How to connect Paypal

This article will explain how Bookkeep users can connect and integrate with Paypal templates.

As a Bookkeep user, you can connect third party applications by visiting the “Connections” page within app.bookkeep.com.  Our connectors can be accessed by selecting the appropriate app via the "Add an app" button (pictured below).  For PayPal, you can manually type “paypal” into the search field:

Once selected, our PayPal integration will present you with the option to “Connect Now” (via log-in credentials in a new browser tab), “Ask Owner to Connect” (via email), or you can visit the Bookkeep app store.

For more information on sending owner invitations, please review our “Inviting owner to connect” knowledge base article.  But assuming you are the owner of your PayPal account, you can simply click “Connect Now” to log into your account:

Assuming you have the correct PayPal credentials, you will be presented with Bookkeep’s access authorization page:

After your account is authenticated, the PayPal connection will be seen on your Connections page and you’ll be ready to map your fields.