How to Add PayPal as a Payment Method

PayPal is a popular payment method. In this guide, we set up PayPal Express, which is the most common PayPal implementation. There are a couple of different PayPal integration options. PayPal Pro, for instance, is essentially a payment gateway.

You will require:

1. A PayPal account
2. An Upmind account

Getting API credentials from PayPal

1. Log into PayPal and go to Account Settings on the top right.
2. Click API Access > Update.
3. Scroll down to Custom checkout experience> NVP/SOAP API Integration (Classic) and click Manage API credentials.
4. You will see a screen like this. Copy each of the credentials (Username, Password, and Signature) and paste them into the Upmind configuration screen.
5. Once the data is added, you can click Test Credentials to verify the credentials.

Adding a payment provider

In Upmind, navigate to Settings>Payment providers. Then click Add payment provider.

Choose PayPal Express.

Adding details

Scroll down the page and add details.

1. Enter a display name. We suggest PayPal.
2. Click the Test Mode field and select No.
3. Enter the account information (API username, password, and signature).
4. Click the Test Credentials button to verify your account.
5. Add currencies (optional).
6. Enter payment instructions. (optional)
7. Click Create.

Editing the payment method

You can change or update the payment method. Go to the Payment providers page, click the gear icon, and select Edit.