Set up the payment connector in Commerce
To set up the payment connector in Commerce, you will:
- Map the PayPal wallet payment method to a processor payment method
- Set up the PayPal Payment Connector in payment services
- Configure PayPal for the Storefront checkout module
- Enter a merchant relationship with PayPal
Map the PayPal wallet payment method to a processor payment method
To map the PayPal wallet payment method to a processor payment method, follow these steps.
- Go to Retail and Commerce > Channel Setup > Payment methods > Payment methods.
- Select New.
- Specify a Payment method ID and Payment method name, such as Wallet. Set the Default function to Wallet, and then select Save.
- Go to Retail and Commerce > Channel Setup > Payment methods > Card types.
- Select New.
- Specify an ID, such as PayPal. Set an Electronic payment name, such as PayPal. Set Type to Wallet, and then specify a name for the Issuer, such as PayPal. Select Save.
- Select the entry previously created and select Processor mapping.
- On the Processor payment method mapping page, select the previously created PayPal card type. In the middle column, select the Dynamics 365 Payment Connector for PayPal and select Add.
Set up the PayPal Payment Connector in payment services
Follow these steps to configure the PayPal payment connector in Payment Services.
In Commerce headquarters, go to Accounts receivable > Payments setup > Payment services.
On the Action Pane, select New, and then on the Setup tab, enter the following information.
Field Description Sample value Payment service Enter the name of the payment service to configure. PayPal Payment connector Select the PayPal Payment Connector. Dynamics 365 Payment Connector for PayPal Test mode For the PayPal Connector, in production and test environments you should set this field to False. False Default processor for credit cards This should be set to No because the call center uses the default processor. No Bypass payment processor for zero transactions Specify whether this payment processor should be skipped for transactions that have a 0 (zero) amount. Yes On the Payment service account tab, enter the following information.
Field Description Required Automatically set Sample value Assembly Name Auto-populated name of the assembly for the Dynamics 365 Payment Connector for PayPal. Yes Yes Binary name Service account ID Auto-populated unique identifier for the setup of the merchant properties. This identifier is stamped on payment transactions and identifies the merchant properties that downstream processes should use (such as invoicing). Yes Yes Guid **Merchant client ID ** Enter the Sandbox Client ID collected from the PayPal developer dashboard under Default application. Yes Yes String Merchant API key Enter the Sandbox Secret collected from the PayPal developer dashboard under Default application. Yes Yes String Supported currencies Enter the supported currencies, semicolon separated, to be supported for the PayPal connector. The default is USD. Yes Yes, but can be edited. USD; CAD Supported tender types Other payment connectors may support multiple tender types. For PayPal, the only payment method will be PayPal. Yes Yes PayPal Supported payment method variants Other payment connectors may return multiple payment method variants. For PayPal, the only variant will be PayPal. Yes Yes PayPal Environment This field is used to specify whether transactions should be sent to Sandbox or Live environments. Yes Yes Sandbox or Live Note
When testing payments in a Sandbox environment, the Environment field should never be set to live and live environment. Merchant client ID and Merchant API keys must never be used. Sandbox environments are for Sandbox testing only.
Set up the PayPal Payment Connector for the online store
In Commerce headquarters, go to Retail and Commerce > Channels > Online stores.
Select the online store to add the Dynamics 365 Payment Connector for PayPal.
On the Online store page, on the Payment accounts FastTab, select Add.
In Connectors, select Dynamics 365 Payment Connector for PayPal.
Enter the following additional information.
Field Description Required Automatically set Sample value Assembly Name Auto-populated name of the assembly for the Dynamics 365 Payment Connector for PayPal. Yes Yes Binary name Service account ID Auto-populated unique identifier for the setup of the merchant properties. This identifier is stamped on payment transactions and identifies the merchant properties that downstream processes should use (such as invoicing). Yes Yes Guid Merchant client ID Enter the Sandbox Client ID collected from the PayPal developer dashboard under Default application. Yes Yes String Merchant API key Enter the Sandbox Secret collected from the PayPal developer dashboard under Default application. Yes Yes String Supported currencies Enter the supported currencies, semicolon separated, to be supported for the PayPal connector. The default is USD. Yes Yes, but can be edited. USD; CAD Supported tender types Other payment connectors may support multiple tender types. For PayPal, the only payment method will be PayPal. Yes Yes PayPal Supported payment method variants Other payment connectors may return multiple payment method variants. For PayPal, the only variant will be PayPal. Yes Yes PayPal Environment This field is used to specify whether transactions should be sent to Sandbox or Live environments. Yes Yes Sandbox or Live Note
When testing payments in a Sandbox environment, the Environment field should never be set to live and live environment. Merchant client ID and Merchant API keys must never be used. Sandbox environments are for Sandbox testing only.
After the above changes have been made in Commerce headquarters, synchronize the changes using the 1070 distribution schedule.
Configure PayPal for the Storefront checkout module
For details related to configuring storefront to use PayPal in the checkout module, see Payment module.
Enter a merchant relationship with PayPal
To create a Live merchant account with PayPal, visit the PayPal Checkout page for self-service or connect with a sales representative to discuss custom rates.