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PayPal

PayPal connection helps Infoveave authenticate with your PayPal account and access payment-related data such as transactions, settlements, and refunds for reporting and workflow automation.

Adding a PayPal Connection

To create a new PayPal connection:

  1. Go to Administration > Connections
  2. Click New Connection and select PayPal from the available connectors
  3. In the New PayPal Connection form, provide the required configuration details

Connection Parameters

When setting up a PayPal connection, you need to provide the following details:

FieldDescription
NameA unique name to identify your PayPal connection
Service Auth URLThe PayPal OAuth authentication endpoint
Service Base URLBase API URL to access PayPal services (optional)
Client IDYour PayPal application’s client identifier
Client SecretYour PayPal application’s secret key

Authentication Configuration

Configure how Infoveave should authenticate with PayPal:

  • Add Auth Headers: Include custom authentication headers if required
  • Add Auth Form Data: Add OAuth parameters such as grant_type for form-based authentication

Steps to Validate and Save

  1. After entering all configuration details, click Validate to verify your PayPal connection
  2. If validation is successful, click Save to store the connection
  3. Your PayPal connection is now ready to use as a Datasource in workflows, dashboards, and reports

Example Use Cases

With a PayPal connection configured, you can:

  • Retrieve payment transactions, refunds, and settlements
  • Generate dashboards for payment analytics
  • Monitor revenue and transaction trends
  • Automate workflows based on PayPal activity
  • Blend PayPal data with other Datasources for unified reporting