With the PayPal for WooCommerce Multi-Account Management plugin installed you are ready to begin creating accounts and configuring rules to specify when each account should be used.
NOTE: If you need help installing the plugin refer to our install guide.
Setting Up Additional PayPal Accounts
By default, orders will be processed using the account you have configured in the Express Checkout gateway settings provided by the PayPal for WooCommerce plugin. Here you will add additional account(s) with a rule that specifies when this account should be used instead of the default account.
1. Navigate to Settings -> PayPal for WooCommerce
2. Click on the Multi-Account Management tab.
3. Enter details for the PayPal account you are adding.
Check the box to enable the account if you would like it to take affect immediately. You may enable / disable this option at any time by editing the account record after it has been created.
If you are setting up a sandbox / test account, check the box to enable sandbox mode for this account.
NOTE: You will need to create a sandbox account for testing purposes if you wish to use sandbox / test mode.
Enter a nickname for the account you adding so that you can easily tell all of the different accounts you add apart.
Example: You might call one account “Test Account” that is configured with the sandbox, and another account “Live Micro-Payment Account” for your actual PayPal account used for micro-payments.
API Username / Password / Signature
You will need to populate these values with the API credentials provided by your PayPal account.
NOTE: Make sure to enter sandbox credentials if you are setting up a sandbox account, and live credentials for a live account. These would not be the same.
Use the drop-down boxes to create a trigger that will control when this account should be used instead of the default account configured in the PayPal Express Checkout settings for your site.
NOTE: Right now the only trigger condition the plugin supports is based on the Transaction Amount. We will be adding more conditions in future updates of the plugin so that you can create rules based on many different variables.
4. Save the account settings.
Once you have all of the details filled in for the account you are setting up, click Save Changes to save the account. You will then see the account in the list of accounts displayed below the form.
Edit an Existing Account
Below the form on the Multi-Account Management tab you will see a list of all accounts you have added. Hover over any account in the list to reveal options for Edit and Delete.