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Enable and configure Real-Time Reconciliation for PayPal Complete Payments

Learn how to enable and configure Real-Time Reconciliation for PayPal Complete Payments, including setting up OAuth tokens and managing gateway configurations.

  • A PayPal Complete Payments gateway instance has been configured in Zuora.

  • At least one OAuth token for PayPal Complete Payments has been created and activated through the Gateway Authentication payment setting for the intended gateway instance. When creating an OAuth token, if Use Gateway Test Environment is selected, this token can only be used to enable Real-Time Reconciliation in the sandbox environment. Conversely, if Use Gateway Test Environment is not selected, the token can only be used to enable Real-Time Reconciliation in the production environment.

  • Ensure that the merchant ID has not been configured for any tenant or entity for Real-Time Reconciliation enablement. Configuring one merchant ID for multiple entities or tenants in the same environment for Real-Time Reconciliation is not supported.

To enable and configure Real-Time Reconciliation for PayPal Complete Payments, complete the following steps:

  1. Click your username in the upper right and navigate to Settings > Payments > Configure Real-Time Reconciliation . This page displays all available Real-Time Reconciliation configuration mappings for active gateway authentication tokens.
    • Name : the name of the OAuth token for gateway authentication.

    • Gateway Type : the type of the gateway instance associated with the OAuth token.

    • Gateway Identifier :the Merchant ID of the PayPal Complete Payments account.

    • User : the Zuora username of the user who performs the reconciliation actions.

    • Actions : the operations for managing the Real-Time Reconciliation configuration:

      • Delete : Delete a configuration mapping.

      • Edit : Update the user who will perform the reconciliation actions.

  2. From the Gateway Type dropdown list, select PayPal Complete Payments , and then click Add .
  3. On the Enable Real-Time Reconciliation page, from the Gateway Merchant Account list, select the authentication token that you have created through the Gateway Authentication payment setting.
  4. From the Webhook ID dropdown list, select Paypal Sandbox.
  5. In the User to reconcile events section, select any of the following options to define the user who will be used by Zuora to perform the reconciliation actions. Ensure the user has obtained the required permissions . Note that only users created through the Zuora UI are loaded in the list. Users created through One ID are not available in the list.
    • Current User : the user who is logging in to Zuora and performing this Real-Time Reconciliation enablement.

    • Select a User : a user from the list who has obtained the required permissions to perform reconciliation actions.

  6. Click Submit .