PayPal Express Checkout payment gateway

This topic assumes that you have already established your PayPal Express Checkout account and you have worked with Trumba to enable paid registration on your account. For more information, see Introduction to paid registration.

Please note

We strongly recommend that, after you have the Trumba-PayPal Express Checkout connection set up, you thoroughly test the entire paid registration process to ensure that credit card payment works, money actually gets added to your PayPal account, and you can successfully process a refund.

Doing a thorough test run will uncover any problems related to your Trumba event registration and payment gateway setup and to PayPal account settings that have nothing to do with Trumba.

The best approach is to create and publish a separate test calendar that uses the same settings as your live calendar. Then, you can set up paid registration on an event that you add to that test calendar. Once you confirm, by running through the entire registration, payment, and refund process, that things are working correctly, you can move the event from the test to the live calendar.

How the connection works

Trumba maintains its own PayPal account, which serves as the conduit between your Trumba events and your PayPal account. To enable payment processing for Trumba events, you need to go through two sets of steps:

• In your Trumba account, you set up the payment gateway and get the Trumba PayPal account's API user name.
• In your PayPal account, you grant third-party permissions to allow Trumba to make payments on your behalf.

Tip While you're in your PayPal account, it's a good idea to turn on the PayPal Account Optional setting. Turning on this setting lets attendees register and pay for events without having a personal PayPal account of their own. See instructions for turning on this setting here.

To set up the gateway and get the API user name

1. In the Trumba editing environment, under Tasks, click Manage payment gateways.

   

   Tip Only Publisher account holders have the ability to manage payment gateways.

2. Click Add Gateway, and then for Gateway Type, select PayPal.
3. Under Paypal Account Info:
   1. Enter a label that will appear as this gateway's name.

      This name appears in lists and selections within the Trumba editing environment.

   2. Enter your PayPal user name. Note, this is the email address you use to log in to Paypal.
   3. Make a note of the Trumba API Account Username.

      You'll enter this user name into your PayPal account in the next set of steps.

   4. Under Available Calendars, select the calendars you want to link with this payment gateway

      This list shows calendars that you created that are not connected to another gateway.

   5. Other Calendars lists those that are assigned to a different payment gateway, which you can select to switch to this new gateway.

      Important If you are not familiar with how changing the gateway will affect existing paid-registration events, ignore this step for now. You can change a calendar's payment gateway at any time later. To learn more, see Change payment gateways.

Allow Trumba to make payments on your behalf

1. Sign in to your PayPal account.
2. In your PayPal account, go to the Add New Third Party Permissions page.
3. On the Add New Third Party Permissions page of the PayPal web site, enter payments_api1.corp.trumba.com and click Lookup.

   

   The Organization Trumba Corporation will be returned, along with a list of available permissions.

4. In the Available Permissions list, select the following:
   • Use Express Checkout to process payments.
   • Issue a refund for a specific transaction.
   • Process your customers credit or debit card payments.

   Then click Add

After you set up Trumba to process payments, you can set up a paid registration event.

Turn on PayPal Account Optional

1. Sign in to your PayPal account.
2. Near the top of the page, click Profile.
3. On the Profile page, under Hosted payment settings, click Website payments preferences.
4. Near the bottom of the Website Payment Preferences page, under PayPal Account Optional, select On.
5. Click Save.