PartnerPortal.io

The PayPal integration lets you pay partner commissions directly through PartnerPortal.io, without writing checks or logging into a separate payment system. You can send payments manually on a per-lead basis or configure automatic payment scheduling. The integration is accessible from the Integrations page in the left sidebar.

Note: The PayPal integration is only available on select plans. Contact Support within your portal for more information.

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A PayPal business account connected to PartnerPortal.io

Payouts API enabled in your PayPal account. See <a href="https://www.paypal.com/us/smarthelp/article/what-is-the-payouts-api-and-how-do-i-enable-it-on-my-account-ts2075" rel="nofollow noopener noreferrer" target="_blank">PayPal's guide on enabling the Payouts API</a> for instructions.

- Admin access to PartnerPortal.io
- A PayPal business account connected to PartnerPortal.io
- Payouts API enabled in your PayPal account. See <a href="https://www.paypal.com/us/smarthelp/article/what-is-the-payouts-api-and-how-do-i-enable-it-on-my-account-ts2075" rel="nofollow noopener noreferrer" target="_blank">PayPal's guide on enabling the Payouts API</a> for instructions.

An active PayPal account connected to a bank account or another payment account. Partners without a PayPal account cannot receive payments through the integration. Partners who prefer to be paid through a third-party site do not need a PayPal account, but those payments will not be tracked in the portal.

- An active PayPal account connected to a bank account or another payment account. Partners without a PayPal account cannot receive payments through the integration. Partners who prefer to be paid through a third-party site do not need a PayPal account, but those payments will not be tracked in the portal.

Before sending any payments, connect your PayPal account to the portal.

Log in to your portal with an Admin account.

Go to the Integrations tab in the left sidebar.

Under the Payments section, click Enable PayPal and log in with your PayPal account.

Integrations page showing the Enable PayPal button under the Payments section

1. Log in to your portal with an Admin account.
2. Go to the Integrations tab in the left sidebar.
3. Under the Payments section, click Enable PayPal and log in with your PayPal account.
 Integrations page showing the Enable PayPal button under the Payments section

Send a commission payment for a specific lead at any time after your PayPal account is connected.

Click the PayPal icon above the transactions section.

Lead detail page showing the PayPal icon above the transactions section

Enter the payment information and schedule the payment for when you want it to process.

Payment scheduling prompt showing minimum payment information fields

1. Go to the lead's detail page.
2. Click the PayPal icon above the transactions section.
 Lead detail page showing the PayPal icon above the transactions section
3. Enter the payment information and schedule the payment for when you want it to process.
 Payment scheduling prompt showing minimum payment information fields

PartnerPortal.io can generate commission payments automatically on a schedule you define.

Go to the Program page in the left sidebar.

Select Payment Scheduling and configure the payment schedule to your company's needs.

Program page showing the Payment Scheduling option

1. Go to the Program page in the left sidebar.
2. Select Payment Scheduling and configure the payment schedule to your company's needs.
 Program page showing the Payment Scheduling option

Note: For commission amounts to be included automatically in each payment, automatic payments must be used together with an accounting integration. See the Integrations page for available options.

Fund your PayPal account at least 2 business days before commissions are due. If the account is not funded in time, the system will show an error. Once funded, go to the Payments tab and click Retry to resend the transfer.

- Fund your PayPal account at least 2 business days before commissions are due. If the account is not funded in time, the system will show an error. Once funded, go to the Payments tab and click Retry to resend the transfer.

Payments tab showing the Retry button for a failed transfer

Payments must be approved before they are sent. Approve payments from the Payments page in the left sidebar.

- Payments must be approved before they are sent. Approve payments from the Payments page in the left sidebar.

Payments page showing pending payments awaiting approval

An overview of the PayPal integration in PartnerPortal.io, including how to connect your account, send manual payments, and set up automatic payment scheduling.

How to Setup PayPal Payments

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How to Setup PayPal Payments

Requirements

For admins

For partners

Connect Your PayPal Account

Manual Payments

Automatic Payments

Important Rules