Paypal Express Checkout 2010 Integration Guide

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Express Checkout
Integration Guide

Last updated: May 2010

Express Checkout Integration Guide
Document Number: 100010.en_US-201005

© 2010 PayPal, Inc. All rights reserved. PayPal is a registered trademark of PayPal, Inc. The PayPal logo is a trademark of PayPal, Inc. Other
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Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Where to Go for More Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Revision History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 1

Introducing Express Checkout . . . . . . . . . . . . . . . 11

The Express Checkout Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Express Checkout Integration Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Configuring and Customizing the Express Checkout Experience . . . . . . . . . . . . 13
Additional PayPal API Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Express Checkout Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Checkout Entry Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Payment Option Entry Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Express Checkout Building Blocks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Express Checkout Buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Express Checkout API Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Express Checkout Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Express Checkout Token Usage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Chapter 2

Express Checkout Button and Logo Image Integration . . . 19

About PayPal Button and Logo Images . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Express Checkout Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Express Checkout Image Flavors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Dynamic Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Configuring the Dynamic Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Set Up the Default Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Set Up Image for Dynamic Use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Change the Locale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Feedback to Buyer Meeting an Incentive . . . . . . . . . . . . . . . . . . . . . . . . 22
Choose the Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Dynamic Image Command Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Dynamic Image Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Locale Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

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Contents

Static PayPal Button and Mark Images Source Requirements . . . . . . . . . . . . . . . 25

Chapter 3

PayPal Name-Value Pair API Basics . . . . . . . . . . . . . 27

PayPal API Client-Server Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
PayPal Name-Value Pair API Requests and Responses . . . . . . . . . . . . . . . . 28
Multiple API Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Obtaining API Credentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Creating an API Signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Creating an API Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Creating an NVP Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Specifying the PayPal API Operation . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Specifying an API Credential . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
URL Encoding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
List Syntax for Name-Value Pairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Executing NVP API Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Specifying a PayPal Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Logging API Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Responding to an NVP Response . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Common Response Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
URL Decoding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Chapter 4

Implementing the Simplest Express Checkout Integration . 37

Setting Up the Express Checkout Transaction. . . . . . . . . . . . . . . . . . . . . . . . 37
Obtaining Express Checkout Transaction Details . . . . . . . . . . . . . . . . . . . . . . 39
Completing the Express Checkout Transaction . . . . . . . . . . . . . . . . . . . . . . . 39

Chapter 5

Testing an Express Checkout Integration . . . . . . . . . . 43

Chapter 6

Customizing Express Checkout . . . . . . . . . . . . . . . 49

PayPal Review Page Order Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Special Instructions to Merchant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Integrating Order Details into the Express Checkout Flow . . . . . . . . . . . . . . . 52
eBay-Issued Incentives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Integrating eBay Incentives into the Express Checkout Flow . . . . . . . . . . . . . . 56
Providing Gift Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Getting Buyer Consent to Receive Promotional Email. . . . . . . . . . . . . . . . . . . . 60
Providing Your Customer Service Number. . . . . . . . . . . . . . . . . . . . . . . . . . 60

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Contents

Adding a Survey Question . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
PayPal Page Style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Custom Page Style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Individual Page Style Characteristics . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Changing the Locale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Confirmed Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Suppressing the Buyer’s Shipping Address . . . . . . . . . . . . . . . . . . . . . . . 70
Shipping Address Override . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Automatically Filling Out the PayPal Login Page . . . . . . . . . . . . . . . . . . . . . . 73
Buyer Pays on PayPal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Chapter 7

Implementing the Instant Update API . . . . . . . . . . . . 77

About the Instant Update API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Integration Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Post-Integration Checkout Experience . . . . . . . . . . . . . . . . . . . . . . . . . 78
How the Callback Works in the Express Checkout Flow. . . . . . . . . . . . . . . . . . . 80
Following Instant Update API Best Practices . . . . . . . . . . . . . . . . . . . . . . . . 81
Setting Up the Callback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
GetExpressCheckoutDetails and DoExpressCheckoutPayment Changes . . . . . . . 83
Other Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Using the Callback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
SetExpressCheckout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Callback Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Callback Response . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Chapter 8

Immediate Payment . . . . . . . . . . . . . . . . . . . . . 91

Overview of Immediate Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
About Immediate Payment For Third Party Checkout . . . . . . . . . . . . . . . . . . . . 91
Integrating Immediate Payment for Third-Party Checkout . . . . . . . . . . . . . . . . . . 93
The Call to SetExpressCheckout . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
The Call to DoExpressCheckoutPayment . . . . . . . . . . . . . . . . . . . . . . . . 94
About Immediate Payment For Express Checkout . . . . . . . . . . . . . . . . . . . . . 94
Integrating Immediate Payment for Express Checkout . . . . . . . . . . . . . . . . . . . 95

Chapter 9

Implementing Parallel Payments . . . . . . . . . . . . . . 97

About Parallel Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
What Is and What Is Not Supported . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

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Post-Integration Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Name-Value Pair Syntax Supporting Parallel Payments . . . . . . . . . . . . . . . . . . . 99
Integrating Parallel Payments Using the NVP API . . . . . . . . . . . . . . . . . . . . . .100
Integrating Parallel Payments Using the SOAP API . . . . . . . . . . . . . . . . . . . . .103
Handling Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108

Chapter 10

Handling Payment Settlements . . . . . . . . . . . . . . 109

Sale Payment Action for Express Checkout . . . . . . . . . . . . . . . . . . . . . . . . .109
Authorization Payment Action for Express Checkout . . . . . . . . . . . . . . . . . . . .109
Order Payment Action for Express Checkout . . . . . . . . . . . . . . . . . . . . . . . . 110

Chapter 11

Handling Recurring Payments . . . . . . . . . . . . . . . 113

How Recurring Payments Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Recurring Payments Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Options for Creating a Recurring Payments Profile . . . . . . . . . . . . . . . . . . . . . 115
Specifying the Regular Payment Period . . . . . . . . . . . . . . . . . . . . . . . . . 115
Including an Optional Trial Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Specifying an Initial Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Maximum Number of Failed Payments . . . . . . . . . . . . . . . . . . . . . . . . . 117
Billing the Outstanding Amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Recurring Payments With Express Checkout . . . . . . . . . . . . . . . . . . . . . . . . 117
Initiating the Processing Flow With SetExpressCheckout

. . . . . . . . . . . . . . . 119

Redirecting the Buyer’s Browser to PayPal . . . . . . . . . . . . . . . . . . . . . . .120
Getting Buyer Details Using GetExpressCheckoutDetails . . . . . . . . . . . . . . . .121
Creating the Profiles With CreateRecurringPaymentsProfile . . . . . . . . . . . . . .121
Recurring Payments Profile Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .122
Getting Recurring Payments Profile Information . . . . . . . . . . . . . . . . . . . . . . .122
Modifying a Recurring Payments Profile . . . . . . . . . . . . . . . . . . . . . . . . . . .123
Updating Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124
Updating the Billing Amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124
Billing the Outstanding Amount of a Profile . . . . . . . . . . . . . . . . . . . . . . . . .124
Recurring Payments Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125

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Chapter 12

Using Other PayPal API Operations . . . . . . . . . . . . 127

Issuing Refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127
Handling Payment Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128

Chapter 13

Integrating giropay with Express Checkout . . . . . . . . 131

giropay Page Flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131
giropay Payment Page Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131
Cancelled or Unsuccessful giropay Payment Page Flow . . . . . . . . . . . . . . . .132
giropay Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133
Initiate the Flow with SetExpressCheckout . . . . . . . . . . . . . . . . . . . . . . .133
Redirect the Buyer to PayPal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133
Complete the Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134
Receive Transaction Status Notification . . . . . . . . . . . . . . . . . . . . . . . . .134

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Express Checkout Integration Guide

Preface

This document describes Express Checkout integration.

Intended Audience
This document is intended for merchants and developers implementing Express Checkout.

Where to Go for More Information
For information on the administrative tasks you can perform from your PayPal account, see
the Merchant Setup and Administration Guide. The guide is located on the Documentation
page linked to the Library tab in Developer Central.

Revision History
Revision history for Express Checkout Integration Guide.
TABLE 1.1 Revision history
Date

Description

05/11/10

Added details for integrating parallel payments using the NVP and SOAP
API, including use with airlines. Added new Immediate Payment
functionality. Updated billing agreements with functionality to obtain the
latest billing address, skip billing agreement creation, and clarify use of the
BAUpdate API.

03/10/10

Added support for parallel payments.

01/21/2010

Added new Express Checkout fields to provide the buyer contact
information, gift options, promotions, and a survey question on the PayPal
pages. Added a new callback response API field providing no-shipping
details.

10/05/2009

Added Immediate Payment.
Edited for technical accuracy.
Removed PayPal placement guidelines.

06/30/2009

Added a section on payment review.

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Revision History
TABLE 1.1 Revision history

10

Date

Description

06/04/2009

Added a chapter on pre-populating the PayPal review page. Updated PayPal
Review pages. Moved some customization topics out of this guide. They
are now in the Merchant Setup and Administration Guide.

04/30/2009

Created first edition for Enterprise-level merchants and added chapter on
reference transactions.

04/08/2009

Added a chapter describing the Instant Update Callback API.

03/03/2009

Updated to allow useraction=continue for eBay incentives.

11/13/2008

Added information about integrating dynamic images and added
information about order details that can be displayed on the PayPal Review
page.

06/30/2008

Complete revision.

May 2010

Express Checkout Integration Guide

1

Introducing Express Checkout

Express Checkout is PayPal’s premier checkout solution, which streamlines the checkout
process for buyers and keeps them on the merchant’s site after making a purchase.
z

The Express Checkout Experience

z

Express Checkout Integration Steps

z

Express Checkout Flow

z

Express Checkout Building Blocks

NOTE:

For information about administrative tasks you can perform from your PayPal account
such as adding users, setting up custom page styles, and managing multiple currency
balances, see the Merchant Setup and Administration Guide.

The Express Checkout Experience
Express Checkout makes it easier for a buyers to pay online. It also enables you to accept
PayPal while retaining control of the buyer and the overall checkout flow.
Consider your buyers’ experience before implementing Express Checkout. A generic flow
probably has the following sequence of pages:
A generic checkout flow

In a typical checkout flow, a buyer:
1. Checks out from the shopping cart page
2. Provides shipping information
3. Chooses a payment option and provides billing and payment information
4. Reviews the order and pays
5. Receives an order confirmation
In an Express Checkout flow, a buyer still checks out at the beginning of the flow. However,
the buyer does not enter shipping, billing, or payment information, because PayPal provides
the stored information. This simplifies and expedites the checkout process.

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1

Introducing Express Checkout
Express Checkout Integration Steps

The following diagram shows the Express Checkout flow:
Express Checkout Flow

In the Express Checkout flow, the buyer:
1. Chooses Express Checkout by clicking Check out with PayPal
2. Logs into PayPal to authenticate his or her identity
3. Reviews the transaction on PayPal
NOTE:

Optionally, (not shown in the diagram), the buyer can then proceed to review the
order on your site. You can also include other checkout steps, including upselling
on your Review Order page.

4. Confirms the order and pays from your site
5. Receives an order confirmation

Express Checkout Integration Steps
You can implement Express Checkout in 4 steps:
1. Place PayPal checkout buttons and PayPal payment mark images in your checkout flow.
2. For each PayPal button that you place, modify your page to handle the button click.
Use a PayPal Express Checkout API operation to set up the interaction with PayPal and
redirect the browser to PayPal to initiate buyer approval for the payment.
3. On your order confirmation page, obtain the payment authorization from PayPal and use
PayPal Express Checkout API operations to obtain the shipping address and accept the
payment.
4. Test your integration using the PayPal Sandbox before taking your pages live.
Because PayPal offers you the flexibility to control your checkout flow, you should first
understand how your current checkout flow works, then, become familiar with the Express
Checkout flow. Start by reviewing Express Checkout Flow. For additional background
information to help you get started, see Express Checkout Building Blocks.

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Express Checkout Integration Guide

Introducing Express Checkout
Express Checkout Integration Steps

1

Configuring and Customizing the Express Checkout Experience
After you implement and test your basic Express Checkout integration, you should configure
the additional features of Express Checkout to customize it to meet your needs.
Carefully evaluate each feature because the more you streamline the checkout process and
make Express Checkout seamless to buyers, the more likely your sales will increase.
At a minimum, you should:
z

Set your logo on the PayPal site and provide order details in the transaction history.

z

Use the PayPal confirmation page as your Order Review page to further streamline the user
experience when you do not need the benefits associated with paying on your site. This
strategy can lead to a better order completion rate, also known as a conversion rate.

Configure the look and feel of PayPal pages to match the look and feel of your site by
specifying the:
z

Logo to display

z

Colors for the background and border

z

Language in which PayPal content is displayed

You should include:
z

Order details, including shipping and tax, during checkout
IMPORTANT:

z

Not displaying this information is a major cause of shopping cart
abandonment during checkout.

Shipping information for non-digital goods, which can be your address information for the
buyer or the address on file with PayPal; if you use the address on file with PayPal, you can
specify whether or not it must be a confirmed address

You can also activate additional features, including:
z

Associate a payment with an eBay auction item

z

Assign an invoice number to a payment

z

Accept payments with giropay (Germany only)

Additional PayPal API Operations
You can use PayPal API operations to include advanced processing and back-office processes
with Express Checkout. You can:
z

Capture payments associated with authorizations and orders

z

Process recurring payments

z

Issue refunds, search transactions using various criteria, and provide other back-office
operations

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1

Introducing Express Checkout
Express Checkout Flow

Express Checkout Flow
To implement Express Checkout, you must offer it both as a checkout option and as a payment
method. Typically, you initiate the Express Checkout flow on your shopping cart page and on
your payment options page.
You add Express Checkout to your existing flow by placing the Checkout with PayPal button
on your Shopping Cart page and by placing the PayPal mark on your Payment Methods
page. The following diagram shows the complete flow:
Complete Express Checkout flow

Make the following changes to implement the complete Express Checkout flow:
z

On your Shopping Cart page, place the Checkout with PayPal button and respond to a
click by setting up the Express Checkout request and redirecting your buyer’s browser to
PayPal.

z

On your Payment Methods page, associate the PayPal mark with an option. Handle
selection of the PayPal mark by setting up the Express Checkout request and redirecting
your buyer’s browser to PayPal.

z

On the page your buyer returns to, obtain shipping information from PayPal and accept the
payment to complete the Express Checkout transaction.

NOTE:

You also can allow the buyer to pay on the PayPal Review page; in which case, your
checkout flow can omit the Merchant Review page and proceed directly to your
Confirmation page. For more information see “Buyer Pays on PayPal” on page 75.

Checkout Entry Point
The checkout entry point is one of the places where you must implement Express Checkout.
Buyers initiate the Express Checkout flow on your shopping cart page by clicking the
Checkout with PayPal button.
The following diagram shows how Express Checkout integrates with a typical checkout flow:

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Express Checkout Integration Guide

Introducing Express Checkout
Express Checkout Building Blocks

1

Integrating Express Checkout from the Shopping Cart page

Payment Option Entry Point
The payment option entry point is one of the places where you must implement Express
Checkout. Buyers initiate the Express Checkout flow on your payment methods page by
selecting PayPal as the default option.
The following diagram shows how to integrate Express Checkout from your payment methods
page:
Integrating Express Checkout from the Payment Method page

Express Checkout Building Blocks
You implement Express Checkout flows with Express Checkout buttons, PayPal API
operations, PayPal commands, and tokens.

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1

Introducing Express Checkout
Express Checkout Building Blocks

The following conceptual diagram identifies the building blocks that you use to integrate
Express Checkout on your website:
Express Checkout Integration

A token is a value assigned by PayPal that associates the execution of API operations and
commands with a specific instance of a user experience flow.
NOTE:

Tokens are not shown in the diagram.

Express Checkout Buttons
PayPal provides buttons and images for you to place on your website.
To implement the Express Checkout shopping cart experience, place the following button on
your Shopping Cart page:

To implement PayPal as a payment option, which is part of the Express Checkout experience,
associate the PayPal mark image with your payment options. PayPal recommends using radio
buttons for payment options:

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Express Checkout Building Blocks

1

Express Checkout API Operations
The PayPal API provides three API operations for Express Checkout, which sets up the
transaction, obtains information about the buyer, and handles the payment and completes the
transaction.
API Operation

Description

SetExpressCheckout

Sets up the Express Checkout transaction. You can specify information
to customize the look and feel of the PayPal site and the information it
displays. You must include the following information:
z URL to the page on your website that PayPal redirects to after the
buyer logs into PayPal and approves the payment successfully.
z URL to the page on your website that PayPal redirects to if the buyer
cancels.
z Total amount of the order or your best estimate of the total. It should
be as accurate as possible.

GetExpressCheckout

Obtains information about the buyer from PayPal, including shipping
information.

DoExpressCheckoutPayment

Completes the Express Checkout transaction, including the actual total
amount of the order.

Express Checkout Command
PayPal provides a command that you use when redirecting your buyer’s browser to PayPal.
This command enables your buyer to log into PayPal to approve an Express Checkout
payment.
When you redirect your buyer’s browser to PayPal, you must specify the
_ExpressCheckout command for Express Checkout. You also specify the token that
identifies the transaction, which was returned by the SetExpressCheckout API operation.
NOTE:

To enable PayPal to redirect back to your website, you must have already invoked the
SetExpressCheckout API operation, specifying URLs that PayPal uses to redirect
back to your site. PayPal redirects to the success URL when the buyer pays on PayPal;
otherwise, PayPal redirects to the cancel URL.

If the buyer approves the payment, PayPal redirects to the success URL with the following
information:

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Introducing Express Checkout
Express Checkout Building Blocks

z

The token that was included in the redirect to PayPal

z

The buyer’s unique identifier (Payer ID)

If the buyer cancels, PayPal redirects to the cancel URL with the token that was included in the
redirect to PayPal.

Express Checkout Token Usage
Express Checkout uses a token to control access to PayPal and execute Express Checkout API
operations.
The SetExpressCheckout API operation returns a token, which is used by other Express
Checkout API operations and by the _ExpressCheckout command to identify the
transaction. The life of the token is approximately 3 hours.

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Express Checkout Button and
Logo Image Integration
PayPal hosts the PayPal button and logo images that you use on your website. Using PayPal’s
buttons and logos is convenient and standardizes appearance on websites that use PayPal as a
payment option.
z

About PayPal Button and Logo Images

z

Dynamic Images

z

Configuring the Dynamic Image

z

Dynamic Image Command Reference

z

Static PayPal Button and Mark Images Source Requirements

About PayPal Button and Logo Images
To inform buyers that PayPal is accepted on your website, you must place PayPal button and
logo images in your checkout flow.
PayPal Express Checkout requires that you integrate two images. The Check out with PayPal
button and the PayPal Acceptance mark.

Express Checkout Images
The Check out with PayPal button is the image you place on your shopping cart page. The US
version of the image looks like this. PayPal also provides buttons for other locales.

The PayPal Acceptance Mark is the image you place on your payment methods page. It looks
like this:

Express Checkout Image Flavors
The Check out with PayPal button and the PayPal Acceptance mark images are available in
two flavors:
z

Dynamic image

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Dynamic Images

z

Static image

The dynamic images enable PayPal to change their appearance dynamically. If, for example,
you have signed up to participate in a PayPal campaign, PayPal can change the appearance of
the image dynamically for the duration of that campaign based on parameter information you
append to the image URL. By default, the Express Checkout images appears as shown above.
The static images cannot be changed dynamically. To participate in a PayPal campaign, you
would have to manually update the image code to change the image displayed and restore the
default image when the campaign is over. The only way you can have image management
taken care of for you is to replace static images in your implementation with dynamic images.

Dynamic Images
To use dynamic images, you must pass information to PayPal as parameters appended to the
image URL. Your unique ID tells PayPal whether or not you are participating in events that
require image changes. Other information you pass instructs PayPal on the types of images to
return.
If, for example, you are participating in a PayPal campaign that you have signed up for with
PayPal and you have passed the appropriate parameter information to PayPal, PayPal
automatically updates the image to reflect the campaign information. When the campaign is
over, PayPal restores the default image. You are not responsible for scheduling or making
changes to your website application code before, during, or after the campaign. It is all
handled for you when you set up the dynamic image.
If you require localized campaign images, you can have the localized button image display for
each country in which you participate. Simply assign the correct code for the country to the
locale parameter you append to the dynamic image URL. PayPal will return to the default
button image associated with each locale when the campaign is not available.

Configuring the Dynamic Image
To set up the dynamic image, you provide the name-value pair parameter information in the
image URL. You can pass information in the image URL for any of the following options.

20

z

Set Up the Default Image

z

Set Up Image for Dynamic Use

z

Change the Locale

z

Feedback to Buyer Meeting an Incentive

z

Choose the Image

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Configuring the Dynamic Image

2

Set Up the Default Image
The following URL points to the default Check out with PayPal image:
https://fpdbs.paypal.com/dynamicimageweb?cmd=_dynamic-image

To make the image dynamic, you need only add parameters to this URL to specify the changes
you want displayed.
To test in the Sandbox environment, send the image to the following Sandbox URL:
https://fpdbs.sandbox.paypal.com/dynamicimageweb?cmd=_dynamic-image

Set Up Image for Dynamic Use
To set up the image URL for dynamic use, you associate it with your PayPal Secure Merchant
Account ID or pal. You can obtain your pal by getting it from the Profile page, contacting
PayPal, or calling the GetPalDetails API.
This is an example call to GetPalDetails request.
Request Parameters:
[requiredSecurityParameters]
&METHOD=GetPalDetails

Response Parameters
This GetPalDetails response returns the value of PAL and your country code (LOCALE), as
shown below:
[successResponseFields]
&PAL=SFJCXFDLNFR5U
&LOCALE=en_US

1. Append the pal parameter to the image URL, and set the parameter to the value of your
encrypted PayPal merchant account number.
https://fpdbs.paypal.com/dynamicimageweb?cmd=_dynamicimage&pal=SFJCXFDLNFR5U
2. You can optionally change the value of LOCALE. See Change the Locale for details.
3. Place the URL with parameter information at the appropriate image locations in your web
application.
The pal alerts PayPal to campaigns in which you are participating. PayPal obtains this
information from your account and replaces the default image with the appropriate
campaign image during that campaign.
NOTE:

If you pass in a pal value matching a merchant account that is not yours, PayPal
displays the image for that account. Be sure to pass the pal value matching your
account.

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Dynamic Image Command Reference

Change the Locale
To specify the locale of the image, append the locale parameter set to the code for the
appropriate country to the image URL. If a country does not have a localized image or if you
do not pass a locale value, the default US image displays. This example displays the image
for the Spanish locale:
https://fpdbs.paypal.com/dynamicimageweb?cmd=_dynamicimage&pal=SFJCXFDLNFR5U&locale=es_ES
If you are participating in a campaign across multiple countries, you can set the image locale
for each country in which you participate. PayPal returns the default image associated with the
locale when the campaign is over.

Feedback to Buyer Meeting an Incentive
Pass the order total amount in the ordertotal parameter so PayPal can determine if the
buyer is eligible for an incentive. Say, for example, that you are participating in a campaign in
which the buyer is eligible for a 20% discount when their order meets a minimum of $50.00.
You can pass that value to PayPal in the ordertotal parameter, as shown here:
https://fpdbs.paypal.com/dynamicimageweb?cmd=_dynamicimage&pal=SFJCXFDLNFR5U&ordertotal=50.00
When a buyer’s order meets or exceeds $50.00, PayPal displays the incentive image informing
the buyer of their eligibility for the discount. When a buyer’s order is less than $50.00, PayPal
displays the default image.
NOTE:

If ordertotal is not passed, PayPal does not display the incentive image even if the
buyer is eligible for the incentive.

Choose the Image
To specify the image that you want to display, set the value of buttontype. This example
sets buttontype to the PayPal Acceptance Mark image:
https://fpdbs.paypal.com/dynamicimageweb?cmd=_dynamicimage&pal=SFJCXFDLNFR5U&buttontype=ecmark
The default value for buttontype is ecshortcut.

Dynamic Image Command Reference
To set up the information that enables dynamic images, you add name-value pairs to the
dynamic image URL. Parameters and values are described below.

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Dynamic Image Command Reference

2

Dynamic Image Parameters
The table below describes the dynamic image name-value pair parameters.
Dynamic-Image Command Variable Descriptions
Type: encrypted PayPal account number
(Optional) Unique identification number. When merchants sign up for a PayPal
business account, PayPal assigns them an account number. The pal value
represents the pay-to merchant account, not a third party making the API request
on behalf of this merchant.

pal

NOTE:

ordertotal

If pal is not passed, PayPal displays the default Check out with PayPal
button.

Type: numeric
(Optional) The total cost of the order to the buyer. If shipping and sales tax are
known, include them in this value. If not, this value should be the current subtotal
of the order.
NOTE:

If ordertotal is not passed, PayPal does not display the incentive
image even if the buyer is eligible for the incentive.

Character length and limitations: Must not exceed $10,000.00 USD in any
currency. No currency symbol.Must have two decimal places, decimal separator
must be a period (.), and the optional thousands separator must be a comma(,).
Type: string
(Optional) The five-character locale code. See Locale Codes.
Any other values default to US.

locale

NOTE:

buttontype

The merchant can participate in one campaign per country.

Type: string
(Optional) Indicates a dynamic image. The values are:
z (Default) Check out with PayPal button image: ecshortcut
z PayPal Acceptance Mark image: ecmark

Locale Codes
The table below lists the locale values. Country code is the two-letter code for the country.
Language priority is the language associated with the country code where language_0 is the
default.

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Dynamic Image Command Reference

Country codes, language priorities, and locale values

24

Country code

Language priority

Locale

AT

language_0

de_DE

AT

language_1

en_US

AU

language_0

en_AU

BE

language_0

en_US

BE

language_1

nl_NL

BE

language_2

fr_FR

C2

language_0

en_US

C2

language_1

zh_XC

C2

language_2

fr_XC

C2

language_3

es_XC

CH

language_0

de_DE

CH

language_1

fr_FR

CH

language_2

en_US

CN

language_0

zh_CN

default

language_0

en_US

default

language_1

fr_XC

default

language_2

es_XC

default

language_3

zh_XC

DE

language_0

de_DE

DE

language_1

en_US

ES

language_0

es_ES

ES

language_1

en_US

FR

language_0

fr_FR

FR

language_1

en_US

GB

language_0

en_GB

GF

language_0

fr_FR

GF

language_1

en_US

GI

language_0

en_US

GP

language_0

fr_FR

GP

language_1

en_US

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Static PayPal Button and Mark Images Source Requirements

Country code

Language priority

Locale

IE

language_0

en_US

IT

language_0

it_IT

IT

language_1

en_US

JP

language_0

ja_JP

JP

language_1

en_US

MQ

language_0

fr_FR

MQ

language_1

en_US

NL

language_0

nl_NL

NL

language_1

en_US

PL

language_0

pl_PL

PL

language_1

en_US

RE

language_0

fr_FR

RE

language_1

en_US

US

language_0

en_US

US

language_1

fr_XC

US

language_2

es_XC

US

language_3

zh_XC

2

Static PayPal Button and Mark Images Source Requirements
Using the static image code on the PayPal servers eliminates the need for you to maintain them
yourself.
PayPal requires that you use the Check out with PayPal and the PayPal acceptance mark
images hosted on secure PayPal servers. When the images are updated, the changes appear
automatically in your application.
Do not host copies of the PayPal images locally on your servers. Outdated PayPal images
reduces buyer confidence in your site.
Follow the links in the table below to obtain HTML code that displays the PayPal-hosted
images.
HTML Code for Displaying PayPal-Hosted Button and Mark Images
Country

Links to HTML Code for Displaying PayPal-Hosted Images

Australia

https://www.paypal.com/au/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

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Express Checkout Button and Logo Image Integration
Static PayPal Button and Mark Images Source Requirements

Country

Links to HTML Code for Displaying PayPal-Hosted Images

Austria

https://www.paypal.com/at/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

Belgium

https://www.paypal.com/be/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

Canada

https://www.paypal.com/ca/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

China

https://www.paypal.com/cn/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

France

https://www.paypal.com/fr/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

Germany

https://www.paypal.com/de/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

Italy

https://www.paypal.com/it/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

Japan

https://www.paypal.com/j1/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

Netherlands

https://www.paypal.com/nl/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

Poland

https://www.paypal.com/pl/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

Spain

https://www.paypal.com/es/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

Switzerland

https://www.paypal.com/ch/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

United Kingdom

https://www.paypal.com/uk/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

United States

https://www.paypal.com/us/cgibin/webscr?cmd=xpt/Merchant/merchant/ExpressCheckoutButtonCode-outside

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PayPal Name-Value Pair API
Basics
The Name-Value Pair (NVP) API provides parameter-based association between request and
response fields of a message and their values. The request message is sent via the API from
your website and a response message is returned by PayPal using a client-server model in
which your site is a client of the PayPal server.
NOTE:

The PayFlow API also uses name-value pairs to provide parameter-based association
between request and response fields of a message and their values; however, the
PayFlow API is not the same as the NVP API; for more information about the
PayFlow API, see Website Payments Pro Payflow Edition Developer Guide.

z

PayPal API Client-Server Architecture

z

Obtaining API Credentials

z

Creating an NVP Request

z

Executing NVP API Operations

z

Responding to an NVP Response

PayPal API Client-Server Architecture
The PayPal API uses a client-server model in which your website is a client of the PayPal
server.
A page on your website initiates an action on a PayPal API server by sending a request to the
server. The PayPal server responds with a confirmation that the requested action was taken or
or indicates that an error occurred. The response might also contain additional information
related to the request. The following diagram shows the basic request-response mechanism.

For example, you might want to obtain the buyer’s shipping address from PayPal. You can
initiate a request specifying an API operation that gets buyer details. The response from the
PayPal API server contains information about whether the request was successful. If the
operation succeeds, the response contains the requested information; in this case, the buyer’s
shipping address. If the operation fails, the response contains one or more error messages.

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PayPal Name-Value Pair API Basics
PayPal API Client-Server Architecture

PayPal Name-Value Pair API Requests and Responses
To perform a PayPal NVP API operation, you send an NVP-formatted request to a PayPal
NVP server and interpret the response.
In the following diagram, your website generates a request. The request is executed on a
PayPal server and the response is returned to your site.

The request identifies
z

The name of the API operation to be performed and its version; for example,
SetExpressCheckout for version 62.0

z

Credentials that identify the PayPal account making the request

z

Request-specific information that controls the API operation to be performed

A PayPal API server performs the operation and returns a response. The response contains
z

An acknowledgement status that indicates whether the operation was a success or failure
and whether any warning messages were returned

z

Information that can be used by PayPal to track execution of the API operation

z

Response-specific information required to fulfill the request

Multiple API Operations
Some of the features, such as Express Checkout, require you to call multiple API operations.
Typically, these features require you to
1. Invoke an API operation, such as SetExpressCheckout, that sets up the return URL to
which PayPal redirects your buyer’s browser after the buyer finishes on PayPal. Other
setup also can be performed by this API operation.
2. Invoke additional API operations after receiving the buyer’s permission on PayPal, for
example, GetExpressCheckoutDetails or DoExpressCheckoutPayment.
The following diagram shows the execution flow between your site and PayPal:

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PayPal API Client-Server Architecture

3

Token Usage

Typically, the API operation that sets up a redirection to PayPal returns a token. This token is
passed as a parameter in the redirect to PayPal. The token also might be required in related
API operations.

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PayPal Name-Value Pair API Basics
Obtaining API Credentials

Obtaining API Credentials
To use the PayPal API, you must have API credentials that identify you as a PayPal Business
account holder who is authorized to perform various API operations. Although you can use
either an API signature or a certificate for credentials, PayPal recommends you use a
signature.
IMPORTANT:

Although you can have both a signature and certificate, you cannot use both at
the same time.

Creating an API Signature
An API signature consists of an API username along with an associated API password and
signature, all of which are assigned by PayPal. You need to include this information whenever
you execute a PayPal API operation.
You must have a PayPal Business account to create a signature.
To create an API signature:
1. Log into PayPal, then click Profile under My Account.
2. Click API Access.
3. Click Request API Credentials.
4. Check Request API signature and click Agree and Submit.

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3

5. Click Done to complete the process.

Creating an API Certificate
Create an API certificate only if your website requires it. Typically, you want to create an API
signature for your credentials instead.
If you do need a certificate, follow the instructions at
https://www.paypal.com/IntegrationCenter/ic_api-certificate.html.
NOTE:

The certificate for API credentials is not the same as an SSL certificate for your
website; they are not related to each other.

Creating an NVP Request
The Name-Value Pair request format specifies the API operation to perform, credentials that
authorize PayPal to access your account, and fields containing additional information to be
used in the request.

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Creating an NVP Request

Specifying the PayPal API Operation
For the NVP version of the PayPal API, you must specify the name of the PayPal API
operation to execute in each request along with the version of the API operation.
The following diagram shows the API operation part of an NVP request:

A method specifies the PayPal operation you want to execute and each method is associated
with a version. Together, the method and version define the exact behavior of the API
operation. Typically, the behavior of an API operation does not change between versions;
however, you should carefully retest your code whenever you change a version.
To specify a method and version number:
1. Choose the PayPal API operation you want to use.
METHOD=operation
2. Choose the appropriate version.
In most cases, you should use the latest version of the API operation.
VERSION=version_number
Example of setting the API operation and version using PHP
function PPHttpPost($methodName_, $nvpStr_) {
...
$version = urlencode('52.0'); // NVPRequest for submitting to server
$nvpreq ="METHOD=$methodName_&VERSION=$version...$nvpStr_";
...
}

Specifying an API Credential
You must specify API credentials in each request to execute a PayPal API operation.
When you execute a PayPal API operation, you use credentials, such as a signature, to
authenticate that you are requesting the API operation. The following diagram shows the API
credentials part of an NVP request:

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To enable PayPal to authenticate your request
1. Specify the API user name associated with your account.
USER=API_username
2. Specify the password associated with the API user name.
PWD=API_password
3. If you are using an API signature and not an API certificate, specify the API signature
associated with the API username.
SIGNATURE=API_signature
Specifying Credentials using cURL

The following example shows one way to specify a signature using cURL:
curl --insecure https://api-3t.sandbox.paypal.com/nvp -d ^
"METHOD=DoDirectPayment^
&VERSION=56.0^
&USER=API_username^
&PWD=API_password^
&SIGNATURE=API_signatue^
&..."
NOTE:

This example does not establish a secure connection and should not be used live on
paypal.com.

URL Encoding
All requests to execute PayPal API operations sent via HTTP must be URL encoded.
The PayPal NVP API uses the HTTP protocol to send requests and receive responses from a
PayPal API server. You must encode all data sent using the HTTP protocol because data that is
not encoded could be misinterpreted as part of the HTTP protocol instead of part of the
request. Most programming languages provide a way to encode strings in this way. You
should consistently URL encode the complete API request; otherwise, you may find that
unanticipated data causes an error.
NOTE:

An HTTP form is automatically URL encoded by most browsers.

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Executing NVP API Operations

List Syntax for Name-Value Pairs
The PayPal API uses a special syntax for NVP fields defined as lists.
The NVP interface to the PayPal API requires a unique name for each field. In the API, lists
are prefixed by L_. To identify an element within the list, use the offset from the beginning of
the list, starting with 0 as the first element. For example, L_DESC0 is the first line of a
description, L_DESC1, is the second line, and so on.
NOTE:

Not all lists follow the L_ prefix convention; however, all lists start with 0 as the first
element.

Executing NVP API Operations
You execute an PayPal NVP API operation by submitting an HTTP POST request to a PayPal
API server.

Specifying a PayPal Server
You execute a PayPal API operation by submitting the request to a PayPal API server.
To execute a PayPal NVP API operation, submit your complete request to one of the following
end points:
Server end point

Description

https://api3t.sandbox.paypal.com/nvp

Sandbox server for use with API signatures; use for testing your
API

https://api-3t.paypal.com/nvp

PayPal “live” production server for use with API signatures

https://api.sandbox.paypal.com/nvp

Sandbox server for use with API certificates; use for testing
your API

https://api.paypal.com/nvp

PayPal “live” production server for use with API certificates

NOTE:

You must use different API credentials for each server end point. Typically, you
obtain API credentials when you test in the Sandbox and then obtain another set of
credentials for the production server. You must change each API request to use the
new credentials when you go live.

Logging API Operations
You should log basic information about each PayPal API operation you execute.

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3

All responses to PayPal API operations contain information that may be useful for debugging
purposes. You should log the Correlation ID, which identifies the API operation to PayPal,
and response-specific information, such as the transaction ID, which you can use to review a
transaction on the PayPal website or through the API. You can log other information that may
be useful, such as the timestamp. You could implement a scheme that logs the entire request
and response in a “verbose” mode; however, you should never log the password from a
request.

Responding to an NVP Response
The Name-Value Pair response consists of the answer to the request as well as common fields
that identify the API operation and how it was executed.
The following diagram shows fields in the response to a PayPal NVP API operation:

Common Response Fields
The PayPal API always returns common fields in addition to fields that are specific to the
requested PayPal API operation.
A PayPal API response includes the following fields:
Field

Description

ACK

Acknowledgement status, which is one of the following values:
z Success indicates a successful operation.
z SuccessWithWarning indicates a successful operation; however, there are
messages returned in the response that you should examine.
z Failure indicates the operation failed; the response also contains one or more error
messages explaining the failure.
z FailureWithWarning indicates that the operation failed and that there are
messages returned in the response that you should examine

CORRELATIONID

Correlation ID, which uniquely identifies the transaction to PayPal

TIMESTAMP

The date and time that the requested API operation was performed

VERSION

The version of the API

BUILD

The sub-version of the API

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Responding to an NVP Response

URL Decoding
All responses to HTTP POST operations used by the PayPal NVP API must be decoded.
The PayPal NVP API uses the HTTP protocol to send requests and receive responses from a
PayPal API server. You must decode all data returned using the HTTP protocol so that it can
be displayed properly. Most programming languages provide a way to decode strings.
NOTE:

36

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Implementing the Simplest
Express Checkout Integration
The simplest Express Checkout integration requires the following PayPal API operations:
SetExpressCheckout, DoExpressCheckoutPayment, and optionally,
GetExpressCheckoutDetails.
z

Setting Up the Express Checkout Transaction

z

Obtaining Express Checkout Transaction Details

z

Completing the Express Checkout Transaction

Setting Up the Express Checkout Transaction
To set up an Express Checkout transaction, you must invoke the SetExpressCheckout API
operation to provide sufficient information to initiate the payment flow and redirect to PayPal
if the operation was successful.
This example assumes that you have set up the mechanism you will use to communicate with
the PayPal server and have a PayPal business account with API credentials. It also assumes
that the payment action is a final sale.
When you set up an Express Checkout transaction, you specify values in the
SetExpressCheckout request and then call the API. The values you specify control the
PayPal page flow and the options available to you and your buyers. You should start by setting
up a standard Express Checkout transaction, which can be modified to include additional
options.
To set up the simplest standard Express Checkout transaction
1. Specify the amount of the transaction; include the currency if it is not in US dollars.
Specify the total amount of the transaction if it is known; otherwise, specify the subtotal.
Regardless of the specified currency, the format must have decimal point with exactly two
digits to the right and an optional thousands separator to the left, which must be a comma.
For example, EUR 2.000,00 must be specified as 2000.00 or 2,000.00. The specified amount
cannot exceed USD $10,000.00, regardless of the currency used.
AMT=amount
CURRENCYCODE=currencyID

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2. Specify the return URL.
The return URL is the page to which PayPal redirects your buyer’s browser after the buyer
logs into PayPal and approves the payment. Typically, this is a secure page
(https://...) on your site.
NOTE:

You can use the return URL to piggyback parameters between pages on your site.
For example, you can set your Return URL to specify additional parameters using
the https://www.yourcompany.com/page.html?param=value... syntax. The
parameters become available as request parameters on the page specified by the
Return URL.

RETURNURL=return_url

3. Specify the cancel URL.
The cancel URL is the page to which PayPal redirects your buyer’s browser if the buyer
does not approve the payment. Typically, this is the secure page (https://...) on your
site from which you redirected the buyer to PayPal.
NOTE:

You can pass SetExpressCheckout request values as parameters in your URL
to have the values available, if necessary, after PayPal redirects to your URL.

CANCELURL=cancel_url

4. Specify the payment action.
Although the default payment action is a Sale, it is a best practice to explicitly specify the
payment action as one of the following values:

PAYMENTACTION=Sale
PAYMENTACTION=Authorization
PAYMENTACTION=Order

5. Execute the SetExpressCheckout API operation to set up the Express Checkout
transaction.
6. Test that the response to the SetExpressCheckout API operation was successful.
7. If calling the SetExpressCheckout API was successful, redirect the buyer’s browser to
PayPal and execute the _express-checkout command using the token returned in the
SetExpressCheckout response.

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NOTE:

4

The following example uses the PayPal Sandbox server:

https://www.sandbox.paypal.com/webscr
?cmd=_express-checkout&token=tokenValue
&AMT=amount
&CURRENCYCODE=currencyID
&RETURNURL=return_url
&CANCELURL=cancel_url

Obtaining Express Checkout Transaction Details
To obtain details about an Express Checkout transaction, you can invoke the
GetExpressCheckoutDetails API operation.
This example assumes that PayPal redirects to your buyer’s browser with a valid token after
the buyer reviews the transaction on PayPal.
Although you are not required to invoke the GetExpressCheckoutDetails API operation,
most Express Checkout implementations take this action to obtain information about the
buyer. You invoke the GetExpressCheckoutDetails API operation from the page
specified by return URL, which you set in your call to the SetExpressCheckout API.
Typically, you invoke this operation as soon as the redirect occurs and use the information in
the response to populate your review page.
To obtain a buyer’s shipping address and Payer ID
1. Specify the token returned by PayPal when it redirects the buyer’s browser to your site.
PayPal returns the token to use in the token HTTP request parameter when redirecting to
the URL you specified in your call to the SetExpressCheckout API.

TOKEN=tokenValue

2. Execute the GetExpressCheckoutDetails API to obtain information about the buyer.
3. Access the fields in the GetExpressCheckoutDetails API response.
NOTE:

Only populated fields are returned in the response.

Completing the Express Checkout Transaction
To complete an Express Checkout transaction, you must invoke the
DoExpressCheckoutPayment API operation.
This example assumes that PayPal redirects your buyer’s browser to your website with a valid
token after you call the SetExpressCheckout API. Optionally, you may call the

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GetExpressCheckoutDetails API before calling the DoExpressCheckoutPayment
API.
In the simplest case, you set the total amount of the order when you call the
SetExpressCheckout API. However, you can change the amount before calling the
DoExpressCheckoutPayment API if you did not know the total amount when you called
the SetExpressCheckout API.
This example assumes the simplest case, in which the total amount was specified in the return
URL when calling the SetExpressCheckout API. Although you can specify additional
options, this example does not use any additional options.
To execute an Express Checkout transaction
1. Specify the token returned by PayPal when it redirects the buyer’s browser to your site.
PayPal returns the token to use in the token HTTP request parameter when redirecting to
the URL you specified in your call to the SetExpressCheckout API.

TOKEN=tokenValue

2. Specify the Payer ID returned by PayPal when it redirects the buyer’s browser to your site.
PayPal returns the Payer ID to use in the token HTTP request parameter when redirecting
to the URL you specified in your call to the SetExpressCheckout API. Optionally, you
can obtain the Payer ID by calling the GetExpressCheckoutDetails API.

PAYERID=id

3. Specify the amount of the order including shipping, handling, and tax; include the currency
if it is not in US dollars.
Regardless of the specified currency, the format must have decimal point with exactly two
digits to the right and an optional thousands separator to the left, which must be a comma;
for example, EUR 2.000,00 must be specified as 2000.00 or 2,000.00. The specified
amount cannot exceed USD $10,000.00, regardless of the currency used.
AMT=amount
CURRENCYCODE=currencyID

4. Specify the payment action.
Although the default payment action is a Sale, it is a best practice to explicitly specify the
payment action as one of the following values:

PAYMENTACTION=Sale
PAYMENTACTION=Authorization
PAYMENTACTION=Order

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4

5. Execute the DoExpressCheckoutPayment API to complete the Express Checkout
transaction.
6. Examine the values returned by the API if the transaction completed successfully.

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Testing an Express Checkout
Integration
You can test your Express Checkout integration in the Sandbox.
This example shows how to simulate your web pages using HTTP forms and supplying the
values for API operations from these forms. You can use this strategy for your initial testing;
however, for more complete testing, you will want to replace these forms with your web pages
containing actual code.
The following diagram shows the Express Checkout execution flow, which uses the Sandbox
as the API server. The pages on the left represent your site.

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Express Checkout Execution Flow

The following steps match the circled numbers in the diagram. Perform the actions in each
step to test Express Checkout.
1. Invoke a form on your site that calls the SetExpressCheckout API on the Sandbox.
To invoke the API, set form fields whose names match the NVP names of the fields you want
to set, specify their corresponding values, and then post the form to a PayPal Sandbox server,
such as https://api-3t.sandbox.paypal.com/nvp, as shown in the following
example:

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5

NOTE: The API username is a Sandbox business test account for which a signature exists. See the Test Certificates tab of the Sandbox to obtain a signature. If you are not using a signature, you must use a different Sandbox server. 2. Review the response string from the SetExpressCheckout API operation. PayPal responds with a message, such as the one shown below. Note the status, which should include ACK set to Success, and a token that is used in subsequent steps. TIMESTAMP=2007%2d04%2d05T23%3a23%3a07Z &CORRELATIONID=63cdac0b67b50 &ACK=Success &VERSION=52%2e000000 &BUILD=1%2e0006 &TOKEN=EC%2d1NK66318YB717835M 3. If the operation was successful, use the token and redirect your browser to the Sandbox to log in, as follows: https://www.sandbox.paypal.com/cgi-bin/webscr? cmd=_express-checkout &token=EC-1NK66318YB717835M NOTE: The token in the command line is an HTTP request parameter and not the NVP field; this parameter name must be lowercase. You may need to replace hexadecimal codes with ASCII codes; for example, you may need to replace %2d in the token with a hyphen ( - ). You must log in to https://developer.paypal.com before you log in to a Sandbox test account. You then log in to the test account that represents the buyer, not the API_username business test account that represents you as the merchant. 4. After logging into the buyer test account, confirm the details. When you confirm, the Sandbox redirects your browser to the return URL you specified when invoking the SetExpressCheckout API operation, as in the following example: Express Checkout Integration Guide May 2010 45 5 Testing an Express Checkout Integration http://www.YourReturnURL.com/ ?token=EC-1NK66318YB717835M&PayerID=7AKUSARZ7SAT8 5. Invoke a form on your site that calls the GetExpressCheckoutDetails API operation on the Sandbox:
If the operation was successful, the GetExpressCheckoutDetails API returns information about the payer, such as the following information: TIMESTAMP=2007%2d04%2d05T23%3a44%3a11Z &CORRELATIONID=6b174e9bac3b3 &ACK=Success &VERSION=52%2e000000 &BUILD=1%2e0006 &TOKEN=EC%2d1NK66318YB717835M &EMAIL=jsmith01@example.com &PAYERID=7AKUSARZ7SAT8 &PAYERSTATUS=verified &FIRSTNAME=... &LASTNAME=... &COUNTRYCODE=US &BUSINESS=... &SHIPTONAME=... &SHIPTOSTREET=... &SHIPTOCITY=... &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOCOUNTRYNAME=United%20States &SHIPTOZIP=94666 &ADDRESSID=... &ADDRESSSTATUS=Confirmed 6. Invoke a form on your site that invokes the DoExpressCheckoutPayment API operation on the Sandbox: 46 May 2010 Express Checkout Integration Guide Testing an Express Checkout Integration 5
7. Review the response string from the DoExpressCheckoutPayment API operation. If the operation was successful, the response should include ACK set to Success, as follows: TIMESTAMP=2007%2d04%2d05T23%3a30%3a16Z &CORRELATIONID=333fb808bb23 &ACK=Success &VERSION=52%2e000000 &BUILD=1%2e0006 &TOKEN=EC%2d1NK66318YB717835M &TRANSACTIONID=043144440L487742J &TRANSACTIONTYPE=expresscheckout &PAYMENTTYPE=instant &ORDERTIME=2007%2d04%2d05T23%3a30%3a14Z &AMT=19%2e95 &CURRENCYCODE=USD &TAXAMT=0%2e00 &PAYMENTSTATUS=Completed &PENDINGREASON=None &REASONCODE=None &FEEAMT=0%2e43 Express Checkout Integration Guide May 2010 47 5 48 Testing an Express Checkout Integration May 2010 Express Checkout Integration Guide 6 Customizing Express Checkout You can specify options in Express Checkout API requests that change the appearance, behavior, and flow of the checkout process. z PayPal Review Page Order Details z Providing Gift Options z Getting Buyer Consent to Receive Promotional Email z Providing Your Customer Service Number z Adding a Survey Question z PayPal Page Style z Changing the Locale z Handling Shipping Addresses z Automatically Filling Out the PayPal Login Page z Buyer Pays on PayPal PayPal Review Page Order Details NOTE: PayPal Review Page order details are available with API version 53.0 or later. The DoExpressCheckoutPayment request includes the same order details as SetExpressCheckout. It is strongly recommended that you submit the same parameters in both API calls. When a buyer logs into PayPal to check out, you can present the buyer with detailed information about each item in the shopping cart (see PayPal Review page with order details): (1) – Item name. The item name can identify this item to distinguish it from other line items in the order. (2) – Item number. Each item can be further identified by an item number. If the item is an eBay auction item, it is recommended that you provide the eBay item number in this field. (3) – Item description. This field identifies which of several items the buyer is purchasing. For example, you may be offering an item in different sizes. Knowing the size helps the buyer decide whether the one they selected was appropriate. If the item is an eBay auction item, it is recommended that you provide the phrase “eBay item” in this field. (4) – Item unit price. This field specifies exactly how much one unit of the item costs. It can be a positive or negative value but not zero. (5) – Item unit quantity. This field identifies the number of units the buyer is ordering. Express Checkout Integration Guide May 2010 49 6 Customizing Express Checkout PayPal Review Page Order Details PayPal calculates the value in the Amount (6) column as the product of line-item unit price and line-item unit quantity. You can also show other detailed information about the order: (7) – Item total and tax. These are the respective total of all items in the order and the tax. (8) – Shipping and handling. PayPal sums the shipping and handling amounts in this field. (You determine actual shipping and handling amounts.) (9) – Shipping discount. If the buyer is receiving a discount on shipping, the value appears as a credit in this field. (10) – Insurance. If there is insurance on shipping, the insurance fee is shown in this field. (11) – Total. This is the total of the order, including shipping, handling, tax, and other price adjustment-related items. NOTE: The ‘Enter gift certificate, reward, or discount’ link enables the buyer to redeem certificates, rewards, or discounts that PayPal issues. The link does not enable the buyer to redeem incentives that you issue. (12) – Note. You can allow the buyer to send you special instructions about the order in a text box that appears when the buyer clicks this link. 50 May 2010 Express Checkout Integration Guide Customizing Express Checkout PayPal Review Page Order Details 6 PayPal Review page with order details Special Instructions to Merchant You can allow the buyer to send you special instructions about an order. This feature is especially helpful to buyers who want to customize merchandise. A buyer also might want to tell you to ship their order at a later date because they are out of the country. NOTE: Users of this feature should be sure to read the instructions the buyer sends. This feature appears as the link just below the item description on the PayPal Review page (12). When the buyer clicks the Add special instructions to merchant link, a text box opens, as shown in Special Instructions text box. After the buyer enters special instructions and clicks Express Checkout Integration Guide May 2010 51 6 Customizing Express Checkout PayPal Review Page Order Details Continue, the instructions are returned in the responses to GetExpressCheckoutDetails and DoExpressCheckoutPayment. Special Instructions text box Integrating Order Details into the Express Checkout Flow To integrate order details into the checkout flow, pass the Express Checkout parameters described in SetExpressCheckout Order Details Parameters to SetExpressCheckout. 52 May 2010 Express Checkout Integration Guide Customizing Express Checkout PayPal Review Page Order Details 6 SetExpressCheckout Order Details Parameters NVP Field SOAP Field Description and Comments L_NAMEn Name Item name. L_NUMBERn Number Item number. L_DESCn Description Item description. The DESC (NVP) and OrderDescription (SOAP) fields still exist for backwards compatibility. However, L_DESCn and Description enable you to provide a more precise description for each different item purchased such as hiking boots or cooking utensils rather than one general purpose description such as camping supplies. L_AMTn Amount Item unit price. PayPal calculates the product of the item unit price and item unit quantity (below) in the Amount column of the PayPal Review page, as shown in PayPal Review page with order details. The item unit price can be a positive or a negative value but not 0. You may provide a negative value to reflect a discount on an order, for example. L_QTYn Quantity Item unit quantity. ITEMAMT ItemTotal Sum of cost of all items in this order. TAXAMT TaxTotal Sum of tax for all items in this order. SHIPPINGAMT ShippingTotal Total shipping cost for this order. PayPal calculates the sum of the shipping cost and the handling cost (below) in the PayPal Review page, as shown at (8) in PayPal Review page with order details. Pass in a shipping amount that is reasonably accurate, because you may need to change it later on your final checkout page. You might assume, for example, the buyer lives in California because your business is in California. HANDLINGAMT HandlingTotal Total handling cost for this order. PayPal calculates the sum of the handling cost and the shipping cost (above), as shown at (8) in PayPal Review page with order details. SHIPDISCAMT ShippingDiscoun t Shipping discount for this order. You specify this value as a negative number. INSURANCEAMT InsuranceTotal Total shipping insurance cost for this order. AMT OrderTotal Total of order, including shipping, handling, tax, and any other billing adjustments such as a credit due. ALLOWNOTE AllowNote Provide a value of 1 to indicate that the buyer may enter a note to you on the PayPal Review page during checkout. See Special Instructions text box. The following example shows how to set the above parameters in the call to SetExpressCheckout. Express Checkout Integration Guide May 2010 53 6 Customizing Express Checkout PayPal Review Page Order Details Request Parameters: [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=http://... &CANCELURL=http://... &PAYMENTACTION=Sale &NAME=J Smith &SHIPTOSTREET=1 Main St &SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOZIP=95131 &L_NAME0=10% Decaf Kona Blend Coffee &L_NUMBER0=623083 &L_DESC0=Size: 8.8-oz &L_AMT0=9.95 &L_QTY0=2 &L_NAME1=Coffee Filter bags &L_NUMBER1=623084 &L_DESC1=Size: Two 24-piece boxes &L_AMT1=39.70 &L_QTY1=2 &ITEMAMT=99.30 &TAXAMT=2.58 &SHIPPINGAMT=3.00 &HANDLINGAMT=2.99 &SHIPDISCAMT=-3.00 &INSURANCEAMT=1.00 &AMT=105.87 &CURRENCYCODE=USD &ALLOWNOTE=1 Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706494P You can provide values for any subset of the Express Checkout parameters shown in SetExpressCheckout Order Details Parameters in the call to SetExpressCheckout. If you pass the generic order description parameter (DESC) and any one line-item parameter listed below, both parameter values display on the Review page. If you pass the generic order description parameter (DESC) along with any two of the following line-item parameters, the order description value does not display. z L_NAMEn z L_NUMBERn z L_DESCn If you pass in unit price information (L_AMTn) without passing in the unit quantity (L_QTYn), the unit price will not display. To show both values, you must pass in values for both parameters. You can pass in a value of 1 even if the item purchase is uncountable. 54 May 2010 Express Checkout Integration Guide Customizing Express Checkout PayPal Review Page Order Details 6 eBay-Issued Incentives If the buyer’s checkout includes eBay auction items, you must set additional fields in the call to SetExpressCheckout to enable buyers to choose from eBay-issued incentives such as eBay gift certificates, coupons, vouchers, and gift cards that may apply to their order. To enable the display of eBay incentives on the PayPal Review page, you also must provide line item detail information for each eBay item. When the buyer clicks the Enter gift certificate, reward, or discount link, a dialog displays in which the buyer can either enter a redemption code or select from a list of all discounts applicable to eBay items in the cart display as shown below. If multiple items display, the buyer can select from the discounts they want applied to their order. Dialog for entering redemption code or choosing discounts After entering a redemption code or selecting the incentives, the PayPal Review page reflects changes to the order. Incentives appear as credits and a new Total is calculated as shown below. Express Checkout Integration Guide May 2010 55 6 Customizing Express Checkout PayPal Review Page Order Details New Total after applying incentives Integrating eBay Incentives into the Express Checkout Flow To integrate eBay incentives into the checkout flow: 1. Pass the following parameters and settings in the call to SetExpressCheckout. – PAYMENTACTION must be Sale – CHANNELTYPE must be eBayItem NOTE: For eBay auctions, you cannot set PAYMENTACTION to Authorization or Order. You must set PAYMENTACTION to Sale. 2. For each eBay line item, do one of the following (mutually exclusive choices) in the call to SetExpressCheckout and in the call to DoExpressCheckoutPayment. – For each individual eBay entry, pass the values returned by eBay when setting up the auction item descriptions in the parameters below. L_EBAYITEMNUMBERn and L_EBAYITEMAUCTIONTXNIDn – For multiple eBay items offered as a single order, pass the value returned by eBay when setting up the auction order description in the parameter below: L_EBAYITEMORDERIDn If you are selling on eBay, you are required to perform this step (preferably by setting L_EBAYITEMNUMBERn and L_EBAYITEMAUCTIONTXNIDn) for the following reasons: 56 May 2010 Express Checkout Integration Guide Customizing Express Checkout PayPal Review Page Order Details 6 – Buyer protection programs require it – It enables buyers to see the transaction details in My eBay and in PayPal transaction details – It enables buyers to redeem coupons and incentives they may have received from eBay NOTE: Passing the same order details and eBay incentive parameters in the call to DoExpressCheckoutPayment as well as SetExpressCheckout ensures that this information displays on the PayPal Review page and payment is properly reflected in My eBay and in PayPal transaction details. 3. It is recommended that you pass the string “eBay item” in L_DESCn and the eBay Item Number in L_NUMBERn. 4. If you host the final payment confirmation page on your website by setting useraction=continue in the redirect, you must show the discount amount resulting from eBay incentives on that page. You can get the discount amount from the PAYPALADJUSTMENT value returned in the response to GetExpressCheckoutDetails. NOTE: eBay maintains detailed information about each item sold in eBay auctions. If you set the value for SHIPPINGAMT in the call to SetExpressCheckout, for example, you do not need to be concerned about the shipping cost for individual items. eBay calculates incentives based on its database, not from the values you pass in the SetExpressCheckout call. The following SetExpressCheckout request example passes order details and eBay incentives for two eBay auction items: Express Checkout Integration Guide May 2010 57 6 Customizing Express Checkout Providing Gift Options Request Parameters: [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=http://coffee2go.com &CANCELURL=http://cancel.com &PAYMENTACTION=Sale &EMAIL=jsmith01@example.com &NAME=J Smith &SHIPTOSTREET=1 Main St &SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOZIP=95131 &L_NAME0=Photo &L_NUMBER0=32768923 &L_DESC0=Plastic Frame- An EBay item &L_AMT0=25.00 &L_QTY0=1 &L_EBAYITEMNUMBER0=32768923 &L_EBAYITEMAUCTIONTXNID0=0 &L_NAME1=Nokia ND &L_NUMBER1=32768924 &L_DESC1=Nokia Mobile- An EBay item &L_AMT1=25.00 &L_QTY1=1 &L_EBAYITEMNUMBER1=32768924 &L_EBAYITEMAUCTIONTXNID1=7225687004 &CHANNELTYPE=eBayItem &ITEMAMT=50.00 &SHIPPINGAMT=3.00 &HANDLINGAMT=3.00 &AMT=56.00 &CURRENCYCODE=USD &ALLOWNOTE=1 Response Parameters [successResponseFields] &TOKEN=EC-2HX34015EC629990M Providing Gift Options You can provide the buyer with gift options on the PayPal Review page. NOTE: Gift options are available with API Version 61.0 or later. To use this feature, you must implement line-item details. See “PayPal Review Page Order Details” on page 49 for more information. You can enable any of the following gift options: 58 May 2010 Express Checkout Integration Guide Customizing Express Checkout Providing Gift Options z Gift message — This feature displays a text box in which the buyer can enter a gift message. z Gift receipt — This feature provides a checkbox for the buyer to check if they would like a gift receipt included. z Gift wrap — This feature provides a checkbox for the buyer to check if they would like to have the gift wrapped. The gift wrap feature can include a label describing the gift wrapping, for example, “Decorator box and bow.” Optionally, you can provide the amount to be charged to the buyer for gift wrapping. 6 The following SetExpressCheckout request example sets these options: Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... &AMT=10.00 &CURRENCYCODE=USD &PAYMENTACTION=Sale &GIFTMESSAGEENABLE=1 &GIFTRECEIPTENABLE=1 &GIFTWRAPENABLE=1 &GIFTWRAPNAME="Bow and Ribbon" &GIFTWRAPAMOUNT=6.00 Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706495P The figure below shows how the gift options appear to the buyer on the PayPal Review page. NOTE: You can also configure this option through the PayPal Profile page. For details, see the Merchant Setup and Administration Guide. Express Checkout Integration Guide May 2010 59 6 Customizing Express Checkout Getting Buyer Consent to Receive Promotional Email Getting Buyer Consent to Receive Promotional Email You can get the buyer’s consent to receive email promotions on the PayPal Review page. PayPal returns the email address that the buyer enters in the response to GetExpressCheckoutDetails and DoExpressCheckoutPayment. NOTE: This feature is available with API Version 61.0 or later. To get the buyer’s email address, set the BUYEREMAILOPTINENABLE field to 1 in the call to SetExpressCheckout. The following request example sets this field: Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... &AMT=10.00 &CURRENCYCODE=USD &PAYMENTACTION=Sale &BUYEREMAILOPTINENABLE=1 Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706495P The figure below shows how this appears to the buyer on the PayPal Review page. NOTE: You can also configure this feature through the PayPal Profile page. For details, see the Merchant Setup and Administration Guide. Providing Your Customer Service Number You can display your Customer Service number to the buyer on the PayPal Review page by configuring it on the PayPal Profile page. By doing so, you can quickly answer the buyer’s questions through a telephone call. NOTE: This feature is available with API Version 61.0 or later. To override the Customer Service number configured on the Profile page with a different number on the PayPal Review page, set the CUSTOMERSERVICENUMBER field in the call to 60 May 2010 Express Checkout Integration Guide Customizing Express Checkout Adding a Survey Question 6 SetExpressCheckout. Provide an alphanumeric string that clearly identifies you as the merchant. The following request example sets this field: Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... &AMT=10.00 &CURRENCYCODE=USD &PAYMENTACTION=Sale &CUSTOMERSERVICENUMBER=1-800-FLOWERS Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706494P NOTE: For details on configuring the Customer Service number on the PayPal Profile page, see the Merchant Setup and Administration Guide. Adding a Survey Question You can add one survey question to the PayPal Review page. PayPal returns the response that the buyer chooses in the response to GetExpressCheckoutDetails and DoExpressCheckoutPayment. NOTE: This feature is available with API Version 61.0 or later. The survey question displays in the format of a text string. The buyer responds by selecting from choices in a drop-down menu. To enable the display of the survey question and choices, set the SURVEYENABLE field to 1 in the call to SetExpressCheckout. z Set the SURVEYENABLE field to 1 in the call to SetExpressCheckout. z Set SURVEYQUESTION to the string containing your question. z Provide at least two L_SURVEYCHOICEn options from which the buyer can select one. The following request example sets these fields: Express Checkout Integration Guide May 2010 61 6 Customizing Express Checkout PayPal Page Style Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... &AMT=10.00 &CURRENCYCODE=USD &PAYMENTACTION=Sale &SURVEYENABLE=1 &SURVEYQUESTION="How did you hear about us?" &L_SURVEYCHOICE0="Through a friend" &L_SURVEYCHOICE1="In a newspaper ad" Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706495P The figure below shows how the survey question appears to the buyer on the PayPal Review page. NOTE: You can also configure this feature through the PayPal Profile page. For details, see the Merchant Setup and Administration Guide. PayPal Page Style You can change the overall appearance of the PayPal review page by defining a custom page style or by customizing individual page style characteristics. You define a custom page style in the PayPal Profile and then pass the resulting page style name in the call to SetExpressCheckout. Typically you customize individual page style characteristics in the PayPal Profile as well. However, you can also call SetExpressCheckout and pass in individual page characteristics dynamically. Custom Page Style When your buyer logs into PayPal to check out, you can make the PayPal pages the buyer sees appear to have a similar look and feel to those on your website. You can customize any of these page characteristics and save the results as a Page Style Name: Up to three unique Page Style Names can be defined in your account. You can specify the following items: 62 z Header image z Header border color May 2010 Express Checkout Integration Guide Customizing Express Checkout PayPal Page Style z Header background color z Page background color 6 For instructions on how to customize page styles and create Page Style Names, see the Merchant Setup and Administration Guide. To set a custom page style in a call to SetExpressCheckout: 1. Include the optional PAGESTYLE parameter in the call to SetExpressCheckout. 2. Set PAGESTYLE to the Page Style Name you defined in your account. The following example sets PAGESTYLE to the Page Style Name: Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... &AMT=10.00&CURRENCYCODE=USD &PAYMENTACTION=Sale& &PAGESTYLE=TestMerchant &SHIPTOSTREET=1 Main St SHIPTOSTREET2= &SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOZIP=95131 &SHIPTOPHONENUM=408-967-4444 Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706494P Individual Page Style Characteristics Typically, you create a custom page style for the PayPal pages using the Custom Payment Pages option from the PayPal Profile tab. In cases where you do not want to use the Profile option, you can specify any of the individual page style characteristics: z Header image z Header border color z Header background color z Page background color To define a header image such as your company logo: 1. Create a header image up to 750 pixels wide by 90 pixels high and save it in a valid graphics format, such as .gif, .jpg, or .png. Express Checkout Integration Guide May 2010 63 6 Customizing Express Checkout PayPal Page Style 2. Store the URL to the image on a secure (https) server so your buyer’s web browser does not display a message that the payment contains insecure items. 3. Assign the URL to the HDRIMG parameter in the call to SetExpressCheckout. The following example sets HDRIMG to a custom header image. Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... &AMT=10.00 &MAXAMT= &PAYMENTACTION=Sale &HDRIMG=https://www.mayadeviimports.com/ebay/websitename-logo.gif &SHIPTOSTREET=1 Main St &SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOZIP=95131 &SHIPTOPHONENUM=408-967-4444 Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706494P The figure below shows the review page with a custom header image set in the SetExpressCheckout request. 64 May 2010 Express Checkout Integration Guide Customizing Express Checkout PayPal Page Style 6 Review page with custom header image The following example sets colors for the header background (HDRBACKCOLOR) and header border (HDRBORDERCOLOR). Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... &AMT=10.00 &MAXAMT= &PAYMENTACTION=Sale &HDRBACKCOLOR=FFFF66 &HDRBORDERCOLOR=996666 &SHIPTOSTREET=1 Main St &SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOZIP=95131 &SHIPTOPHONENUM=408-967-4444 Express Checkout Integration Guide May 2010 65 6 Customizing Express Checkout Changing the Locale Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706494P The figure below shows the PayPal Login page with HDRBACKCOLOR and HDRBORDERCOLOR set to custom colors. PayPal Login page with custom header background and border colors Changing the Locale You can change the locale of PayPal pages to match the language on your website. To change the language displayed on the PayPal Login page, set the LOCALECODE parameter to one of the following allowable values in the SetExpressCheckout call: 66 z AU z DE z FR z GB z IT z ES z JP z US May 2010 Express Checkout Integration Guide Customizing Express Checkout Changing the Locale 6 The following example sets LOCALCODE to ES (Spain). Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... &AMT=10.00 &CURRENCYCODE=EUR PAYMENTACTION=Sale &LOCALECODE=ES &SHIPTOSTREET=1 Main St &SHIPTOSTREET2= &SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOZIP=95131 &SHIPTOPHONENUM=408-967-4444 Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706494P The figure below shows the PayPal Login page when the LOCALECODE is set to ES. PayPal login page in Spanish Express Checkout Integration Guide May 2010 67 6 Customizing Express Checkout Handling Shipping Addresses Handling Shipping Addresses You can specify several shipping address options that affect the PayPal Review page. In your SetExpressCheckout request, you can specify the following options: z Require a confirmed address z Not display the shipping address on the review page z Display an alternative address on the review page. Confirmed Address A confirmed address is a shipping address that PayPal has established as belonging to the PayPal account holder. To be protected by PayPal’s Seller Protection Policy, you must require the shipping address be a confirmed address. NOTE: Because many buyers prefer to ship to a non-confirmed address (they may, for example, be shipping a gift to someone), PayPal does not recommend requiring a confirmed address unless you are selling high-risk merchandise. If you prefer confirmed addresses be used, then do not set ADDROVERRIDE, as described in Shipping Address Override. To require a confirmed address for the shipping address, ensure that the shipping address matches the address on record with PayPal. You can do this through your account profile, as described in the Merchant Setup and Administration Guide. The guide is available on the Documentation page linked to the Library tab on Developer Central. Alternately, you can set a flag in the call to SetExpressCheckout as described below: 1. Include the optional REQCONFIRMSHIPPING parameter in the call to SetExpressCheckout. 2. Set REQCONFIRMSHIPPING to 1. The following example requires the shipping address be a confirmed address. NOTE: 68 The value of REQCONFIRMSHIPPING overrides the setting in your Merchant Account Profile. May 2010 Express Checkout Integration Guide Customizing Express Checkout Handling Shipping Addresses 6 Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... &AMT=10.00 &PAYMENTACTION=Sale &REQCONFIRMSHIPPING=1 &SHIPTOSTREET=1 Main St &SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOZIP=95131 &SHIPTOPHONENUM=408-967-4444 Response Parameters [successResponseFields] &TOKEN=EC-6UA07551EA393551U The figure below shows the PayPal review page when REQCONFIRMSHIPPING is set to 1. Express Checkout Integration Guide May 2010 69 6 Customizing Express Checkout Handling Shipping Addresses PayPal review page with a required address Suppressing the Buyer’s Shipping Address You can suppress the display of the buyer’s shipping address on the PayPal pages. You might want to do this in these cases: z You are selling a product or service that does not require shipping. z You prefer to handle addresses completely on your own and do not want to let buyers choose from their PayPal address book. To suppress the display of the buyer’s shipping address, set the NOSHIPPING parameter to 1 in the call to SetExpressCheckout. No shipping address displays on the PayPal pages whatsoever. The following example suppresses the shipping address. 70 May 2010 Express Checkout Integration Guide Customizing Express Checkout Handling Shipping Addresses 6 Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... &AMT=10.00 &CURRENCYCODE=USD &PAYMENTACTION=Sale &NOSHIPPING=1 &SHIPTOSTREET=1 Main St SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOZIP=95131 &SHIPTOPHONENUM=408-967-4444 Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706494P The figure below shows the PayPal review page when NOSHIPPING is set to 1. PayPal review page with shipping address suppressed Express Checkout Integration Guide May 2010 71 6 Customizing Express Checkout Handling Shipping Addresses Shipping Address Override You can override the buyer’s shipping address stored on PayPal. You would want to do this if, for example, your website registration already requested the buyer’s shipping address. Overriding the shipping address stored on PayPal replaces it with one you specify in the call to SetExpressCheckout. The buyer cannot edit the overridden address. NOTE: If you prefer to override addresses, it is recommended that you do not set confirmed addresses as required, as described in Confirmed Address. To override the shipping address: 1. Set the ADDROVERRIDE parameter to 1 in the call to SetExpressCheckout. 2. Set the following shipping address parameters in the call to SetExpressCheckout to the address values you want to use for the new address. – – – – – – – SHIPTONAME SHIPTOSTREET SHIPTOCITY SHIPTOSTATE (Optional) SHIPTOCOUNTRYCODE SHIPTOZIP SHIPTOSTREET2 (Optional) The following example overrides the shipping address with the address values shown. Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... AMT=10.00 &CURRENCYCODE=USD &PAYMENTACTION=Sale &ADDROVERRIDE=1 &SHIPTOSTREET=1 Second St &SHIPTOSTREET2=Ste 210 &SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOZIP=95131 &SHIPTOPHONENUM=408-967-4444 Response Parameters [successResponseFields] &TOKEN=EC-57K68322WE343022B The figure below shows the PayPal Review page when the shipping address parameters are overridden by the values shown in the above example. 72 May 2010 Express Checkout Integration Guide Customizing Express Checkout Automatically Filling Out the PayPal Login Page 6 PayPal review page with shipping address override Automatically Filling Out the PayPal Login Page When you pass the buyer’s shipping address and contact information (telephone number and email address) parameters in the call to SetExpressCheckout, PayPal automatically fills out the account creation form fields for the buyer on the PayPal Login page. After the call to SetExpressCheckout, the buyer is redirected to the PayPal Login page. Buyers having a PayPal account can log in with their email address and password. Buyers who do not have an account can create one by filling out the form on this page. To facilitate filling out the form, you can have PayPal automatically fill out the billing address and contact information by passing the shipping address, telephone number, and email address in the call to SetExpressCheckout, as shown in the example below: Express Checkout Integration Guide May 2010 73 6 Customizing Express Checkout Automatically Filling Out the PayPal Login Page Request Parameters [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=https://... &CANCELURL=https://... &AMT=10.00 &PAYMENTACTION=Sale &SHIPTOSTREET=1 Main Street &SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOZIP=95131 &EMAIL=jsmith01@example.com &SHIPTOPHONENUM=408-559-5948 Response Parameters [successResponseFields] &TOKEN=EC-6UA07551EA393551U As a convenience, PayPal fills out the billing address fields with the buyer’s shipping address as shown in the example figure below. The buyer can edit the information by clicking the Change links. 74 May 2010 Express Checkout Integration Guide Customizing Express Checkout Buyer Pays on PayPal 6 Pre-populated PayPal Login page Buyer Pays on PayPal If you do not require the buyer to explicitly review and confirm the payment on your site, you can configure Express Checkout such that the user commits the payment on PayPal. This configuration reduces a step in the checkout flow. You may want to eliminate your Review Your Payment page if there is no additional information you want to collect from the buyer before he or she completes the transaction. It is recommended that you collect the information after the buyer completes the purchase. You should evaluate each Express Checkout flow separately through the cart page and through the payment methods page. In most checkout flow implementations, the payment methods page is the last page the buyer sees before committing to a transaction. If this is true in your implementation, you can use this feature to streamline the buyer experience. The feature informs the buyer that they are committing to the transaction if they proceed. To invoke this feature, use the useraction variable in the SetExpressCheckout call. Setting useraction to commit sets the button text on the PayPal Payment Review page to Express Checkout Integration Guide May 2010 75 6 Customizing Express Checkout Buyer Pays on PayPal read Pay Now. (After the buyer returns from the PayPal site, you must call DoExpressCheckoutPayment to actually complete the transaction.) To display Pay Now on the button: 1. Get the token from the response to SetExpressCheckout. The response to SetExpressCheckout is the buyer’s token. For example, if the value of RETURNURL passed to SetExpressCheckout is https://www.websitename.com/snagECvalues, the URL to which PayPal redirects appears as https://www.websitename.com/snagECvalues?token=EC0W8920957N684880R 2. Add the token and the desired useraction value (continue or commit) as name-value pairs to the following URL: https://www.paypal.com/cgi-bin/webscr?cmd=_expresscheckout&token=valueFromSetExpressCheckoutResponse&useraction=commit The figure below shows the PayPal Review page when useraction=commit. PayPal review page when user commits to purchase on PayPal 76 May 2010 Express Checkout Integration Guide 7 Implementing the Instant Update API The Instant Update API is a callback you can use to obtain the buyer’s shipping address. z About the Instant Update API z How the Callback Works in the Express Checkout Flow z Following Instant Update API Best Practices z Setting Up the Callback z Using the Callback About the Instant Update API The Instant Update API is a server call to your callback server that instantly updates the PayPal review page. It enables you to specify a URL for PayPal to call your callback server with the buyer’s shipping address, so you can provide the buyer with more detailed shipping, insurance, and tax information. NOTE: The Instant Update API enhances the Express Checkout flow from the shopping cart page. Here is how the Instant Update API works: 1. When a buyer logs in to PayPal, the PayPal server calls your callback server with the buyer’s default shipping address, which is stored in the PayPal system. 2. Your callback server responds with the shipping options available for that address, along with any insurance options and tax adjustments on the order. 3. PayPal displays this information on the Review page so buyers can choose from the options. 4. The buyer’s final choices are returned in the GetExpressCheckoutDetails response. Integration Steps Integrating the Instant Update API requires some preparation and modification to the Express Checkout API calls. To integrate the server API, follow these steps: 1. Set up a secure, fast web service to accept HTTP requests from PayPal. On the live site, it needs to be secured by means of SSL. 2. Enable the callback service to process PayPal requests and send back responses. Express Checkout Integration Guide May 2010 77 7 Implementing the Instant Update API About the Instant Update API 3. Modify the existing Express Checkout API calls to accommodate new parameters. – Send the callback URL, shipping, insurance, and tax information to PayPal in the call to SetExpressCheckout. – Call GetExpressCheckoutDetails to obtain the buyer’s final choices for shipping and insurance, if applicable. – Call DoExpressCheckoutPayment with the buyer’s final selections. 4. Eliminate your shipping options page. 5. Test your integration for the callback and flat-rate shipping options. Post-Integration Checkout Experience After you integrate the Instant Update API, you can display the shipping options, related insurance options, and the tax amount on the PayPal Review page. The shipping and insurance options appear in drop-down menus as shown below. 78 May 2010 Express Checkout Integration Guide Implementing the Instant Update API About the Instant Update API 7 PayPal Review Page With Shipping Options, Insurance, and Tax You control which options are displayed and instantly updated on the page. Express Checkout Integration Guide May 2010 79 7 Implementing the Instant Update API How the Callback Works in the Express Checkout Flow How the Callback Works in the Express Checkout Flow The figure below shows how the callback integrates into the Express Checkout flow. Callback integrated into Express Checkout flow From left to right, the following events are represented. Text in boldface describes events supporting the callback. 1. The Express Checkout flow is initiated on your shopping cart page when the buyer clicks the Checkout with PayPal button. 2. In the call to the SetExpressCheckout API operation, you provide the URL where PayPal can call your callback server, the flat-rate shipping options, and cart line-item details. 3. You receive a token in the response. 80 May 2010 Express Checkout Integration Guide Implementing the Instant Update API Following Instant Update API Best Practices 7 4. The buyer is redirected to PayPal. 5. When the buyer first logs in to the PayPal site, PayPal obtains the buyer’s shipping address and sends it in the callback request (red down arrow) to your callback server at the specified URL. NOTE: If the buyer changes their shipping address on the PayPal Review page, PayPal will make subsequent calls to the callback request. 6. You respond to the callback (red up arrow) with the shipping option rates based on the buyer’s shipping address. You can also adjust the tax amount and send insurance options. Depending on your business processes, you may send an API call to your carrier to calculate the rates and options based on the shipping address. 7. PayPal updates the Review Page to show the options and rates based on your response. 8. The buyer makes final selections and clicks Continue. 9. You must call GetExpressCheckoutDetails to obtain the buyer’s final shipping option selections. 10. You call DoExpressCheckoutPayment to perform the transaction. Following Instant Update API Best Practices PayPal recommends its list of best practices as a checklist for completing your implementation of the Instant Update API. z Meet the pre-requisites – Provide order line-item details to take advantage of the Instant Update API. The example in this document uses the order line-item details example described PayPal Review Page Order Details. z Streamline the checkout flow – Existing partners and merchants with Express Checkout integrations can eliminate the current shipping options page. z Use the default callback timeout – Use the recommended 3-second callback response timeout. z Follow PayPal-defined semantics and syntax – Adhere to well-formed variable names and syntax rules in the callback response to PayPal. If errors occur in the response, PayPal uses the flat-rate shipping options. z Call GetExpressCheckoutDetails – You must call GetExpressCheckoutDetails to find out what options the buyer selected on the PayPal Review page. z Ensure a consistent and good buyer experience – When flat-rate shipping options are used, you should honor the rates to ensure a consistent and good buyer experience. z Localize shipping options – Return localized shipping options, based on the buyer’s country and locale, which PayPal sends in the callback request. Express Checkout Integration Guide May 2010 81 7 Implementing the Instant Update API Setting Up the Callback Setting Up the Callback To set up the callback, you establish a connection with PayPal by providing the location where PayPal calls your callback server, along with your shipping options. To start, you must build and operate a secure, reliable, and fast callback server that computes shipping options, corresponding insurance options, and tax, based on your business rules. To verify that callback requests originate from PayPal, check the IP addresses requests against the list of IP addresses for *.paypal.com, as described in the go-live checklist. The HTTP protocol to specify in your callback URL depends on the integration environment you are using: z The callback URL must start with HTTPS for production integration. z The callback URL must start with HTTP or HTTPS for PayPal Sandbox integration. In the call to SetExpressCheckout, you must complete the steps 1 through 3 below. Steps 4 and 5 are optional: 1. Provide line-item details for the merchandise the buyer selected. For details on how to integrate line-item details, see Chapter 7, “Customizing Express Checkout,” in the Express Checkout Integration Guide. 2. Provide the URL to your callback server. PayPal validates the URL as described above. 3. Provide values for the flat-rate shipping options. For each option, specify: – Option name (L_SHIPPINGOPTIONNAMEn) – Option amount (L_SHIPPINGOPTIONAMOUNTn) – The shipping option to appear in the drop-down menu as the default (true) (L_SHIPPINGOPTIONISDEFAULTn). NOTE: Set L_SHIPPINGOPTIONISDEFAULTn to true (default) for one and only one shipping option. Set L_SHIPPINGOPTIONISDEFAULTn to false for each of the remaining options. – If required, an adjusted value for TAXAMT – If required, an adjusted value INSURANCEAMT 4. If necessary to adjust the callback timeout (default: 3 seconds), provide a value from 1 to 6 for the CALLBACKTIMEOUT parameter. 5. Optionally, provide values for any of the shipping option description details fields listed below: – – – – 82 Option weight (L_ITEMWEIGHTVALUEn, L_ITEMWEITHTUNITn) Option height (L_ITEMHEIGHTVALUEn, L_ITEMHEIGHTUNITn) Option length (L_ITEMLENGTHVALUEn, L_ITEMLENGTHUNITn) Option width (L_ITEMWIDTHVALUEn, L_ITEMWIDTHUNITn) May 2010 Express Checkout Integration Guide Implementing the Instant Update API Setting Up the Callback 7 GetExpressCheckoutDetails and DoExpressCheckoutPayment Changes When you implement the callback, you need to call GetExpressCheckoutDetails and DoExpressCheckoutPayment. GetExpressCheckoutDetails and DoExpressCheckoutPayment include new parameter fields in support of the Instant Update API. You must call the GetExpressCheckoutDetails API operation to obtain the buyer’s final shipping option selections. GetExpressCheckoutDetails has been updated to return the buyer’s selections. Because the cart information passed in the call to SetExpressCheckout is only relevant for display on the PayPal Review page, you must call the DoExpressCheckoutPayment API operation with the updated shipping, insurance, and tax data to ensure the buyer sees it upon redirect to your website. Other Considerations When you implement the callback, there are other issues you must take into consideration. These include: z Callback response errors z Minimum and maximum shipping options z Callback times out z You do not ship to the buyer’s shipping address Callback Response Errors If there are any callback response errors, PayPal responds by displaying the flat-rate shipping options on the PayPal Review page. To obtain the richer set of options available through the callback, exercise care in the syntax and values you specify and test the callback integration. Minimum and Maximum Shipping Options You can specify up to 10 shipping options for the flat-rate options in the call to SetExpressCheckout and for the detailed options based on shipping address in the callback response. You must specify at least 1 shipping option. Callback Times Out If the callback does not return within the timeout period, PayPal displays the flat-rate shipping options you specified in the call to SetExpressCheckout in the drop-down menu on the PayPal Review page. The PayPal Review page in the figure below shows 2 shipping options from which the buyer can choose if the callback times out. An amount of $1.00 is offered for insurance. Express Checkout Integration Guide May 2010 83 7 Implementing the Instant Update API Setting Up the Callback Example PayPal Review Page When Callback Times Out You Do Not Ship to the Buyer’s Shipping Address If you do not ship to the buyer’s shipping address that PayPal sends in the callback request, set NO_SHIPPING_OPTION_DETAILS to 1 in the callback response. 84 May 2010 Express Checkout Integration Guide Implementing the Instant Update API Using the Callback 7 The sample code below illustrates the callback response when you do not ship to the buyer’s address. METHOD=CallbackResponse NO_SHIPPING_OPTION_DETAILS=1 The figure below illustrates the PayPal Review page when your callback servers sends the above response. The page has these features: z A message at the top of the page describes the error. z The shipping and handling section and the insurance section are dimmed. z The buyer can change the shipping address. z A new callback request is sent if the buyer changes the shipping address. Example PayPal Review Page When You Do Not Ship to the Buyer’s Address Using the Callback To use the callback, you add parameter fields to SetExpressCheckout, provide PayPal a URL for sending a callback request, and send PayPal the callback response in Name-Value pair (NVP) format. SetExpressCheckout In the call to SetExpressCheckout, set the following parameters: z Set the CALLBACK field to the URL where PayPal can call your callback server. PayPal makes the HTTPS callback request each time either of the following events occur: – The buyer changes their shipping address Express Checkout Integration Guide May 2010 85 7 Implementing the Instant Update API Using the Callback – The buyer enters a new shipping address z Provide values for the following required parameters: – Provide values for the line-item details parameters such as L_NAMEn, L_NUMBERn, L_DESCn, L_AMTn, and L_QTYn shown in the example below. – Provide values for the flat-rate shipping options: n, L_SHIPPINGOPTIONISDEFAULTn, L_SHIPPINGOPTIONNAMEn, and L_SHIPPINGOPTIONAMOUNTn. – Set SHIPPINGAMT to the amount set for the default flat-rate shipping option. If, for example, L_SHIPPINGISDEFAULT1=true and L_SHIPPINGOPTIONAMOUNT1=8.00, then SHIPPINGAMT=8.00 – Set MAXAMT to the expected maximum total amount of the complete order. It is recommended that the maximum total amount be slightly greater than the sum of the line-item order details, tax, and the shipping option of greatest value. z Optionally provide values for the following parameters: – Set INSURANCEOPTIONOFFERED to true to inform PayPal that you are offering insurance options. Otherwise, set INSURANCEOPTIONSOFFERED to false. – Set line-item description details such as L_ITEMWEIGHTUNIT1 and L_ITEMWEIGHTVALUE1 shown in the example below. – Set CALLBACKTIMEOUT to the amount of time in seconds to process the callback. By default, CALLBACKTIMEOUT is 3. You can specify a value in the range of 1 to 6 inclusive. This is an example SetExpressCheckout request. The above parameters appear in boldface text. 86 May 2010 Express Checkout Integration Guide Implementing the Instant Update API Using the Callback 7 Request Parameters: [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=http://... &CANCELURL=http://... &PAYMENTACTION=Sale &NAME=J Smith &SHIPTOSTREET=1 Main St &SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRYCODE=US &SHIPTOZIP=95131 &L_NAME0=10% Decaf Kona Blend Coffee &L_NUMBER0=623083 &L_DESC0=Size: 8.8-oz &L_AMT0=9.95 &L_QTY0=2 &L_NAME1=Coffee Filter bags &L_NUMBER1=6230 &L_DESC1=Size: Two 24-piece boxes &L_AMT1=39.70 &L_QTY1=2 &L_ITEMWEIGHTVALUE1=0.5 &L_ITEMWEIGHTUNIT1=lbs &ITEMAMT=99.30 &TAXAMT=2.59 &MAXAMT=150.00 &SHIPPINGAMT=8.00 &SHIPDISCAMT=-3.00 &AMT=107.89 &CURRENCYCODE=USD &ALLOWNOTE=1 &CALLBACK=https://... &CALLBACKTIMEOUT=4 &INSURANCEOPTIONOFFERED=true &INSURANCEAMT=1.00 &L_SHIPPINGOPTIONISDEFAULT0=false &L_SHIPPINGOPTIONNAME0=UPS Ground 7 Days &L_SHIPPINGOPTIONAMOUNT0=3.50 &L_SHIPPINGOPTIONISDEFAULT1=true &L_SHIPPINGOPTIONNAME1=UPS Next Day Air &L_SHIPPINGOPTIONAMOUNT1=8.00 Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706494P Express Checkout Integration Guide May 2010 87 7 Implementing the Instant Update API Using the Callback Callback Request The PayPal sends the parameters in the callback request to the location you specified for CALLBACK. The callback request parameters include: z Line-item details you sent in the call to SetExpressCheckout. PayPal also sends back any line-item description details you may have specified such as the L_ITEMWEIGHTUNIT1 and L_ITEMWEIGHTVALUE1 values shown in the example below. By passing this data back to you, PayPal expedites your callback response by eliminating the need for you to perform a database query to get this information. z Shipping address of the buyer. Using the information in the callback request, calculate the rates and options yourself or send the information in an API call to your carrier to perform the calculations for you. Then send the shipping options, insurance amounts, and taxes to PayPal in the callback response. This is an example callback request. METHOD=CallbackRequest &CALLBACKVERSION=57.0 &TOKEN=EC-0EE85728D547104V &CURRENCYCODE=USD &LOCALECODE=en_US &L_NAME0=10% Decaf Kona Blend Coffee &L_NUMBER0=623083 &L_DESC0=Size: 8-oz &L_AMT0=9.95 &L_QTY0=2 &L_NAME1=Coffee Filter bags &L_NUMBER1=6230 &L_DESC1=Size: Two 24-piece boxes &L_AMT1=39.70 &L_QTY1=2 &L_ITEMWEIGHTUNIT1=lbs &L_ITEMWEIGHTVALUE1=0.5 &SHIPTOSTREET=1 Main St &SHIPTOCITY=San Jose &SHIPTOSTATE=CA &SHIPTOCOUNTRY=US &SHIPTOZIP=95131 &SHIPTOSTREET2 Callback Response Each time your callback server receives a request from PayPal, it must process the request and respond with the appropriate details. This is an example callback response. 88 May 2010 Express Checkout Integration Guide Implementing the Instant Update API Using the Callback 7 METHOD=CallbackResponse &OFFERINSURANCEOPTION=true &L_SHIPPINGOPTIONNAME0=UPS Next Day Air &L_SHIPPINGOPTIONAMOUNT0=20.00 &L_TAXAMT0=2.20 &L_INSURANCEAMOUNT0=1.51 &L_SHIPPINGOPTIONISDEFAULT0=false &L_SHIPPINGOPTIONNAME1=UPS Express 2 Days &L_SHIPPINGOPTIONAMOUNT1=10.00 &L_TAXAMT1=2.00 &L_INSURANCEAMOUNT1=1.35 &L_SHIPPINGOPTIONISDEFAULT1=true &L_SHIPPINGOPTIONNAME2=UPS Ground2 to 7 Days &L_SHIPPINGOPTIONAMOUNT2=9.99 &L_TAXAMT2=1.99 &L_INSURANCEAMOUNT2=1.28 &L_SHIPPINGOPTIONISDEFAULT2=false Express Checkout Integration Guide May 2010 89 7 90 Implementing the Instant Update API Using the Callback May 2010 Express Checkout Integration Guide 8 Immediate Payment Immediate Payment ensures a buyer pays for a purchase immediately after commiting to it. z “Overview of Immediate Payment” on page 91 z “About Immediate Payment For Third Party Checkout” on page 91 z “Integrating Immediate Payment for Third-Party Checkout” on page 93 z “About Immediate Payment For Express Checkout” on page 94 z “Integrating Immediate Payment for Express Checkout” on page 95 Overview of Immediate Payment Immediate Payment supports instant funding sources only, ensuring that you receive payment at the time the buyer commits to a purchase. PayPal offers 2 applications of Immediate Payment. Use the one that is appropriate for your integration: z Immediate Payment for third-party checkout — For third parties who sell items on eBay and host Express Checkout on their website. z Immediate Payment for Express Checkout — For any merchant who integrates Express Checkout. About Immediate Payment For Third Party Checkout Immediate Payment for third-party checkout ensures that the buyer pays for an item you are selling on eBay at the time the buyer commits to it. You add a few Express Checkout parameters to your integration and use your own off-eBay checkout flow. NOTE: This feature is available with API version 60.0 and higher. The SetExpressCheckout request parameters ensure the eBay item is available to ship to the buyer when DoExpressCheckoutPayment is called. The successful transaction returns the eBay transaction ID as an additional parameter value in the DoExpressCheckoutPayment response. NOTE: PayPal recommends that you do not mix eBay and non-eBay items in an Immediate Payment Transaction. Immediate Payment for third-party checkout has the following caveats: Express Checkout Integration Guide May 2010 91 8 Immediate Payment About Immediate Payment For Third Party Checkout z By design, it does not support non-instant funds like Electronic Funds Transfer, eCheck, or ELV. z It is limited to Express Checkout for eBay auctions only. z It is limited to processing a single payment per transaction; the buyer can check out with only one item at a time. z Sale is the only payment action supported. z It does inventory checking at eBay and attempts to purchase the item. After the buyer selects the item on eBay, the buyer is redirected to your website Express Checkout flow. The figure below shows how Immediate Payment for third-party checkout integrates into your checkout flow. From left to right, the following events are represented. The numbered callouts in the figure directly correspond to the numbered comments below: 1. The eBay flow for third-party checkout redirects the buyer from an eBay payment review page to your shopping cart page. On your shopping cart page, the buyer initiates Express Checkout by clicking the Checkout with PayPal button. 92 May 2010 Express Checkout Integration Guide Immediate Payment Integrating Immediate Payment for Third-Party Checkout 8 2. In the call to the SetExpressCheckout API operation, you must pass the following Immediate Payment information: – ALLOWEDPAYMENTMETHOD: This is the payment method type. For immediate payment, the value is InstantPaymentOnly. – BUYERUSERNAME: eBay provides you with this value. – L_EBAYITEMCARTIDn: eBay provides you with this value. Additionally, in the call to the SetExpressCheckout API operation, you must pass the following Express Checkout API parameter data: – CHANNELTYPE: The value of the channel type, which is eBayItem. – L_EBAYITEMNUMBERn: This is the eBay item number. – Buyer’s shipping address. 3. The SetExpressCheckout response returns a TOKEN. 4. The buyer is redirected to PayPal. 5. The buyer reviews their payment and clicks Continue. 6. (Optional) Call GetExpressCheckoutDetails. The GetExpressCheckoutDetails response returns information about the buyer. 7. In the call to DoExpressCheckoutPayment, you must pass: – ALLOWEDPAYMENTMETHOD: This is the payment method type. For immediate payment, the value is InstantPaymentOnly. – L_EBAYITEMCARTIDn: eBay provides you with this value. At this time, PayPal checks the availability of the eBay item. 8. If the item is available and payment is successful, the DoExpressCheckoutPayment response returns the eBay transaction ID (EBAYITEMAUCTIONTXNID). Integrating Immediate Payment for Third-Party Checkout To integrate Immediate Payment for third-party checkout into your Express Checkout implementation, you add a few new fields to SetExpressCheckout and DoExpressCheckoutPayment. The Call to SetExpressCheckout You must have Express Checkout integrated into your payment solution. It is recommended that you sell one eBay item in a transaction or a quantity of the same item (considered a single eBay listing). Express Checkout Integration Guide May 2010 93 8 Immediate Payment About Immediate Payment For Express Checkout To integrate Immediate Payment into the SetExpressCheckout call: 1. Set ALLOWEDPAYMENTMETHODTYPE to InstantPaymentOnly. This blocks all pending funding sources and transactions that end up in a pending state. 2. Pass BUYERUSERNAME and L_EBAYITEMCARTIDn. 3. Set CHANNELTYPE to eBayItem. 4. Set L_EBAYITEMNUMBERn to the number of the eBay item. 5. Specify the buyer’s shipping address. 6. Be prepared to handle Immediate Payment errors. For errors you choose to handle, you need to send the buyer error messages appropriate to the situations generating the errors. For example, a buyer may have a mixed cart of eBay and noneBay items.To allow the buyer to check out just the non-Immediate Payment items, you must provide an appropriate message to the buyer, remove the Immediate Payment item, and retry the transaction. The Call to DoExpressCheckoutPayment To integrate Immediate Payment into the DoExpressCheckoutPayment call: 1. Set ALLOWEDPAYMENTMETHODTYPE to InstantPaymentOnly. This blocks all pending funding sources and transactions that end up in a pending state. 2. Pass the L_EBAYITEMCARTIDn. 3. Be prepared to handle Immediate Payment errors. For errors you choose to handle, you need to send the buyer error messages appropriate to the situations generating the errors. Say, for example, you determine that the buyer has a mixed cart of eBay and non-eBay items. To allow the buyer to check out just the nonImmediate Payment items, you must provide an appropriate message to the buyer, remove the Immediate Payment item, and retry the transaction. If payment is successful, the DoExpressCheckoutPayment response returns the eBay transaction ID (EBAYITEMAUCTIONTXNID). About Immediate Payment For Express Checkout Immediate Payment for Express Checkout ensures the buyer pays for purchases at the time the buyer commits. This application is available to any merchant integrating Express Checkout. NOTE: 94 This feature is available with API version 63.0 and higher. May 2010 Express Checkout Integration Guide Immediate Payment Integrating Immediate Payment for Express Checkout 8 Immediate Payment for Express Checkout has the following caveats: z By design, it does not support non-instant funds like Electronic Funds Transfer, eCheck, or ELV. z It is open for use by all merchants, whether or not they are selling on eBay. z Sale is the only payment action supported. Integrating Immediate Payment for Express Checkout Immediate Payment for Express Checkout requires that you specify one value for ALLOWEDPAYMENTMETHOD in the Express Checkout API. 1. In the call to the SetExpressCheckout API operation, you set ALLOWEDPAYMENTMETHOD to InstantPaymentOnly. 2. (Optional) You can call GetExpressCheckoutDetails to obtain information about the buyer. 3. In the call to DoExpressCheckoutPayment, you set ALLOWEDPAYMENTMETHOD to InstantPaymentOnly. Express Checkout Integration Guide May 2010 95 8 96 Immediate Payment Integrating Immediate Payment for Express Checkout May 2010 Express Checkout Integration Guide 9 Implementing Parallel Payments Not only can Express Checkout support payment between a single buyer and merchant, but it can support parallel payments. Parallel payments enables a single buyer to pay multiple merchants in a single checkout session. z About Parallel Payments z Name-Value Pair Syntax Supporting Parallel Payments z Integrating Parallel Payments Using the NVP API z Integrating Parallel Payments Using the SOAP API NOTE: Parallel payments is available with API version 63.0 and later. About Parallel Payments Parallel payments enables buyers to pay multiple merchants on a marketplace in a single Express Checkout session. An online travel agency marketplace is a typical example of parallel payments in use. The buyer purchases airline tickets and makes reservations from various merchants such as hotels, car rental agencies, and entertainment venues hosted on the site. By implementing parallel payments through Express Checkout, the marketplace host accepts PayPal as a payment method. The host also provides the buyer with a consolidated order on the PayPal Review page, summarizing expenses, itineraries, and other supporting information. Buyers see travel information, including cancellation fees, directly from the supplier on the Transaction Details page and in an email message. What Is and What Is Not Supported Parallel payments: z Supports orders that you later capture with the Authorization and Capture APIs z Supports up to10 payments in one Express Checkout session NOTE: The same merchant can receive multiple payments in one Express Checkout session. z Does not support use of the Instant Update API (callback) z Does not support Accelerated Boarding (however single-payment transactions are still supported) z Does not support parallel billing agreements Express Checkout Integration Guide May 2010 97 9 Implementing Parallel Payments About Parallel Payments Post-Integration Experience After you integrate parallel payments, the PayPal Review page shows summary information for each payment. The example below shows summary information for an online travel agency with payments to an airline and a hotel. The figure below shows expanded details on the airline purchase. The figure below shows expanded details on the hotel payment. 98 May 2010 Express Checkout Integration Guide Implementing Parallel Payments Name-Value Pair Syntax Supporting Parallel Payments 9 Name-Value Pair Syntax Supporting Parallel Payments The PayPal API uses a special syntax for NVP fields to support parallel payments. The NVP interface to the PayPal API supports up to a maximum of 10 parallel payments in a transaction. To accommodate this, request fields have the format shown below, where n is a number in the range 0 to 9 representing a payment. PAYMENTREQUEST_n_NVPREQUESTFIELDNAME The first numbered field in a list of payments starts with n equal to 0, the second field has n equal to 1, and so forth. If you are upgrading to version 63.0 of the Express Checkout API, you will recognize NVPREQUESTFIELDNAME to be the single-payment NVP request field name. The response name format is: PAYMENTREQUEST_n_NVPRESPONSEFIELDNAME NOTE: Even if your Express Checkout integration is for single payments, you must use this format and specify n=0 for single payment with version 63.0 and later of the Express Checkout API. The payment information returned in the DoExpressCheckoutPayment response has the same basic format but the field name starts with PAYMENTINFO, as shown below: PAYMENTINFO_n_NVPRESPONSEFIELDNAME The NVP API reference documentation shows the proper format and naming for every NVP field that uses this syntax. Examples: Express Checkout Integration Guide May 2010 99 9 Implementing Parallel Payments Integrating Parallel Payments Using the NVP API The following syntax represents the total amount of the first payment: PAYMENTREQUEST_0_AMT The following represents the second line of the name for the third payment: L_PAYMENTREQUEST_2_NAME1 Integrating Parallel Payments Using the NVP API To integrate parallel payments using the NVP API, you need to use the syntax for creating unique NVP request field names and create a unique set of fields for each payment. You also need to set a few required variables. To integrate parallel payments using the NVP interface to Express Checkout: 1. Create a unique set of NVP request fields for each payment you will be hosting on your marketplace using the syntax PAYMENTREQUEST_n_NVPREQUESTFIELDNAME where n is a value from 0 - 9. 2. You are required to pass values in the following Payment Details Type fields in the call to SetExpressCheckout and DoExpressCheckoutPayment. For each of the n payments you host: – Pass the value Order in PAYMENTREQUEST_n_PAYMENTACTION. – Pass a unique value for PAYMENTREQUEST_n_PAYMENTREQUESTID. You will use this value to locate the matching payment response details for that payment. – Pass the merchant’s Payer Id (secure merchant account Id) or the merchant’s email address in PAYMENTREQUEST_n_SELLERPAYPALACCOUNTID. 3. Use the Payment Details Item Type fields as appropriate in the call to SetExpressCheckout and DoExpressCheckoutPayment to pass data about each payment. Result: For each payment in the transaction, the DoExpressCheckoutPayment response returns: z A PAYMENTINFO_n_PAYMENTREQUESTID value matching the PAYMENTREQUEST_n_PAYMENTREQUESTID value you passed in the DoExpressCheckoutPayment request. Use this value to locate the response data for each payment. z A PAYMENTINFO_n_SELLERPAYPALACCOUNTID. This value is whichever one of the following values was passed in: – The merchant’s email address 100 May 2010 Express Checkout Integration Guide Implementing Parallel Payments Integrating Parallel Payments Using the NVP API 9 – The merchant’s Payer Id (secure merchant account Id) If errors are returned, check the response data in the PAYMENTERROR field for each payment. It is possible that errors are returned only for a subset of the payments, while other payments are successful. For failed payments, you should ask the buyer for an alternate payment method. Example The following is an example SetExpressCheckoutrequest with parallel payments integrated. Express Checkout Integration Guide May 2010 101 9 Implementing Parallel Payments Integrating Parallel Payments Using the NVP API Request Parameters: [requiredSecurityParameters] &METHOD=SetExpressCheckout &RETURNURL=http://... &CANCELURL=http://... &PAYMENTACTION=Order &PAYMENTREQUEST_0_CURRENCYCODE=USD &PAYMENTREQUEST_0_AMT=300 &PAYMENTREQUEST_0_ITEMAMT=200 &PAYMENTREQUEST_0_TAXAMT=100 &PAYMENTREQUEST_0_DESC=Summer Vacation trip &PAYMENTREQUEST_0_INSURANCEAMT=0 &PAYMENTREQUEST_0_SHIPDISCAMT=0 &PAYMENTREQUEST_0_SELLERPAYPALACCOUNTID=seller-139@paypal.com &PAYMENTREQUEST_0_INSURANCEOPTIONOFFERED=false &PAYMENTREQUEST_0_PAYMENTREQUESTID=CART26488-PAYMENT0 &PAYMENTREQUEST_1_CURRENCYCODE=USD &PAYMENTREQUEST_1_AMT=200 &PAYMENTREQUEST_1_ITEMAMT=180 &PAYMENTREQUEST_1_SHIPPINGAMT=0 &PAYMENTREQUEST_1_HANDLINGAMT=0 &PAYMENTREQUEST_1_TAXAMT=20 &PAYMENTREQUEST_1_DESC=Summer Vacation trip &PAYMENTREQUEST_1_INSURANCEAMT=0 &PAYMENTREQUEST_1_SHIPDISCAMT=0 &PAYMENTREQUEST_1_SELLERPAYPALACCOUNTID=seller-140@paypal.com &PAYMENTREQUEST_1_INSURANCEOPTIONOFFERED=false &PAYMENTREQUEST_1_PAYMENTREQUESTID=CART26488-PAYMENT1 &L_PAYMENTREQUEST_0_NAME0=Depart San Jose Feb 12 at 12:10PM Arrive in Baltimore at 10:22PM &L_PAYMENTREQUEST_0_NAME1=Depart Baltimore Feb 15 at 6:13 PM Arrive in San Jose at 10:51 PM&L_PAYMENTREQUEST_0_NUMBER0=Flight 522 &L_PAYMENTREQUEST_0_NUMBER1=Flight 961 &L_PAYMENTREQUEST_0_QTY0=1 &L_PAYMENTREQUEST_0_QTY1=1 &L_PAYMENTREQUEST_0_TAXAMT0=50 &L_PAYMENTREQUEST_0_TAXAMT1=50 &L_PAYMENTREQUEST_0_AMT0=50 &L_PAYMENTREQUEST_0_AMT1=150 &L_PAYMENTREQUEST_0_DESC0=SJC Terminal 1. Flight time: 7 hours 12 minutes &L_PAYMENTREQUEST_0_DESC1=BWI Terminal 1. Flight time: 7 hours 38 minutes &L_PAYMENTREQUEST_1_NAME0=Night(s) stay at 9990 Deereco Road,Timonium, MD 21093 &L_PAYMENTREQUEST_1_NUMBER0=300&L_PAYMENTREQUEST_1_QTY0=1 &L_PAYMENTREQUEST_1_TAXAMT0=20&L_PAYMENTREQUEST_1_AMT0=180 &L_PAYMENTREQUEST_1_DESC0=King No-Smoking; Check in after 4:00 PM; Check out by 1:00 PM 102 May 2010 Express Checkout Integration Guide Implementing Parallel Payments Integrating Parallel Payments Using the SOAP API 9 Response Parameters [successResponseFields] &TOKEN=EC-17C76533PL706494P Integrating Parallel Payments Using the SOAP API Parallel payments uses the PaymentDetailsType structure to pass data for each merchant receiving payment. You can pass up to a 10 structures in a single call to SetExpressCheckout and DoExpressCheckoutPayment. NOTE: Be sure to use structure fields that are not marked as ‘deprecated’ in the SOAP API reference documentation. To integrate parallel payments using the SOAP interface to Express Checkout: 1. Create PaymentDetails as an array of PaymentDetailsType structures, one for each payment you will be hosting on your marketplace. 2. You are required to pass values in the following PaymentDetailsType fields in the call to SetExpressCheckout and DoExpressCheckoutPayment. – Pass the value Order in PaymentAction. – Pass a unique value in PaymentRequestID. You will use this value to locate the matching response details for that payment. – Pass the merchant’s Payer Id (secure merchant account Id) or the merchant’s email address in the SellerDetailsType.PayPalAccountId field. 3. Use PaymentDetailsType and PaymentDetailsItemType fields, as appropriate, in the call to SetExpressCheckout and DoExpressCheckoutPayment to pass data about each payment. Result: For each payment in the transaction, the DoExpressCheckoutPayment response returns a PaymentInfoType structure corresponding to each payment: z The PaymentRequestID will match the value you passed in the DoExpressCheckoutPayment request. Use this value to locate the response data for each payment. z SellerDetailsType.PayPalAccountId returns one of the following values that was passed in: – The merchant’s email address – The merchant’s Payer Id (secure merchant account Id) Express Checkout Integration Guide May 2010 103 9 Implementing Parallel Payments Integrating Parallel Payments Using the SOAP API If errors are returned, check the response data in the PaymentInfo.PaymentError field. PaymentError returns the ErrorType information. It is possible that errors are returned only for a subset of payments, while other payments are successful. For failed payments, you should ask the buyer for an alternate payment method. The following SOAP example sets up the merchants receiving money: 104 May 2010 Express Checkout Integration Guide Implementing Parallel Payments Integrating Parallel Payments Using the SOAP API 9 PaymentDetailsType[] PaymentDetailsArray = new PaymentDetailsType[9]; //******************************************************* //merchant 1 //******************************************************* PaymentDetailsType payment1 = new PaymentDetailsType(); payment1.PaymentAction = PaymentActionCodeType.Order; payment1.PaymentActionSpecified = true; payment1.SellerDetails = new SellerDetailsType(); payment1.SellerDetails.PayPalAccountID = "support@1stimagehosting.com"; //set up the line items for the first merchant PaymentDetailsItemType[] payment1_items_array = new PaymentDetailsItemType[2]; PaymentDetailsItemType payment1_item1 = new PaymentDetailsItemType(); payment1_item1.Amount = new B asicAmountType(); payment1_item1.Amount.currencyID = CurrencyCodeType.USD; payment1_item1.Amount.Value = "1.00"; payment1_item1.Description = "payment1_item1_desc"; payment1_item1.Name = "payment1_item1_name"; payment1_item1.Number = "payment1_item1_number"; payment1_item1.ItemURL = "http://item1.com"; payment1_item1.Quantity = "3"; payment1_item1.Tax = new BasicAmountType(); payment1_item1.Tax.currencyID = CurrencyCodeType.USD; payment1_item1.Tax.Value = ".50"; PaymentDetailsItemType payment1_item2 = new PaymentDetailsItemType(); payment1_item2.Amount = new BasicAmountType(); payment1_item2.Amount.currencyID = CurrencyCodeType.USD; payment1_item2.Amount.Value = "1.00"; payment1_item2.Description = "payment1_item2_desc"; payment1_item2.Name = "payment1_item2_name"; payment1_item2.Number = "payment1_item2_number"; payment1_item2.ItemURL = "http://item2.com"; payment1_item2.Quantity = "2"; payment1_item2.Tax = new BasicAmountType(); payment1_item2.Tax.currencyID = CurrencyCodeType.USD; payment1_item2.Tax.Value = ".25"; payment1_items_array.SetValue(payment1_item1, 0); payment1_items_array.SetValue(payment1_item2, 1); //bind the items payment1.PaymentDetailsItem = payment1_items_array; //set the totals decimal tax_total = 0; decimal item_total = 0; foreach (PaymentDetailsItemType Key in payment1_items_array) { if (Key.Tax != null) { tax_total = decimal.Add(tax_total, decimal.Multiply(decimal.Parse(Key.Tax.Value), decimal.Parse(Key.Quantity))); Express Checkout Integration Guide May 2010 105 9 Implementing Parallel Payments Integrating Parallel Payments Using the SOAP API } if (Key.Amount != null) { item_total = decimal.Add(item_total, decimal.Multiply(decimal.Parse(Key.Amount.Value), decimal.Parse(Key.Quantity))); } } payment1.ShippingTotal = new BasicAmountType(); payment1.ShippingTotal.currencyID = CurrencyCodeType.USD; payment1.ShippingTotal.Value = "3.00"; payment1.ItemTotal = new BasicAmountType(); payment1.ItemTotal.currencyID = CurrencyCodeType.USD; payment1.ItemTotal.Value = item_total.ToString(); payment1.TaxTotal = new BasicAmountType(); payment1.TaxTotal.currencyID = CurrencyCodeType.USD; payment1 .TaxTotal.Value = tax_total.ToString(); decimal order_total = decimal.Add(decimal.Add(tax_total, item_total), decimal.Parse(payment1.ShippingTotal.Value)); payment1.OrderTotal = new BasicA mountType(); payment1.OrderTotal.currencyID = CurrencyCodeType.USD; payment1.OrderTotal.Value = order_total.ToString(); //mandatory for api call payment1.PaymentRequestID = System.Guid.NewGuid().ToString(); //add the merchants to the array PaymentDetailsArray.SetValue(payment1, 0); //******************************************************* //merchant 2 //******************************************************* PaymentDetailsType payment2 = new PaymentDetailsType(); payment2.PaymentAction = PaymentActionCodeType.Order; payment2.PaymentActionSpecified = true; payment2.SellerDetails = new SellerDetailsType(); payment2.S ellerDetails.PayPalAccountID = "airline@grupellc.com"; //items for payment2 PaymentDetailsItemType[] payment2_items_array = new PaymentDetailsItemType[2]; PaymentDetailsItemType payment2_item1 = new PaymentDetailsItemType(); payment2_item1.Amount = new BasicAmountType(); payment2_item1.Amount.currencyID = CurrencyCodeType.USD; payment2_item1.Amount.Value = "1.00"; payment2_item1.Description = "payment2_item1_desc"; payment2_item1.Name = "payment2_item1_name"; payment2_item1.Number = "payment2_item1_number"; payment2_item1.Quantity = "1"; PaymentDetailsItemType payment2_item2 = new PaymentDetailsItemType(); payment2_item2.Amount = new BasicAmountType(); payment2_item2.Amount.currencyID = CurrencyCodeType.USD; payment2_item2.Amount.Value = "1.00"; payment2_item2.Description = "payment2_item2_desc"; 106 May 2010 Express Checkout Integration Guide Implementing Parallel Payments Integrating Parallel Payments Using the SOAP API 9 payment2_item2.Name = "payment2_item2_name"; payment2_item2.Number = "payment2_item2_number"; payment2_item2.Quantity = "1"; payment2_items_array.SetValue(payment2_item1, 0); payment2_items_array.SetValue(payment2_item2, 1); //bind the items payment2.PaymentDetailsItem = payment2_items_array; //mandatory for api call payment2.PaymentRequestID = System.Guid.NewGuid().ToString(); //set the totals decimal tax_total2 = 0; decimal item_total2 = 0; foreach (PaymentDetailsItemType Key in payment2_items_array) { if (Key.Tax != null) { tax_total2 = decimal.Add(tax_total2, decimal.Multiply(decimal.Parse(Key.Tax.Value), decimal.Parse(Key.Quantity))); } if (Key.Amount != null) { item_total2 = decimal.Add(item_total2, decimal.Multiply(decimal.Parse(Key.Amount.Value), decimal.Parse(Key.Quantity))); } } payment2.ShippingTotal = new BasicAmountType(); payment2.ShippingTotal.currencyID = CurrencyCodeType.USD; payment2.ShippingTotal.Value = "3.00"; payment2.ItemTotal = new BasicAmountType(); payment2.ItemTotal.currencyID = CurrencyCodeType.USD; payment2.ItemTotal.Value = item_total2.ToString(); payment2.TaxTotal = new BasicAmountType(); payment2.TaxTotal.currencyID = CurrencyCodeType.USD; payment2.TaxTotal.Value = tax_total2.ToString(); decimal order_total2 = decimal.Add(decimal.Add(tax_total2, item_total2), decimal.Parse(payment2.ShippingTotal.Value)); payment2.OrderTotal = new BasicAmountType(); payment2.OrderTotal.currencyID = CurrencyCodeType.USD; payment2.OrderTotal.Value = order_total2.ToString(); //add the merchants to the array PaymentDetailsArray.SetValue(payment2, 1); //bind the merchants to the request SetECReq.SetExpressCheckoutRequest.SetExpressCheckoutRequestDetails.Payment Details = PaymentDetailsArray; Express Checkout Integration Guide May 2010 107 9 Implementing Parallel Payments Handling Errors Handling Errors It is possible for some merchant payments to succeed while others fail. Parallel payments creates multiple independent payments, and each payment is subject to its own validation and review. When this happens, the ACK value is PartialSuccess. To find the error, check the value returned in PAYMENTINFO_n_ERRORCODE in the response to DoExpressCheckoutPayment. NOTE: 108 If an error is generated by any of the payments in the call to SetExpressCheckout, the transaction fails. May 2010 Express Checkout Integration Guide 10 Handling Payment Settlements You can use PayPal API operations to handle the capture of payments authorized using Express Checkout and manage Express Checkout authorization and order payment actions. z Sale Payment Action for Express Checkout z Authorization Payment Action for Express Checkout z Order Payment Action for Express Checkout Sale Payment Action for Express Checkout A sale payment action represents a single payment that completes a purchase for a specified amount. A sale is the default Express Checkout payment action; however, you can also specify the following action in your SetExpressCheckout and DoExpressCheckoutPayment requests: PAYMENTACTION=Sale A sale is the most straightforward payment action. Choose this payment action if the transaction, including shipping of goods, can be completed immediately. To use this payment action: z The final amount of the payment must be known when you invoke the DoExpressCheckoutPayment API operation z You should intend to fulfill the order immediately, such as would be the case for digital goods or for items you have in stock for immediate shipment After you execute the DoExpressCheckoutPayment API operation, the payment is complete and further action is unnecessary. You cannot capture a further payment or void any part of the payment when you use this payment action. Authorization Payment Action for Express Checkout An authorization payment action represents an agreement to pay and places the buyer’s funds on hold for up to three days. To set up an authorization, specify the following payment action in your SetExpressCheckout and DoExpressCheckoutPayment requests: PAYMENTACTION=Authorization Express Checkout Integration Guide May 2010 109 10 Handling Payment Settlements Order Payment Action for Express Checkout An authorization enables you to capture multiple payments up to 115% of, or USD $75 more than, the amount you specify in the DoExpressCheckoutPayment request. Choose this payment action if you need to ship the goods before capturing the payment or if there is some reason not to accept the payment immediately. The honor period, for which funds can be held, is three days. The valid period, for which the authorization is valid, is 29 days. You can reauthorize the 3-day honor period at most once within the 29-day valid period. You can void an authorization, in which case, the uncaptured part of the amount specified in the DoExpressCheckoutPayment request becomes void and can no longer be captured. If no part of the payment has been captured, the entire payment becomes void and nothing can be captured. API operations associated with Authorization payment action in Express Checkout API Operation Description DoCapture Capture an authorized payment DoReauthorization Reauthorize a payment DoVoid Void an order or an authorization Order Payment Action for Express Checkout An order payment action represents an agreement to pay one or more authorized amounts up to the specified total over a maximum of 29 days. To set up an order, specify the following payment action in your SetExpressCheckout and DoExpressCheckoutPayment requests: PAYMENTACTION=Order An order enables you to create multiple authorizations over the 29 days; each authorization you create places the buyer’s funds on hold for up to three days. You can capture multiple payments for each authorization, up to 115% of, or USD $75 more than, the amount you specify in the DoExpressCheckoutPayment request. NOTE: The default number of child authorizations in your PayPal account is 1. To do multiple authorizations please contact PayPal to request an increase. This payment action provides the most flexibility and should be used when either a sale or one authorization plus one reauthorization do not meet your needs. Situations in which orders are appropriate include the handling of 110 z Back orders, in which available merchandise is sent immediately and the remaining merchandise is sent when available, which may include more than two shipments z Split orders, in which merchandise is sent in more than one shipment, perhaps to different addresses, and you want to collect a payment for each shipment May 2010 Express Checkout Integration Guide Handling Payment Settlements Order Payment Action for Express Checkout z 10 Drop shipments, which are shipments from other vendors for which you accept the payment You cannot reauthorize an authorization. You handle the need to reauthorize, for example when the hold period or valid period of an authorization expires, simply by creating another authorization. You can void an order or an authorization created from the order. If you void an order, the uncaptured part of the amount specified in the DoExpressCheckoutPayment request becomes void and can no longer be captured. If no part of the payment has been captured, the entire payment becomes void and nothing can be captured. If you void an authorization associated with the order, the uncaptured part of the amount specified in the authorization becomes void and can no longer be captured. If no part of the authorization has been captured, the entire authorized payment becomes void. API operations associated with Order payment action in Express Checkout API Operation Description DoAuthorization Authorize a payment DoCapture Capture an authorized payment DoVoid Void an order or an authorization Express Checkout Integration Guide May 2010 111 10 112 Handling Payment Settlements Order Payment Action for Express Checkout May 2010 Express Checkout Integration Guide 11 Handling Recurring Payments Set up a recurring payment to handle subscription and other payments that occur on a fixed schedule. z Recurring Payments Demo z How Recurring Payments Work z Recurring Payments Terms z Options for Creating a Recurring Payments Profile z Recurring Payments With Express Checkout z Recurring Payments Profile Status z Getting Recurring Payments Profile Information z Modifying a Recurring Payments Profile z Billing the Outstanding Amount of a Profile z Recurring Payments Notifications How Recurring Payments Work When you support recurring payments for a buyer, you create a recurring payments profile. The profile contains information about the recurring payments, including details for an optional trial period and a regular payment period. Both periods contain information about the payment frequency and payment amounts, including shipping and tax, if applicable. After a profile is created, PayPal automatically queues payments based on the billing start date, billing frequency, and billing amount. Payments reoccur until the profile expires, there are too many failed payments to continue, or you cancel the profile. NOTE: When using Express Checkout, the buyer can also cancel a recurring payments profile. When a buyer uses Express Checkout, queued payments are funded using the normal funding source hierarchy within the buyer’s PayPal account. After you create a recurring payments profile, you can view recurring payments details or cancel the recurring payments profile from your PayPal account.You can also access recurring payments reports from the PayPal Business Overview page. Also, after creating a recurring payments profile, you can use the Recurring Payments API to do the following: z Get information details about a recurring payments profile. z Change the status of a recurring payments profile. Express Checkout Integration Guide May 2010 113 11 Handling Recurring Payments Recurring Payments Terms z Update the details of the recurring payments profile. z Bill the outstanding amount of the recurring payments profile. Limitations The current release of the Recurring Payments API has the following limitations: z A profile can have at most one optional trial period and a single regular payment period. z The profile start date may not be earlier than the profile creation date. Recurring payments with Express Checkout also has the following limitations: z To be able to create a recurring payments profile for the buyer, the buyer’s PayPal account must include an active credit card. z At most ten recurring payments profiles can be created during checkout. z You can only increase the profile amount by 20% in each 180-day interval after the profile is created. Recurring Payments Terms Some terms are commonly used by PayPal in the context of recurring payments. Recurring payments terms Term Definition Recurring payments profile Your record of a recurring transaction for a single buyer. The profile includes all information required to automatically bill the buyer a fixed amount of money at a fixed interval. Billing cycle One payment is made per billing cycle. Each billing cycle is made up of two components. z The billing period specifies the unit to be used to calculate the billing cycle (such as days or months). z The billing frequency specifies the number of billing periods that make up the billing cycle. For example, if the billing period is Month and the billing frequency is 2, the billing cycle will be two months. If the billing period is Week and the billing frequency is 6, the payments will be scheduled every 6 weeks. 114 Regular payment period The main subscription period for this profile, which defines a payment amount for each billing cycle. The regular payment period begins after the trial period, if a trial period is specified for the profile. Trial period An optional subscription period before the regular payment period begins. A trial period may not have the same billing cycles and payment amounts as the regular payment period. May 2010 Express Checkout Integration Guide Handling Recurring Payments Options for Creating a Recurring Payments Profile Term Definition Payment amount The amount to be paid by the buyer for each billing cycle. Outstanding balance If a payment fails for any reason, that amount is added to the profile’s outstanding balance. Profile ID An alphanumeric string (generated by PayPal) that uniquely identifies a recurring profile. 11 Options for Creating a Recurring Payments Profile You can create a recurring payments profile that allows a regular payment period, an optional trial period, an initial payment, and other options. Specifying the Regular Payment Period Each recurring payments profile has a regular payment period that defines the amount and frequency of the payment. The following table lists the required fields for specifying the regular payment period. Required fields for specifying a regular payment period NVP SOAP Description PROFILESTARTDATE RecurringPaymentsProfileDet ails.BillingStartDate The date when billing for this profile begins. NOTE: The profile may take up to 24 hours for activation. BILLINGPERIOD ScheduleDetails. PaymentPeriod.BillingPeriod The unit of measure for the billing cycle. Must be one of: z Day z Week z SemiMonth z Month z Year BILLINGFREQUENCY ScheduleDetails. PaymentPeriod.BillingFreque ncy Number of billing periods that make up one billing cycle. Express Checkout Integration Guide May 2010 NOTE: The combination of billing frequency and billing period must be less than or equal to one year. NOTE: If the billing period is SemiMonth., the billing frequency must be 1. 115 11 Handling Recurring Payments Options for Creating a Recurring Payments Profile NVP SOAP Description AMT ScheduleDetails. PaymentPeriod.Amount Amount to bill for each billing cycle. You can optionally include a value for TOTALBILLINGCYCLES (SOAP field ScheduleDetails.PaymentPeriod.TotalBillingCycles), which specifies the total number of billing cycles in the regular payment period. If no value is specified or if the value is 0, the payments continue until the profile is canceled or suspended. If the value is greater than 0, the regular payment period will continue for the specified number of billing cycles. You can also specify an optional shipping amount or tax amount for the regular payment period. Including an Optional Trial Period You can optionally include a trial period in the profile by specifying the following fields in the CreateRecurringPaymentsProfile request. The following table lists the required fields for creating an optional trial period. Required fields for specifying a trial period NVP SOAP TRIALBILLINGPERIOD ScheduleDetails.TrialPeriod.BillingPeriod TRIALBILLINGFREQUENCY ScheduleDetails.TrialPeriod.BillingFrequency TRIALAMT ScheduleDetails.TrialPeriod.Amount TRIALTOTALBILLINGCYCLES ScheduleDetails.TrialPeriod.TotalBillingCycles Specifying an Initial Payment You can optionally specify an initial non-recurring payment when the recurring payments profile is created by including the following fields in the CreateRecurringPaymentsProfile request: Required fields for specifying an initial payment NVP SOAP INITAMT ScheduleDetails.ActivationDetails.InitialAmount FAILEDINITAMTACTION ScheduleDetails.ActivationDetails.FailedInitAmountAction By default, PayPal will not activate the profile if the initial payment amount fails. You can override this default behavior by setting the FAILEDINITAMTACTION field to ContinueOnFailure, which indicates that if the initial payment amount fails, PayPal should add the failed payment amount to the outstanding balance due on this recurring payment profile. 116 May 2010 Express Checkout Integration Guide Handling Recurring Payments Recurring Payments With Express Checkout 11 If this field is not set or is set to CancelOnFailure, PayPal will create the recurring payment profile, but will place it into a pending status until the initial payment is completed. If the initial payment clears, PayPal will notify you by IPN that the pending profile has been activated. If the payment fails, PayPal will notify you by IPN that the pending profile has been canceled. The buyer will receive an email stating that the initial payment cleared or that the pending profile has been canceled if the profile was created using Express Checkout. Maximum Number of Failed Payments By including the MAXFAILEDPAYMENTS field in the CreateRecurringPaymentsProfile request, you set the number of failed payments allowed before the profile is automatically suspended. You receive an IPN message when the number of failed payments reaches the maximum number specified. Billing the Outstanding Amount If a payment fails due to any reason, the amount that was to be billed (including shipping and tax, if applicable) is added to the profile’s outstanding balance. Use the AUTOBILLOUTAMT field in the CreateRecurringPaymentsProfile request to specify whether or not the outstanding amount should be added to the payment amount for the next billing cycle. Whether or not you choose to include the outstanding amount with the payment for the next billing cycle, you can also use the BillOutstandingAmount API to programmatically collect that amount at any time. Recurring Payments With Express Checkout During the Express Checkout flow, you can create one or more recurring payments and mix recurring payments with other purchases. The following diagram illustrates the typical processing flow to create recurring payments during checkout. Express Checkout Integration Guide May 2010 117 11 Handling Recurring Payments Recurring Payments With Express Checkout The circled numbers in the diagram correspond to the following steps: 118 May 2010 Express Checkout Integration Guide Handling Recurring Payments Recurring Payments With Express Checkout 11 Recurring payments processing flow Step Merchant... PayPal... 1 Calls SetExpressCheckout with one or more billing agreement details in the request 2 3 Returns a token, which identifies the transaction, to the merchant. Redirects buyer’s browser to: https://www.paypal.com/cgibin/webscr?cmd=_express-checkout &token= Displays login page. Allows user to select payment options and shipping address. 4 5 Redirects buyer’s browser to returnURL passed to SetExpressCheckout if buyer agrees to payment description. Calls GetExpressCheckoutDetails to get buyer information (optional). Returns GetExpressCheckoutDetails response. Displays merchant review page for buyer. 6 Calls DoExpressCheckoutPayment if the order includes one-time purchases as well as a recurring payment. Otherwise, skip this step. Returns DoExpressCheckoutPayment response Calls CreateRecurringPaymentsProfile one time for each recurring payment item included in the order. Returns ProfileID in CreateRecurringPaymentsProfile response for each profile successfully created. 7 Displays successful transaction page. Initiating the Processing Flow With SetExpressCheckout As in the Express Checkout flow, the SetExpressCheckout request notifies PayPal that you are: z Initiating an order that can be either a one-time purchase, up to ten recurring payments, or a mixture of a one-time purchase and recurring payments Express Checkout Integration Guide May 2010 119 11 Handling Recurring Payments Recurring Payments With Express Checkout z Initiating the processing flow to create one or more billing agreements for recurring payments with no associated one-time purchase or recurring payment NOTE: You can also initiate the processing flow using SetCustomerBillingAgreement for orders that contain only a single recurring payment. Typically, you set the amount of the payment for an Express Checkout transaction when you call the SetExpressCheckout request and confirm the amount in the DoExpressCheckoutPayment request. If, however, you set the amount of the payment to 0 in the SetExpressCheckout request, you can create a billing agreement without initiating a payment. NOTE: To create a billing agreement without purchase, use Version 54.0 or higher, of the PayPal API. To set up one or more billing agreements for recurring payments, modify the SetExpressCheckout request as follows: 1. Add an L_BILLINGTYPEn field for each billing agreement you want to create; n is a value in the range of 0 to 9, inclusive. Set the value of each field to RecurringPayments. L_BILLINGTYPE0=RecurringPayments 2. Add an L_BILLINGAGREEMENTDESCRIPTIONn field to correspond to each L_BILLINGTYPEn field you pass; n is a value in the range of 0 to 9, inclusive. Set the value of each field to the description of the goods or services associated with that billing agreement, for example: L_BILLINGAGREEMENTDESCRIPTION0=Time Magazine subscription 3. If there is no associated purchase, set AMT to 0. AMT=0 4. (Optional) Set MAXAMT to the average expected transaction amount. PayPal uses the value you pass to validate the buyer’s funding source for recurring payments. If you do not specify a value, the default is 25.00. NOTE: When creating the recurring payments profile, pass the same L_BILLINGTYPEn value and L_BILLINGAGREEMENTDESCRIPTIONn string describing the goods or service in the call to CreateRecurringPaymentsProfile that you passed in the call to SetExpressCheckout. The SetExpressCheckout response provides a token that uniquely identifies the transaction for subsequent redirects and API calls. Redirecting the Buyer’s Browser to PayPal After you receive a successful response from SetExpressCheckout, add the TOKEN from the SetExpressCheckout response as a name/value pair to the following URL, and redirect your buyer’s browser to it: 120 May 2010 Express Checkout Integration Guide Handling Recurring Payments Recurring Payments With Express Checkout 11 https://www.paypal.com/cgi-bin/webscr?cmd=_express-checkout& token= For redirecting the buyer’s browser to the PayPal login page, PayPal recommends that you use the HTTPS response 302 “Object Moved” with the URL above as the value of the Location header in the HTTPS response. Ensure that you use an SSL-enabled server to prevent browser warnings about a mix of secure and insecure graphics. Getting Buyer Details Using GetExpressCheckoutDetails The GetExpressCheckoutDetails method returns information about the buyer, including name and email address stored on PayPal. You can optionally call this API after PayPal redirects the buyer’s browser to the ReturnURL you specified in the SetExpressCheckout request. The GetExpressCheckoutDetails request has one required parameter, TOKEN, which is the value returned in the SetExpressCheckout response. The values you specified for the following parameter fields are not returned in the GetExpressCheckoutDetails response unless the transaction includes a purchase. The fields are ignored if you set up a billing agreement for a recurring payment that is not immediately charged. z DESC z CUSTOM z INVNUM Creating the Profiles With CreateRecurringPaymentsProfile After your buyer has agreed to the recurring payments billing agreement on your confirmation page, you must call CreateRecurringPaymentsProfile to create the profile. If you are creating multiple recurring payments profiles, you must call CreateRecurringPaymentsProfile once for each profile to be created. If the transaction includes a mixture of a one-time purchase and recurring payments profiles, call DoExpressCheckoutPayment to complete the one-time purchase transaction, and then call CreateRecurringPaymentsProfile for each recurring payment profile to be created. IMPORTANT: The recurring payments profile is not created until you receive a success response from the CreateRecurringPaymentsProfile call. The CreateRecurringPaymentsProfile response contains a Profile ID, which is an encoded string that uniquely identifies the recurring payments profile. Express Checkout Integration Guide May 2010 121 11 Handling Recurring Payments Recurring Payments Profile Status Recurring Payments Profile Status The recurring payments actions you may take, depend on the status of the profile. A recurring payments profile can have one of the following status values: z ActiveProfile z PendingProfile z ExpiredProfile z SuspendedProfile z CancelledProfile If the profile is successfully created, it has an ActiveProfile status. However, if a nonrecurring initial payment fails and FAILEDINITAMTACTION is set to CancelOnFailure in the CreateRecurringPaymentsProfile request, the profile is created with a status of PendingProfile until the initial payment either completes successfully or fails. A profile has a status of ExpiredProfile when both the total billing cycles for both the optional trial period and the regular payment period have been completed. You can suspend or cancel a profile by using the ManageRecurringPaymentsProfileStatus API. You can also reactivate a suspended profile. If the maximum number of failed payments has already been reached, however, you will need to increase the number of failed payments before reactivating the profile. NOTE: You can also suspend, cancel, or reactive a recurring payments profile through the PayPal website. For recurring payments profiles created with Express Checkout, the buyer receives an email about the change in status of their recurring payment. Getting Recurring Payments Profile Information Use the GetRecurringPaymentsProfileDetails API to get information about a profile. NOTE: You can also get information about recurring payments profiles from the PayPal website. Along with the information that you specified in the CreateRecurringPaymentsProfile request, GetRecurringPaymentsProfileDetails also returns the following summary information about the profile: 122 z Profile status z Next scheduled billing date z Number of billing cycles completed in the active subscription period z Number of billing cycles remaining in the active subscription period z Current outstanding balance May 2010 Express Checkout Integration Guide Handling Recurring Payments Modifying a Recurring Payments Profile z Total number of failed billing cycles z Date of the last successful payment received z Amount of the last successful payment received 11 Modifying a Recurring Payments Profile Use the UpdateRecurringPaymentsProfile API to modify a recurring payments profile. NOTE: You can also modify recurring payments profiles from the PayPal website. You can only modify the following specific information about an active or suspended profile: z Subscriber name or address z Past due or outstanding amount z Whether to bill the outstanding amount with the next billing cycle z Maximum number of failed payments allowed z Profile description and reference z Number of additional billing cycles z Billing amount, tax amount, or shipping amount NOTE: You cannot modify the billing frequency or billing period of a profile. You can modify the number of billing cycles in the profile. NOTE: For recurring payments with Express Checkout, certain updates, such as billing amount, are not allowed within 3 days of the scheduled billing date, and an error is returned. You can modify the following profile information during the trial period or regular payment period. z Billing amount z Number of billing cycles The profile changes take effect with the next payment after the call to update the profile. Say, for example, the buyer has made one trial payment out of a total of three. UpdateRecurringPaymentsProfile is called to increase the number of billing cycles to five. As a result, the buyer will have four additional trial payments to make. If the call to UpdateRecurringPaymentsProfile is made during the regular payment period, the changes take effect with the buyer’s next scheduled regular payment. For complete details, see the Name-Value Pair Developer Guide and Reference or the SOAP API Reference. Express Checkout Integration Guide May 2010 123 11 Handling Recurring Payments Billing the Outstanding Amount of a Profile Updating Addresses When you update the subscriber shipping address, you must enter all of address fields, not just those that are changing: For example, if you want to update the subscriber’s street address, you must specify all of the address fields listed in the Name-Value Pair Developer Guide and Reference or SOAP API Reference, not just the field for the street address. Updating the Billing Amount For profiles created using Express Checkout, the total amount of a recurring payment can only be increased 20% in a fixed 180-day interval after the profile is created. The 20% maximum is based on the total amount of the profile at the beginning of the 180-day interval, including any shipping or tax amount. For example, if a profile is created on March 10 with a total amount of $100, then during the 180-day interval from March 10 to September 6, you can increase the payment amount to a maximum of $120 (120% of $100). Suppose that during the first 180-day interval, you increased the payment amount to $110. Then during the next 180-day interval (starting on September 7 in this example), you can only increase the amount of the payment to a maximum of $132 (120% of $110). Billing the Outstanding Amount of a Profile Use the BillOutstandingAmount API to immediately bill the buyer for the current past due or outstanding amount for a recurring payments profile. NOTE: You can also bill the buyer for the current past due or outstanding amount for a recurring payments profile from the PayPal website. To bill the outstanding amount: z The profile status must be active or suspended. NOTE: The BillOutstandingAmount API does not reactivate a suspended profile. You need to call ManageRecurringProfileStatus to do this. z The profile must have a non-zero outstanding balance. z The amount of the payment cannot exceed the outstanding amount for the profile. z The BillOutstandingAmount call cannot be within 24 hours of a regularly scheduled payment for this profile. NOTE: If another outstanding balance payment is already queued, an API error is returned. You will be informed by IPN about the success or failure of the outstanding payment. For profiles created using Express Checkout, the buyer will receive an email notification of the payment. 124 May 2010 Express Checkout Integration Guide Handling Recurring Payments Recurring Payments Notifications 11 Recurring Payments Notifications You are notified of recurring payments events through IPN and email; however, using GetTransactionDetails to obtain the information you need is typically sufficient. You are notified of certain events through IPN. For recurring payments profiles created using Express Checkout, buyers are also notified of specific events by email. The following table indicates when IPN and emails are generated. Recurring payments IPN messages and email Event IPN Buyer Email Profile successfully created Yes Yes Profile creation failed Yes Yes Profile canceled from paypal.com interface Yes Yes Profile status changed using API No Yes Profile update using API No Yes Initial payment either succeeded or failed Yes Yes Payment either succeeded or failed (during either trial period or regular payment period) Yes Yes Outstanding payment either succeeded or failed Yes Yes Maximum number of failed payments reached Yes No NOTE: API transactions such as ManangeRecurringPaymentsProfileStatus do not trigger IPN notification because the success or failure of the call is immediately provided by the API response. Express Checkout Integration Guide May 2010 125 11 126 Handling Recurring Payments Recurring Payments Notifications May 2010 Express Checkout Integration Guide 12 Using Other PayPal API Operations You can use additional PayPal API operations to implement additional features for your buyers or to provide “back office” support. z Issuing Refunds z Handling Payment Review Issuing Refunds You can use the RefundTransaction PayPal API operation to issue refunds. Use the RefundTransaction API to issue one or more refunds associated with a transaction, such as a transaction created by a capture of a payment. The transaction is identified by a transaction ID that PayPal assigns when the payment is captured. NOTE: You cannot make a refund if the transaction occurred after the refund period has passed; typically, the refund period is 60 days. You can refund amounts up to the total amount of the original transaction. If you specify a a full refund, the entire amount is refunded. If you specify a partial refund, you must specify the amount to refund, the currency, and a description of the refund, which is called a memo. When you call the RefundTransaction API, PayPal responds with another transaction ID, which is associated with the refund (not the original transaction), and additional information about the refund. This information identifies z the gross amount of the refund, which is returned to the payer z the amount of the refund associated with the original transaction fee, which is returned to you z the net amount of the refund, which is deducted from your balance To issue a refund 1. In the RefundTransaction request, specify the transaction ID of the transaction whose payment you want to refund. TRANSACTIONID=transaction_id 2. Specify the kind of refund, which is either Full or Partial. REFUNDTYPE=Full or Express Checkout Integration Guide May 2010 127 12 Using Other PayPal API Operations Handling Payment Review REFUNDTYPE=Partial 3. For a partial refund, specify the refund amount, including the currency. AMT=amount CURRENCYCODE=currencyID 4. For a partial refund, specify the memo description. NOTE=description 5. Execute the RefundTransaction operation. 6. Check the acknowledgement status in the RefundTransaction response to ensure that the operation was successful. Handling Payment Review Payment Review is an Express Checkout feature that identifies high-risk transactions and notifies you so that you can hold shipments until the risk has been evaluated by PayPal. You are immediately notified that a payment is under review and you should not ship merchandise or, in the case of electronic media, you should not allow download access while the payment is under review. You are notified of the resolution within 24 hours. NOTE: Payment Review is not applicable to Direct Payment. You can determine the status of a payment in the following ways: z by logging into https://www.paypal.com/ and viewing the status information in the Transaction History z by email sent by PayPal z by Instant Payment Notification (IPN) message z by Payment Data Transfer (PDT) message z by checking the status of a transaction programatically Programatically, the merchant can determine the status of a payment by checking the initial status of a transaction using any of the following the API operations: z DoExpressCheckoutPayment z DoReferenceTransaction z DoAuthorization z DoReauthorization You can check the subsequent status of a transaction programatically by calling the GetTransactionDetails API operation. 128 May 2010 Express Checkout Integration Guide Using Other PayPal API Operations Handling Payment Review NOTE: 12 You must use version 58.0 to obtain the initial status information provided by DoExpressCheckoutPayment, DoReferenceTransaction, DoAuthorization, or DoReauthorization. To use payment review with the DoExpressCheckoutPayment, DoReferenceTransaction, DoAuthorization, and DoReauthorization PayPal API operations, you must 1. Check the payment status in the response to the API operation; specifically, check whether PaymentStatus is set to Pending. 2. If the PaymentStatus is set to Pending, check whether the PendingReason is set to PaymentReview, because there are other reasons that a transaction may become pending. For example, an unsettled authorization’s PaymentStatus is set to Pending; however, its PendingReason is set to authorization, which is not related to payment review. If PaymentStatus is set to Pending and the PendingReason is set to PaymentReview, you should not ship merchandise or, in the case of electronic media, you should not allow download access. Because the payment status will change after review, you must periodically check the payment status using the GetTransactionDetails API operation. The following diagram shows how to use the payment status to detect payments under review by PayPal. Express Checkout Integration Guide May 2010 129 12 Using Other PayPal API Operations Handling Payment Review IMPORTANT: 130 For best results, call the GetTransactionDetails API operation every six hours; PayPal recommends not calling it more frequently than once per hour. May 2010 Express Checkout Integration Guide 13 Integrating giropay with Express Checkout You must modify your Express Checkout implementation to use giropay, a common German funding source. z giropay Page Flows z giropay Integration giropay Page Flows If you accept giropay, you must redirect to the giropay website to collect the funds after completing the Express Checkout transaction. When your buyer selects giropay as a funding source during the Express Checkout flow, you redirect the buyer to a static PayPal URL after your order review page. PayPal then redirects the buyer to the giropay website to push the funds to the merchant. After the giropay payment is successfully completed, the transaction is confirmed. If the giropay payment fails or is cancelled by the buyer, PayPal provides the necessary details for an EFT so that the buyer can complete the transaction by pushing funds from his/her bank account. If your PayPal account profile blocks non-instant payments, the transactions is cancelled. giropay Payment Page Flow The following diagram illustrates the flow of a successful giropay payment: Express Checkout Integration Guide May 2010 131 13 Integrating giropay with Express Checkout giropay Page Flows Page flow for a successful giropay payment Cancelled or Unsuccessful giropay Payment Page Flow If the giropay payment fails for any reason, such as insufficient funds or the buyer cancels, PayPal provides details to the buyer to do a bank transfer from their bank account. This transaction will remain pending until PayPal receives the funds, at which time the transaction will be complete. If you have disabled non-instant funding transactions for your PayPal account, the transaction is cancelled and PayPal redirects the buyer to your Order Cancel page. After the bank transfer flow is completed, the transaction is pending until the buyer pushes the funds to PayPal. If the buyer cancels during the PayPal payment via bank transfer flow, your Order Cancel page is displayed. 132 May 2010 Express Checkout Integration Guide Integrating giropay with Express Checkout giropay Integration 13 giropay Integration If you offer the giropay payment option, you must take additional steps to integrate with the Express Checkout flow. Initiate the Flow with SetExpressCheckout To support giropay payments, you pass the following three URLs as part of the SetExpressCheckout request. These URLs tell PayPal where to redirect the buyer based on the success or failure of each type of payment transaction. See the PayPal Name-Value Pair Developer Guide and Reference for more information. SetExpressCheckout request fields for giropay NVP Field Description GIROPAYSUCCESSURL The URL on the merchant site to redirect to after a successful giropay payment. GIROPAYCANCELURL The URL on the merchant site to redirect to after a giropay or bank transfer payment is cancelled or fails. BANKTXNPENDINGURL The URL on the merchant site to transfer to after a bank transfer payment. Redirect the Buyer to PayPal After selecting a funding source on PayPal, the buyer is redirected back to your website, as in the regular Express Checkout flow. There is one additional field, REDIRECTREQUIRED, returned in the response from both GetExpressCheckoutDetails and DoExpressCheckoutPayment. If the value of this field is true, you redirect the buyer from your Order Review page to https://www.paypal.com/webscr?cmd=_complete-expresscheckout&token=. PayPal then redirects the buyer from this redirect page to the necessary page for the selected funding source. GetExpressCheckoutDetails and DoExpressCheckoutPayment response field NVP Field Description REDIRECTREQUIRED Flag to indicate whether you need to redirect the buyer to back to PayPal The GetExpressCheckoutDetails response contains the REDIRECTREQUIRED field, which lets you know if you need to redirect the user after your Order Review page. You can use this value to inform the buyer on your Order Review page that they will be sent to the giropay website to complete the order. Express Checkout Integration Guide May 2010 133 13 Integrating giropay with Express Checkout giropay Integration Complete the Transaction Corresponding to the three fields passed to SetExpressCheckout, you must add the following three additional pages to your website: Additional pages required for giropay integration NVP Field Description Order Completion The GIROPAYSUCCESSURL page that PayPal redirects the buyer to after a successful giropay payment. Order Cancellation The GIROPAYCANCELURL page that PayPal redirects the buyer to after a giropay or bank transfer payment is cancelled or fails. Order Pending The BANKTXNPENDINGURL page that PayPal redirects the buyer to after a bank transfer payment. Receive Transaction Status Notification After PayPal redirects the buyer to giropay, you receive transaction status information in the following ways: 134 z IPN Notification z Email (only for successful giropay or bank transfer transactions) z PayPal Account Overview z PayPal reports May 2010 Express Checkout Integration Guide

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