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PayPal Billing Agreements enable automatic recurring payments, making it the recommended PayPal integration for most Upmind users. This method supports smooth recurring billing, whether or not reference transactions are enabled in your PayPal account. In this guide, we will set up PayPal Billing Agreement. You will require:
  • PayPal Business account
  • Upmind admin access

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Obtaining API credentials from PayPal

  1. Log in to your PayPal Business account.
  2. Go to Account Settings (top right)
Account settings
  1. Click API Access > Update.
API access > Update
  1. Under Custom checkout experience, locate NVP/SOAP API Integration (Classic) and click Manage API credentials.
  2. Copy your API Username, API Password, and Signature.
Copy credentials

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Adding PayPal Billing Agreement in Upmind

  1. In Upmind, go to Settings > Payment Providers.
  2. Click Add Payment Provider.
  3. Select PayPal Billing Agreement from the list.
Select PayPal Billing Agreement
  1. Scroll down and enter a display name. We suggest PayPal.
  2. Set Test Mode to No for live transactions.
  3. Paste your API Username, Password, and Signature into the respective fields.
  4. Click Test Credentials to verify the connection.
  5. (Optional) Add supported currencies.
  6. (Optional) Enter payment instructions for clients.
  7. Click Create to activate the payment method.
Fill in the details

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Editing PayPal Billing Agreement

To update or change settings, go to Settings > Payment Providers, click the three dots next to PayPal Billing Agreement, and select Edit.