Setting up PayPal for use with CoastRegistry

This guide will give a step by step overview of how to create a PayPal account for use

with CoastRegistry Online Registration System.

Step 1

Go to PayPal. From your browser window type WWW.PAYPAL.COM

You should get to a Screen like shown below:

Figure 1 - STEP 1 Go to the PayPal site

Step 2 Click the Sign-Up button as shown in Figure 1 above. This will navigate you to a new screen as shown below:

Figure 2 - Sign for a Business Account

Make sure the country is set for "Canada", and the language is "English". Click the button that sets you up as a Business

merchant account.

When you click this button you will reach the next page which asks which type of business merchant account you want

to have. For CoastRegistry purposes, you need the "Websites Payment Standard" as shown on the next screen:

Figure 3 - Select "Websites Payments Standard"

Step 3 Now you will reach a screen where you need to fill in all the required user information to setup the paypal account. The

screen looks as shown below

Figure 4 - Enter al the name and address information (Page 1 of 2)

Some important items that you need to choose so this account will work well for your club (and with CoastRegistry) are

as follows:

Business Type - Choose "Individual". Do not choose "Non-Profit" as PayPal will audit you and ask for all sorts of

information while it tries to confirm that you are a non-profit. It is not important to be declared a non-profit

from PayPal's perspective . Also if you choose Business, you will also be required to submit a bunch of material

to confirm your business status. this is also not necessary.

Business Name - Name it as your Skating Club name. use "Great White North Skating Club. or whatever your

name is. This name will appear on your customers' credit card statements, so it needs to describe accurately

who is doing business with them.

Category - Choose what you like here, but do not choose "Nonprofit". This is for the same reasons as described

above. A good choice would be "Sports and Outdoors".

SubCategory - You could choose "Exercise and Fitness", or "Dance halls, studios and schools". Do not choose

"Charitable organization", for the same reasons as described above.

Business URL - enter your website address

When you are finished with this page of data entry, click "Continue" at the bottom of the page. This will bring you to the

next page (e.g. 2 of 2). Continue filling out the details, as follows:

Email Address - this will be your login address to PayPal and where all of the payment information will be sent.

You may get a lot of email at this email address. Do not use your home or work email address. Create a new

Hotmail, or Gmail email address1, and use it as the email address you supply on this line in the PayPal setup.

Password -pick a secure password and write it down somewhere so you don't forget. Do not share this

password with others unless they are involved with the operations of your club.

Security Questions - write it down somewhere so you don't forget. Do not share these with others unless they

are involved with the operations of your club.

Next you will see a "CAPCHA" Security widget, which will ask you to enter some numbers which are obscurely displayed.

Once you enter the code, and click on the agree and continue checkbox, you can click on the Agree and Continue Button

When this is complete, and assuming everything else went well, you should be completed with your PayPal setup. You

should see a screen as shown below:

Figure 5 - Complete with Setup

1 For details on how to set up a new email address, we recommend HOTMAIL, as the instructions are very easy to follow, and the

junk mail filters are easier to configure than with gmail. However, this decision is up to you.

Step 4 Now that your setup is complete, PayPal will email to you, at the email address provided, a confirmation email, asking

you to confirm the email and password you supplied. You might have to wait for up to an hour or so, but it is usually

immediate. When you get that email, it will look somewhat like the following:

All you need to do to confirm is to click the button. It will take you back to the PayPal Web site, and you will be asked to

login with the password you supplied during your signup.

When you complete this task, your PayPal account is confirmed.

Click this

button

Step 5 When you are complete with signup as shown in figure 5, and assuming you have confirmed your email address, you

can click on the "Go to My Business Setup" link. You will see a page as shown below.

Figure 6 - Business Setup Page with links for a variety of Options

On this page you can setup your business account with PayPal, and link your club bank account to the PayPal account,

etc. For this guide we have some other tasks to do. Click on the "Profile" link as shown above within the red circle.

Figure 7 - Profile Options - Select "Instant Payment Notification Preferences"

You need to setup the mechanism that PayPal will communicate with CoastRegistry, so you need to click on the "Instant

Payment Notification Preferences" link.

Figure 8 - Select Choose IPN Settings

Figure 9 - Set up the IPN Web Address

This step is very important . You need to setup the IPN Notification to "Receive IPN Messages" and you need to set the

Notification URL to the following (exactly as shown):

http://www.coastregistry.com/IPNlistener.aspx

Next, you can click on the "Save" Button. You'll see a confirmation screen as shown below (Figure 10). It is important to

always leave the IPN Notification set to ON, as long as you are using CoastRegistry.

Figure 10 - Confirmation of IPN Settings

Step 6

Now that your PayPal account is setup and IPN is setup, there is one more set of permissions to configure. These are

called "PayPal API access". Go back to the Profile page as shown in Figure 7. See below:

Figure 11 - Configure API Access from the Profile Page

When you click on this link, you will get to a page that looks like the following:

Figure 12 - Setting up API Access

Figure 13 - Request API Signature

Note that you should not request any "Certificate" based API information. You are trying to generate an API Username,

password and signature.

Click on "Agree and Submit". You will get a new page as shown below;

Figure 14 - PayPal API Credentials

Once you have this information, you are ready to interact with CoastRegistry. These credentials need to be sent to

CoastRegistry for inclusion in your club configuration, as they are used for automatic refund generation and some of the

financial features.

How to Share Credentials Safely with CoastRegistry

It is best for you to provide your Paypal Account name (the email address), and the password created back in Step 3 to

CoastRegistry. You can send them via email, but do not use the words :"User name" or "Password" in the email. Use the

following structure in the email you send to CoastRegistry.

Where you see "<<paypal email address>> replace with the paypal email address. Do the same with <<password>> for

the password. Once this email is received by CoastRegistry we will access your API credentials and add them to the club

configuration for your club. Then we will send you an email telling you we are finished with your account. You should

then change your PayPal account password (as CoastRegistry does not need the password). Do not change the API

credentials, these need to be used exactly as shown in Figure 14 above.

When this is all complete, you are free to associate your club bank account to your paypal account.

COMPLETE - END OF PAYPAL ACCOUNT INSTRUCTIONS

To : solutions@coastregistry.com

Subject: My contact info

Body:

"Hello, here is how you can get in contact with me. My email address is "<<paypal email

address>>". If you need further information call "<<password>>".