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Integrating PayPal

Capabilities​

DataGrail's PayPal integration provides the following capabilities:

ProductCapability
Request Manager
Request TypesAccess
Identifier CategoriesEmail

Before You Start​

To successfully configure this integration, please ensure you have sufficient privileges:

  • DataGrail User Role: Super Admin, Connections Manager
  • PayPal User Role: Admin

Create an API App​

  1. Log in to developer.paypal.com.
  2. Navigate to Apps & Credentials.
  3. Select Live in the top right and then Create App.
  4. Enter an App Name and select the relevant Type.
  5. Select Create App and copy the Client ID and Secret in a secure, temporary location.
  6. Under Feature options, configure the following:
Required Features
  • Invoicing
  • Customer Disputes
  • Transaction Search
  1. Select Save.

Connect to DataGrail​

  1. In DataGrail, navigate to Integrations and select Configure New Integration to search for PayPal.
  2. Enter the Client ID and Client Password (Secret).
  3. Select Login to Configure.

Next Steps​

Now that you've successfully connected the integration, check out the following resources:

Troubleshooting​

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details​

The PayPal integration uses the PayPal REST API:
Access TypeSynchronous

API Documentation​

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.

 

Need help?
If you have any questions, please reach out to your dedicated Account Manager or contact us at support@datagrail.io.

Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.