PAYPAL API SETTINGS:
First, you MUST have a PayPal Business Account. As long as you have that taken care of, you can finish the rest of these instructions.
While logged into PayPal, follow these steps: (click on the links below to save time)
- Click: User Icon at the top right
- Go to: Profile and Settings
- Click: My Selling Tools on the left toolbar
- Click: Update on API Access
- Click: Request API Credentials
- https://www.paypal.com/us/cgi-bin/webscr?cmd=_profile-api-add-direct-access-show
- Already selected should be: Request API Signature
- Click: Agree and Submit
- Now, this next screen will have all of the information you need to paste into CrossPostIt
Keeping PayPal open, open a new screen/tab and log into CrossPostIt and follow these steps:
- Click: Settings
- Click: My Location
- At the bottom right corner, you will see where to enter the information displayed within PayPal
PAYPAL IPN SETTINGS:
Setting this will allow accountants to make payments to customers directly through the application. Without this, the Payment section cannot function.
While logged into PayPal, follow these steps:
- Click: User Icon at the top right
- Go to: Profile and Settings
- Click: My Selling Tools on the left toolbar
- Click: Instant Payment Notification
- https://www.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-ipn-notify
- Click: Choose IPN Settings
- Go to the application and copy the Instant Payment Notification URL from Settings > My Location and paste this into PayPal
- Under IPN messages, be sure to select Receive IPN Messages.
- Click: Save
Important: First time users need to contact their Account Manager or PayPal Customer Support to enable Mass Payments for their PayPal premier or business accounts. PayPal accounts must be white listed for the Mass Pay API to function properly. If these steps are not completed, you may receive the error “User Is Blocked”.