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Introduction

  • Overview

Transactions

  • Get Started
    • Adyen
    • Braintree
    • PayPal
      • PayPal Read-Only Permissions
    • Shopify Payments
    • Stripe
  • Insights
  • Understand Payment Performance
  • Alerts

Settlements

  • Get Started
    • Adyen
    • Braintree
    • PayPal
      • PayPal Read-Only Permissions
    • Shopify Payments
    • Stripe
  • Reconciliation
  • Fees
  • Records

Data Security

  • Data Control
  • PII Data
  • Card Vaulting
  • Data Policies, Processes and Methods

Glossary

  • Standard Terms
  1. Reveal
  3. Transactions
  5. Get Started
  7. PayPal
  8. PayPal Read-Only Permissions
  1. Reveal
  3. Transactions
  5. Get Started
  7. PayPal
  8. PayPal Read-Only Permissions

PayPal - Read-only permissions

Use this page to collect the PayPal credentials and app permissions Reveal needs for Transactions. This is the PayPal-side checklist, not the connection guide. After you have the values below, return to PayPal to add the source in Reveal and register the webhook.

You need the following information from PayPal:

  • Client ID
  • Secret Key
  • SFTP Username
  • SFTP Password

Follow these steps to gather this information from your PayPal account.

Creating a PayPal app and setting permissions

Note

PayPal's Developer Dashboard can change. Refer to How do I create PayPal REST API credentials? for the latest steps to create an app in Apps & Credentials, copy the Client ID and secret, and request app permissions such as Customer Disputes. The instructions in this section are a working guide for the credentials Reveal needs.

  1. Log in to your PayPal Developer dashboard.
  2. Go to Apps & Credentials.
  3. Click on Create App, provide a name, and click Create App again.
  4. On the next page, under Features, ensure the following are selected under Other Features:
    • Customer Disputes
    • Transaction Search History

Retrieving credentials from PayPal

Note

PayPal's account settings can change. Refer to Access SFTP reports for the latest steps to create a Secure FTP user and subscribe to reports. The instructions in this section are a working guide for the credentials Reveal needs.

  1. You can find the Client ID and Secret Key here.

  2. Copy the Key and Shared Secret. You enter these in Reveal on the PayPal connection guide.

  3. Now, log in to your PayPal Business Account. Go to Account Settings > Account Access > Secure FTP.

    If there is no user, create a user and password. This is your SFTP Username and password.

  4. Copy the Username and password. You enter these in Reveal on the connection guide.

Contact your PayPal customer care and ensure that the following reports are generated and added to your SFTP automatically:

  • Transaction Detail Report
  • Case Report
  • Settlement Report

After you have these credentials, return to PayPal to add the source, create an alias, click Connect, and register the webhook.

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