PayPal Processor - 2013 Setup Guide

Processor Setup Guide

Last updated: May 2013

Processor Setup Guide

Document Number: 100003.en_US-201305

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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.

For additional questions, contact PayPal Customer Service at payflow-support@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

– Electronic Checks (ACH) – 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) – Heartland – Litle – Merchant e-Solutions – Moneris – NOVA (Elavon) – Paymentech - Salem – Paymentech - Tampa – SNET - SecureNet – TSYS (Vital/VisaNet) – Vantiv – WPAY - World Pay

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 Name: _____________________________________________________ Login ID: ____________________________________________________________ Case Number: _______________________________________(required)

Select the type of your account and amount to charge for the processor change request:

 Payflow Pro - $149 per account *  Payflow Link - $49 per account *

* Fee will be applied for each account that is changed.

Processor Setup

Processor Change Billing Information

1

 Charge current billing information on account

*Last Four Digits of Credit Card or ACH Account: ____________________

OR

 Use another credit card for one time processor change free

Billing Name: ________________________________________________________ Billing Street: _______________________________________________________ Billing Zip: __________________________________________________________ Credit Card Number: __________________________________________________

(Visa, MasterCard, and American Express only)

Expiration Date (MM/YY): ______________________________________________ Card Holder Signature: ______________________________________________

I authorize PayPal to bill the credit card listed on this form for services rendered in regards to changing the processor on my account.

Admin Contact Name: ___________________________________________ Signature: __________________________________________________________ Date: _______________________________________________________________

PayPal Processor Setup Guide 5

Processor Setup

1

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)

NOTE: Only used for processsing American Express card types directly to American Express.

6 PayPal Processor Setup Guide

Electronic Checks (ACH)

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

Electronic Checks (ACH)

1

PayPal services requires the following information to setup your account with Electronic Checks. You can obtain this information by contacting your merchant bank.

* Account Name: ________________________________________ (30 characters) * Routing Number: ________________________________________ (9 characters) * Account Type: ___________________________ ________________(1 character) * Account Number: ___________________________________________ (17 digits) * Posting Days: ______________________________________________ (2 digits) * Batch Description: _______________________________________ (1 character) * Sales Maximum: _______________________ (dollar amount, no decimal place) * Trans Type: ______________________________________________ (PPD, CCD)

PayPal Processor Setup Guide 7

Processor Setup

1

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

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  American

Express

8 PayPal Processor Setup Guide

First Data Merchant Services (FDC) South

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 800-326-2217.

* Merchant ID (MID): __________________________________________(11 digits) * Currency Code: _____________________________________(3 digits, US = 840) * Category Code (SIC, MCC): ____________________________________(4 digits) * Merchant State: ___________________________ (2 characters, for example CA) * Merchant Zip Code: __________________________________ (5 digit or 9 digits) * Acquirer: ______________________________________________ (BSP, CHASE)

Enter the Merchant Account Number in the fields below only if you accept the card type:

American Express SE ________________________________ (11 digits maximum) Diners SE __________________________________________ (11 digits maximum) Novus/Discover SE __________________________________ (11 digits maximum) JCB_______________________________________________ (11 digits maximum)

Credit Card Types Accepted

 Visa  MasterCard  Discover

PayPal Processor Setup Guide 9

Processor Setup

1

First Data Merchant Services (FDC) South

 JCB  Diner’s Club  American

Express

10 PayPal Processor Setup Guide