How to Activate Paypal Standard in my eDirectory

Introduction

To facilitate seamless transactions and receive payments from your customers on your eDirectory platform, configuring a payment gateway is a fundamental requirement. PayPal Standard is a widely recognized and trusted payment solution that allows you to accept payments securely. This article provides a step-by-step guide to setting up the PayPal Standard payment gateway on your eDirectory website.

Step-by-Step Guide to Configuring PayPal Standard on eDirectory:

Step 1: Create or Access Your PayPal Account

Before you can integrate PayPal with your eDirectory site, you need to have a PayPal account. If you already have one, ensure it is active. If not, follow these instructions to create a new account:

  1. Visit the PayPal Website: Open your web browser and navigate to the official PayPal website.
  2. Sign Up for an Account: Click on the "Sign Up" button. You will be prompted to choose the type of account you wish to create. For integrating with eDirectory, either a Personal or a Business account will work.

  1. Complete the Registration Process: Fill in all the required information accurately and follow the on-screen instructions to finalize your account registration.

Step 2: Configure PayPal Standard within eDirectory

Once you have an active PayPal account, proceed with the following steps to configure it as a payment gateway in your eDirectory Site Manager:

  1. Log in to eDirectory: Access your eDirectory administrative backend (Site Manager or sitemgr) using your credentials.
  2. Navigate to Settings: In the Site Manager dashboard, locate and click on the "Settings" section.
  3. Access Products & Plans: Within the Settings menu, select the "Products & Plans" option.
  4. Open 'Additional settings & payment gateways' Tab: On the Products & Plans page, click on the "Additional settings & payment gateways" tab.

  1. Enable PayPal: Find the "PayPal" option. Toggle the corresponding button to enable it as a payment gateway.
  2. Enter PayPal Account Email: In the designated field provided for PayPal, enter the primary email address associated with your PayPal account. Ensure this email address is accurate.
  3. Save Changes: After entering your PayPal email address, click the "Save" button to apply the configuration changes.

Note: When you create a PayPal Business account, you’ll be able to access two important pieces of information: the Client ID and Client Secret. These credentials are available in the logged-in area of developer.paypal.com, under the "Apps & Credentials" section.

These two fields are essential to enable advanced PayPal integration features on your eDirectory site — including the ability for your customers to cancel their subscriptions directly from their logged-in area, without needing to contact you. Therefore, ensuring these details are properly configured is key to offering a complete and professional self-service experience.

Step 3: Verify PayPal Integration

After saving the PayPal Standard configuration in your eDirectory Site Manager, it is crucial to verify that the integration is working correctly. To do this:

  1. Perform a Test Transaction: Initiate a test purchase or subscription on your eDirectory website, going through the payment process and selecting PayPal as the payment method. This will allow you to confirm that payments are being processed correctly and that the transaction is successfully routed through your PayPal account.

Attention: For the PayPal integration to work correctly on your site, your PayPal account must be in Live mode and not in Sandbox (test) mode.

To ensure your account is in Live mode, follow the steps below:

  1. Go to developer.paypal.com and log in with your Business account.
  2. In the left-hand menu, navigate to the "Apps & Credentials" section.
  3. Locate the environment setting and make sure the "Live" option is enabled.

Only with the Live environment activated will real payments and features like subscription cancellation by customers function properly.

Conclusion

By completing these steps, you will have successfully set up PayPal Standard as a payment gateway on your eDirectory platform. This will enable you to receive payments from your customers in a straightforward and secure manner. Should you encounter any difficulties during the configuration or require further assistance, please do not hesitate to reach out to the eDirectory support team for guidance

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