How to Integrate and Use Paypal

July 30, 2024•1 min read

By integrating Paypal as a merchant processing application to BILT, you’ll be able to process payments for products and services right within BILT. This will help you manage your business and allow you to track transactions right within the Payments tab. Follow these steps below to learn how to integrate Paypal:

Step 1: Create and Access Your Paypal Account

Visit developer.paypal.com to create or log in to your Paypal account.
Once logged in, navigate to your Paypal Dashboard.

Click My Apps & Credentials.
Choose the Live app option.

NOTE: Be sure you have selected the Live app option, vs. Sandbox. The Sandbox option and credentials are used to test Paypal. You will need to create a Live app and use Live credentials in order to actually process payments.

Click the Create App button.
Choose an app name.

Click Create App and you’ll now be able to view your Client ID and Secret ID. (The Secret ID may be hidden - you may need to click “Show” in order for it to display on the page.) Copy both the Client ID and Secret ID as you’ll need to paste them into BILT momentarily to complete the integration.

Step 2: Integrate Paypal to BILT

Navigate to Payments > Integrations
Add your Client ID and Secret ID from your Paypal account that you copied in Step 1.

Click Save to confirm the integration.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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