# HYROS Installation: PayPal

## IMPORTANT NOTES BEFORE STARTING

**Read these warnings first:**

1. **PayPal redirects to untracked pages** - When users click PayPal at checkout, they go to PayPal's own checkout page where HYROS cannot install tracking. If they use a different PayPal email than their opt-in email, tracking may be affected.

2. **Transaction ID workaround** - To solve the PayPal email mismatch issue, configure PayPal to append the transaction ID (`tx`) to your thank-you page URL. This allows HYROS to match PayPal purchases back to the original lead.

3. **Specific button types required** - This tracking method ONLY works with specific PayPal payment buttons (Buy Now, Add to Cart, Subscribe). Other button types will not work.

---

## REQUIREMENTS - Collect Before Starting

| Item | Ask User |
|------|----------|
| PayPal Business Account | "Do you have a PayPal Business account (not Personal)?" |
| Thank-You Page URL | "What is your thank-you page URL that users see after PayPal checkout?" |
| Button Type | "What PayPal button type are you using? (Buy Now, Add to Cart, Subscribe, or other?)" |

---

## STEP 1: Enable Auto Return in PayPal

**If automating:**
In PayPal, go to Account Settings → Website payments → Website preferences. Enable Auto Return and enter your thank-you page URL.

**If guiding user:**
1. "Log into your PayPal Business account."
2. "Navigate to: Account Settings → Website payments → Website preferences."
3. "Enable Auto Return."
4. "Enter your thank-you page URL."
5. "Save the settings."

→ Confirm: "Is Auto Return enabled with your thank-you page URL?"

---

## STEP 2: Enable Payment Data Transfer

This sends the transaction ID to your thank-you page, allowing HYROS to link PayPal purchases to the correct lead.

**If automating:**
In PayPal Website preferences, find Payment Data Transfer and enable it.

**If guiding user:**
1. "In PayPal Account Settings → Website payments → Website preferences."
2. "Find 'Payment Data Transfer' setting."
3. "Enable it."
4. "Save changes."

Once enabled, PayPal will append the transaction ID (labeled "tx" in the URL) to your thank-you page, like: `yoursite.com/thankyou?tx=12345`

→ Confirm: "Is Payment Data Transfer enabled?"

---

## STEP 3: Choose PayPal Integration Type

Go to Settings → Integrations in HYROS and find PayPal. Select one of two options:

### Option A: PayPal Webhook Integration (Recommended)

This is the primary and most up-to-date version. For most businesses, use this option.

**If guiding user:**
1. "In HYROS, go to Settings → Integrations."
2. "Find PayPal and click Configure."
3. "Select the Webhook integration option."
4. "Follow the video/prompts to complete setup."

### Option B: PayPal IPN Integration

Use this only if you have a specific reason. Note: If you're already using IPN in your PayPal account, you cannot use a second one.

**If guiding user:**
1. "Inside Hyros go to the PayPal IPN integration."
2. "Create the integration and click 'Get Webhook' to copy the webhook URL."
3. "In PayPal: Click settings icon → Account Settings → Notifications → Instant payment notifications."
4. "Click 'Choose IPN Settings'."
5. "Paste the HYROS webhook URL and enable IPN."

→ Confirm: "Is the PayPal integration configured in HYROS?"

---

## STEP 4: Verify Setup

After completing setup:
1. Make a test PayPal purchase
2. Check that the thank-you page URL includes the `tx` parameter
3. Verify the sale appears in HYROS with correct attribution

→ Confirm: "Can you see PayPal transactions in HYROS?"

---

## TROUBLESHOOTING

### PayPal email doesn't match opt-in email?
This is expected. The transaction ID workaround (Steps 1-2) solves this by using the tx parameter to link purchases back to the original lead.

### Transaction ID not appearing in URL?
- Verify Auto Return is enabled
- Verify Payment Data Transfer is enabled
- Make sure you're using supported button types (Buy Now, Add to Cart, Subscribe)

### Using ClickFunnels?
You can pair PayPal with ClickFunnels and CF Pro Tools for enhanced tracking. See the CF Pro Tools guide.

### IPN already in use?
PayPal only allows one IPN URL. Use the Webhook integration instead, or modify your existing IPN setup.

---

## Source
Synced from: docsContent.ts (paypalGuide)
Last synced: 2026-01-03