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PayPal Payment Importing

PayPal Payment Importing. Steps to Importing Paypal Payments. Configure Paypal for exporting Export payments Import into QuickBase Assign/Check Imports. Configure Paypal. Get to Section for Downloading History. When login, you’ll be placed on the main homepage.

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PayPal Payment Importing

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  1. PayPal Payment Importing

  2. Steps to Importing Paypal Payments • Configure Paypal for exporting • Export payments • Import into QuickBase • Assign/Check Imports

  3. Configure Paypal

  4. Get to Section for Downloading History • When login, you’ll be placed on the main homepage. • From that screen, select the “History” menu… • select the “Download History” menu Item

  5. Customize Downloaded Fields • When select “Download History”, you’ll get to page below. • Select the “Customize Download Fields” link…

  6. Select appropriate fields for downloading • When select “Customize Download Fields”, you’ll get to page • Select the “Item Title” and “Custom Number” fields… • …and then hit “Save”

  7. Export Payments

  8. Download your Transactions • When select “Save”, you’ll return to the download page • Configure the download… • Select “Last Download to Present” option • Select “Comma Delimited” option for the file type • Click on “Download History” button • When prompted, select “Save” and place file in place will find it.

  9. Import into QuickBase

  10. Invoke Import Script • Invoke the Import Script by Clicking here… • https://www.quickbase.com/db/bcat8evic?a=dbpage&pagename=importFromPayPal.html • The script will prompt for you to select the file you just saved and want to import. Browse for it and click on “Next” button • Once you hit next, the script will start processing all payments…

  11. Check Imports

  12. Assigning Unmatched Charges (if necessary) • If there are any payments that the script couldn’t match, you’ll get the following… • And QuickBase will redirect you to following screen: • Fill in the “Alumni ID” field for each unmatched payment and hit “Save and Done”

  13. Checkout payments • Validate payment information is correct • Run “Payments Posted Today” report • https://www.quickbase.com/db/bcat8evic?a=q&qid=32 …validate all payments are allocated correctly • Allocate payments across years/projects • Run “Grid Edit of Payments I Entered Today” report • https://www.quickbase.com/db/bcat8evic?a=q&qid=104 …allocate payments across years and projects

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