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How to connect PayPal to ChartMogul

Important: Before you begin
PayPal offers a number of separate subscription services:

Due to the design of these services, ChartMogul can only support integrations that use the PayPal Payments REST API.

If you’re using Payment Buttons or Express Checkout and are sending data through the HTML “form action” method: You will NOT be able to push your subscriptions to ChartMogul.

As an alternative, you could import your PayPal Customers using our Google Sheets app, or through our API. Manually-imported customers will not be linked to your PayPal account, but they will be included in your ChartMogul metrics in the same way.

If you’re using the Payments REST API: That’s great! You can continue with the steps below.

Connecting your PayPal account to ChartMogul

You will need to have an admin Account in both ChartMogul and PayPal to complete the following steps.

 

  1. Go to https://app.chartmogul.com/#admin/data_load
  2. Click Add data source.
  3. Enter a name for your connection, select Paypal from the System dropdown and click Next 

 

Create a new App in your PayPal account

 

  1. Log in to developer.paypal.com/developer/applications and click Create App, choose a name (e.g. ChartMogul connector) and click Create App.
  2. Switch to Live mode and from the 'LIVE API CREDENTIALS' section, copy and paste the 'Client ID' and 'Secret' into the fields provided in this section and click Save.

 

 

Add an IPN to your PayPal account

PayPal only supports a single IPN per account. If you're already using the IPN for another service, you can setup a relay to forward the notifications to ChartMogul.

 

Import historic data from PayPal

 
I-ABC12300XX
I-DEC456XX00
 
You should be able to find the Billing Agreement IDs of your active and inactive customers in the PayPal Billing Agreement Report. If you can't find them here, they may also be stored in your database. You should export your billing agreement IDs (A.K.A. Profile IDs) from this report in CSV format.
 
If this report contains no customers (you might see 'No data available'), your Billing Agreement IDs will be stored in your database. You will probably need a developer to help you access this data. A Billing Agreement ID has the format "I-123450XX".

 

Next, upload both files (one for your active and one for your inactive customers) to ChartMogul by clicking Import Data. You will need to remove any blank rows from the CSV file, including any title rows (e.g. "Active customers", but do not remove the headers "Profile ID, Description" etc.).
 
If your IPN is configured correctly (see "Add an IPN to your Paypal account" section above) you only need to do this once. Going forwards we'll add all new billing agreement IDs to the table automatically.

Click ‘Import Data’

This will start your historical data import and connect your IPN. The import can take some time. Once the import has been completed, you’ll see your PayPal data in the ChartMogul dashboard. If you had setup your IPN, ChartMogul will update automatically with any activity from your PayPal account.