PayPal
PayPal is the world’s leading online payment processor, enabling businesses to send and receive payments securely.Connecting PayPal to Whatsdash allows you to consolidate your e-commerce and transaction data with marketing and sales metrics, providing a comprehensive view of your business's financial performance.
Why Connect PayPal to Whatsdash?
Integrate your PayPal transaction data with Whatsdash to gain a clear, centralized view of sales, refunds, and fees alongside your customer acquisition metrics.
-
Real-Time Transaction Monitoring: Keep track of key financial Metrics like Total Revenue, Transaction Volume, Net Sales, and Fees in real-time.
-
Integrated E-commerce Analysis: Blend PayPal sales data with user behavior from Google Analytics 4 and ad spend from Google Ads to calculate true Return on Ad Spend (ROAS) and Customer Lifetime Value (CLV).
-
Simplified Reporting: Access critical sales and refund reports without navigating the detailed transaction search features within the PayPal platform.
📋 Steps to Integrate your PayPal Account to Whatsdash
✔️ Navigate to the 'Integrations' page using the Navigation bar.
✔️ Select Paypal from the Available Integrations.
✔️ Click the **+** button to open the connection window.
✔️ Enter your connection details :
- Client ID: Paste the Client ID for your Paypal Account.
- Client Secret Paste the Client Secret for your Paypal Account.
✔️ Click Next button.
✔️ Once authenticated, your PayPal Integration will appear in the Connected Integrations list.
✔️ You can now create or customize dashboards using your PayPal transaction Metrics and Dimensions.
🔗 Paypal Metrics
The table below lists the Paypal Metrics available through the Whatsdash Paypal Integration.
| Name | Category | Why it’s useful |
|---|---|---|
| Fees | Transaction | Shows charges assessed by PayPal (currency conversion, cross-border, processing), helping businesses track costs per transaction. |
| Shipping Costs | Transaction | Measures shipping and handling expenses, useful for cost analysis and pricing strategy adjustments. |
| Gross Amount | Transaction | Total money sent including fees and refunds, helps understand total transaction volume. |
| Item Amount | Transaction | Total value of items sold, useful for sales reporting and inventory analysis. |
| Tax Amount | Transaction | Captures total taxes applied, essential for tax reporting and compliance. |
| Items Count | Transaction | Total number of items sold, helps in inventory and sales tracking. |
| Items Quantity | Transaction | Total quantity of items sold, useful for detailed sales and logistics insights. |
| Transactions | Transaction | Tracks number of completed payments, useful for understanding sales volume and customer behavior. |
| Transactions Available Balance | Transaction | Shows balance available from transactions, helps in cash flow monitoring. |
| Transactions Amount | Transaction | Total balance from transactions, useful for overall revenue tracking. |
| Pending | Transaction | Number of transactions under review or verification, helps identify delayed payments. |
| Average Selling Price | Transaction | Measures average price of goods/services sold, helpful for pricing trends and business strategy. |
| Balance | Balance | Funds available in the account for payments or withdrawals, key for liquidity tracking. |
| Available Balance | Balance | Total funds ready for use, useful for immediate operational decisions. |
| Withheld Balance | Balance | Funds held back by PayPal, important for reconciliation and risk management. |
| Crypto Balance | Balance | Total cryptocurrency balance, useful for managing digital assets. |
🔗 Paypal Dimensions
The table below lists the Paypal Dimensions available through the Whatsdash Paypal Integration.
| Name | Category | Why it’s useful |
|---|---|---|
| Transaction ID | Transaction | Unique identifier for each transaction, essential for tracking and reconciliation. |
| Transactions Status | Transaction | Provides a summary of transaction statuses (completed, pending, refunded), useful to monitor payment flows and identify issues. |
| Item Name | Transaction | Shows the name of items involved in transactions, useful for reporting and inventory tracking. |
| Payer Name | Transaction | Captures the name of the person making the payment, important for auditing and customer tracking. |
| Shipping City | Transaction | Shows the city to which items are shipped, helpful for logistics and regional analysis. |
| Account ID | Balance | Unique identifier for the account, important for account-level reporting and balance tracking. |
| Year | Time | Year of the transaction, useful for yearly aggregation and trend analysis. |
| Year Of Week | Time | Year corresponding to the week, useful for weekly trend analysis. |
| Year Of Week(ISO) | Time | ISO-standard year of the week, ensures consistency in international reporting. |
| Year Month | Time | Year and month combined (YYYYMM), useful for monthly reporting. |
| Month | Time | Month of the transaction, helps analyze seasonal trends. |
| Year Week | Time | Year and week combined (YYYYWW), useful for weekly reports. |
| Year Week(ISO) | Time | ISO-standard year and week, standardizes weekly reporting. |
| Week | Time | Week number of the year, useful for week-based aggregation. |
| Week(ISO) | Time | ISO-standard week number, ensures consistent weekly analysis. |
| Day Of Month | Time | Day of the month, helpful for daily reports. |
| Day Of Week Name | Time | Name of the day (e.g., Tuesday), useful for day-of-week trend analysis. |
| Day Of Week Name(ISO) | Time | ISO-standard day name, ensures consistency across systems. |
| Date | Time | Full date of the transaction (YYYYMMDD), useful for precise daily tracking. |
🔗 Explore More Integrations
Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.
👉 Visit the Integrations Page to explore all available connections