RunPTO can connect to your organization’s PayPal Business account so you can accept online payments from members and customers.

Before You Begin

You must have a PayPal Business account. If you do not already have one, visit www.paypal.com and create or upgrade to a Business account.

Important: PayPal Sandbox credentials are for testing only. To collect real payments, you must enter credentials from a Live PayPal app.

Below are the steps to go about setting up your account at Paypal

Go to www.paypal.com and signup for a business account.

If you selected Paypal , you will need the Client Id value in Key 1 and Secret in Key 2

1. Go to: https://developer.paypal.com/developer/applications/ and log in with your PayPal business account credentials.

2. Navigate to the My Apps & Credentials tab and click the Create App button in the REST API Apps section. This allows the RunPTO system to authenticate with PayPal ..
3. Name the application (this does not impact the integration) and associate the live account.

4. You can create a Sandbox account for testing or you can directly create the Live account.

4. Click the Create App button.

Important Note:

1. The below example is for Paypal SandBox Keys/Test Keys for testing if required. No monies are withdrawn from the customer accounts if SandBox/Test keys are used.
2. Make sure you create a live app and switch to Live Keys before you start collecting funds.

SandBox App Screen

Live App Screen

5. The App will be created and the administrator can copy the Client ID for the test or live environment into the Key 1 column and secret in the Key 2 column.

Note: These values do not expire, but they can be disabled by an administrator if needed.

After entering live keys, you will be all set to collect payments from your members in your Paypal account and using Paypal Smart Buttons.

Additional Setup for the Modern/Express Store

If your RunPTO Store Type is set to Modern or Express (Express is latest and recommended), PayPal may require your organization to enable or receive approval for Advanced Credit and Debit Card Payments, now also referred to by PayPal as Expanded Checkout.

This feature allows customers to enter their credit or debit card information during checkout while PayPal processes the payment.

For Store Type = Modern or Express or Membership = Modern

In case the Store Type is set up as Modern/Express and Membership is enabled to Modern, you will need to obtain additional approval from PayPal, which will require you to provide further information about your organization. To learn more about how to enable Advanced Credit and Debit Card Payments, please click on the “Learn More” button on the Paypal website below.

The next step is to provide your organization’s information, including your website, which should be in the format of www.runpto.com/u/<your orgid>
e.g www.runpto.com/u/demoex or if you have your own domain www.demopto.org

After submitting the required details, you will receive an email confirming that you have been approved for Advanced Credit and Debit Payments and the screen will show you have been approved for Advanced Credit and Debit Card Payments.

API Credentials

Navigate to Business Tools and then API Credentials and get the credentials

Enter your API Credentials in Key 1 (Client Id) and Key 2 (Secret) of the Payment Gateway section in Application/Setup

Important Final Check

After you are done testing and before accepting payments from members:

1. Confirm that the PayPal app is set to Live.
2. Confirm that the credentials entered in RunPTO came from the Live app.
3. Complete a small payment.
4. Verify that the payment appears in your PayPal Business account.

Do not begin collecting payments until this verification has been completed.