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Establish and Configure a PayPal Merchant Account

Setting up a PayPal account is a little convoluted but if you follow the instructions below and print out our PayPal Set-up Checklist you shouldn't have any problems.

Using PayPal for your credit card processing within Silent Auction Pro requires that you create/maintain three sets of login credentials. You will need:

  1. A PayPal Payments Pro account/login credentials. NOTE: If you already have a basic PayPal account, you can request to have your account upgraded to PayPal Payments Pro.
  2. A PayPal Manager (Payflow) account/login credentials which designates you as the administrator of your PayPal Payments Pro account, giving you the ability to add "Users" (i.e. Silent Auction Pro).
  3. A PayPal User account/login credentials which names Silent Auction Pro as a User on your PayPal account - creating the link for payment transactions on the PayPal side.
To receive the PayPal non-profit rate you must complete the PayPal application at https://www.paypal.com/charities. The discounted rate will go into effect AFTER you have been approved which takes approximately 48 hours. To establish a merchant account with PayPal We have a dedicated inside sales representative at PayPal who will help you through the process on PayPal's side. Please send an email to dnastasi@paypal.com. Make sure you put "Silent Auction Pro - Account Set Up" in the subject line. PayPal will get back to you within 24 hours and will guide you through the set up process.

Step One: Create PayPal Payments Pro Account

Our PayPal integration requires that you have a PayPal Payments Pro account. Follow the directions below to establish a PayPal Payments Pro account, or upgrade a basic PayPal account.

  1. Please send an email to dnastasi@paypal.com. Make sure you put "Silent Auction Pro - Account Set Up" in the subject line. PayPal will get back to you within 24 hours and will guide you through the set up process.

Step Two: Create and Configure your PayPal Manager/Payflow Account

Once you receive notification from PayPal that your PayPal Payments Pro account has been approved you can set up the PayPal manager accounts. To set up your PayPal Manager accounts.
  1. Create Payflow (aka Manager Login) credentials on the Registration page. Payflow credentials should be different than your PayPal Payments Pro credentials, created in Step One. Record your Payflow/Manager credentials on Step 2 of the PayPal Set-up Checklist These credentials give you admin access to your PayPal activity, as well as the ability to designate Silent Auction Pro as a "user" on your account.

Step Three: Add Silent Auction Pro User Account

In order to process credit cards directly from the Silent Auction Pro website, you need to establish Silent Auction Pro as a valid User in your PayPal Manager/Payflow account.

  1. While logged in to your Manager/Payflow account on the manager.paypal.com webiste registration page, select Account Administration tab.
  2. Select Add User under the Manage Users heading.
  3. Enter your Manager/Payflow password (found on Step 2 of your PayPal Set-up Checklist).
  4. Enter Silent Auction Pro in Contact Name field.
  5. Enter your email address (the same one you used to create the Manager account) in the Email field.
  6. Enter SAProWebsite in User Login Name field.
  7. Enter a valid password and confirm it in the User Password and Confirm User Password fields. Be sure to record these user credentials on Step 3 of the PayPal Set-up Checklist for future use. You will need them to complete the configuration on the Silent Auction Pro website.
  8. Choose API_FULL_TRANSACTIONS from the Select a Predefined Role drop-down box.
  9. Choose Active from User Status drop-down box.
  10. Enter the security graphic as shown and click the Update button.
  11. Select Service Settings -> Hosted Checkout Pages -> Set Up in the blue menu bar at the top of the page.
  12. Select the Set Up tab under the Hosted Checkout Pages heading.
  13. Select Live from the Transaction Process Mode drop-down box under the Choose Your Settings heading near the top of the page.
  14. Scroll to the bottom of the page to the Security Options heading.
  15. Select No for both AVS and CSC drop-down boxes.
  16. Select Yes in the Enable Secure Token drop-down box.
  17. Click the Save Changes button.
  18. Navigate to Account Administration -> Transaction Settings and select Allow Reference Transactions to Yes. (This enables the ability to store a credit card and run a transaction against it later - you should have also told PayPal to enable Reference Transactions when you set up your PayPal Payments Pro account.)
  19. Click Confirm then Confirm again.
You will receive an email in 48 hours, approving your Reference Transactions, providing the ability for you to store and charge credit cards in Silent Auction Pro.

Step Four: Connect PayPal to your bank account

Now that you have established your PayPal Payments Pro account, created your Manager account and created your Silent Auction Pro user account in PayPal, the next step is to complete linking your PayPal Payments Pro account to a bank account. The bank account you link will be the account that receives the deposits from the credit card transactions you process in Silent Auction Pro.

Connecting your PayPal account to your bank account
  1. Log in to your PayPal account (not the PayPal Manager account) at www.paypal.com. Login credentials can be found on Step 1 of the PayPal Set-Up Checklist.
  2. Click the Money Menu option.
  3. Under the Bank heading, click the Link a new bank button.
  4. Select your bank from the list of banks presented or choose the I have a different bank link.
  5. Follow the prompts to complete the set up process.
Once Reference Transactions are ON and your bank account is linked, you may configure your PayPal account in Silent Auction Pro. If you have forgotten your credentials or have other PayPal Pro issues after being helped by the sales team, please call PayPal's general support number: 888/215-5506.

Step Five: Configuring your PayPal Payments Pro Merchant Account in Silent Auction Pro

Locate your PayPal Manager and User account credentials

Find your PayPal Set-up Checklist. You will need the PayPal Manager and User credentials recorded in Steps 2 and 3 on your Checklist to complete your PayPal configuration in Silent Auction Pro.

You need:

Configure your PayPal merchant account with Silent Auction Pro
  1. Login to Silent Auction Pro.
  2. Mouse over the Group Administrator menu item and click Configure Merchant Account.
  3. Select PayPal from the Processor drop-down list.
  4. Enter your PayPal merchant login, username and password you created while establishing the PayPal merchant account (see above).
  5. Click the Update or activate this account button to activate the account.

Silent Auction Pro will validate the communication to PayPal and run test transactions to verify the differnt card types that are supported. This process may take a minute or two.

If validation of the connection and account settings is successful, the Silent Auction Pro software will report that it can now communicate with your PayPal account.

Step Six: The final step is to process a $1 test transaction using a valid credit card

To store a credit card and run a test transaction
  1. Go to the AuctionDay page and search for yourself in the Check-In Functions table - Search for contact field
  2. If you are not already a contact, click to add a new contact and enter your information
  3. If you are already a contact, click on your last name
  4. Click on the Authorize Credit Card button
  5. Enter your credit card information and click Process Card
  6. Once you have successfully stored your credit card, you need to run a $1 test transaction
  7. Go back to the AuctionDay page and enter your bidder number or last name in the "Bidder number or name" field in the Check-Out Functions table
  8. Click the View invoice button
  9. Select the "Previously Authorized Card..." radio button option
  10. Enter $1 in the "Additional Donation" field
  11. Click the Process invoice button

The invoice should process and you should be presented with a Payment Record for the $1 donation. Assuming all this works, you have verified that you can store credit cards and then process charges on the stored cards. This completely validates your merchant account and the interaction between Silent Auction Pro and PayPal.