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PayPal integration

With the PayPal integration, your forms can accept payments through PayPal. You connect a PayPal account once for your workspace, and every form in the workspace can then collect payments with the PayPal element. Respondents pay with the PayPal button on the form.

Getting your PayPal credentials

NeetoForm connects to PayPal with the client ID and secret of a PayPal REST API app.

  1. Log in to the PayPal Developer Dashboard with your PayPal business account.

  2. Switch to Live mode and open Apps & Credentials.

  3. Create a new app or select an existing one.

  4. Copy the client ID and the secret.

Connecting PayPal to your workspace

  1. Go to Admin Panel > Payment integrations > PayPal.

  2. Click Connect your PayPal account.

  3. In Client ID, paste the client ID you copied.

  4. In Client secret, paste the secret you copied.

  5. Click Connect.

NeetoForm checks the credentials with PayPal before it saves them.

Adding the PayPal element to a form

  1. Open your form.

  2. On the build page, select the PayPal element.

  3. Set the amount and choose the Currency.

  4. Publish the form.

The amount can be a fixed amount, an amount range, or an amount calculated from the respondent's answers, the same as with the other payment elements. You can also apply tax to the amount.

When a respondent pays, the amount and the PayPal transaction ID are saved with the submission. The Payments tab of the form lists the PayPal payments made on that form.

Disconnecting PayPal

When you disconnect PayPal, every form that uses the PayPal element is moved to draft and disabled. Respondents cannot submit those forms until you connect PayPal again and republish them. NeetoForm sends one email that lists the affected forms.

Moving a form to another workspace

The PayPal account belongs to the workspace, so it does not move with the form. A form that uses the PayPal element is moved as a disabled draft. To accept payments again, connect PayPal in the new workspace, or use the account already connected there, and republish the form.