Connect PayPal with SegMetrics

SegMetrics gives you the ability to analyze the true revenue from your marketing campaigns by connecting to the data from both your marketing platforms and PayPal.

With that information, you can easily see the lifetime ROAS, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, etc. 

In This Article

  • Integration Overview
  • How to connect PayPal to SegMetrics
  • How to Connect Payment Information to CRM Contacts
  • How much historical data is synced when you first connect PayPal to SegMetrics?
  • How to build a Report with PayPal
  • When contacts check out with PayPal using a different email address than is in your CRM
  • Frequently asked questions

Integration Overview

SegMetrics takes the spend from your ad platforms and purchases from PayPal then connects them to the email addresses in your email marketing platform. 

You don't need to import the orders or tag people in a special way: they just need to be in your PayPal and email system!

How to connect PayPal to SegMetrics

There are two PayPal integrations available in SegMetrics: PayPal & PayPal (Legacy).

We recommend using the standard PayPal integration, as PayPal Legacy does not support subscriptions, invoices, or the names of products purchased through PayPal.

1) Click on the gear icon in the top right corner and then click "Integrations"

2) Once you're on the Integrations page, select the Payments list and click on Connect next to PayPal.

Connecting PayPal

This guide will help you set up the integration with PayPal REST API that will allow you to get better information from your PayPal transaction data, including subscription and invoice information.

Requirements

  1. A PayPal business account
  2. Transactions need to be enabled for your PayPal account. We'll show you below how to check and how to enable them.

Step 1

Go to Paypal Developers page and Log In using the button on the top right.

Step 2

Click on My Apps and Credentials" from the left menu > Live > Create app. When asked for a name enter SegMetrics and finish creating the app permission.

Step 4

Once the app is created, tick the Transaction Search option at the bottom of the page to allow SegMetrics to import your transaction history.

Step 5

After the app is created you'll see the details required to connect SegMetrics to Paypal. 

Note: If you see "Live/Sandbox" on top right after creating the app, make sure "Live" is selected.

Copy the "Client ID" value and "Client secret" (click on 'Show' link below "Secret" label to view the client secret) and paste them to the corresponding fields on SegMetrics' PayPal integration form.

Connecting PayPal Legacy

3) On the activation window, you will be asked for a your PayPal API, Username, Password and Signature. 

4) To find these credentials open up your PayPal Account.

5) Go to Profile > Settings > My Selling Tools > Selling online > API Access > NVP/SOAP API Integration..

6) Copy these values into SegMetrics and press Save

How to Connect Payment Information to CRM Contacts

There is nothing left to do: SegMetrics will match the email addresses in PayPal with those in your CRM and connect the payment data automatically.

But, if you have more than one payment processor we recommend using whichever can act as the single source of truth.

How much historical data is synced when you first connect PayPal to SegMetrics?

When you connect a new PayPal data source, 3 years of historic data from your PayPal account is synced.

Pro Tip: Once PayPal is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical PayPal data in your SegMetrics reports. 

How to build a Report using PayPal data

Once your data is imported from PayPal, you can create reports with the data to see how each touchpoint influences your sales.

1) Click Contacts > New Report, then save it to name it

2) Select your desired filters based on dates, tags and touchpoints

3) Save it for later use or to use the data in a custom dashboard

When Contacts Check Out With PayPal Using A Different Email Address Than Is In Your CRM

When customers check out with PayPal, it’s possible they will use a PayPal account with a different email address to check out than what is currently present in your CRM. If there is not a contact in your CRM with this email address, the resulting invoices coming from PayPal will not belong to any contact and will not be included in your reporting.

To fix this, if you know the email address your contact checked out in PayPal with, you may add alternate emails for contacts which SegMetrics will use to match up invoices coming from PayPal to the contacts in your CRM.

First, generate a two-column CSV, the first column being email with the list of the email addresses of contacts in your CRM, and the second column being alternate with the secondary email you want to add to the contact. If you have more than one secondary email you add for a contact, you may add multiple lines with the same email address with different alternate addresses. See the screenshot below for an example of a properly-formatted CSV, and how to handle multiple secondary emails for the same contact.

Next, go to your Integrations page, click PayPal and select Upload Historical Data.

Finally, you can then click on the Alternate Emails tab, then select your file and upload it to complete uploading your alternate emails.

Frequently Asked Questions

What time zone is PayPal data synced in?

PayPal data is synced in UTC. SegMetrics reports on your data based in the timezone that you set in your Account Settings.

Do I need the tracking snippet to get the data found in my PayPal account?

You do not need to create a Tracking Link for SegMetrics to track website purchases.

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