# PayPal Commerce Checkout

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* [Add Gateway to CRM](#paypalcommercecheckout-addgatewaytocrm)
* [Register or Migrate PayPal Gateway](#paypalcommercecheckout-registerormigratepaypalgateway)
* [Use PayPal on Checkout and Upsell Pages](#paypalcommercecheckout-usepaypaloncheckoutandupsellpages)
* [Using the Test Server](#paypalcommercecheckout-testserverusingthetestserver)
* [Special Considerations](#special-considerations-phone-number)

***

### Add Gateway to CRM <a href="#paypalcommercecheckout-addgatewaytocrm" id="paypalcommercecheckout-addgatewaytocrm"></a>

Navigate to **Gateways → Gateway Integrations**, then locate the **PayPal Commerce** tile. Click on the tile and press the <mark style="color:green;">+</mark> <mark style="color:green;"></mark><mark style="color:green;">**Activate**</mark> button.

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Enter a **Title** and optionally the **brandName**. Do not enter **merchantId**. **merchantId** will be automatically assigned in the next step.

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Save the gateway and move onto the ***Register or Migrate PayPal Gateway*** instructions below.

{% hint style="success" %}
The Accepted Payments and Additional Options sections will not affect PayPal gateways, but be sure to enter Limits and Gateway Details.
{% endhint %}

{% hint style="info" %}
**secure3DS** - Choose this option if accepting credit cards through PayPal and are in need of 3D Secure protection (Strong Customer Authentication)

**force3DS** - Check this box to require 3D Secure on all credit card payments. An unchecked box will use 3D Secure only when the issuing bank requires it.

**guestCheckout** - Will redirect the customer to PayPal’s guest checkout page instead of the PayPal login page

**useTestServer** - use sandbox credentials to test the integration. Be sure this is unchecked for live processing. Using sandbox credentials on a live account will result in an error reading “Client Authentication failed”. See [**here**](#paypalcommercecheckout-testserverusingthetestserver) for more details.

**referenceTransactions** - Required if using PayPal for upsells and/or recurring billings

**sendFulfillmentTrackingNumber** - CRM will send the tracking numbers for orders to PayPal

**skipAddressNonShippable** - If there are only digital products on an order then do not require selection of a delivery address at PayPal

**requireAddress** - Require an address if the order has shippable products or if **skipAddressNonShippable** is unchecked.
{% endhint %}

{% hint style="warning" %}
If your account requires FraudNet, please be sure to send the FraudNet data when calling Import Order and Confirm PayPal APIs using the paypalClientMetadataId field.
{% endhint %}

### Register or Migrate PayPal Gateway <a href="#paypalcommercecheckout-registerormigratepaypalgateway" id="paypalcommercecheckout-registerormigratepaypalgateway"></a>

Find the PayPal gateway in the list and press the **Edit** button on that row.

Press the **Register** or **Migrate** button (depending on if you are creating a new PayPal gateway or migrating a legacy PayPal gateway into a PayPal Commerce gateway).

Follow the instructions to register the PayPal account on CheckoutChamp. At the end of the registration process, **merchantId** will be assigned to the gateway.

If the enrollment status is Pending, there will be a button to check the registration status. Press the **Check Register Status** button to complete the registration.

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### Use PayPal on Checkout and Upsell Pages <a href="#paypalcommercecheckout-usepaypaloncheckoutandupsellpages" id="paypalcommercecheckout-usepaypaloncheckoutandupsellpages"></a>

For instructions on using PayPal with a Direct API checkout page, [click here](https://help.konnektive.com/konnektive-crm/gateway-setup/gateways/paypal-seamless-checkout/paypal-commerce-checkout-direct-api).

For instructions on using PayPal with PayPal’s SDK, [click here](https://help.konnektive.com/konnektive-crm/gateway-setup/gateways/paypal-seamless-checkout/paypal-commerce-checkout-sdk).

{% hint style="info" %}
Note: One-click upsells can only be processed through PayPal if your PayPal account has the Reference Transactions setting enabled inside PayPal. If PayPal will not enable Reference Transactions on your account, you can still process Two-Click upsells by following these instructions:
{% endhint %}

***

### Using the Test Server <a href="#paypalcommercecheckout-testserverusingthetestserver" id="paypalcommercecheckout-testserverusingthetestserver"></a>

You may process using PayPal’s test server

{% hint style="danger" %}
Be sure this is unchecked for live processing.
{% endhint %}

1. Go to [Paypal Developer](https://developer.paypal.com/home) and login to your PayPal account
2. Go to Sandbox > Accounts and create a Business account
3. Go to Konnektive and create a new PayPal Commerce gateway. Check the useTestServer checkbox. Save.
4. Edit the PayPal Commerce gateway and press the Register button
5. Login to PayPal using the Business account from Step 2
6. Complete the onboarding flow
7. Save the gateway in Konnektive
8. Test transactions as needed
9. It is recommended to use a separate gateway for live transactions. However, if the need arises, do follow these steps to convert the test server gateway to a live account:
   * Edit the gateway in Konnektive
   * Uncheck the useTestServer box
   * Save the gateway
   * Edit the gateway
   * Press the Register button
   * Login and complete the onboarding process using live PayPal account
   * Save the gateway in Konnektive

***

### Special Considerations - Phone Number

Obtaining the customer’s phone number may require enabling an option on your PayPal account:

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