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Advanced PayPal Integration in Two Steps

FormSmarts Advanced PayPal integration is as easy to use as our popular PayPal form feature, but it provides several additional benefits, mainly:

  • FormSmarts only notifies you of a new order form submission after the payment is confirmed and verified (no need for manual verification)
  • Your customer receives an automated order & payment confirmation email
  • Advanced PayPal Integration works seamlessly with other FormSmarts features (export to Excel, PDF reports, API).

What Are the Benefits of Advanced PayPal Integration?

FormSmarts standard PayPal integration is easy to use and set up as it requires no change to your PayPal account. A downside to this is that FormSmarts has no way to know if the payment went through or not, and you — the seller — needs to manually reconcile payments and order forms using the FormSmarts Reference Number. That’s usually not an issue for small sales volumes, but can quickly become so as sales increase. At this stage payment processing must be fully automated and integrated with the form processing platform. Here are the benefits:

  • No need to manually reconcile form responses with payment notifications from PayPal
  • The seller is only notified of an order when the payment has gone through
  • The transaction won’t appear in Excel exports until the buyer has paid
  • FormSmarts verifies that the payment details match data submitted on the form (e.g. amounts, quantities)
  • Excel exports combine data submitted through the form and details of the corresponding payments.
  • FormSmarts sends a confirmation email to the buyer with both the order details and a payment confirmation. If you have verified your website and uploaded a logo, your site URL and logo will appear in the email.
  • Payment processing is fully automated and if you’re using online/PDF reporting or export to Excel, your order forms are on autopilot — at least for the ordering part.
  • You can further automate order processing or integrate FormSmarts with your website or another web service using the FormSmarts API.

Setting Up Advanced PayPal Integration


This video shows how to configure your form and set up your PayPal account for Advanced PayPal Integration.

To set up advanced PayPal integration, first create a payment form with prices formatted in the same way as you would do with FormSmarts standard PayPal integration. Then visit the Forms tab of the form builder and select Integrate with PayPal using advanced integration in the Form Details screen, as illustrated below.

Select Advanced PayPal Integration in the Form Builder

It’s now time to log on to your PayPal account to add your secret PayPal Notification URL. PayPal will use that URL to communicate with FormSmarts. You’ll find your notification URL in the Security Settings section of your FormSmarts account. Note that the URL contains your private security key and it should therefore be kept confidential.

In your PayPal account, click on Profile, then My selling tools > Getting paid and managing my risk > Instant payment notifications and follow the Update link. Hit Edit Settings and paste your URL in the text box provided. Make sure Receive IPN message is enabled before saving.

Turn On PayPal IPN Notification

Important: If you have added multiple email addresses to your PayPal account, please note that your Primary PayPal email must match your FormSmarts login. That is required for FormSmarts to be able to verify that payments are sent to the correct PayPal account. You can change your login if needed.

If your account allows multiple PayPal recipients, payments will be sent to the email address matching your FormSmarts login by default. To have payments sent to another PayPal account, add the corresponding email address to your FormSmarts account and verify it, then contact us.

Notes

Advanced PayPal Integration is only included with Business-level plans and doesn’t work with recurring payments/PayPal subscriptions at this time.

Posted by FormSmarts on Thursday, April 28, 2011 at 1:12 pm in payment form.
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14 Responses to “Advanced PayPal Integration in Two Steps”

I assume you’re going to be getting info such as name, address, etc. for your first delegate. Is there a way to get this info for the second delegate as well but only if there is one? For example, a button for “add another delegate” linking to more or less a duplicate form that will retain billing info and add to it?

Posted by: Nona | October 6th, 2011 at 2:44 pm

To add the details of another delegate you have two options. The first one is to simplest: just add another set of fields, and make each one optional. If you want to accommodate for possibly more than two delegates, you would need to use form chaining which would work in the way you’re describing. To do this on FormSmarts you would need to set the Return URL of the form to the URL of the form itself and set the On Submission option in the Form Details Screen to “Integrate with PayPal using SuperCart”. With SuperCart, the buyer will be able to chose on the Confirmation page whether to add another delegate or proceed to PayPal for payment, where (s)he will be able to pay for all priced items for all transactions at once. You can try out a SuperCart demo to see how it works. SuperCart is part of FormSmarts Advanced PayPal Integration described on this page.

Thanks so much, form chaining looks like almost exactly what I was looking for! One more question, though – when I fill out my first delegate name, company, company address, then continue shopping, is there any way to return to the form with the company name and address used for first delegate pre-filled for second delegate?

Posted by: Nona | October 6th, 2011 at 3:28 pm

Not at this time but this could certainly be added in the future.

Okay, I’m trying to get this form chaining to work. My page to enter data is http://example.org/zzzz. I have it set to integrate with paypal using supercart. My return URL is the same as the original, http://example.org/zzzz. But when I am testing it and hit continue shopping, it takes me to http://example.org/zzzz?shop=Continue+Shopping which is not set up. Did I miss something? Do I have to set up another page for this?

Any help you could give would be greatly appreciated!

Nona, http://example.org/zzzz and http://example.org/zzzz?shop=Continue+Shopping should actually lead to the same page on your site, i.e. your shop’s homepage.

Is it possible to have prefilled fields in my form? I would like to send some data (lets say “product ($50 USD)” ) to paypal without asking the user to select any specific option in the form.

When the user gets the from the product he/she would be buying is already defined, what they would select in the form is just the shipping method with associated cost and delivery details.

Posted by: Veronica | March 12th, 2012 at 10:15 pm

Veronica,
Add a drop-down list with a single option “product ($50 USD)” and make sure the field is Optional. The pricing option will then be automatically selected and users won’t be able to deselect it.

Posted by: admin | March 13th, 2012 at 7:35 am

Is it possible to create an option where the user inputs the dollar amount and add a field where a percentage of the dollar amount is automatically added, ie:

Enter Payment: $1000.00 <– customer input

5% Convenience Fee or Tax: $50.00 <– automatically added

Total Payment: $1050.00

Posted by: Matt | June 20th, 2012 at 8:28 am

No, this is not possible at this time. We’re working on a feature which will allow this in the coming months.

Is is possible for the user to have a choice of quantity eg. they are booking a class for which we have set the price per person (integrated with paypal) and they want to pay for 2 people at the same time

Hi Jo. Yes, simply add a Quantity Box, see Adding a Product Quantity Box section on the payment integration help page. You could also have a more complex setup using SuperCart as explained here.

I intent to integrate paypal at some point and want to know what info I receive from paypal. Eventually I will expand the form to include name, postcode, email, tel, EDD, class date, paratiy and age. If I get contact details from paypal I wont ask for them on the form (aside from name).

Posted by: Liz Earle | December 13th, 2013 at 4:43 am

Lis, you won’t necessarily get contact details from PayPal. I recommend you ask for contact details on the form, making sure you format them as explained here so that FormSmarts recognizes the address and passes to PayPal. This will ensure you consistently get customer details without them to have to enter the same information twice. Note: this only applies to Advanced PayPal Integration (discussed on this page).

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The Online Form Builder Blog is published by FormSmarts, a web form service providing all you need to create a form and publish it online in minutes. FormSmarts makes it easy to build a form and embed it on your site. You can then get form submissions by email or store them on FormSmarts and download an Excel report. Learn more about the many other benefits of FormSmarts.