PayPal Processor - 2009 Setup Guide
Processor Setup
Guide
For Professional Use Only
Currently only available in English.
A usage Professional Uniquement
Disponible en Anglais uniquement pour l’instant.
Last updated: June 2009
Processor Setup Guide
Document Number: 100003.en_US-200709
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Processor Setup
1
Changing or Setting Up Processor
Below are instructions for changing or setting up your processor.
If you are requesting a processor change and the partner on your account is not PayPal,
VeriSign, or CyberCash, you mu st co ntact your existing Partner/Reseller to verify that the
processor can be changed. Some processors are also resellers of the Payflow service and
changing the processor can cause your existing account with PayPal to be cancelled.
If you change to a different processor, you will no longer be able to perform credits on
transactions done through your old processor. In order to perform credits, you will be required
to enter these as new credit transactions either programmatically, or manually using PayPal
Manager.
Additionally, all transactions that were authorized using your old processor must be captured
before changing processors.
If you have additional questions, contact PayPal Customer Service at payflowsupport@paypal.com.
Perform the following steps to change and/or set up your processor information with PayPal:
1. Contact your merchant bank to obtain the processor that your account is usin g. The
following processors are compatible with PayPal at this time:
– American Express
– First Data Merchant Services (FDC) Nashville
– First Data Merchant Services (FDC) South
– First Data Merchant Services North (CardNet)
– Global Payments East (NDC East)
– Global Payment Central (MAPP)
– Merchant e-Solutions
– Moneris
– NorWest (ACH)
– NOVA (Elavon)
– Paymentech - Salem
– Paymentech - Tampa
– TSYS (Vital/VisaNet)
PayPal Processor Setup Guide 3
Processor Setup
1
Changing or Setting Up Processor
2. If this is a request for a processor change:
– Ensure that all transactions authorized on the old processor have been captured or
submitted for settlement. Once the processor is changed, any transactions authorized
under the old processor that have not been captured will need to be re-authorized under
the new processor.
– Fill out and print the Processor Change Billing Information form on page 5.
3. If this is a request for a processor change, or you are setting up a new account, see the
appropriate processor information form (in the following sections) for information needed
to set up the processor. Fill out the requested information for your processor. All
information marked with * is required.
4. If this is a new account, fax the completed processor information form to 303-395-2851. If
this is a request for a processor change, fax the completed processor information form and
the processor change billing information form to 303-395-2851.
5. Once PayPal Customer Service updates your account, you will receive a confirmation by
email. Any changes done to the account will take effect after the top of every hour.
6. It is highly recommended that you perform a “test” transaction on the live servers using a
personal credit card to verify that the information is correct at both PayPal and your
merchant bank.
To perform a test transaction:
a. Log in to PayPal Manager at https://manager.paypal.com.
b. Select “Virtual Terminal” from the toolbar.
c. Select “Single Transaction”. Se lect “Test” in the Transaction Mode field. Refer to the
online help on PayPal Manager for instructions on performing a transaction.
d. Enter $1.00 for the test transaction, and click Submit. You should receive a result code
of “0” and a response message of “approved”.
If you have any problems with processing transactions:
1. Contact your merchant bank to verify the processor information.
2. Contact PayPal Customer Service at payflow-support@paypal.com to verify the processor
information.
If you have any problems with receiving funds at your commercial (checking) bank:
1. Verify that the transaction(s) have settled. Look at the detail record and see if a Batch ID
number was issued.
2. Contact your merchant bank to verify the routing and account number on file.
4 PayPal Processor Setup Guide
Processor Change Billing Information
This form is applicable only if you are changing your existing processor, not for new accounts.
Before any changes can be made for your processor, this form must be filled out and faxed to
Payflow Customer Service at 303-395-2851. Once the billing has been completed, your
account will be updated per the information entered on the processor set up form.
Company Information
Company Name: _____________________________________________________
Login ID: ____________________________________________________________
Case Number: _______________________________________________________
Select the type of your account and amount to charge for the processor change request:
Payflow Pro - $149 per account *
Processor Setup
Processor Change Billing Information
1
Payflow Link - $49 per account *
* Fee will be applied for each account that is changed.
Credit Card Billing Information
Billing Name: ________________________________________________________
Billing Street: _______________________________________________________
Billing Zip: __________________________________________________________
Credit Card Number: __________________________________________________
(Visa, MasterCard, and American Express only)
Expiration Date (MM/YY): ______________________________________________
I authorize PayPal to bill the credit card listed on this form for services rendered in regards to
changing the processor on my account.
Signature: __________________________________________________________
Date: _______________________________________________________________
PayPal Processor Setup Guide 5
Processor Setup
1
American Express
American Express
Complete this form and fax it to PayPal services at 303-395-2851. Once the form is received,
your account is updated, and you will receive a confirmation by email. Fields marked with an
* are required.
* PayPal Login ID: __________________________________________
Merchant Bank Information
Merchant Bank (Acquirer) Name: _______________________________________
Merchant Account Number: ____________________________________________
Merchant Bank Phone Number: _________________________________________
Processor Information
PayPal services requires the following information to setup your account with American
Express. You can obtain this information by contacting your merchant bank or American
Express at 800-528-5200.
* Merchant ID #/SE#: ________________________________________(9-11 digits)
* SIC (Category Code): ________________________________________ (4 digits)
* Business Name: _______________________________________ (20 characters)
* Business City: _________________________________________(18 characters)
* Business State: _________________________ (2 characters, for example - CA)
* Business Zip Code: _________________________________ (5 digit or 9 digits)
6 PayPal Processor Setup Guide
First Data Merchant Services (FDC) Nashville
First Data Merchant Services (FDC) Nashville
Complete this form and fax it to PayPal services at 303-395-2851. Once the form is received,
your account is updated, and you will receive a confirmation by email. Fields marked with an
* are required.
* PayPal Login ID: ___________________________________________________
Merchant Bank Information
Merchant Bank (Acquirer) Name: _______________________________________
Merchant Account Number: ____________________________________________
Merchant Bank Phone Number: _________________________________________
Processor Information
Processor Setup
1
PayPal services requires the following information to setup your account with First Data
Merchant Services. You can obtain this information by contacting your merchant bank or
FDMS at 800-647-3722.
* Merchant ID (MID): __________________________ (7 digits, add leading zeros)
* Group ID (TID): ______________________________ (7 digits, add leading zeros)
Credit Card Types Accepted
Visa MasterCard Discover
JCB Diner’s Club Enroute
American Express
PayPal Processor Setup Guide 7
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