Before You Install the Recipe

Follow these steps to enable and configure other systems that this recipe needs to run:

  1. Configure PayPal
  2. Access Your FTP Server

Configure PayPal

You must perform certain tasks on your PayPal instance in order to successfully connect to it using Oracle Integration and export invoices.

Get PayPal API Credentials

You have to get the PayPal API credentials, that is, the client ID and client secret which you’ll use for establishing connections to PayPal from Oracle Integration.

  1. Log in to the PayPal Developer Dashboard with your account username and password.
    PayPal Developer Dashboard URL:
    https://developer.paypal.com/developer/applications
  2. In the left menu, under DASHBOARD, click My Apps & Credentials.
  3. In the page that displays, under App Name, click Default Application.
    The Sandbox API credentials section displays the Sandbox account name, Client ID and Secret. Click the Show link under Secret to view the client secret.
  4. Note the client ID and client secret. You'll use these later while configuring the PayPal connection in Oracle Integration.

Create Invoices

Create invoices in your PayPal Sandbox account.

  1. Get your Sandbox business account credentials.
    1. Log in to the PayPal Developer Dashboard using your account user name and password.
      PayPal Developer Dashboard URL:
      https://developer.paypal.com/developer/applications
    2. In the left menu, under SANDBOX, click Accounts.
      The default (system generated) personal and business accounts are listed.
    3. Select the account of type Business, click Manage accounts icon in the Manage accounts column, and then select View/edit account.
    4. In the resulting Account details dialog, note the Email ID and the System Generated Password.
  2. Log in to your PayPal Sandbox account using the business account credentials (Email ID and Password) obtained in step 1.
    PayPal Sandbox URL:
    https://www.sandbox.paypal.com/
  3. In the Home page, select Invoicing under Quick Links. Optionally, click the Pay & Get Paid tab on the top of the page, and select Create & Manage invoices.
  4. Click Create Invoice.
  5. In the Create invoice page, configure the invoice fields.
    1. In the Bill to field, enter the customer's name. For example, John Doe.
    2. Click the Add link next to Ship to. In the resulting dialog, enter the customer's shipping and billing address. Click Save.
    3. Add invoice items. Enter the item name, quantity, price, and tax.
      Click Add another line item to add more items in the invoice.
  6. Click Send to send the invoice immediately. Optionally, click Save as Draft to save the invoice and send it later.

Access Your FTP Server

Obtain a sFTP server and ensure that you can access it.

  1. Login to the server using your username and password through an FTP client; for example, FileZilla.
  2. Create a directory (paypal-invoices) on the server to write the invoice files. Note down the path of the directory.