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- Conduct online refunds on behalf of CRM.COM.
- 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.
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| Manual Link | Area | Description | Configuration Type |
|---|---|---|---|
| Financial Transactions | Refund Methods | Create the methods of refund associated with PayPal 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) | Create the refund type used to create refunds. A method must be added in the 'allowed refund type methods' to be available. | Mandatory |
| Accounts Receivable | Payment Preference | Create the payment preference that is associated with PayPal. The preference should be set on the customer's accounts receivable together with additional information, such as online account credentials. | Mandatory |
| Platform | Currencies | Define the currencies that will be supported by PayPal. | Mandatory |
| Participating Rewards Merchants | Enable back-end reduction and set the refund method that should be used to refund PayPal accounts. | Optional |
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PayPal requests are created when a refund is created in CRM.COM and associated with PayPal through its refund method. PayPal payment runs:
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