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Setup Guide

Follow these steps to connect PayPal to your Connect AI account:
1
Open the Connections page of the Connect AI dashboard.
2
Click + Add Connection in the upper-right corner.
3
Type PayPal into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Select the Schema from the drop down list, then proceed to the relevant section and follow those instructions.

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REST

1
Enter the OAuth Client Id assigned when you registered your PayPal account for OAuth.
2
Enter the OAuth Client Secret for your PayPal account.
3
Set the Use Sandbox field to True only if you are using a sandbox account. Otherwise, leave it as False.
4
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

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SOAP

1
Enter the PayPal username for authentication in the User field.
2
In the Password field, enter the user password.
3
Enter your Signature. To create a signature, in your PayPal business account navigate to Profile > My Setting Tools. In the API Access section click Update, and then Request API Credentials on the following page.
4
Set the Use Sandbox field to True only if you are using a sandbox account. Otherwise, leave it as False.
5
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

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More Information

For more information about interactions between Connect AI and PayPal, see this information page.