How to Integrate PayPal with Odoo 18: A Step-by-Step Guide

TEAM-BASSAM
November 25, 2024
odoo-paypal-integration

Currently, in this business, it is important to click on payment methods that are safe and efficient so that a seamless experience is provided to the customers. With Odoo 18, a new advancement comes where PayPal can be incorporated within the Odoo interface allowing businesses to make transactions without much hassle. This guide walks you through integrating PayPal with Odoo 18 to enable your company to receive timed, secure, and many international payments.

Step 1: Activate the Payment Module

Firstly, make sure that the Payment Acquirers module has been activated.

  • Go to the Apps menu on Odoo.
  • Type in the Payment Acquirers or Payment and install it if the app is not active.

This module is necessary for the activation and configuration of the different payment providers such as PayPal

Step 2: Allow PayPal as a Means of Payment.

Once Inactive – Enable the payment module by proceeding as follows:

  • Navigate to Invoicing > Configuration > Payment Acquirers.
  • Search the list for PayPal. If it’s not visible, click Create to manually add it to the paid merchant account.
  • Set PayPal as a method of payment and customers will be able to select it at the payment point.

Step 3: Configure PayPal Settings

The next step is to connect Odoo with your PayPal account:

  • Open the PayPal configuration page.
    • Enter your PayPal Merchant ID or Business Email Address. These credentials are linked to your PayPal business account.
    • Choose the operating environment:
      • Test for sandbox testing.
      • Production for live transactions.
    • Configure supported currencies to ensure compatibility with your customers’ needs.

Step 4: Link to Payment Workflow

You’ll need to associate PayPal with specific payment workflows in Odoo:

  • Go to the Accounting section and link PayPal to a journal for accurate transaction tracking.
    • Enable automatic payment validation if you want real-time updates on payment status.
    • Configure customer notifications to send payment confirmations automatically.

Step 5: Enable PayPal on Checkout Pages

If you’re using the eCommerce module:

  • Go to Website > Configuration > eCommerce Settings.
    • Ensure PayPal is enabled as a payment option visible to customers during checkout.

Step 6: Test the Integration

Testing is crucial to ensure the integration works smoothly.

  • Set the environment to Test and use PayPal sandbox credentials to simulate payments.
    • Verify that payments are processed correctly and transactions are recorded in Odoo.

Step 7: Switch to Live Mode

After successful testing, you can switch to live mode:

  • Change the environment from Test to Production in PayPal settings.
    • Ensure your PayPal account is fully verified and ready for live transactions.

Step 8: Monitor Transactions

Finally, regularly monitor PayPal transactions in the Accounting module:

  • Confirm that all transactions are correctly recorded and reconciled.
    • Address any discrepancies or issues promptly.

Integrating PayPal with Odoo 18 enhances your payment system, offering secure and seamless transactions for customers worldwide. The process is straightforward, with Odoo’s user-friendly interface ensuring smooth setup and operation. Whether you’re running an eCommerce store or offering services, PayPal integration simplifies payment collection and improves customer satisfaction.

Get started today and streamline your payment process with Odoo 18 and PayPal!

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