Pay Pal Payment Importing Steps to Importing Paypal

Steps to Importing Paypal Payments ¡ ¡ Configure Paypal for exporting Export payments Import

Get to Section for Downloading History ü When login, you’ll be placed on the

Customize Downloaded Fields ü When select “Download History”, you’ll get to page below. q

Select appropriate fields for downloading ü When select “Customize Download Fields”, you’ll get to

Download your Transactions ü When select “Save”, you’ll return to the download page q

Invoke Import Script ¡ Invoke the Import Script by Clicking here… l https: //www.

Assigning Unmatched Charges (if necessary) ¡ If there any payments that the script couldn’t

Checkout payments ¡ Validate payment information is correct l Run “Payments Posted Today” report

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Pay. Pal Payment Importing

Steps to Importing Paypal Payments ¡ ¡ Configure Paypal for exporting Export payments Import into Quick. Base Assign/Check Imports

CONFIGURE PAYPAL

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

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

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

EXPORT PAYMENTS

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

IMPORT INTO QUICKBASE

Invoke Import Script ¡ Invoke the Import Script by Clicking here… l https: //www. quickbase. com/db/bcat 8 evic? a=dbp age&pagename=import. From. Pay. Pal. 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…

CHECK IMPORTS

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

Checkout payments ¡ Validate payment information is correct l Run “Payments Posted Today” report l https: //www. quickbase. com/db/bcat 8 evic? a=q&qid=32 …validate all payments are allocated correctly ¡ Allocate payments across years/projects l Run “Grid Edit of Payments I Entered Today” report https: //www. quickbase. com/db/bcat 8 evic? a=q&qid=104 …allocate payments across years and projects l