View source for Draft:Adjusting PayPal Configuration Settings in X-Cart

After you choose the PayPal payment method you would like to use at your store, you must adjust its configuration settings. The configuration settings for the chosen PayPal payment method are displayed in the lower part of the PayPal configuration page. 

Following are some notes on adjusting the configuration settings for specific PayPal payment methods.


== PayPal Payments Standard configuration settings ==

The configuration settings for <u>PayPal Payments Standard</u> are as follows:<br />
:[[File:Pp_payments_standard.png|border]]
You need to adjust the following fields:
:* '''Account''': The email address you use to access your PayPal Business account.
:* '''Description of the purchase that will be displayed on PayPal payment page''': A generic description of the purchase that should be displayed to the customer (i.e. books. music, etc). This field is optional.
:* '''Currency''': The currency that should be used for payments via this method.
:* '''Order prefix''': Your trading name or any other prefix that will help you to identify a payment transaction as originating from this store.<br />{{Note1 | '''Note:''' The "Order prefix" field is required when using the same PayPal account for several online stores (refer to [[X-Cart:PayPal#This_invoice_has_already_been_paid._For_more_information.2C_please_contact_the_merchant | this article]] for more details).}}
:* '''Test/Live mode''': PayPal operating mode ('live' should be selected for live stores, 'test' - for testing. Information on using PayPal in test mode is provided in the section '[[X-Cart:Testing_PayPal_Integration | Testing X-Cart's PayPal Integration]]').
:* '''Action to be performed on order placement''': Choose ''Auth only'' or ''Auth and Capture''.
:* '''Address override''': When this option is enabled, the address specified by the customer during checkout in X-Cart and passed from X-Cart to PayPal overrides the PayPal member's stored address. The customer is shown the passed-in address but cannot edit it. When this option is disabled, the customer can edit the passed-in address or select another address that he/she has stored with PayPal.<br />{{Note1|'''Note:''' Disabling this option may lead to a situation when the address specified by the customer during checkout in X-Cart and saved in the X-Cart order details differs from the address in the relevant PayPal transaction details. This can cause confusion as to which address the order should be shipped to.}}

If you have opted in for the ''Auth only'' action to be performed on order placement or if you are going to process refunds via X-Cart back-office, you must also provide your API access credentials. API access will be used to establish connection between X-Cart and PayPal API to perform Capture/Void/Refund transactions. 
:: {{Note1|'''Note:''' Help on retrieving your API access credentials is available here: [http://qwyx.co/apihowto http://qwyx.co/apihowto].}}
Adjust the following fields:
:* '''API access username''': Your API access username as provided in your PayPal account profile. 
:* '''API access password''': Your API access password as provided in your PayPal account profile.
:* '''Use PayPal authentication method''': The type of authentication method that you wish to use (''API signature'' or ''API certificate''). If you choose to use an API SSL client-side certificate as your credential, install the certificate on the web server in the directory <u><xcart_dir>/payment/certs/</u>, where <u><xcart_dir></u> is the name of the directory in which X-Cart is installed.
:* '''API certificate filename''': If you have chosen ''API certificate'' as your PayPal authentication method, specify the filename of your API certificate.
:* '''API signature''': If you have chosen ''API signature'' as your PayPal authentication method, copy and paste your API signature into this field.

== PayPal Payments Pro configuration settings ==

The following notes refer only to <u>PayPal Payments Pro</u> payment method using PayPal API. For notes on the configuration settings for <u>Website Payments Pro Payflow Edition</u> (the PayPal Payments Pro method using Payflow API), see the [[Draft:Adjusting_PayPal_Configuration_Settings_in_X-Cart#Website Payments Pro Payflow Edition configuration settings | Website Payments Pro Payflow Edition configuration settings]] section.<br /><br />
The configuration settings for PayPal Payments Pro are as follows:
: [[File:Pp_payments_pro.png|border]]
To ensure that PayPal integration will work correctly for your store, you must configure PayPal Payments Pro in X-Cart in exactly the same way as you have configured PayPal Payments Pro (PayPal API) in X-Payments:
:* '''Select payment method configured on X-Payments side''': Select the name of the payment configuration you will use.
:* '''API Access username''' Same as contents of the "API Access Username" field for the selected payment configuration in X-Payments.
:* '''API Access password''': Same as contents of the "API Access Password" field for the selected payment configuration in X-Payments.
:* '''Use PayPal authentication method''': The type of authentication method specified in the "API method" field for the selected payment configuration in X-Payments. If you have chosen an API SSL client-side certificate as your credential, install the certificate on the web server in the directory <u><xcart_dir>/payment/certs/</u>, where <u><xcart_dir></u> is the name of the directory in which X-Cart is installed.
:* '''API certificate filename''': If you have chosen ''API certificate'' as your PayPal authentication method, specify the filename of your API certificate.
:* '''API signature''': If you have chosen ''API signature'' as your PayPal authentication method, copy and paste your API signature into this field.
:* '''Currency''': The currency specified in the "Currency" field for the selected payment configuration in X-Payments.
:* '''Test/Live mode''': The PayPal operating mode specified in the "Test/Live mode" field for the selected payment configuration in X-Payments.
:* '''Action to be performed on order placement''': The action specified in the "Initial transaction" field for the selected payment configuration in X-Payments.
:* '''Order prefix''':  The order prefix specified in the "Order prefix" field for the selected payment configuration in X-Payments.
You can also adjust the following optional fields:
:* '''Express Checkout specific: Gradient color:''' and '''Express Checkout specific: Header Image URL:''' 

== Website Payments Pro Payflow Edition configuration settings ==

The configuration settings for <u>Website Payments Pro Payflow Edition</u> are as follows:
:[[Image:Pp_pro_payflow_edition.png|border]]
To ensure that PayPal integration will work correctly for your store, you must configure Website Payments Pro Payflow Edition in exactly the same way as you have configured PayPal Payments Pro (Payflow API) in X-Payments:
:* '''Select payment method configured on X-Payments side''': Select the name of the payment configuration you will use.
:* '''Partner''': Same as contents of the "Partner name" field for the selected payment configuration in X-Payments.
:* '''Merchant login''': Same as contents of the "Merchant login" field for the selected payment configuration in X-Payments.
:* '''User''': Same as contents of the "User" field for the selected payment configuration in X-Payments.
:* '''Password''': Same as contents of the "Password" field for the selected payment configuration in X-Payments.
:* '''Currency''': The currency specified in the "Currency" field for the selected payment configuration in X-Payments.
:* '''Test/Live mode''': The PayPal operating mode specified in the "Test/Live mode" field for the selected payment configuration in X-Payments.
:* '''Action to be performed on order placement''': The action specified in the "Initial transaction" field for the selected payment configuration in X-Payments.
:* '''Order prefix''':  The order prefix specified in the "Order prefix" field for the selected payment configuration in X-Payments.
You can also adjust the following optional fields:
:* '''Express Checkout specific: Gradient color:''' and '''Express Checkout specific: Header Image URL:''' 
:* '''Express Checkout specific: Page Style:'''

== Express Checkout configuration settings==

The configuration settings for <u>PayPal Express Checkout</u> are as follows:
:[[File:Pp_express_checkout.png|border]]
You need to adjust the following fields:
:* '''API access username''': Your API access username as provided in your PayPal account profile. 
:* '''API access password''': Your API access password as provided in your PayPal account profile.
:* '''Use PayPal authentication method''': The type of authentication method that you wish to use (''API signature'' or ''API certificate''). If you choose to use an API SSL client-side certificate as your credential, install the certificate on the web server in the directory <u><xcart_dir>/payment/certs/</u>, where <u><xcart_dir></u> is the name of the directory in which X-Cart is installed.
:* '''API certificate filename''': If you have chosen ''API certificate'' as your PayPal authentication method, specify the filename of your API certificate.
:* '''API signature''': If you have chosen ''API signature'' as your PayPal authentication method, copy and paste your API signature into this field.
:* '''Action to be performed on order placement''': Choose ''Auth only'' or ''Auth and Capture''.
:* '''Test/Live mode''': PayPal operating mode ('live' should be selected for live stores, 'test' - for testing. Information on using PayPal in test mode is provided in the section '[[X-Cart:Testing_PayPal_Integration | Testing X-Cart's PayPal Integration]]').
:* '''Currency''': The currency that should be used for payments via this method.
:* '''Order prefix''': Your trading name or any other prefix that will help you to identify a payment transaction as originating from this store.<br />{{Note1 | '''Note:''' The "Order prefix" field is required when using the same PayPal account for several online stores (refer to [[X-Cart:PayPal#This_invoice_has_already_been_paid._For_more_information.2C_please_contact_the_merchant | this article]] for more details).}}
You can also adjust the following optional fields:
:* '''Gradient color:''' and '''Header Image URL:'''<br />
'''Important:'''
:* If you intend to use Express Checkout, you must make the ''Title'' field not required on the User Profile page in X-Cart Admin area. Express Checkout does not return this value when checkout is completed on the PayPal side, so if this field is required, X-Cart will not be able to complete checkout without it.
:* If you want PayPal Express Checkout to be available to your customers in the US and Canada, make sure the ''State'' field is available to them during profile creation. If this field is not specified in the customer profile, PayPal Express Checkout will not function correctly.

== PayPal Payments Advanced configuration settings ==
:[[File:Pp_payments_advanced.png|border]]
<br />
== Payflow Link configuration settings ==
:[[File:Pp_payflow_link.png|border]]<br />