How can I integrate my Paypal business account?

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    TravelPortland
    Asked on May 19, 2015 at 07:54 PM

    Do I have to add Paypal to each from manually or can all forms default to my account with some setup?

     

     

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    jonathan
    Answered on May 20, 2015 at 12:30 AM

    You can follow the user guide on how to

    -Setting-Up-Your-First-Order-Form

     

     

     

    Hope this help. Let us know if you need further assistance.

    Thanks.

     

     

  • Profile Image
    TravelPortland
    Answered on May 20, 2015 at 06:24 PM

    Hi Jonathan,

     

    I did this before posting the question, but do I have to do this for each form individually?  We have moved from Adobe Forms Central, where our PayPal account info only needed to be entered once by me as the administrator, and as forms were built by other users, they could just add the PayPal payment form without having to have access our PayPal login info.

    Does that make sense?

    Please call me at 503-275-9283 if it would be easier to discuss.

    Thank you,

    JD

  • Profile Image
    jonathan
    Answered on May 20, 2015 at 06:36 PM

    Hi JD,

    ...but do I have to do this for each form individually?  

    this is correct...  It needs to be setup for each form that uses Payment integration.

    Please take note that each form only allows 1 payment integration at a time. So, you cannot setup multiple payment integration type on the same form

    (i.e. if there is already Paypal payment in the form, you can no longer add another type of payment)

     

    they could just add the PayPal payment form without having to have access our PayPal login info.

    this is not possible at this time. Every time the Paypal integration is setup on the form, it will need the Paypal account or API to setup.

    What I suggest you check though, since there is an administrator to sub-users setup in your company/organization.. is the Sub-Accounts settings.

    check the user guide: -How-to-Share-Forms-with-a-Sub-Account-User

     

    In this settings, the administrator can setup the initial form, and can also delegate task to sub-users. The main account/admin will always have full control of the forms.

    Hope this help. Contact us anytime for any assistance you need.

    Thanks.