PayPal Checkout (formerly PayPal Express Checkout)
Required for this integration:
- A PayPal Business account.
- WooCommerce PayPal Checkout Gateway plugin download here.
- Reference Transactions must be enabled for both Production and Sandbox (testing) accounts.
- Paypal Mark (Checkout from the checkout page) - This features tokenizes payments in a way that allows Autoship Cloud to create future orders. Note: This must be enabled!
- Checkout from Cart Page - This feature is not supported
- Checkout from Product Page - This feature is not supported
- PayPal Credit - This feature is not supported
Unsupported QPilot Features
- Manual load of payments from Square (see this help doc for details)
Setting up PayPal Checkout with WooCommerce
Once you have installed and activated the PayPal Checkout plugin, you will need to enter your PayPal Checkout API credentials into the plugin before you can start using it. To do this, navigate (in your WP Admin) to Woocommerce > Settings > Payments > PayPal Checkout (either at the top of the page where all the plugins are listed as text, or at the bottom where the enabled/disabled gateways are displayed).
Make sure that "Sandbox" is selected for the Environment setting. Click "Click here to toggle manual API credential input", then enter your Sandbox API Username, Password, and Signature from your PayPal Express Account in the provided fields (you may alternatively upload an API certificate downloaded from your account if you wish to do so, but you will need to have the individual values handy for the next section either way).
You will also need to enable "PayPal Mark" to allow PayPal to be used from the checkout page.
Once these have been set, click "Save changes", and complete a checkout from your store to ensure that PayPal Express Checkout is working.
Setting up PayPal Checkout with Autoship Cloud
Once you have ensured that the payment gateway can successfully process a checkout and save a payment method in your store, you'll need to set create a payment integration inside of Autoship Cloud.
To do this, navigate in your WP Admin to Autoship Cloud > Payment Integrations. Once there, click on the blue circle with the "+" sign in it to create a new payment integration. You should see the following screen:
Make sure that "Test Mode" is enabled (unless you are ready to begin using the gateway in Live mode), click the "Payment Method Type" dropdown and select "PayPal", enter the API credentials from the previous section in the appropriate fields. When you're done, click "CREATE".
You should now see a new payment integration in your Payment Integrations list.
Testing PayPal Checkout with Autoship Cloud in Test Mode
Before using a payment gateway in Live Mode, it is necessary to ensure that it works in Test Mode (sometimes referred to as Sandbox Mode).
To do this:
1. Visit your store as a customer (make sure you are logged out as WP Admin)
2. Put an Autoship enabled item in your cart.
3. Complete a checkout using PayPal Checkout as the payment method, using sandbox credit card info, and filling in the "Create Password" field (this should be required).
4. Verify that the order has successfully processed.
5. As the same customer, visit My Account > Scheduled Orders, and verify that you have a schedule created, and that the schedule items and frequency are correct.
6. Log back into your site as WP Admin, navigate to Autoship Cloud > Scheduled Orders, and verify that the newly created schedule is present in your list of Scheduled Orders.
Once you have successfully completed an Autoship Cloud checkout and verified that a Scheduled Order was created and the payment method was saved, you are ready to enter Live Mode (in which actual charges will be created).
To do this you will need to:
1. Create a Live PayPal Checkout account.
2. Navigate to WP Admin > WooCommerce > Settings > Payments > PayPal Checkout, and change the setting for Environment from "Sandbox" to "Live". Enter the API credentials from your new, Production PayPal account Click "Save changes".
3. Navigate to WP Admin > Autoship Cloud > Payment Integrations. Click the pencil icon at the right end of the record for your PayPal integration to edit. Replace the API credentials with the new ones from step 2, and uncheck the box for "Test Mode", and click "Save".
You are now ready to test Checkout and Scheduled Orders with Autoship Cloud.