How to Add PayPal Pro as a Payment Method

PayPal is a popular payment method. PayPal Pro allows customers to pay directly using credit or debit cards. This guide will show you how to set it up in Upmind.

Please note we recommend using PayPal Billing Agreements as the PayPal payment method. PayPal Pro is if you want to use PayPal as your card processor.

You will require:

1. A PayPal business account
2. An Upmind account

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Note

Please make sure this feature is enabled on your PayPal account. You may need to contact PayPal or check their guide here

Getting API credentials from PayPal

1. Log in to your PayPal business account 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 the API Username, API Password, and Signature, then paste them into the Upmind configuration.

Adding a payment provider

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

Choose PayPal Pro.

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 credentials (API Username, API Password, and API 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 three dots, and select Edit.