I work with a lot of new Infusionsoft customers so integrating a way to accept $ via their Infusionsoft app is on the short list of things to do. I frequently share a post I wrote in June, 2013 for integrating PayPal and Infusionsoft and back in the day it got people where they needed to go in about 10 minutes.
However, I have recently received feedback on more than one occasion that the post didn’t mirror the process anymore. It sort of did, but sort of didn’t. So, it was not very helpful anymore.
This is a VERY popular topic so it’s time to create a revised post on how to do this – here it is…
I have a saying when I am talking about integrating payment options with Infusionsoft:
It takes longer to find the info that you need than it does to actually make the integration happen. It’s true! I counted and it only takes 10 clicks in Infusionsoft to get your PayPal account integrated. 10 clicks! I bet you click 10 times in Facebook in a minute – it’s that easy!
What I find a little time consuming is finding the info you need to put in Infusionsoft in PayPal. So, here are the steps…
Log in to your PayPal Business account.
Click the My Account tab.
Hover on Profile and click on My Selling Tools.
Click on the API Access section.
Select Option 2.
Click Request API Credentials.
Click Agree and Submit.
Copy and paste the API username, password, and signature into the 3 fields in your Infusinsoft eCommerce section.
Note: In the past, I got these steps directly from the PayPal website. However, the PayPal site has the old way of doing this listed so it’s not worth referencing at the moment.
Once you have your info from PayPal, it’s 10 clicks in Infusionsoft:
Hover on the Infusionsoft icon.
Click on eCommerce Setup.
Click on Payment Options.
Click on the PayPal check box.
Click the Edit button.
Click on Use PayPal Express Checkout.
Click 3x to add the API User name, API Password and Paypal Signature.
Click to save.
Wa la! 🙂
Note: At this time, you can’t process recurring payments in Infusionsoft using PayPal without using a 3rd party add on such as Subscription Boss. If you need to collect recurring payments, look into Subscription Boss or also integrate a merchant account (also easy!).
http://jessicamaes.com/wp-content/uploads/logo-jessica.png00Jessicahttp://jessicamaes.com/wp-content/uploads/logo-jessica.pngJessica2013-12-11 10:38:072014-09-20 10:51:14Integrating PayPal and Infusionsoft - (OLD VERSION with link to LATEST)
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