Creating PayPal Settings

To create PayPal settings on the CRM, follow these steps:

Step 1

Click on "Create" in the PayPal Settings section.

Step 2

1. Fill in the required fields:

   • Name: Enter a name for the PayPal settings.

   • Client ID: Retrieve the Client ID from your PayPal account.

   • Secret: Retrieve the Secret from your PayPal account.

   • Select the currencies you wish to offer to your clients.

     1. The available currencies will depend on the supported currencies of your PayPal account.

     2. By default, the supported currencies provided by PayPal will be listed in the CRM.

     3. Please note that the available currencies may vary depending on the country where your PayPal account is registered. For example, if your PayPal account is registered in China, it may support CNY as a deposit currency.

2. Click "Save" to save the PayPal settings.

   

Step 3

1. If the creation is successful, a pop-up notice will appear, informing you that the PayPal settings have been created successfully.

2. If there is an error, a pop-up notice will appear, indicating that there is an issue with your account details. In such cases, verify the account details (Client ID and Secret) and retry the process.

Step 4

Once you have successfully created the PayPal Settings, you will need to create the payment method via the Deposit Settings tab. (Please refer to this section for more details: Create New Payment Methods).