Help/Announcements/New & Improved

PayPal - Getting more details out settings/permissions - 6/3/2011

Christie
posted this on June 03, 2011 10:29 AM

If you're an existing Outright user currently importing from PayPal, you'll need to make a small change to get more detailed transaction information. (Note: If you have not yet set up Paypal in Outright this will be automatically done for you when you set up your Paypal). Although there are a lot of steps, the process is actually quite quick; it's not very intuitive so the screen shots should help.  If you have any questions feel free to submit a support ticket.

 

1.  Login to your PayPal account at PayPal .com.
2.  From the Profile menu, choose "My Selling Tools."

 

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3.  Select the "Update" to the right of the API Access listing.
 

2.png

 

4.  Click "Add or Edit API Permissions."


Screen_Shot_2013-04-09_at_2.50.31_PM.png


5. Click “Edit Third Party” listed next to Outright, Inc.  (aka: kevin_api1.outright.com).

NOTE: Only “Premier” or “Business” accounts have this option. If you have a “Personal” account you will only be able to View or Delete permissions. If you’d like to upgrade your account you can get more info here.
 
  

paypal-four.png 

 

5.  Check the box next to “Obtain information about a single transaction”.  This allows Outright to see the detail level information about transactions. So rather than seeing a single “Sale” amount, we’d see all the pieces that make up that sale, such as separate item costs, shipping income, sales tax collected, PayPal fees, etc.

 

paypal-api.png

 
6.  Click Save.

 

All the detailed information from PayPal will show up in your account going forward - unfortunately we can't go backward.

 
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