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What is PayPal Website Payments Pro Integration?

PayPal Website Payments Pro integration allows users filling out your form to submit payments to you. With PayPal Website Payments Pro Integration, you can accept payments directly on your form so users will never have to be forwarded to PayPal, providing a smoother, more cohesive integration.

A Professional level FormSite account and a PayPal Premier or Business level account with Website Payments Pro enabled are required. Use the instructions below to create a PayPal account and verify your PayPal identity.

PayPal Pro Integration

Create Your PayPal Account

If you already have a PayPal account, you can skip this section.

1. Visit PayPal.com and click their Sign Up link.
2. Choose either a Premier Account or Business Account.
3. Provide PayPal with the information they request to create your account. Please note that your FormSite and PayPal accounts are separate - we cannot retrieve any information regarding your PayPal account for any reason.
4. You will receive an email message from PayPal, confirming your account. We recommend that you act on this message immediately. Follow PayPal's instructions to confirm your email address.
5. You will also need to enable Website Payments Pro for your PayPal account.

Verify Your PayPal Identity

If you already have a verified PayPal account, you can skip this section.

1. Log into your PayPal account. From the Business Account Overview, click the "Status: Unverified" link.
2. Click the link to add a Bank Account.
3. Provide PayPal with the information they request regarding your bank account.
4. PayPal will place two small deposits into your bank account. To verify your bank account, you must correctly report each amount to PayPal.

FormSite's PayPal Settings

Your form's PayPal Website Payments Pro settings are controlled on the "Form->Payments" page. In order to enable PayPal Website Payments Pro integration for your form, it must meet the following requirements:

• Must have at least one order form (totaling) item
• Must not use the Form Login feature

To setup your form, first get the API credentials from your PayPal account. Please note that these are separate from the information you use to login to your PayPal account. To get this information:

1. Go to PayPal.com and log in to your account.
2. Click "Profile" at the top of the page.
3. Click "API Access" in the Account Information column.
4. Click "View API Certificate or Request API Credentials".
5. Select "Request API signature."
6. Click "Agree," and then click "Submit".

After you enter your credentials and configure the other settings, setup the PayPal Field Mappings. These settings allow you to edit the name of each of the payment fields that will be shown on your form by typing in the new label in the text field. You can also use the dropdown boxes to select an existing item on your form to map the PayPal field to, allowing you to default the payment field's value to the result that the user enters elsewhere on your form. Any mappings that are left blank will just not be populated when the user gets to the order review/payment page. The country code fields allow you to set a default country rather than mapping to an item on your form. Credit card fields don't need to be mapped since it is not necessary to collect credit card information on your form. PayPal Website Payments Pro Integration provides credit card handling and PCI compliance.

Advanced users can pass additional integration parameters directly to PayPal by enabling the "Use Additional Parameters" setting. Additional Parameters must be supplied in the format Field=Value (for example, EMAIL=[pipe:7?]. See the PayPal API Reference for more details. We recommend adding shipping and other fees as items on your form rather than as Additional Parameters.

Some settings specific to PayPal are controlled from within your PayPal account.

When using the Recurring Billing options, you can also specify a One-Time Fee. This will be charged to the user immediately, in addition to the recurring payments. The form's total amount must be used for either the recurring fee or the one-time fee, if not both. The Description fields should be filled in with text describing to the user what it is for, as the description for any Fixed Amount values will be displayed as a line item in the order summary that is displayed to the user and in various results formats. Due to the unique functionality of the PayPal Website Payments Pro Recurring Billing options, it can only be combined with the Pay by Check payment method. To use the Recurring Billing options, the Recurring Payments service should be added to your PayPal Website Payments Pro account.

Viewing PayPal Website Payments Pro Results

Once PayPal Website Payments Pro integration has been enabled for your form, you can view the status of a result's PayPal Website Payments Pro transaction by using the "Results->Summary Table" page. Each result row will have a "History" link for more information and one of the following status icons:

	The charge was successful.
	The charge was successful, but additional information is also available, such as a refund or duplicate order. The order also may have been updated, changing the total amount.
	Payment was incomplete or your account is not set up correctly.
	The customer's payment attempt has failed.

NOTE: Your PayPal account is the final record of all payments and refunds. There should not be a discrepancy between PayPal and FormSite, but in the event that this situation arises, PayPal takes precedence over FormSite.

Additional Information

When Payment Integration is enabled, you can also set Notifications to be sent after the result is confirmed, but before the user pays ("Before Payment"), or only after a successful payment ("After Successful Payment").

If you use the "Default Payment Cancel" success page for the Failure Page setting, then the form will redisplay with the error message at the top, allowing your user to easily try the transaction again. You can see more information about PayPal's error codes at their API Errors Reference page. The "Security headers is not valid" error message is usually due to incorrect account information at the "Form->Payments" page.

Advanced Fraud Management Filters is an extra service option that you can add to your PayPal Website Payments Pro account. This will add the Address Verification Service (AVS) and Card Security Code (CSC, CVV2) checks, among other things. If you do not have this enabled, or do not require CVV2 authorization, Card Verification Value (CVV2) failures will be noted for your transactions but will not cause payments to fail.

The Create Your PayPal Account and Verify Your Identity instructions were created by FormSite to assist you in creating your PayPal account as easily as possible. If PayPal makes changes to their site, these instructions may become inaccurate. Please contact PayPal with any PayPal specific questions.

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