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What is PayPal Integration?

PayPal integration allows users filling out your form to submit payments to you. PayPal's Instant Payment Notification (IPN) will update your FormSite account with the status of each transaction.

A Professional level FormSite account and a PayPal Premier or Business level account are required. Use the instructions below to create a PayPal account and verify your PayPal identity.

PayPal Integration

Create Your PayPal Account

If you already have a PayPal account, you can skip this section.

1. Visit paypal.com and click their Sign Up link.
2. Choose either a Premier Account or Business Account.
3. Provide PayPal with the information they request to create your account. Please note that your FormSite and PayPal accounts are separate - we cannot retrieve any information regarding your PayPal account for any reason.
4. You will receive an email message from PayPal, confirming your account. We recommend that you act on this message immediately. Follow PayPal's instructions to confirm your email address.

Verify Your PayPal Identity

If you already have a verified PayPal account, you can skip this section.

1. Log into your PayPal account. From the Business Account Overview, click the "Status: Unverified" link.
2. Click the link to add a Bank Account.
3. Provide PayPal with the information they request regarding your bank account.
4. PayPal will place two small deposits into your bank account. To verify your bank account, you must correctly report each amount to PayPal.

FormSite's PayPal Settings

Your form's PayPal settings are controlled on the "Form->Payments" page. In order to enable PayPal integration for your form, it must meet the following requirements:

• Must have at least one order form (totaling) item
• Must not use the Form Login feature

Advanced users can pass additional integration parameters directly to PayPal by enabling the "Use Additional Parameters" setting.

Settings specific to PayPal, such as the payment methods you wish to accept, are controlled from within your PayPal account.

Viewing PayPal Results

Once PayPal integration has been enabled for your form, you can view the status of a result's PayPal transaction by using the "Results->Summary Table" page. Each result row will have a "History" link for more information and one of the following status icons:

	The charge was successful.
	The charge was successful, but additional information is also available, such as a refund or duplicate order. The order also may have been updated, changing the total amount.
	Payment was incomplete or your account is not set up correctly.
	The customer's payment attempt has failed.

NOTE: Your PayPal account is the final record of all payments and refunds. There should not be a discrepancy between PayPal and FormSite, but in the event that this situation arises, PayPal takes precedence over FormSite.

Additional Information

Most users want PayPal to be configured so that their users do not need to sign up for a PayPal Account themselves to pay, rather with just a credit card. To enable this, follow these instructions:

• Log into your PayPal Account
• Go to "Profile" and click "Website Payment Preferences" under the "Selling Preferences" column.
• Select "Yes" next to "PayPayl Account Optional"

When Payment Integration is enabled, you can also set Notifications to be sent after the result is confirmed, but before the user pays ("Before Payment"), or only after a successful payment ("After Successful Payment").

The Create Your PayPal Account and Verify Your Identity instructions were created by FormSite to assist you in creating your PayPal account as easily as possible. If PayPal makes changes to their site, these instructions may become inaccurate. Please contact PayPal with any PayPal specific questions.

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