PayPal Integration (Updated July 2009 to include PayPal feeds) (1:18)
16 comments
Mark Richards
Hi Mark. It’s Xero with an X. We are planning to do more with PayPal. Sorry if there was any confusion and we’ll look at our documentation.
Rod
Hi Mark – this video is referring to accounts receivables – not purchases. Paypal is still pretty easy to manage in Xero by setting up a new asset account and balancing back to this. It will be great to see more integration with Xero and Paypal in the future.
I’ve just reviewed what we have in Help Centre on using PayPal & Xero and made a couple of tweaks to make it clearer that you need to import PayPal transactions into Xero in order to reconcile them with invoices.
How do I accept online payments from my customers?
Thanks for the feedback.
We’ve updated this PayPal video now that you can set up a feed from PayPal into Xero so that you can reconcile PayPal payments with invoices. You can still import manually if you wish. In Help Centre we’ve now got a page specifically for setting up PayPal accounts and feeds.
It is very good that It can be integrated with our PayPal account I am now trying to work out how I could integrate it with our merchant account…
Hassan
Hi XERO – I’ve just discovered via your (great) help team that there isa problem with PayPal / XERO integration – we are using PayPal as our e-commerce payment gateway and trying to adopt best e-commerce practise by only charging customers when we ship goods. PayPal checks their credit cards on order, but doesn’t initiate a charge against the cards until we tell it that the goods have been dispatched.
The PROBLEM is that Xero imports both the initial order authorisation record in PayPal AND the ultimate payment (on dispatch) and hence TWO entries are fed into XERO for each single event.
I’m told the XERO team is working to solve this, but I think you should highlight this issue in your help pages on PayPal feeds.
I look forward to seeing the solution soon (manually having to delete every second entry in imported bank statements is so un-XERO like!
Cheers
Hi Hassan, really sorry that this is causing you trouble. We’ve indentified why this is happening and the team are working to get it solved as soon as possible. Our support team will continue to keep you informed via email and if there’s anything else we can do please let them know.
Darren
From the help pages “If the transaction was made through PayPal with a credit card or separate bank account it will not show in your PayPal account and you should pick up and reconcile it directly in that account.”
Why is this? If I purchase something using PayPal and there isn’t enough funds in my PayPal account, the money taken from our bank acc or card still goes through PayPal and shows on the PayPal history.
The funds go Credit Card/Bank -> PayPal (-> PayPal alt currency) -> Supplier.
If we only have part of the funds in PayPal, then only the balance needed to complete the transaction will be taken from the bank account. However, Xero still imports this transaction, but only the part where the funding source is the PayPal balance making it even harder to reconcile as the amounts have got to be adjusted.
Xero doesn’t import (via the feed) transactions which have been refunded or reversed BUT it does import the eventual reversal transaction as this is marked as “complete” by PayPal.
Eg somebody pays me $100. Two days later this is refunded. The original $100 received transaction is not imported BUT the refund transaction two days later is. This makes my PayPal balance $100 out of sync and the refund has to be deleted manually making it so that the transaction never occurred.
Hi Darren,
You will have received a more detailed response via email from one of our customer support team. But in brief, these two issues appear to be as a consequence of the PayPal transaction types and status we can currently support with the PayPal import service. We will investigate how we could modify this, possibly with PayPal’s assistance, to better handle these two scenarios.
Alastair
Jeff
Any updates on Darren’s questions (particularly the first one)?
Hello,
I think you could do a better job than this. This isn’t integration at all, it’s a poor quality proof of concept demo. It should never have made it into final release as it is completely useless.
Hi Chris – We will be in contact directly to understand the specific issues you have encountered with the PayPal account integration.
Just want to say, Xero got in touch and helped me out a bunch. Basically Xero doesn’t support refunds at the moment, which means if you have a refund issued, only one side of the transaction appears. As long as you are careful, all is well.
Thank you for Xero for the great customer service.
Todd D
Please add my voice to the issue that Darren first raised regarding Paypal refunds being recorded but not the original payment. This would be a good thing for Xero to focus on. Thanks!
I think you should make it MUCH clearer that Zero will not automatically import the purchases I have made using paypal as a payment method.