Difference between revisions of "X-Cart:Adjusting PayPal Configuration Settings in X-Cart"

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(Adjusting the settings for Website Payments Pro and Website Payments Pro Payflow Edition)
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== General info ==
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The page allowing you to adjust PayPal configuration settings can be accessed by clicking the link 'Configure' below PayPal entry in the <u>'Payment methods</u>' dialog box. The page is titled '<u>Payment gateways</u>', and it contains a dialog box titled '<u>Settings</u>'. The upper part of the '<u>Settings</u>' dialog box provides names of PayPal solutions pre-integrated with X-Cart and allows you to choose a solution that you would like to use at your store. The lower part provides a set of fields that need to be adjusted to configure the selected solution (The contents of the lower part changes depending on the solution selected).
 
The page allowing you to adjust PayPal configuration settings can be accessed by clicking the link 'Configure' below PayPal entry in the <u>'Payment methods</u>' dialog box. The page is titled '<u>Payment gateways</u>', and it contains a dialog box titled '<u>Settings</u>'. The upper part of the '<u>Settings</u>' dialog box provides names of PayPal solutions pre-integrated with X-Cart and allows you to choose a solution that you would like to use at your store. The lower part provides a set of fields that need to be adjusted to configure the selected solution (The contents of the lower part changes depending on the solution selected).
  
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*If you want PayPal Express Checkout to be available for customers from the US and Canada, make sure that the 'State' field is available to them during profile creation. If the 'State' field is not specified in the customer profile, PayPal Express Checkout will not function correctly.}}
 
*If you want PayPal Express Checkout to be available for customers from the US and Canada, make sure that the 'State' field is available to them during profile creation. If the 'State' field is not specified in the customer profile, PayPal Express Checkout will not function correctly.}}
  
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[[Category:X-Cart user manual]]
 
[[Category:X-Cart user manual]]
 
[[Category:X-Cart user manual]]
  
 
[[Category:X-Cart user manual]]
 
[[Category:X-Cart user manual]]

Revision as of 14:56, 12 December 2012

General info

The page allowing you to adjust PayPal configuration settings can be accessed by clicking the link 'Configure' below PayPal entry in the 'Payment methods' dialog box. The page is titled 'Payment gateways', and it contains a dialog box titled 'Settings'. The upper part of the 'Settings' dialog box provides names of PayPal solutions pre-integrated with X-Cart and allows you to choose a solution that you would like to use at your store. The lower part provides a set of fields that need to be adjusted to configure the selected solution (The contents of the lower part changes depending on the solution selected).

To adjust the configuration settings for your store's PayPal payment method, you need to select the PayPal solution that you wish to use and to adjust the respective set of configuration fields that will appear in the lower part of the dialog box.

Adjusting Website Payments Standard settings

To adjust settings for PayPal Standard:

1. In the 'Settings' dialog box, select the 'Website Payments Standard' option:


Pp standard.gif


2. Adjust the fields in the lower part of the dialog box as follows:

  • Account: The email address you use to access your PayPal Business account.
  • Payment for: A generic description of the products being sold. This field will show what the customer is buying (i.e. books. music, etc). This field is optional.
  • Currency: The currency to be used for PayPal payment transactions.
  • Order prefix: Your trading name or any other prefix that will help you identify a payment transaction as originating from this store.
Note:: The "Order prefix" field is required when using the same PayPal account for several on-line stores (refer to this article for more details).
  • Action to be performed on order placement: The mode in which you wish payment transactions to be performed via PayPal on order placement (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 ' Testing X-Cart's PayPal Integration').

3. Click the Update button to save the changes.

Adjusting the settings for Website Payments Pro and Website Payments Pro Payflow Edition

For PayPal Pro, X-Cart provides two options: 'Website Payments Pro' and 'Website Payments Pro Payflow Edition'.

To adjust settings for Website Payments Pro:

1. In the 'Settings' dialog box, select the option 'Website Payments Pro':


Pp pro.gif


2. Adjust the fields in the lower part of the dialog box as follows:

  • API Access username and API Access password: Your API Username and API Password as provided by your PayPal account.
  • Use PayPal authentication method: The authentication method that you would like to use (API Signature or API Certificate).
  • API certificate filename: The location of your API certificate file (Only needs to be completed if you selected API Certificate as your PayPal authentication method).
  • API signature: Your API Signature (Only needs to be completed if you selected API Signature as your PayPal authentication method).
  • Currency: The currency to be used for PayPal payment transactions.
  • 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 ' Testing X-Cart's PayPal Integration').
  • Action to be performed on order placement: The mode in which you wish payment transactions to be performed via PayPal on order placement (Auth only or Auth and Capture).
  • Order prefix: The prefix that will help you identify a payment transaction as originating from this store.
Note:: The "Order prefix" field is required when using the same PayPal account for several on-line stores (refer to this article for more details).

3. Click the Update button to save the changes.

To adjust settings for Website Payments Pro Payflow Edition:

1. In the 'Settings' dialog box, select the option 'Website Payments Pro Payflow Edition':


Pp payflow.gif


2. Adjust the fields in the lower part of the dialog box as follows:

  • Vendor: The vendor name (login ID).
  • Partner: The partner name.
  • User: Your user name, if used.
  • Password: Your password.
Note:: The values for the fields 'Vendor', 'Partner', 'User' and 'Password' are supplied to you by PayPal after you sign up for Website Payments Pro Payflow Edition.
  • Currency: The currency to be used for PayPal payment transactions.
  • 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 ' Testing X-Cart's PayPal Integration').
  • Action to be performed on order placement: The mode in which you wish payment transactions to be performed via PayPal on order placement (Auth only or Auth and Capture).
  • Order prefix: The prefix that will help you identify a payment transaction as originating from this store.
Note:: The "Order prefix" field is required when using the same PayPal account for several on-line stores (refer to this article for more details).

3. Click the Update button to save the changes.

No matter whether you configure Website Payments Pro or Website Payments Pro Payflow Edition, you will end up with two 'PayPal' entries under 'Payment Methods': one for Direct Payment and one for Express Checkout:


Paypal method2.gif


The names of PayPal methods suggested by X-Cart ('PayPal Pro: DirectPayment' and 'PayPal Pro: ExpressCheckout'), although quite informative for the store administrator, may not be informative enough for your customers. You by no means have to use the suggested names 'as is'. If you wish to change the names of your PayPal payment options, simply edit the corresponding names in the METHODS column and click the Update button.

Adjusting Express Checkout settings

To adjust settings for Express Checkout as an additional payment option:

1. In the 'Settings' dialog box, select the 'Express Checkout' option:


Pp exp ch.gif


2. Adjust the fields in the lower part of the dialog box the same way as for Website Payments Pro.

Notes:
  • To use Express Checkout you must make the "Title" field not required on the User Profile page in the X-Cart Admin area. Express Checkout does not return the value of this field when the 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 for customers from the US and Canada, make sure that the 'State' field is available to them during profile creation. If the 'State' field is not specified in the customer profile, PayPal Express Checkout will not function correctly.