Requirements for using PayPal and Venmo
In order to enable PayPal and Venmo for your Giving Day, your organization must have a PayPal Business Account and be able to provide the live Client ID for that account. PayPal and Venmo are currently only available as payment methods for Giving Days that are Centrally Routed. This means that donations to all organizations or funds are routed to a single bank account.
Because Bonterra Giving Days does not have access to your organization's PayPal account, the Customer Success team is unable to provide in-depth troubleshooting for donation issues. Refunds for donations made via PayPal and Venmo will need to be processed directly by your team. If you do process refunds via PayPal or Venmo, reach out to our Customer Support team so that we can help ensure your reporting reflects this change.
If using PayPal and Venmo as payment methods has not already been discussed with your Relationship Manager and Project Manager, please let your designated Project Manager know so they can begin this process.
Providing your Client ID to your Project Manager
In order to enable PayPal and Venmo, your Project Manager will request from you the live Client ID from your PayPal Business Account. To learn how to access this information inside your PayPal Developer Dashboard, view the instructions here and read the notes below.
Once you have the Client ID for the live PayPal app, provide it to your Project Manager via Basecamp and continue to the next section below.
Enabling your PayPal Webhook
You must enable a webhook within your newly created REST API app in your PayPal Developer Dashboard in order for your PayPal/Venmo integration to work on your giving day site. To learn how to add a webhook your REST API app, view the instructions here and read the notes below.
Once you have completed the instructions and notes above, you will see a notification that confirms that you have successfully completed setting up your PayPal.
Please take a screenshot of your PayPal Developer Dashboard that shows your configured webhook with the correct URL, Events Tracked, and the toggle at the top indicating that this is on your Live app. Send your Project Manager this screenshot via Basecamp as confirmation that your webhook is successfully set up!
If you encounter any issues or have questions, please contact your designated Project Manager!