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      PayPal Integration FAQ

      Alpine PayPal Integration


      OVERVIEW

      Your Alpine database can be configured to automatically integrate with your PayPal account, pulling transactions and customers on a nightly basis into your database. Accepting donations via PayPal? Humanitru has you covered—no need to manually export PayPal reports and upload them into Humanitru; this integration will save you time and make sure every supporter (and gift) is accounted for.

      WHAT WE PUSH INTO PAYPAL

      Since the goal of this integration is to pull information from PayPal, your Humanitru Alpine database will not push any information into your PayPal account—it will only pull information.

      WHAT WE PULL FROM PAYPAL

      Every time this integration runs, Humanitru Alpine will fetch a list of PayPal transactions in the last thirty-one days—if the integration has never been run before, it will sync transactions from July 1, 2019. If you are worried about potential duplicates from PayPal (for example, if you had your PayPal transactions manually migrated when onboarding with Humanitru), please reach out to your Humanitru account manager to set up a custom sync date (use the keyword “last sync at”).

      As your PayPal account may have many different types of transactions, to limit the amount of “bad data” (e.g. withdrawals, invoice payments, etc.)

      Humanitru Alpine will ignore any transaction that is not the following: Subscription payment (T0002) OR Donation payment (T0013).

      These transaction event codes correspond to the PayPal documentation found here. Please verify that the transactions you wish to be synced into Humanitru Alpine are of those Event code types; otherwise, please reach out to your Humanitru account manager to discuss options.


      Constituent Mapping

      PayPal Field

      Humanitru Alpine Field

      Payer Info: Payer Name: Alternate Full Name

      Name

      Payer Info: Email Address

      Email

      Action Mapping

      PayPal Field

      Humanitru Alpine Field

      Transaction Info: Transaction ID

      PayPal ID

      Transaction Info: Transaction Initiation Date

      Action Date

      Transaction Info: Transaction Amount: Value

      Amount

      Transaction Info: Transaction Amount: Currency Code (for non-USD)

      In the Notes field, it will specify “Original Currency / Amount: AMOUNT CURRENCY”. Furthermore, it will attach the campaign “Needs Review: Non-US Currency”

      (if present) Transaction Info: Transaction Subject

      Added to the Notes section

      (if present) Transaction Info: Transaction Note

      Added to the Notes section

      (if present) Cart Info: Item Details: Item Name

      The campaign “PayPal Items: ITEM_NAME” will be attached

      (implied)

      All PayPal transactions will have the campaign “Channel: PayPal” attached to it

      SYNC DETAILS

      Timing: Nightly

      This integration syncs on a nightly basis and does not occur in real-time.

      Constituent Matching: Email, then Name

      When looking up a pre-existing constituent to match within Humanitru Alpine, the “Email” field will be prioritized, then any Custom Fields of type “Email” to return the first matching constituent. If no match is found, then a new Constituent will be created.

      Action Matching: Yes

      Every transaction synced from PayPal is mapped with an internal “Transaction ID” from PayPal to reduce duplicates and improve reliability. Thus, although this sync runs nightly, but looks at the last 31 days each time, it will not create duplicates despite the daily overlap.

      CONNECTING YOUR PAYPAL ACCOUNT

      1. Go to the following link to register the Humanitru Alpine integration to your PayPal account: https://developer.paypal.com/developer/applications/
      2. In the upper right-hand corner, click the blue “Log in to Dashboard” and log in with the PayPal account you wish to connect to Alpine
      3. Under “My apps & credentials”, click on “Live” to make it selected
      4. Under REST API apps, click the blue “Create App” button
      5. Under “App Name”, fill in “Humanitru Alpine Integration”, and click “Create App”
      6. Please record the “Client ID” token to send to your Customer Success Manager
      7. Click “Show” under “Secret”, and record the “Secret” token to send to your Customer Success Manager
      8. [IMPORTANT] Scroll down to the very bottom, under “Live App Settings”, and make sure the checkbox next to “Transaction Search” is checked (if it is not already checked, check the checkbox and click “Save”)
      9. In conclusion: send your Customer Success Manager the “Client ID” token, the “Secret” token, and the date starting from which you wish your PayPal transactions to sync to Alpine