Paypal Credit Import - Plaid

Question asked by Matthew Whitby 4 years ago

Hi

I am trying to link to a Paypal Credit account (something which used to be possible with Yodlee). When I select Paypal as the bank and enter my credentials, Paypal Credit is not an option.

Is this no longer possible?

Cheers

Matt

Write reply9

9 Replies

Hi Matthew,

My apologies, we can change that for you from our end, but you will need to raise this as a support ticket by emailing in to contact support.

All the best,

Mohamed.

Best answer
4 years ago

Hi Mohamed

Thanks for this.

I have granted the API permissions, but how do I now set up the bank feed for my existing Paypal Credit account within Clearbooks?

Cheers

Matt

4 years ago

Hi Matthew,

That should be it if you have used the API key for your Paypal Credit account.

All the best,

Mohamed.

4 years ago

Hi Mohamed

The existing Paypal Credit account in Clearbooks is a Credit Card account. Does it need to be an Internet Payments account for the integration to work? If so, is it possible to change it?

Thanks

Matt

4 years ago

Hi Matthew,

This is correct. You should be able to change this by clicking edit on the bank account in question.

All the best,

Mohamed.

4 years ago

Hi Mohamed

Please could you explain how to do this? There doesn't seem to be any way of changing the account type.

Thanks

Matt

4 years ago

Hi Matthew,

My apologies, we can change that for you from our end, but you will need to raise this as a support ticket by emailing in to contact support.

All the best,

Mohamed.

Best answer
4 years ago

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