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How to Integrate and Use PayPal – BizStackPro Help

BizStackPro Integrations Help Guide

How to Integrate and Use PayPal

Learn how to create a live PayPal application, connect it to BizStackPro, offer PayPal and Pay Later on eligible checkouts, and verify that payments are working correctly.

Quick Answer

How do you connect PayPal to BizStackPro?

Create a Live application through the PayPal Developer dashboard and copy its Client ID and Secret. In BizStackPro, go to Payments → Integrations, enter the PayPal credentials, and click Save.

What the PayPal Integration Does

PayPal gives customers another way to pay through eligible BizStackPro forms, order forms, payment links, invoices, and stores.

When available for the transaction and customer, Pay Later can appear alongside the standard PayPal option to provide an additional payment choice.

If another payment provider is also connected, customers can choose between PayPal, Pay Later when eligible, and the other available provider at checkout.

PayPal integration features

The integration includes real-time subscription tracking, detailed transaction history, automated sales receipts, improved subscription management, workflow automation triggers, and sales tax support.

PayPal Integration at a Glance

PayPal App Mode Live
Required Credentials Client ID and Secret
BizStackPro Location Payments → Integrations
Checkout Options PayPal and Pay Later
Other Providers Can Display Alongside PayPal
Final Check Test Purchase

Before You Begin

Confirm that you have access to the correct PayPal account and know which BizStackPro checkouts will offer PayPal.

  • Confirm you can access the PayPal Developer dashboard.
  • Confirm you are using the correct PayPal account for live transactions.
  • Identify the BizStackPro location where PayPal should be connected.
  • Identify the forms, order forms, payment links, invoices, or stores that will use PayPal.
  • Confirm whether another payment provider is already connected.
  • Plan to keep the PayPal Client ID and Secret private.
  • Prepare to complete a small test purchase after connecting PayPal.

Create a Live PayPal App

Create the PayPal application that will provide the Client ID and Secret required by BizStackPro.

Open the PayPal Developer Dashboard

Go to developer.paypal.com and sign in to the correct PayPal account.

Open My Apps and Credentials

Select My Apps & Credentials.

Select Live

Select Live rather than Sandbox when creating credentials for real transactions.

Create the App

Click Create App and complete the application setup.

Copy the Client ID

Copy the Client ID provided by the live PayPal application.

Copy the Secret

Click Show when necessary and copy the application Secret.

Use the correct credential type

Live credentials are used for real transactions. Sandbox credentials are intended for testing and should not be substituted when configuring live payment processing.

Connect PayPal in BizStackPro

Add the live PayPal credentials to the payment integrations area.

Open Payments

In BizStackPro, go to Payments.

Open Integrations

Select Integrations.

Locate PayPal

Find the PayPal integration settings.

Enter the Credentials

Paste the live PayPal Client ID and Secret into the corresponding fields.

Save the Integration

Click Save to connect PayPal.

Review an Eligible Checkout

Open an eligible form, order form, payment link, invoice, or store checkout and confirm that the expected PayPal options appear.

Complete a Test Purchase

Run a small controlled purchase before sending live traffic to the checkout.

Use PayPal Pay Later

Pay Later can appear beneath the PayPal option on eligible checkouts, giving qualified customers access to a flexible payment option.

Eligible Checkouts

Pay Later may appear on eligible one-time purchases and supported order forms.

Regional Availability

Availability can vary according to the PayPal account, customer, purchase, and region.

Customer Choice

When PayPal and another payment provider are connected, customers can choose from the available options displayed at checkout.

Communicate availability accurately

When promoting Pay Later near a checkout or offer, remember that it only appears for eligible customers and transactions.

PayPal Integration Best Practices

Use Live Credentials for Live Transactions
Reason: Sandbox credentials are intended for testing and will not configure the live payment connection.
Protect the Client ID and Secret
Reason: The credentials connect BizStackPro with the PayPal application and should not be shared publicly.
Test Before Sending Traffic
Reason: A small controlled purchase helps confirm that the checkout, PayPal connection, transaction, and receipt process work as expected.
Review Payment Activity
Reason: Checking the Payments area helps you monitor transactions, subscriptions, and potential payment issues.
Keep Transaction Records Consistent
Reason: Consistent transaction and receipt information supports customer service and payment reconciliation.

Frequently Asked Questions

What updates are included in the latest PayPal integration?
Real-time subscription tracking, detailed transaction history, automated sales receipts, improved subscription management, workflow automation triggers, and sales tax support.
How do I get my PayPal Client ID and Secret?
Create a Live application through developer.paypal.com → My Apps & Credentials → Live → Create App, then copy the Client ID and Secret.
Where do I paste my PayPal credentials in BizStackPro?
Go to Payments → Integrations in BizStackPro, enter the Client ID and Secret, and click Save.
How are PayPal and Pay Later shown at checkout?
When PayPal is connected, customers can see PayPal and Pay Later buttons at eligible forms, order forms, payment links, invoices, and store checkouts.
What happens if I also have another payment provider connected?
Customers can choose between PayPal, Pay Later when eligible, and the other connected payment provider at checkout.

Continue Learning

Continue learning how to create, configure, and test payment experiences in BizStackPro with these related Help Center guides.

Recommended Next Step

Create and Test a PayPal Checkout

After connecting PayPal, create or review a payment link that uses the integration. Complete a controlled purchase to confirm that the PayPal option appears and that the transaction is recorded correctly before sharing the checkout with customers.

Connect Payments with Your Customer Workflow

BizStackPro brings PayPal payments, payment links, invoices, order forms, stores, transaction records, subscriptions, CRM, and automations together in one platform. This allows payment activity and customer follow-up to remain part of the same connected process.

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