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How to Integrate Form to PayPal Checkout

How to Integrate Form to PayPal Checkout

PayPal Checkout provides users with a simple and secure checkout experience that doesn’t require them to navigate away from a website or mobile app to make a payment.

New features like Smart Payment Buttons automatically display common payment methods, such as Venmo and PayPal Credit, making it easier for users to complete payments.  



PayPal_Logo

What can you do with JotForm's PayPal Checkout integration?
- Sell products. 
- Collect donations.
- Accept custom payments.

How do you integrate your forms with PayPal Checkout?
You need to have a premier or business PayPal account to use this integration.

Note: PayPal Checkout doesn’t support users in Japan and Israel. If you are located in one of these countries, you can use one of our other PayPal integrations: PayPal Standard, PayPal Express, PayPal Payments Pro, and PayPal Invoicing.

Steps to complete the integration at JotForm:

1. Click “Add Form Element” in the Form Builder. Open the payments tab. Click on PayPal to add it to your form.




2. Click the “Connect with PayPal” button in the payment integration wizard on the right side of the page.




3.  Enter your PayPal login info to connect to your account.


4.  After you are connected, you will see a “thank-you” popup. Don’t close the popup. Click the Go Back to JotForm button (if you are in live mode) or Go Back to JotForm’s Test Store button (if you are in test mode).




An example connection flow is below:

Paypal checkout oauth connection


5.
Choose the currency you want to use from the dropdown.




6. Use the button settings to format the buttons.



7. Select one of the payment types in the payment type dropdown menu.

If you select "Sell Products" and click "Continue," you will be prompted to create your products, coupons (optional), shipping (optional), and tax (optional) in the next step.



You can also add images, quantity, and other options to your products in this step.

If you select "Collect Donations" or "User Defined Amount," there is no next step. Your integration will be complete.

Funding sources:
Funding sources, such as PayPal Credit and Card Payments, appear for users dynamically, based on their location and cookies. If you would like to disable a funding source, you can do so in the Additional Gateway Settings section at the bottom of the PayPal Checkout Integration menu.

Note: Venmo will be displayed automatically to eligible consumers and cannot be enabled/disabled.




Note: If you want to test your integration without processing actual transactions, make sure to change the “Environment” option under Additional Gateway Settings to “Test Mode.”




The Payment Process

The payment is authorized on the form itself and executed only when the form is submitted.

An example payment flow is below:



On the form submission page and in notification emails, the payment information will include Transaction ID, Transaction Fee, Payer Email, and Payer Name.

Here is a screenshot from an example submission:

PayPal Checkout Submission Info

If you have any questions or suggestions about JotForm's PayPal Checkout integration, feel free to post them in the comments below.

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22 Comments...

  • iahfsj

    Paypal has disabled our account stating we must implement a velocity filter on our forms, but we cannot find instructions on how to do this anywhere

  • BlowingRock

    Thank you for this information. I am wanting to make PayPal payment optional, as my next question is an option to pay by check. However, I am not able to move past the PayPal screen. Is there a way to make this payment screen optional?
    Thank you

  • Harmony1959

    Why does the PayPal Connection wizard keep asking me to set up a PayPal Business Account. I already have a business account with the log in I am providing?

  • lcallander

    it's not very ituitive that you need to click on (1) Paypal button and then (2) Submit button.

  • RotaryDistrict1070

    I have a business account with PayPal, and the integration finds that account when I log in, saying I have successfully integrated PayPal with JotForm Inc. But when I press "Go back to JotForm Inc" the PayPal CheckOut Connect button changes to Failed!. Any ideas how to fix that please?

  • Rasu Shrestha

    Firstly I would like to Thank you for writing this article. This article has helped me a lot to integrate a form to Paypal checkout. I really appreciate the writer for writing this article. I followed the same steps which are shown in the above article and it worked out so well. Great work.

  • Amanda Seligman

    I’ve added PayPal to my form, and when I asked multiple people to test it for me, when it was going to go to the PayPal page, it said “Things don't appear to be working at the moment. Please try again later.” How do I fix this?

  • Kerriproduct

    How can I send customers addresses over to paypal? Paypal can't verify if the product was delivered without an address which causes payment for my products to be held for 1 month. This is why I stopped using paypal.
    Please help, Thanks.

  • TeamIrene

    After logging in my paypal account, the dashboard opens instead of thank you popup, then the authorization failed. Could you please tell me how to fix it?

  • akazkaren

    How do you remove it?

  • Vignesh Ram

    While using PayPal standard, can I make only the "Card Payments" to appear as default and hide the "PayPal Credit" option in the "Additonal gateway settings"... I feel that the customer might get confused whether he would need to have a Paypal account and might quit.

    Please clarify

  • Justwash

    Hi, we want to offer products in the right quantity based on survey responses given in the form. For example, we would ask in a survey: What do you prefer: A or B? And based on the responses suggest Product A with quantity 1 or Product B with quantity 2. Is that possible?

  • BFPCclub

    excellent instructions! Thank you!
    Must use LIVE button - and get the correct client ID and client secret. Once done, makes all the sense in the world! Thank you

  • heritagetattooconference

    When I try to update everything it says "client authentication failed", I have added client id, and added the hidden URL, and I am not sure what I am missing at this point. assistance?

  • thatchamtornadoes

    In PayPal Checkout is it possible to set the default country to United Kingdom?

  • bgcps

    Where does the money go to? I have done all of the above and I have received multiple payments but no funds into my paypay account?? What am I doing wrong??

  • spokanelifestyle

    Can you still attach values to your form items? I used to be able to attach a value to certain line items and the total would be calculated and put in an invoice for payment to PayPal. I can not see where that option is anymore or if it has changed.

  • maryglass

    Thank you.

  • OCB2015

    Why can't I just drop in my HTML button code. This is a pain.

  • hourglassevents

    When I attempt to do the payment, it says "Client authentication failed"

    But I followed all the steps shown on - https://www.jotform.com/help/50-PayPal-Forms

    My Client ID is correct and secret is correct - they are enabled on paypal

  • villainsandco

    It says Validation error.

  • Vestag

    Hello,
    There seems to be a problem. Payment button does not go to paypal. Can you please check to see if I have everything right?