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:
- Go to Administration > Connections
- Click New Connection and select PayPal from the available connectors
- 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:
| Field | Description |
|---|---|
| Name | A unique name to identify your PayPal connection |
| Service Auth URL | The PayPal OAuth authentication endpoint |
| Service Base URL | Base API URL to access PayPal services (optional) |
| Client ID | Your PayPal application’s client identifier |
| Client Secret | Your 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_typefor form-based authentication
Steps to Validate and Save
- After entering all configuration details, click Validate to verify your PayPal connection
- If validation is successful, click Save to store the connection
- 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