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PayPal is a service that enables you to pay, send money, and accept payments without revealing your financial details.

To integrate Paypal in your workspace:

1. Go to the ‘Admin’ panel and under the ‘Integrations’ section, click ‘App Marketplace’

saphyte crm app marketplace

2. Under the ‘Payment Service Provider (PSP) Apps’, click ‘Create Account’ on the Paypal panel.

saphyte crm create account paypal

3. You will then be redirected to the Configuration page. Make sure that you have an active Paypal account before proceeding. Click the ‘Integrate with Paypal’ to begin the integration.

saphyte crm integrate with paypal

4. Fill out all the required fields and click ‘Save‘ once done.

saphyte crm integrate paypal account
Name Identifies the name of your account
Active Means that the integration is active
Live Enables live payment transactions
Client Secret Secret key
Client ID A unique ID for your API credentials

When integrating Paypal, it is important to note the following:

  • You need a PayPal Developer account to do the integration. Check this guide on how to get started.
  • Use Sandbox keys when integration LIVE switch is disabled. When enabled, you should use your LIVE keys.

5. Once you have successfully integrated your account, you can now use it in your payment link.

saphyte crm paypal account live
Use the Paypal Account live