V5.4.1 - PayPal Integration
Learn about all the details of all our recent CRM updates here.
Last updated
Learn about all the details of all our recent CRM updates here.
Last updated
In this release, we are excited to present to you PayPal as a newly integrated Payment Service Provider (PSP) on your CRM. You can now receive funds with PayPal, debit cards and credit cards, giving your clients a more comprehensive and efficient fund deposit experience. Open up a new deposit stream for your clients by registering and setting up PayPal now!
To start offering PayPal as a new deposit method to your clients, you will first need to install it from the CRM marketplace.
This function is free for all to use, with no expiry.
Upon completion of installation, you will see “PayPal Settings” under the “Deposit Settings” module.
Upon installing PayPal from the CRM Marketplace, you will need to enable the following permissions:
Read PayPal Settings
Add PayPal Settings
Update PayPal Settings
Delete PayPal Settings
Upon setting up PayPal as a deposit method, your client will be able to deposit via PayPal.
Client will need to fill in the details and click “Confirm”.
Once client clicks “Confirm”, a deposit request will be submitted to you.
Register an account via https://www.paypal.com/bizsignup/