Typically you will only need to set up the SubscriptionBoss plugin settings once. Half the settings come from PayPal: half come from Infusionsoft.
From PayPal we have:
- Sandbox Or Live
- Primary Email
- Notification Email
- API Username, Password and Signature
From Infusionsoft we have:
- Infusionsoft Application:
- Signature
- Custom Fields on Contact, Order and Subscription Tables
PayPal Settings
SandBox
The PayPal sandbox allows you to test without using real PayPal accounts and real money. You may want to use this is you do not want to do any refunds during the testing. To use the sandbox you need to set up a developer account at https://developer.paypal.com/. Under this account you can set up a merchant account (to represent your business as a seller) and some personal accounts (which are buyers of your products). I would recommend this approach if you are either paranoid about testing or have a highly complex set-up and need to run a lot of tests which will ultimately result in a lot of refunds .
PayPal Primary Email
This is your primary email address for your PayPal business account.
If this is not correctly specified then the IPNs will be rejected,
Notification Email
This can be any of your email addresses. The plugin will send email notifications to this address whenever it receives an IPN (Instant Payment Notification) message from PayPal.
PayPal API
To use the PayPal Express Checkout API, we need the username, password and signature. See How To Find Your PayPal API Signature
Infusionsoft Settings
Application
You application is your subdomain of infusionsoft.com
Signature
You need to supply your signature to allow the plugin to use the Infusionsoft API.
Click for instructions on How To Find Your Infusionsoft API Signature
Custom Fields
If you set up the Infusionsoft custom fields as instructed then you will not have to change these values.
However, if you end up making a mistake then these custom fields may end up suffixed by a number. So rather than _paypalprofileid you might have _paypalprofileid0. The values here are the database field names of the PayPal transaction and profile fields on the Contact record, the PayPal transaction ID on the Job/Order record and the PayPal Profile ID on the Recurring Order/Subscription record.