

    my form http://www.jotform.com//?formID=33338147689971

    Hernan

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    JotForm Support

    Answered by NeilVicente on December 06, 2013 at 12:34 PM

    Hernan,

    Yes, the solution offered should be of help to you. It is possible to send a field's value to Paypal, but only the following field types are allowed:

    - Text Box
    - Hidden Box (widget)
    - Unique ID (widget)

    Kindly follow the instructions I have laid out above to start sending a custom field to Paypal. If you have further questions or concerns, please do not hesitate to ask again, although we'd appreciate it if you can open a new thread thereafter.

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    Answered by HWESEnrichment on January 13, 2014 at 11:44 AM

    I tried to do this for the form:

     

    http://form.jotformpro.com/form/40084543747962

     

    However, I do not get the option to send "My custom field" to PayPal, i just get a list of the required fields that I put in my form.

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    Answered by Cesar on January 13, 2014 at 12:51 PM

    @HWESEnrichment,

    Kindly create a new thread to avoid any confusions with what is originally discussed in this thread. As we are working on a one issue per thread basis. Thank you.