Paypal - Read only permissions

Read only Permissions

To add PayPal to your Reveal Optimize dashboard, you need the following information:

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

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

Creating a PayPal app and setting permissions

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

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

2. Copy the Key and Shared Secret and paste them in the corresponding fields in the Reveal dashboard under Client ID and Secret Key respectively.

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 and paste them in the relevant sections in the Reveal dashboard.

5. Finally, create an alias to help you identify your integration, then click Connect.

6. After completing these steps, reach out to our team for configuring webhooks in your PayPal account.

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

Configure NVP/SOAP Webhooks

If you are unsure of which PayPal version you are using, complete this step as well.

1. Log in to your PayPal Developer dashboard.
2. Go to Apps & Credentials.
3. Click on Create NVP/SOAP webhook.
4. Go to Live Webhook features and click on Add new webhooks.
5. Select the following Webhook Events:
   • Billing plan
   • Billing subscription (Mandatory, especially if Subscriptions enabled)
   • Checkout (Mandatory)
   • Customer-support chargeback (Mandatory)
   • Customer dispute (Mandatory)
   • Payments and Payouts (Mandatory)
   • Reporting report (Mandatory)