Connect PayPal to BancoFX with LeadsBridge
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In this article, you'll learn how to set up the bridge and connect PayPal to My CRM Example using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
- Head over to the left sidebar and click on the Create new Bridge green button
- You'll be taken to the first step of the bridge creation
Step 1: Choose the apps you want to connect
- Choose PayPal as the source for your bridge
- Choose BancoFX as the destination for your bridge
- Click on the Continue button
- At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)
Step 2: Configure your PayPal with BancoFX
Step 2.A: Setup your PayPal integration
- Click on Connect PayPal
- Click on Create new integration to connect your PayPal (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the PayPal integration
- Fill API Username, API Password, API Signature field to connect PayPal with LeadsBridge
- Click on the Authorize button
- You can choose a name for this PayPal and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your PayPal is connected, you can continue with the set-up of your bridge
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Step 2.B: Configuration details for PayPal
How to get API Username, API Password, API Signature
Once you’ve created the API credentials, you will see View API Signature option under NVP / SOAP API integration. Clicking on that will bring you to a page like the following screenshot.
Click on each “Show” link to see API username, password and signature.
Click on each “Show” link to see API username, password and signature.
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Other Info
Click here: https://www.paypal.com/businessexp/tools and open the Tool page
Scroll the page till you see a box with API credentials written and click on it
Scroll the page till you see a box with API credentials written and click on it
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Once on the API credentials page, click on the last option for NVP/SOAP API integration.
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Step 2.C: Setup your BancoFX integration
- Click on Connect BancoFX
- Click on Create new integration to connect your BancoFX (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the BancoFX integration
- Fill Affiliate ID field to connect BancoFX with LeadsBridge
- Click on the Authorize button
- You can choose a name for this BancoFX and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your BancoFX is connected, you can continue with the set-up of your bridge
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Step 2.D: Configuration details for BancoFX
How to get Affiliate ID
In order to retrieve the "Affiliate ID" value, you should contact Banco FX support.
Step 2.E: Email Receipt (Optional)
You may choose to receive an email receipt for each incoming lead.
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- Type the address(es) where you'd like to receive the receipt
- You may also modify the Subject line of the email
Step 3: Fields Mapping
Here you'll be able to map your PayPal information with your BancoFX fields.
- You will have BancoFX fields on the left. Match the information you wish to pass align from PayPal
- Based on BancoFX functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
- You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
- You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped
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Step 3.A: Leads Filter (Optional)
If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions
- Click on the link Add Filter for Incoming Leads on the top left
- A popup wil be opened where you can configure the filter
- You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
- Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration
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Step 4: Save and Publish
- Click on the Save and publish button
Congratulations! Now your bridge is up and running
Do you need help?
Here some additional resources:
- PayPal documentation page and common questions
- BancoFX documentation page and common questions
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button