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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 complete the payment process.

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?
First, go to PayPal to obtain the necessary credentials for this integration.

Please keep in mind that you need to have a premier or a business PayPal account to use this integration.

Steps to complete at PayPal:
1. Go to https://developer.paypal.com/ and log in.
2. Click "My Apps & Credentials."

PayPal My Apps & Credentials

3. Scroll down to REST API apps and click the "Create App" button.

PayPal Create App

4. Enter a name for your app and click "Create App."

5. Click on the "Live" button to obtain your Client ID and Client Secret. 
 PayPal Credentials

Steps to complete the integration at JotForm:

1. Click "Add Form Element" in the form builder. Open the payments tab. Click on PayPal Checkout in the list to add it to your form.

PayPal Checkout Field

2. Paste the Client ID and the Client Secret you obtained from PayPal in the payment integration wizard on the right side of the page.

PayPal Checkout Wizard Client ID Client Secret

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

4. Use the button settings to format the buttons.

PayPal Checkout Button Settings

5. 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, are usually offered to users dynamically, based on their location and cookies. You can change the default settings yourself from the Additional Gateway Settings section, which can be accessed at the bottom of the PayPal Checkout Integration menu.

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

PayPal Checkout Funding Methods

Note: If you want to test your integration without processing actual transactions, make sure to change the Environment option to Sandbox in the "Additional Gateway Settings" section.


The Payment Process

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

An example payment flow is below:

PayPal Payment Flow

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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11 Comments...

  • 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?