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Excerpt
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Learn to work with PayPal

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PayPal is an online payment system used for money money transfers. CRM.COM is integrated with PayPal to refund customer's PayPal accounts either through manual or automated process refunding.

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customers through manual and automated processes.

Note

For integration with other payment gateways visit , refer to Stripe and Generic Gateways.

PayPal

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functionality

  • Conduct online refunds on behalf of CRM.COM
  • Redeeming of instant spent awards earned through participation in reward programs
  • PayPal refund requests are automatically created whenever manual refunds related to the gateway are created or when PayPal runs are executed 
  • WEB APIs are available for the update of PayPal requests. Refer to Integrating Payment Systems for a full guide on how to integrate any .     
  • Redeem instant spend awards earned by the customer for participating in a rewards program.
  • Requests are triggered by manual refunds or PayPal runs. 

PayPal requests can be updated through WEB APIs.  Refer to Integrating Payment Systems for comprehensive instructions on integrating PayPal with CRM.COM.

 

Setting Up PayPal

Info
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Finance > Payment Gateway > PayPal Payment Gateway > Set Up Payment Gateway Provider

PayPal

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provider

PayPal provider is used to define the parameters needed to communicate with PayPal, as well as the refund methods that will trigger creation of refund requests to PayPal.PayPal ProviderImage Removed communication parameters and to set up triggers for refund requests.

Image Added

Provider fields

The table describes the sections of PayPal Provider Data Entry page , and explains how the fields in the page are used.

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Main Information

Life Cycle State: The life cycle state can either be 'Effective' (the system can create request) or 'Not Effective'. Requests can only be created by the system in case that the life cycle state is set to 'Effective'.

Mode:  The mode that Paypal will operate which  of operation can be either 'Test' or 'Live'.

Payment Gateway: (Set automatically to PayPal)

Email Subject: The subject of the email For communications that the customer will receive through PaypalPayPal, whenever a pay-out PayPal refund is processed through Paypal.

Authentication Settings

Credentials The credentials used to connect to PayPal. Depending the PayPal system ('Test' or 'Live') depend on the 'modeMode' set at selected under Main Information the respective (test or live) credential fields are available.

Test Client ID: The client ID used to connect to Paypal's test system

Test Secret Key: The secret key used to connect to Paypal's test system 

Live Client ID: The client ID used to connect to Paypal's live system

Live Secret Key: The secret key used to connect to Paypal's live system

Supported Attributes

Defines the attributes that must be used by refunds which should be processed by PayPal

Refund Methods

Select the refund methods associated with PayPal. When CRM.COM refunds using these refund methods are posted, they will be submitted to PayPal; provided the information requested by PayPal is specifiedthat will trigger the creation of a PayPal refund request on refund posting.

Warning
Refund Methods

The same method of refund cannot be included in more than one

Payment Gateway Providers. For example, if you have used a refund method is Stripe or a Generic Gateway then you won't be able to use it for PayPal

payment gateway provider. E.g., a method used in Stripe or in a Generic Gateway cannot be used for PayPal.

Currency

The list of currencies ( supported by PayPal)

Accounts Payment Preferences related to

.  An accounts payment preference associated with PayPal can only be selected

on the account only

if the

account's currency

currency of the accounts receivable is included in the list.

The There is the option to support all currencies or specific currencies is available.


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Related configuration areas

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Mandatory modules must be configured for the PayPal module to work.

Optional modules may be configured for the module to operate at its full capacity.

 

Manual LinkAreaDescriptionConfiguration Type
Financial Transactions Refund MethodsThe refund methods which are

Create the methods of refund associated with PayPal

. i.e. when refunds with the specific method are created then refund gateway requests can be triggered

that will trigger gateway requests. A method must be added in the 'allowed refund type methods' to be available.

Optional
Financial Transactions Refund (Financial Transaction Type)

The Create the refund type that will be used to create refund transactions.
(The refund refunds. A method must be added in the 'allowed methods of the refund type )methods' to be available.

Mandatory
Accounts ReceivablePayment PreferenceThe Create the payment preference which that is associated with the payment gateway and selected PayPal. The preference should be set on the customer's accounts receivable . Additional together with additional information, such as online account credentials will be provided in the payment preference section of the account.Mandatory
PlatformCurrencies  Currencies which are supported by the Gateway Provider and added to the accounts of customers

Define the currencies that will be supported by PayPal.

Mandatory

Rewards

Participating Rewards MerchantsEnable back-end reduction and set the refund method that should be used to make refunds to refund PayPal refund accounts.Optional

 

Using PayPal

Info

Finance > Payment Gateway > PayPal Payment Gateway >> Manage Payment Gateway Requests

PayPal's primary purpose is to handle refund requests created through manual and automatic processes in CRM.COM to ensure refunds are made to customer's PayPal account. A request is created when a manual refund of supported methods defined in the provider, is created through Financial Transactions or on executing a PayPal Run which will create CRM.COM integrates with PayPal primarily to handle customer refund requests.   Refunds are deposited in the customers' PayPal accounts.

Requests are triggered when refunds using methods supported by the provider are manually created through financial transactions or when a PayPal Run creates refunds for rewards participants. Refer to Refunding Rewards Participants  Refer to refunding rewards participants for spending awards for more information.

All requests are available through a dedicated Summary page. No manual update is allowed, and therefore requests do Requests cannot be updated and not have a Data Entry page.

PayPal

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requests fields

PayPal RequestsImage RemovedImage Added


The table describes the fields of Summary page , and explains how the fields are used.

Number

An auto-generated number that uniquely identifies unique ID for each PayPal request.
Payment Gateway ProviderProvider that will process Processes the PayPal request.
Payment Gateway RunThe PayPal processing run that automatically created the request, if it was created automatically.
RefundThe refund number of the refund created in CRM.COM.
Account NumberThe number of the accounts receivable number associated with the PayPal request.
Accounts Receivable Payment PreferenceThe Payment Preference preference which was used to perform the refund . The payment preference holds the information related to and holds the customer's PayPal account information.
Execution DateThe date on which the request was posted or rejected by the PayPal provider.
Life Cycle State

The life cycle state of PayPal request which Requests can be in one of the following states:

  • Pending
  • Posted
  • Rejected.
Requests are 'Pending'
  • (until processed by PayPal
. Once processed they will either be set to Posted or Rejected.
  • )
  • Posted
  • Rejected
Note

The Refund transaction related transactions associated with a refund request will be are created in a 'Pending VeriicationVerification' life cycle state and will be set to are 'Posted' or 'Rejected' accordingly once the related payment gateway request is updated.

Error CodeThe error code received Generated by the PayPal provider, in case of an error.


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Creating and processing PayPal

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requests

Note

Actions are subject to validations which Validations take place before an action is initiated (prerequisite) or after it is submitted (postcondition).

Creating PayPal refund requests through manual financial transactions

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Refund your customer's PayPal account Customer PayPal accounts can be refunded by creating a refund financial transaction in CRM.COM and using a the refund method which is associated with the PayPal provider (through the 'Supported Attributes' tab at the PayPal Provider).

On creating When the financial transaction is created, CRM.COM will also create generates a PayPal refund request which will be is sent to PayPal for processing once in the PayPal gateway run is executed. Note that, no change will be done to the .  The customer's account in CRM.COM account balance is not affected until the refund is successfully processed by PayPal. That is, the financial transaction's (refund)

The life cycle state will be of the refund financial transaction is set to 'Pending Verification' and the request's life cycle state will be of the request is set to 'Pending' until the PayPal's response is received, to either reject or post both  until a 'reject' or 'post' response is received by PayPal for the transaction and request.

 

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Info

Finance > Payment Gateways > Paypal PayPal Payment Gateway > Perform Paypal PayPal Payment Gateway Requests Runs

As mentioned above, PayPal requests are created as soon as when a refund is created in CRM.COM , and is associated with PayPal either through its method refund method. Paypal   PayPal payment runs are used to send :

  • Send the pending refund requests

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  • (created manually)
  • Identify rewards participants whose PayPal accounts should be refunded due to an award

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    • Create refund requests

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    • Send the requests created through the run to PayPal 

Refer to refunding rewards participants for spending awards for more information.

Navigate to PayPal Payment Runspayment runs and schedule a run. Once completed completed, SUBMIT the run to create and send all refund requests.

 Mandatory   Configurable

Main Information

The Life Cycle State: The life cycle state of the automatic payment run definition . The state must be set to 'Effective' to be able to execute a run.

PayPal Provider: The provider that will be used to execute the Run. Only Only 'Effective' PayPal Providers can be selected to execute runs.

Process Runs
Includes the standard Process Run Information related  related to the processed requests.

 

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Applying business flows on PayPal

 

Anchor
back-end
back-end
Refunding

Rewards Participants for instant discount (Back

rewards participants for spending awards (back-end reduction)

When rewards participants get an instant discount, for example, Rewards participants can earn awards from their a purchase and directly spend them on it as a discount, there 2 ways the system can handle this, depending on your business setup. 

  • Front-end: Directly at the POS (The customer will pay for the discounted price)
    • Back-end: Indirectly through a PayPal (The customer will pay for a full

    use them for an instant discount, usually applied at the point of sale (POS) as a front-end reduction.

    Back-end reduction can be offered through PayPal, where the customer pays the regular price at the POS and

    then get the awarded/discounted amount back to his bank or online account, for example PayPal, through a CRM.COM refund)

    In order for the back-end reduction to be handled it is important to set the 'Refund Method' that should trigger the refund in PayPal provider and configure the Back-End Reduction Settings at the Participating Rewards Merchant. Refer to the business example below for a full description of how to setup is refunded the discount amount by CRM.COM (through the gateway).  Funds are returned to the customer's bank or PayPal account. 

    In order to apply this option, a refund method that will trigger the refund in the PayPal provider must be selected and the back-end reduction settings of the merchant must be configured.

    Refer to the business example at the end of the manual for a comprehensive description on how to set up and use CRM.COM for back-end reductions using PayPal.

    Communicating PayPal refunds

    PayPal refund information , can be communicated through Communications the communications Data Entry page. You can use PayPal related communication tags (text that is automatically replaced by values specific to selected records) when creating communications for PayPal. Tags are available for selection by typing '#'.  There are available tags tags available for PayPal requests and PayPal cards where applicable. 

    Refer to Communications to the communications manual for a complete comprehensive list of PayPal tags. 

    Or, set up Configure CRM.COM to automatically communicate to your customers, information related to refunds associated to inform customers when their PayPal accounts and always keep them informed with no need of user intervention. For more information on how to set it up refer to Event Based Communicationsare refunded.  For information on setting this up, refer to event-based communications.

    PayPal Analytics

    Segmenting PayPal

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    You can group PayPal requests with common business characteristics . Use the lists can be grouped together.  The resulting segments can be used in system business processes for identification of , such as identifying customers or for simple statistical calculations. 
    For more information on segmentation and how you can create PayPal lists, refer to Segmentation.

     

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    PayPal Business Examples

    Refunding PayPal accounts of

    Rewards

    rewards participants for back-end reductions

    Panel
    nameblue
    titleRefund Handling

    Scenario 2

    Company ZX would like to handle auto-spend customer returns through their PayPal account. This means that when a rewards participant makes a purchase for which he receives an award which can be deducted from his purchase, the customer will make a full payment at the POS and the awarded money will be returned to his PayPal account. (In CRM.COM this is referred to as Back-end reductions)

     

    wants to return money awarded from auto-spends (instant discounts obtained by using an award earned from the actual purchase) into the customer's PayPal account, following a purchase that was paid in full at the point of sale (back-end reduction).

     

     

    Solution

    Configuration

    • Configure the refund method that will be used for back-end refunds reductions through PayPal.
    • Configure a refund transaction type and add the refund method as allowed'Allowed'.
    • Configure the PayPal provider and select the allowed refund method that will be logged by back-end reduction.
    • Configure PayPal Payment Run Definitions payment run definitions that will refund participant’s PayPal account and schedule it to be executed every 1 hourPayPal accounts of rewards participants. Schedule execution on an hourly basis.
    • Enable the back-end reduction method and define the refund type and method that will be used to refund participant’s PayPal accountaccounts of rewards participants.
    • Configure an accounts receivable payment preference and relate associate it to with PayPal Gatewaygateway.

    User Process

    • Accounts Receivable:
      • When the user registers an Accounts Receivable accounts receivable with PaypalPayPal, the Paypal Payment Preference must be selected select the PayPal payment preference and provide the customer's email address provided as an Identifieridentifier.

     

     

    Note
    titleNotes

    If you are using a previous release, view CRM.COM Release Changes.

     

    Glossary  

    CRM.COM TermDefinition
    Accounts ReceivableA ledger of the financial transactions carried out between a company and its customers, such as invoices and payments.  The accounts receivable keeps a running balance of debits and credits and displays the amount a company is owed in exchange for goods supplied and services rendered.
    Rewards ParticipantThe customer who has signed up for Rewards or have been automatically selected to participateA customer who can be awarded offers provided through a rewards program.
    Rewards Participating MerchantMerchants that have a partnership with the business that owns the Rewards platform and can participate in the provided reward offersA merchant who collaborates with the rewards platform.
    Auto-spendSpend the awards An instant discount obtained by using an award earned from a purchase on the same purchase. Used as an instant discountactual purchase.
    Back-end reductionThe customer that is rewarded with an 'instant discount' pays for the whole amount of the purchase at the POS and gets the money earned from the award on his online accountAwarded money returned to the customer's account as a discount, following a purchase that was paid in full at the point of sale.

     

     

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