1. Home
  2. AccessAlly
  3. AccessAlly E-Commerce
  4. How To Integrate PayPal With AccessAlly

How To Integrate PayPal With AccessAlly

The AccessAlly Products/Payments feature allows you to create products & offers from inside your membership site. These products may be set up as single-purchases.

Important: you must use a PayPal Business account for integration with AccessAlly.

Why Integrate PayPal With AccessAlly

AccessAlly includes a built-in ecommerce feature that’s designed especially for you if you’re looking for a quick and easy way to sell a small variety of products and/or subscriptions from inside your membership site.

Note: when you are placing testing orders, you cannot use the same PayPal account that was integrated in the AccessAlly -> General Settings -> Payment section.

Step 1: Integrate PayPal With AccessAlly

Important: You must use a PayPal Business account for integration with AccessAlly.

Enable PayPal Express in AccessAlly

Go to AccessAlly’s General Settings -> Payments -> PayPal tab and click the checkbox to next to “PayPal Express” to enable PayPal.

Screenshot of AccessAlly Payment Settings Page

Login to PayPal: Choose “Account Settings”

Oncd you’ve logged into your PayPal account, choose the “Account Settings” in the top navigation.

Screenshot of PayPal Navigation

Select API Access

Click the “Update” link next to the API Access section.

Screenshot of Account Settings

Click on NVP/SOAP API Integration

You may need to create a new set of API keys here, or if you’ve already created some you’ll see a link to manage existing keys. If you don’t select the NVP/SOAP API integration section, you won’t get the right kind of API keys to integrate with AccessAlly.

Screenshot of API Settings

Answer PayPal’s Security Prompt

You may be asked to verify your credentials before you can proceed to the API keys.

Screenshot of Security Prompt

Copy & Paste the API Keys into AccessAlly

Copy and Paste the 3 sections from inside your PayPal account directly into your AccessAlly settings. Hit save, and make sure that no errors appear after you’ve saved your API keys.

Screenshot of AccessAlly PayPal Settings

Step 2: Additional CRM Configuration

Depending on which CRM you’re using, you may need to take some additional configuration steps. (Most notably: for Infusionsoft and Ontraport, you’ll need to create a special opt-in form to allow affiliate links to be tracked.)

INFUSIONSOFT

ONTRAPORT

ACTIVECAMPAIGN

When a subscriber unsubscribes and later makes a purchase, the ActiveCampaign system marks them as “inactive,” so they can’t be re-added to any automations (which means a password can’t be generated and they will not receive any further emails).

To bypass this issue, please create an opt-in form (that does NOT require a double opt-in) inside ActiveCampaign and link it to AccessAlly:

AccessAlly > General Settings > Payment > CRM Integration
AC opt in form for AccessAlly ecommerce

Important: this opt-in form should not be used for any other lead generation purposes.

CONVERTKIT

DRIP

By default, AccessAlly adds the Drip tracking Javascript to every page to the site, so you don't need to manually add it.

Step 3: Enable Recurring Payments For PayPal

By default, PayPal recurring subscriptions are not enabled – so you’ll need to go under AccessAlly’s General Settings -> Payment -> PayPal to enable them.

Once you’ve located this tab, simply enable the checkbox on the “PayPal Recurring Subscriptions” section and hit Save.

That’s all you have to do to enable recurring payments or payment plans through PayPal. Now when someone checks out through the AccessAlly order forms, they can pay for a payment plan or recurring subscription via their PayPal account.

A few things to keep in mind:

  • Anyone can cancel a subscription through their own PayPal account. If they cancel, AccessAlly will apply the “Payment Failed” automation so you can get in touch with the customer to come back and complete their payments.
  • This is especially important for a payment plan instead of a recurring monthly subscription, and you may want to word your follow-up emails accordingly.
  • Members can still cancel their subscriptions through AccessAlly’s interface, too.
  • If you decide to turn off and disable PayPal recurring subscriptions down the line, your existing PayPal subscriptions will continue to be charged and run successfully – but the PayPal option will stop showing on the checkout pages.

Step 4: Configure PayPal Timezone Settings

Go to: AccessAlly > General Settings > Payments > PayPal.

Here, scroll down until you see the timezone settings.

Please set the Time zone to match the one set in your PayPal account. (PayPal > My Profile > My settings > Time zone)

If these timezones do not match, you might receive the “Subscription start date should be greater than current date” error when purchasing a subscription.

Testing & What The End Client Will See

It’s always a good idea to test your integration with a small dollar payment (you can set up a coupon for yourself here).

On the 2nd step of the order form, you’ll be able to select the PayPal option (if you also have Stripe enabled).

Then you’ll see a button to click to process the payment in PayPal. When you click it, you’ll see a new screen open up prompting you to login to PayPal.

After logging in, you’ll be able to choose the source of funds. This does include any linked credit cards or bank accounts, as well as PayPal Credit.

Reference Guide to AccessAlly’s E-Commerce Feature

Wondering how it all fits together? Here’s your guide to setting up and selling with AccessAlly’s e-commerce feature. Click on the links below to view the corresponding tutorials.

Step 1: Set up your payment integration
Note: If you wish to sell subscriptions with recurring payments, you must use a Stripe integration.

Step 2: Create Your Products

Step 3: Create Your Offers

Step 4: Design Your Order Forms

To add your order forms to a page, just use the AccessAlly shortcode adder!

Updated on April 7, 2020

Was this article helpful?

Related Articles

NO QUESTION GOES UNANSWERED

If you have any questions, we're just an email away.

We take your success seriously, and you'll always get a speedy reply from a real person during business hours.

Opt-In-Laptop.png

AccessAlly is the #1 WordPress Course and Membership Solution for Industry Leaders

WATCH THE DEMO

You'll get follow-up emails about AccessAlly and new features. Opt out anytime. Full privacy policy here.