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Setting Up PayPal Payflow Link (with Express Checkout)

Need help? Call PayPal Sales Support: 877-579-5973

PayPal Payflow Link is a hosted payment gateway solution with an embedded checkout that keeps customers on your site. It’s the fast and easy way to add transaction processing to your site.

The setup includes the following steps:

Step 1: Configure Your PayPal Payflow Link Account

Step 2: Complete the Required Settings

Step 3: Complete the Basic Settings for PayPal Payflow Link

Step 4: Complete the Basic Settings for Express Checkout

Step 1: Configure Your PayPal Payflow Link Account

Before you begin, you must configure your PayPal PayFlow Link account on the PayPal website.

  1. Log in to your PayPal Payflow Link account.
  2. Go to Service Settings > Hosted Checkout Pages > Set Up, and make the following settings:
    • AVS: No
    • CSC: No
    • Enable Secure Token:  Yes
  3. Save the settings.

PayPal recommends that you set up an additional user on your account.  To set up an additional user, do the following:

Setting Up an Additional User

  1. Go to manager.paypal.com, and log in to your account.
  2. Follow the instructions to set up an additional user.
  3. Save the changes.

Step 2: Complete the Required Settings

You can have two PayPal solutions active at the same time:  PayPal Express Checkout, plus any one of the All-In-One or Payment Gateway solutions. If you change payment solutions, the one you used previously is disabled.

To begin the configuration, follow these steps from the Admin panel of your Magento Go store.

  1. From the Admin panel, select System > Configuration.
  2. In the Configuration panel on the left, under Sales, select Payment Methods.
  3. In the Merchant Location section, select the Merchant Country where your business is located.
  4. Under PayPal Payment Gateways, in the PayPal Payflow Link section, click the Configure button.
  5. Configure PayPal Payflow Link
    Configure PayPal Payflow Link

Payflow Link Settings

  1. Under Required PayPal Settings, in the Payflow Link section, do the following:
    1. Set Partner to “PayPal.”
    2. Set Vendor to your PayPal user login name.
    3. Do one of the following:
      • Set User to the name of the additional user you set up for your PayPal account.
      • Enter the username you use to log in to your PayPal merchant account.
    4. Enter the Password that is associated with your PayPal account.
    5. Set Test Mode to “Yes.”
      When you are ready to “go live” with this solution, remember to return to the configuration, and set Test Mode to “No.”
  2. When these settings are complete, set Enable Payflow Link to “Yes.”
  3. PayPal Payflow Link Settings
    PayPal Payflow Link Settings

Express Checkout Settings

  1. Click to expand the Express Checkout section.
  2. Enter the Email Address that is associated with your PayPal merchant account.
  3. Set API Authentication Methods to one of the following:
    • API Signature
    • API Certificate
      If using an API certificate, click the Browse button and select the file to upload.
  4. If necessary, click the Get Credentials from PayPal button. Then, complete the following:
    • API Username
    • API Password
    • API Signature
  5. If you are using credentials from your sandbox account, set “Sandbox Mode” to “Yes.”
    If necessary, click the Sandbox Credentials button and follow the instructions to set up your testing environment.
  6. When these sections are complete, set Enable Express Checkout to “Yes.”
  7. PayPal Express Checkout Settings
    PayPal Express Checkout Settings

Step 3: Complete the Basic Settings for PayPal Payflow Link

  1. If your store has multiple views, make sure to set Current Configuration Scope in the upper-left corner to the view where these settings apply.
  2. Enter a Title to identify PayPal Payflow Link during checkout. It is recommended that you use the title, “Debit or Credit Card.”
  3. If you offer multiple payment methods, enter a Sort Order number to determine the sequence in which PayPal Payflow Link is listed, using the title you have assigned, with other payment methods during checkout.
  4. Set Payment Action to one of the following:
    • Authorization: Approves the purchase and puts a hold on the funds. The amount is not withdrawn from the customer’s account until it is “captured” by the merchant.
    • Sale: The amount of the purchase is authorized and immediately withdrawn from the customer’s account.
  5. Basic Settings - PayPal Payflow Link
    Basic Settings - PayPal Payflow Link

Advanced Settings

  1. At the bottom of the Basic Settings section, click Advanced Settings.
  2. Set Payment Applicable From to one of the following:
    • All Allowed Countries: Accepts payment from the countries already specified in your configuration.
    • Specific Countries: Accepts payments from only the countries you specify.  Hold the Ctrl key down, and in the Payment Applicable From list, click each country where you accept payment.
  3. To configure the use of the three-digit CVV security on the back of credit cards, do the following:
    1. To be able to edit the security code after it has been entered by the customer, set CVV Entry is Editable to “Yes.”
    2. To require that customers enter the three-digit security code from the back of the card, set Require CVV Entry to “Yes.”
    3. To send an email confirmation of the payment to the customer, set Send Email Confirmation to “Yes.”
  4. For developers, this field identifies the method that is used when information is exchanged with the PayPal server during the completion of a transaction.  The “Cancel” and “Return” URLs refer to the page where a customer returns after completing or canceling the payment portion of the checkout process on the PayPal server.  Set URL method for Cancel URL and Return URL to one of the following:
    • GET: This default method retrieves information that is the result of a process or calculation.
    • POST: Provides a block of data, such as data entered into a form, to a data handling process.
  5. Complete the following sections as applicable for your store:
    • Settlement Report Settings
    • Frontend Experience Settings
    PayPal Express Checkout - Advanced Settings
    PayPal Express Checkout - Advanced Settings

Settlement Report Settings

  1. If you have signed up for PayPal’s Secure FTP Server, enter the following SFTP login credentials:
    • Login
    • Password
  2. To run test reports before “going live,” with Express Checkout on your site, set Sandbox Mode to “Yes.”
  3. Enter the Custom Endpoint Hostname or IP-Address. By default, the value is: reports.paypal.com
  4. Enter the Custom Path where reports are saved. By default, the value is: /ppreports/outgoing
  5. To generate reports according to schedule, under Scheduled Fetching, make the following settings:
    1. Set Enable Automatic Fetching to “Yes.”
    2. Set Schedule to one of the following:
    • Daily
    • Every 3 Days
    • Every 7 Days
    • Every 10 Days
    • Every 14 Days
    • Every 30 Days
    • Every 40 Days

    PayPal retains each report for forty-five days.

  6. Set Time of Day to the hour, minute, and second when you want the reports to be generated.
  7. PayPal Settlement Report Settings
    PayPal Settlement Report Settings

Frontend Experience Settings

  1. Select the PayPal Product Logo that you want to appear in the PayPal block in your store. The PayPal logos are available in four styles and two sizes. Options include:
    • No Logo
    • We Prefer PayPal (150 x 60 or 150 x 40)
    • Now Accepting PayPal (150 x 60 or 150 x 40)
    • Payments by PayPal (150 x 60 or 150 x 40)
    • Shop Now Using PayPal (150 x 60 or 150 x 40)
    • Tip: Use the Layout Editor to control the placement of the PayPal block in your store. It can be set to appear in the sidebar of your Home and catalog pages.

  2. To customize the appearance of your PayPal Merchant pages, do the following:
    1. Enter the name of the Page Style that you want to apply to your PayPal merchant pages.  The options include:
      • paypal: Uses the PayPal page style.
      • primary: The page style which you identified as the “primary” style in your account profile.
      • page_style_name: The name of a custom payment page style which is specified in your account profile.
    2. In the Header Image URL field, enter the URL of the image that you want to appear in the upper-left corner of the payment page. The maximum file size is 750 pixels wide by 90 pixels high.

      Note: PayPal recommends that the image be located on a secure (https) server. Otherwise, the customer’s browser may warn that “the page contains both secure and nonsecure items.”

    3. Enter the HTML hex code without the “#” symbol, for each of the following:
      • Header Background Color
      • Header Border Color
      • Page Background Color
    PayPal Frontend Experience Settings
    PayPal Frontend Experience Settings

Step 4: Complete the Basic Settings for PayPal Express Checkout

  1. If your store has multiple views, make sure to set Current Configuration Scope in the upper-left corner to the view where the configuration applies.
  2. Enter a Title to identify this payment method during checkout. It is recommended to set the title to, “PayPal” for each store view.
  3. If you offer multiple payment methods, enter a Sort Order number to determine the sequence in which PayPal Express Checkout is listed, using the title you assigned, with other payment methods during checkout. Payment methods appear in ascending order based on the Sort Order value.
  4. Set Payment Action to one of the following:
    • Authorization: Approves the purchase and puts a hold on the funds. The amount is not withdrawn until it is “captured” by the merchant.
    • Sale: The amount of the purchase is authorized and immediately withdrawn from the customer’s account.
  5. To display the “Check out with PayPal” button on the Shopping Cart page, set Shortcut on Shopping Cart to “Yes.‘
  6. o display the “Check out with PayPal” button on the Product Detail page, set Shortcut on Product View to “Yes.‘
  7. PayPal Express Checkout Basic Settings
    PayPal Express Checkout Basic Settings

Advanced Settings

  1. Set Payment Applicable From to one of the following:
    • All Allowed Countries: Accepts payment from the countries already specified in your configuration.
    • Specific Countries: Accepts payments from only the countries you specify.  Hold the Ctrl key down and click the name of each country where you accept payment.
      • To display a full summary of the customer’s order by line item from the PayPal site, set Transfer Cart Line Items to “Yes.”
        • To also include up to ten shipping options in the summary, set Transfer Shipping Options to “Yes.” (This option appears only if line items are set to transfer.)
      • To determine the type of image used for the PayPal acceptance button, set Shortcut Buttons Flavor to one of the following:
        • Dynamic: (Recommended) Displays an image that can be dynamically changed from the PayPal server.
        • Static: Displays a specific image that cannot be dynamically changed.
      • To allow customers without PayPal accounts to make purchases with this method, set Enable PayPal Guest Checkout to “Yes.”
      • Set Require Customer’s Billing Address to one of the following:
        • Yes: Requires the customer’s billing address to make a purchase.
        • No: Does not require the customer’s billing address to make a purchase.
        • For Virtual Quotes Only: Requires the customer’s billing address for virtual quotes only.
      • Set Billing Agreement Signup to one of the following:
        • Auto: Automatically initiates the Billing Agreement signup process.
        • Ask Customer: Asks if the customer wants to create a billing agreement.
        • Never: No action is taken regarding billing agreements.
      • Follow the instructions below to complete the PayPal Billing Agreement Settings section.
      • When complete, click the Save Config button to save the settings.
      • PayPal Express Checkout Advanced Settings
        PayPal Express Checkout Advanced Settings

Billing Agreement Settings

A billing agreement is a sales agreement between the merchant and customer which has been authorized by PayPal for use with multiple orders. After PayPal authorizes the agreement, the payment system issues a unique reference ID to identify each order that is associated with the agreement. Similar to a purchase order, there is no limit to the number of billing agreements a customer can set up with your company.

  1. At the bottom of the Advanced Settings section, click to expand the PayPal Billing Agreement Settings section.
  2. To activate billing agreements for your store, set Enabled to “Yes.” During the checkout process, the Billing Agreement payment option appears only for customers who have already entered into a billing agreement with your company.
  3. Enter a Title to identify this payment method during checkout.  For example, “PayPal Billing Agreement.”
  4. If you offer multiple payment methods, enter a Sort Order number to determine the sequence in which is Billing Agreement is listed with other agreements.
  5. Set Payment Action to one of the following:
    1. Authorization: With this payment action, there is a delay between the time the payment is approved, and when the funds are withdrawn from the customer’s account. A hold is put on the funds, but the amount is not withdrawn until the funds are “captured” by the merchant.
    2. Sale: The amount of the purchase is authorized and immediately withdrawn from the customer’s account.
  6. Set Payment Applicable From to one of the following:
    • All Allowed Countries: Accepts payment from the countries already specified in your configuration.
    • Specific Countries: Accepts payments from only the countries you specify.  Hold the Ctrl key down, and in the Payment Applicable From list, click each country where you accept payment.
  7. To display a summary of each line item from the customer’s order on your PayPal payments page, set Transfer Cart Line Items to “Yes.”
  8. To allow customers to initiate a billing agreement from their account dashboard, set Allow in Billing Agreement Wizard to “Yes.”
  9. Billing Agreement Settings
    Billing Agreement Settings

See also:

Understanding PayPal

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