PayPal Setup for Receive Payment - PledgeBox

PayPal Setup for Receive Payment

Connect the PayPal account that should receive your project’s survey payments. Use production credentials for real payments.

Before connecting

The current PledgeBox PayPal tab requires a payment card under Pricing Plan before PayPal can be enabled. It states that PayPal receipts go to your PayPal account and PledgeBox fees are charged to that card daily based on daily revenue.

Review the project’s current fee terms before setup. Read how PledgeBox fees are charged.

1. Get PayPal app credentials

  1. Sign in to the PayPal Developer Dashboard for the intended business account.
  2. Open Apps & Credentials.
  3. Choose the Live environment for production payments.
  4. Open or create the app used for this integration.
  5. Copy its Client ID and Client Secret securely.

Sandbox credentials are for testing. Do not use them for a live survey. PayPal’s current documentation requires a Business account to go live.

PayPal’s credential guide

2. Connect in PledgeBox

Receive Payment page showing PayPal between Stripe and Bank Account in the red outlined tabs
Open Receive Payment, then select PayPal in the highlighted tab row. This screenshot shows the Stripe tab selected. Open the image to view it at full size.
  1. Open the correct project.
  2. Go to Dashboard → Receive Payment.
  3. Select PayPal.
  4. Enter PayPal Client ID and PayPal Secret.
  5. Check the receiving account and environment.
  6. Click Save.
  7. Review the resulting connection status and any error message.

Keep the secret in its designated field. Do not include it in screenshots or support messages.

Before sending surveys

Review the configured payment method in the survey. A saved credential form is not proof that a payment has succeeded. Investigate a connection or payment error using its actual message before asking a backer to retry.

Payment-method setup · Troubleshoot failed survey payments