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Affino

Paypal Setup Guide

Overview

 

Paypal is one of several payment gateways that can be used in Affino for recurring payments.

 

In this guide, you will learn how to set up Paypal as one of the many payment options available.

 

These instructions are for setting Paypal within a sandbox test environment. You may need to contact your own Paypal account manager to enable the live environment.

 

When this is done, your clients will be able to purchase products using Paypal.

Paypal Developer Account & Affino Payment Gateway

1.- Go to developer.paypal.com

 

- and log in with your Paypal account:

 

 

2.- In the dashboard, click Create App button:

 

 

Enter a name for your app then choose an App Type (e.g. Merchant) and select the Sandbox Business Account you want to use for it.

 

 

Note: you need this sandbox account to set up the subscriptions and check the payments.

 

Click the Create App button:

 

 

3.- Go to Payment Gateways within Affino (Control > Commerce > Payment Gateways)

 

Add a new payment gateway and copy-paste the Client ID and Secret from PayPal:

 

 

 

Note: save the Webhook ID field with a number (i.e. 1):

 

 

- so that the payment gateway can be saved and the Webhook URL is generated:

 

 

Click on Add Webhook in PayPal:

 

 

Copy the Webhook URL from Affino and past it into the

 

 

Select All Event Types:

 

 

Save then copy-paste the PayPal generated Webhook ID:

 

 

- back into Affino’s Payment Gateway:

 

 

Set the Affino Payment Gateway to Live.

 

Paypal: Setup Subs

Within the sandbox, go to Accounts (Under SANDBOX left hand menu) and select View/Edit Account on the Business Account Type, e.g. sb-uj0to6048526@business.example.com

 

 

Use the Email ID and System Generated Password to log into sandbox.paypal.com/ (make sure you’re logged in as the Sandbox user and not your own Paypal account, a new browser window may help)

 

 

Under Pay & Get paid > Accept Payments, click Subscription:

 

 

Create a subscription plan:

 

 

Enter Product Name, Product Description, Product-ID, Product type, Product page URL and Product image URL.

 

 

Click Next.

 

Select the product just create and click Next:

 

 

Choose the kind of subscription plan (e.g. Fixed price) then click Next:

 

 

Enter a Plan name and Plan description if needed:

 

 

Enter the Currency, Subscription period, (e.g. Unlimited billing cycles), pricing (e.g. £50 every 1 Year) and tax, click Next:

 

Click Turn Plan On:

 

 

View the subscription plan:

 

 

You’ll need to create a Product/Catalogue Item in Affino and copy-paste the Subscription Plan ID (e.g.

P-6T641911UY192500FMDGIM2Q) into the Catalogue Item’s External ID field:

 

Affino: Add Payment Method

Remember to add a new Payment Method (which will be associated to the Payment Gateway)

  1. Add a new Payment Method
  2. Enter Payment Method Name
  3. Select the Paypal Std Gateway
  4. Select the Store, Group Options, Groups, Payment Method Type, Geo Filter/Address as required
  5. Tick Automatic Renewal
  6. Tick Live

Affino: Create a Product/Catalogue Item

  1. Create a new product article and catalogue item
  2. Enter a Catalogue ID
  3. Enter the price and currency
  4. Select Tax Rule as appropriate. The amount of tax will need to match what was set on the subscription in Paypal
  5. Enter the External ID, taken from the Subscription Plan ID within Paypal
  6. Select Payment Method as appropriate
  7. Select Enable Subscription, Deferred Income (e..g Monthly, Subscription Payment Duration, e.g. Years, Duration Number e.g. 1
  8. Relate a subscription plan to the Catalogue Item in the view screen

Affino > Display: Purchase the Product

  1. Purchase the product, when the Paypal Std payment method appears, use the personal credentials, e.g. from the sandbox e.g. sb-uklqp6042414@personal.example.com to login instead of your own account as this is a test site
  2. Click Agree and Subscribe within the Paypal popup
  3. Once the payment has completed, you should see the order/subscription within Affino and the subscription payment when viewing the business sandbox account (you may need to log back in)

 

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