How to connect PayPal & PayPal Business to your form
Discover how to connect PayPal and PayPal Business to your forms with our detailed guide. Learn the step-by-step process for integrating secure PayPal payments on your website, perfect for online stores, services, and event registrations.
Connecting PayPal and PayPal Business to your forms is a powerful way to streamline payment processing and enhance your customers' experience. Whether you're running an online shop, offering services, or managing event registrations, integrating PayPal provides a trusted and convenient payment solution.
In this guide, we will walk you through the process of setting up PayPal and PayPal Business with your forms, covering everything from account setup to embedding the payment form on your site.
By following these steps, you'll be able to offer a secure and efficient payment option that can help boost your business's credibility and sales.
Step 1: Install PayPal app in your Formaloo dashboard
To start integrating PayPal with your forms, you need to install the PayPal app within your Formaloo dashboard. Follow these simple steps:
- Go to your dashboard profile: Log in to your Formaloo account and navigate to your profile.
- Click on App Store: In your dashboard menu, find and click on the "App Store" option.
- Search for PayPal: In the App Store, use the search bar to look for "PayPal" or locate it directly in the "Payments" menu.
- Click Install: Once you find the PayPal app, click on the "Install" button to add it to your Formaloo dashboard.
By completing these steps, you will have successfully installed the PayPal app, enabling you to proceed with connecting it to your forms. You also need to add your PayPal credentials to add a new integration.
Step 2: Get your PayPal API credentials
For adding PayPal, you need to add your PayPal API Credentials. You can get your API keys at this link. Log in to your PayPal account by clicking on the “Login into Dashboard” button.
1. In the My apps & credentials dashboard, choose the “Live” option instead of “Sandbox”.
2. Then click on the “Create App” button, add a name for your app, and select the “Create app” button.
3. Now, copy and paste your PayPal Client ID & Secret code as instructed above. Your Client ID is the merchant code, and your Secret is the secret key in Formaloo.
For your connection to work, it’s important to make sure that your app is in “Live mode”, not “Sandbox” as instructed in the first step. In the above gif, we’ve skipped this step.
Step 3: Configure payment settings in your formaloo
- Edit your formaloo: Open the form you want to integrate with PayPal by navigating to the form editor.
- Go to settings: In the form editor, click on the "Settings" tab.
- Enable payment option: Locate the "Form with payment" option and enable it.
- Select payment method: In the payment method property, select the PayPal method you just installed.
- Set payment details: Choose a fixed payment amount and select your preferred currency.
By following these steps, your form will be configured to accept payments through PayPal, providing a seamless transaction experience for your users.
Seamlessly integrate PayPal for a smooth payment experience
Integrating PayPal with your forms is a straightforward process that can significantly enhance your business operations.
By following the steps outlined in this guide, from installing the PayPal app in your Formaloo dashboard to configuring the payment settings in your form, you ensure a secure and efficient payment process for your customers.
This integration not only simplifies transactions but also builds trust and reliability with your audience. Start leveraging PayPal today and watch your business thrive with seamless and secure payment solutions.