OfficeRnD integrates with PayPal as a payment gateway. This integration lets your members pay online for their monthly and one-off services using PayPal. If you have a business merchant account with PayPal, you can follow this procedure to integrate it into your OfficeRnD organization.
Before we dive into details, please read more about our payment gateway integrations.
Never disconnect a payment integration if you have pending payments!
Note: The PayPal integration uses reference transactions. However, PayPal has a monthly transaction threshold of 10,000$. If your monthly total payment volume is over 10,000$, consider another payment gateway.
Activate the PayPal integration
To enable OfficeRnD to provide PayPal as a payment option for members, you must collect the PayPal API credentials and configure the integration following these steps:
Open the PayPal developer page and sign in with your PayPal merchant account credentials.
Go to the My Apps & Credentials section.
Scroll down to the REST API apps subsection and click Create App. In the Application Details dialog:
Under App Name, enter "OfficeRnD".
Under the Sandbox developer account, leave the account generated by default or pick whichever Sandbox developer account you'd like to use.
Click Create App.
Note: PayPal provides two modes - a sandboxed and a live mode. You can use fictitious Sandbox test accounts and their associated authentication credentials to test the OfficeRnD integration without referencing real PayPal users or live PayPal accounts. This lets you fine-tune your OfficeRnD and PayPal routines before moving your live user details.
At this step, you should be looking at the OfficeRnD app details. At the top right, there should be a toggle between two sets of credentials - one for the Sandbox and one for the Live version. If you want to test the integration, stay on the Sandbox page. If you're ready to start syncing your members' live PayPal accounts, toggle to the Live page.
Copy the Client ID.
Open a new browser tab and log in to OfficeRnD.
Go to Settings > Integrations, and click PayPal in the Payment Gateways section.
Click Activate to open the Add PayPal Integration dialog.
Under Client ID enter the value you copied from your PayPal account in step 5. You can find a way to find the Client ID again in Step 4.
Return to the PayPal browser tab, and under Secret, click Show. Copy the revealed value and paste it into OfficeRnD under Client Secret.
If you use the Sandbox PayPal credentials, select the Use PayPal sandbox environment option to let OfficeRnD know that you'll be operating in a test mode.
To enable OfficeRnD to charge members' invoices via PayPal, you must enable the Reference Transactions in your PayPal merchant's account and select the Accept recurring payments option in the OfficeRnD PayPal integration.
If the feature is not enabled, users can still pay their charges via the Member Portal using the Pay Now button.
What are Reference Transactions? When users perform a transaction in PayPal, they generate a Transaction ID. This ID, or token, can be used by third-party systems to initiate subsequent transactions. OfficeRnD uses the Transaction ID to automatically charge invoices and enable space administrators to manually charge the stored PayPal credentials to initiate an invoice payment.
To get your API credentials for recurring payments, please follow the steps in this PayPal documentation article. Please note that API credentials for recurring payments are different from those you got in steps 4 and 5.
Once configured, upon initial approval, customers' invoices will be automatically charged over PayPal.
Click Add.