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Setting up PayPal Checkout

PayPal Checkout allows users to complete transactions in a few simple steps, using the information that is already securely saved in PayPal’s system. 

This feature is only available to compliance plan accounts. Form builder users have access to PayPal Checkout as a trial for 5 transactions. 

Why PayPal Checkout?

PayPal Checkout allows users to pay money to other sites without being redirected to the PayPal website. Customers don’t need to put in their shipping and billing information (so long as it’s already in their PayPal Checkout account), making it both safer and quicker to shop online. 

PayPal Checkout can increase sales by allowing customers to purchase directly from your form.

Please note that the form will be submitted as soon as the payment is initiated by the respondent of the form. You will receive form submission even if the payment somehow fails.

How to use the PayPal Checkout integration

  1. First, you want to make sure you have a payment enabled form field inside your form, such as a price field, drop-down menu, or a checkbox.
  2. Save your form, then select Integrate Payment. 


  3. You will be taken to the payment setup page to select a payment processor. In this area, you can set up your merchant account, assign prices and enable notifications.


    If you’re having trouble figuring out what your client ID and secret key is, check out this handy article.

  4. Save your payment integration and you’re good to go! Go back to your form and run a test transaction to ensure that everything is working as intended.
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