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Mike,
Is the goal to have the file automatically uploaded to Paypal? If so, you
will need to:
1) Get a hold of Paypal's API for EFT transmissions
2) Create a Windows Service that will monitor a directory for files, then
submit every file that is dropped in that directory to Paypal using the
aforementioned APIs.
However, the first step is to get a hold of those APIs and for that you will
need to contact Paypal. Perhaps, they already have the corresponding web
services.
Best regards,
--
MG.-
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com
The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
"Mike Lupro" wrote:
> Has anyone developed an EFT Payment process where you are able to use the EFT
> process to create a flat file that will upload multiple (sometimes hundreds)
> of payment into PayPal as a business process?
>
> Would love to hear how you did it and any suggestions you may have.
>
> Thank you,
>
> --
> Mike Lupro |
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Thanks Mariano - I understand that process and the client currently has a
system that does that. They want to move away from their
independent/automated solution and enter/record/pay from Dynamics. Dynamics
doesn't have a way to select PayPal vendor/invoices and create a flat-file
format that could be used for the PayPal API.
We're left with having to create that from scratch and we can do that. But
I wanted to see what might be out there already in the community.
Thanks for your input - much appreciated.
--
Mike Lupro
"Mariano Gomez" wrote:
> Mike,
>
> Is the goal to have the file automatically uploaded to Paypal? If so, you
> will need to:
>
> 1) Get a hold of Paypal's API for EFT transmissions
> 2) Create a Windows Service that will monitor a directory for files, then
> submit every file that is dropped in that directory to Paypal using the
> aforementioned APIs.
>
> However, the first step is to get a hold of those APIs and for that you will
> need to contact Paypal. Perhaps, they already have the corresponding web
> services.
>
> Best regards,
> --
> MG.-
> Mariano Gomez, MIS, MCP, PMP
> Maximum Global Business, LLC
> http://www.maximumglobalbusiness.com
> The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
>
>
> "Mike Lupro" wrote:
>
> > Has anyone developed an EFT Payment process where you are able to use the EFT
> > process to create a flat file that will upload multiple (sometimes hundreds)
> > of payment into PayPal as a business process?
> >
> > Would love to hear how you did it and any suggestions you may have.
> >
> > Thank you,
> >
> > --
> > Mike Lupro |
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You can use GP's EFT for Payables module to generate an EFT file. All you
will need to do is setup PayPal as a checkbook and setup that checkbook under
EFT as you would with any other checkbook, all the while defining the format
required by PayPal.
You will have to setup the PayPal checkbook with whatever balance you have
on your PayPal account. In addition, when executing your check run, you will
then select PayPal as your Checkbook ID.
Make sure your vendors are marked for EFT.
Hope this helps,
--
MG.-
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com
The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
"Mike Lupro" wrote:
> Thanks Mariano - I understand that process and the client currently has a
> system that does that. They want to move away from their
> independent/automated solution and enter/record/pay from Dynamics. Dynamics
> doesn't have a way to select PayPal vendor/invoices and create a flat-file
> format that could be used for the PayPal API.
>
> We're left with having to create that from scratch and we can do that. But
> I wanted to see what might be out there already in the community.
>
> Thanks for your input - much appreciated.
> --
> Mike Lupro
>
>
> "Mariano Gomez" wrote:
>
> > Mike,
> >
> > Is the goal to have the file automatically uploaded to Paypal? If so, you
> > will need to:
> >
> > 1) Get a hold of Paypal's API for EFT transmissions
> > 2) Create a Windows Service that will monitor a directory for files, then
> > submit every file that is dropped in that directory to Paypal using the
> > aforementioned APIs.
> >
> > However, the first step is to get a hold of those APIs and for that you will
> > need to contact Paypal. Perhaps, they already have the corresponding web
> > services.
> >
> > Best regards,
> > --
> > MG.-
> > Mariano Gomez, MIS, MCP, PMP
> > Maximum Global Business, LLC
> > http://www.maximumglobalbusiness.com
> > The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
> >
> >
> > "Mike Lupro" wrote:
> >
> > > Has anyone developed an EFT Payment process where you are able to use the EFT
> > > process to create a flat file that will upload multiple (sometimes hundreds)
> > > of payment into PayPal as a business process?
> > >
> > > Would love to hear how you did it and any suggestions you may have.
> > >
> > > Thank you,
> > >
> > > --
> > > Mike Lupro |
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Thanks for your input Mariano.
I think the major challenge is to understand the flat-file format and upload
challenges associated with PayPal. The current GP system will output a NACHA
flat-file format with the BankRTN and BankAcct numbers but PayPal needs the
email@address as the upload key and not the Bank info.
I don't know how we'd get GP to do that.
BTW: I tried your http://dynamicsgpblosgter.blogspot.com link and it went
nowhere - The website says "blog not found" and if I went from there it tries
to sign ME up as a blogger...
--
Mike Lupro
"Mariano Gomez" wrote:
> You can use GP's EFT for Payables module to generate an EFT file. All you
> will need to do is setup PayPal as a checkbook and setup that checkbook under
> EFT as you would with any other checkbook, all the while defining the format
> required by PayPal.
>
> You will have to setup the PayPal checkbook with whatever balance you have
> on your PayPal account. In addition, when executing your check run, you will
> then select PayPal as your Checkbook ID.
>
> Make sure your vendors are marked for EFT.
>
> Hope this helps,
> --
> MG.-
> Mariano Gomez, MIS, MCP, PMP
> Maximum Global Business, LLC
> http://www.maximumglobalbusiness.com
> The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
>
>
> "Mike Lupro" wrote:
>
> > Thanks Mariano - I understand that process and the client currently has a
> > system that does that. They want to move away from their
> > independent/automated solution and enter/record/pay from Dynamics. Dynamics
> > doesn't have a way to select PayPal vendor/invoices and create a flat-file
> > format that could be used for the PayPal API.
> >
> > We're left with having to create that from scratch and we can do that. But
> > I wanted to see what might be out there already in the community.
> >
> > Thanks for your input - much appreciated.
> > --
> > Mike Lupro
> >
> >
> > "Mariano Gomez" wrote:
> >
> > > Mike,
> > >
> > > Is the goal to have the file automatically uploaded to Paypal? If so, you
> > > will need to:
> > >
> > > 1) Get a hold of Paypal's API for EFT transmissions
> > > 2) Create a Windows Service that will monitor a directory for files, then
> > > submit every file that is dropped in that directory to Paypal using the
> > > aforementioned APIs.
> > >
> > > However, the first step is to get a hold of those APIs and for that you will
> > > need to contact Paypal. Perhaps, they already have the corresponding web
> > > services.
> > >
> > > Best regards,
> > > --
> > > MG.-
> > > Mariano Gomez, MIS, MCP, PMP
> > > Maximum Global Business, LLC
> > > http://www.maximumglobalbusiness.com
> > > The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
> > >
> > >
> > > "Mike Lupro" wrote:
> > >
> > > > Has anyone developed an EFT Payment process where you are able to use the EFT
> > > > process to create a flat file that will upload multiple (sometimes hundreds)
> > > > of payment into PayPal as a business process?
> > > >
> > > > Would love to hear how you did it and any suggestions you may have.
> > > >
> > > > Thank you,
> > > >
> > > > --
> > > > Mike Lupro |
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Mike,
Thanks for the update! My signature had a typo in the blog address. I have
updated it to reflect the correct link.
In regards to using the email account (the vendor email account I would
assume), I will think about this a bit more and let you know what I come up
with.
Best regards,
--
MG.-
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com
The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
"Mike Lupro" wrote:
> Thanks for your input Mariano.
>
> I think the major challenge is to understand the flat-file format and upload
> challenges associated with PayPal. The current GP system will output a NACHA
> flat-file format with the BankRTN and BankAcct numbers but PayPal needs the
> email@address as the upload key and not the Bank info.
>
> I don't know how we'd get GP to do that.
>
> BTW: I tried your http://dynamicsgpblosgter.blogspot.com link and it went
> nowhere - The website says "blog not found" and if I went from there it tries
> to sign ME up as a blogger...
>
> --
> Mike Lupro
>
>
> "Mariano Gomez" wrote:
>
> > You can use GP's EFT for Payables module to generate an EFT file. All you
> > will need to do is setup PayPal as a checkbook and setup that checkbook under
> > EFT as you would with any other checkbook, all the while defining the format
> > required by PayPal.
> >
> > You will have to setup the PayPal checkbook with whatever balance you have
> > on your PayPal account. In addition, when executing your check run, you will
> > then select PayPal as your Checkbook ID.
> >
> > Make sure your vendors are marked for EFT.
> >
> > Hope this helps,
> > --
> > MG.-
> > Mariano Gomez, MIS, MCP, PMP
> > Maximum Global Business, LLC
> > http://www.maximumglobalbusiness.com
> > The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
> >
> >
> > "Mike Lupro" wrote:
> >
> > > Thanks Mariano - I understand that process and the client currently has a
> > > system that does that. They want to move away from their
> > > independent/automated solution and enter/record/pay from Dynamics. Dynamics
> > > doesn't have a way to select PayPal vendor/invoices and create a flat-file
> > > format that could be used for the PayPal API.
> > >
> > > We're left with having to create that from scratch and we can do that. But
> > > I wanted to see what might be out there already in the community.
> > >
> > > Thanks for your input - much appreciated.
> > > --
> > > Mike Lupro
> > >
> > >
> > > "Mariano Gomez" wrote:
> > >
> > > > Mike,
> > > >
> > > > Is the goal to have the file automatically uploaded to Paypal? If so, you
> > > > will need to:
> > > >
> > > > 1) Get a hold of Paypal's API for EFT transmissions
> > > > 2) Create a Windows Service that will monitor a directory for files, then
> > > > submit every file that is dropped in that directory to Paypal using the
> > > > aforementioned APIs.
> > > >
> > > > However, the first step is to get a hold of those APIs and for that you will
> > > > need to contact Paypal. Perhaps, they already have the corresponding web
> > > > services.
> > > >
> > > > Best regards,
> > > > --
> > > > MG.-
> > > > Mariano Gomez, MIS, MCP, PMP
> > > > Maximum Global Business, LLC
> > > > http://www.maximumglobalbusiness.com
> > > > The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
> > > >
> > > >
> > > > "Mike Lupro" wrote:
> > > >
> > > > > Has anyone developed an EFT Payment process where you are able to use the EFT
> > > > > process to create a flat file that will upload multiple (sometimes hundreds)
> > > > > of payment into PayPal as a business process?
> > > > >
> > > > > Would love to hear how you did it and any suggestions you may have.
> > > > >
> > > > > Thank you,
> > > > >
> > > > > --
> > > > > Mike Lupro |
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Mike,
Here is what I found. If you set the Bank Country/Region to Other, you can
skip the Transit Routing Number and use the Bank Account Number to capture
the email address. This should export just fine to your EFT file.
Best regards,
--
MG.-
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com
The Dynamics GP Blogster at http://dynamicsgpblogster.blogspot.com
"Mike Lupro" wrote:
> Thanks for your input Mariano.
>
> I think the major challenge is to understand the flat-file format and upload
> challenges associated with PayPal. The current GP system will output a NACHA
> flat-file format with the BankRTN and BankAcct numbers but PayPal needs the
> email@address as the upload key and not the Bank info.
>
> I don't know how we'd get GP to do that.
>
> BTW: I tried your http://dynamicsgpblosgter.blogspot.com link and it went
> nowhere - The website says "blog not found" and if I went from there it tries
> to sign ME up as a blogger...
>
> --
> Mike Lupro
>
>
> "Mariano Gomez" wrote:
>
> > You can use GP's EFT for Payables module to generate an EFT file. All you
> > will need to do is setup PayPal as a checkbook and setup that checkbook under
> > EFT as you would with any other checkbook, all the while defining the format
> > required by PayPal.
> >
> > You will have to setup the PayPal checkbook with whatever balance you have
> > on your PayPal account. In addition, when executing your check run, you will
> > then select PayPal as your Checkbook ID.
> >
> > Make sure your vendors are marked for EFT.
> >
> > Hope this helps,
> > --
> > MG.-
> > Mariano Gomez, MIS, MCP, PMP
> > Maximum Global Business, LLC
> > http://www.maximumglobalbusiness.com
> > The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
> >
> >
> > "Mike Lupro" wrote:
> >
> > > Thanks Mariano - I understand that process and the client currently has a
> > > system that does that. They want to move away from their
> > > independent/automated solution and enter/record/pay from Dynamics. Dynamics
> > > doesn't have a way to select PayPal vendor/invoices and create a flat-file
> > > format that could be used for the PayPal API.
> > >
> > > We're left with having to create that from scratch and we can do that. But
> > > I wanted to see what might be out there already in the community.
> > >
> > > Thanks for your input - much appreciated.
> > > --
> > > Mike Lupro
> > >
> > >
> > > "Mariano Gomez" wrote:
> > >
> > > > Mike,
> > > >
> > > > Is the goal to have the file automatically uploaded to Paypal? If so, you
> > > > will need to:
> > > >
> > > > 1) Get a hold of Paypal's API for EFT transmissions
> > > > 2) Create a Windows Service that will monitor a directory for files, then
> > > > submit every file that is dropped in that directory to Paypal using the
> > > > aforementioned APIs.
> > > >
> > > > However, the first step is to get a hold of those APIs and for that you will
> > > > need to contact Paypal. Perhaps, they already have the corresponding web
> > > > services.
> > > >
> > > > Best regards,
> > > > --
> > > > MG.-
> > > > Mariano Gomez, MIS, MCP, PMP
> > > > Maximum Global Business, LLC
> > > > http://www.maximumglobalbusiness.com
> > > > The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
> > > >
> > > >
> > > > "Mike Lupro" wrote:
> > > >
> > > > > Has anyone developed an EFT Payment process where you are able to use the EFT
> > > > > process to create a flat file that will upload multiple (sometimes hundreds)
> > > > > of payment into PayPal as a business process?
> > > > >
> > > > > Would love to hear how you did it and any suggestions you may have.
> > > > >
> > > > > Thank you,
> > > > >
> > > > > --
> > > > > Mike Lupro |
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So, I was reading up on Paypal's File Format
(https://www.paypal.com/us/cgi-bin/webscr?cmd=_batch-payment-format-outside)
and there is only one issue I can foresee: Paypal requires a tab delimited
file, EFT support fixed lenght flat files or XML. To workaround you may have
to export your file in any of the EFT supported formats then convert to tab
delimited using Excel before submitting to Paypal OR write a script to
convert to tab delimeted.
I also tested substituting the bank account number with the email address
and leaving the routing number blank and it worked like a charm. My EFT file
format type was setup as user-defined and used only record details.
I also found it easy to insert the country codes as the currency ID by using
the ISO name of the country, since that's what's supported by Paypal.
Best regards,
--
MG.-
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com
The Dynamics GP Blogster at http://dynamicsgpblogster.blogspot.com
"Mariano Gomez" wrote:
> Mike,
>
> Here is what I found. If you set the Bank Country/Region to Other, you can
> skip the Transit Routing Number and use the Bank Account Number to capture
> the email address. This should export just fine to your EFT file.
>
> Best regards,
> --
> MG.-
> Mariano Gomez, MIS, MCP, PMP
> Maximum Global Business, LLC
> http://www.maximumglobalbusiness.com
> The Dynamics GP Blogster at http://dynamicsgpblogster.blogspot.com
>
>
> "Mike Lupro" wrote:
>
> > Thanks for your input Mariano.
> >
> > I think the major challenge is to understand the flat-file format and upload
> > challenges associated with PayPal. The current GP system will output a NACHA
> > flat-file format with the BankRTN and BankAcct numbers but PayPal needs the
> > email@address as the upload key and not the Bank info.
> >
> > I don't know how we'd get GP to do that.
> >
> > BTW: I tried your http://dynamicsgpblosgter.blogspot.com link and it went
> > nowhere - The website says "blog not found" and if I went from there it tries
> > to sign ME up as a blogger...
> >
> > --
> > Mike Lupro
> >
> >
> > "Mariano Gomez" wrote:
> >
> > > You can use GP's EFT for Payables module to generate an EFT file. All you
> > > will need to do is setup PayPal as a checkbook and setup that checkbook under
> > > EFT as you would with any other checkbook, all the while defining the format
> > > required by PayPal.
> > >
> > > You will have to setup the PayPal checkbook with whatever balance you have
> > > on your PayPal account. In addition, when executing your check run, you will
> > > then select PayPal as your Checkbook ID.
> > >
> > > Make sure your vendors are marked for EFT.
> > >
> > > Hope this helps,
> > > --
> > > MG.-
> > > Mariano Gomez, MIS, MCP, PMP
> > > Maximum Global Business, LLC
> > > http://www.maximumglobalbusiness.com
> > > The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
> > >
> > >
> > > "Mike Lupro" wrote:
> > >
> > > > Thanks Mariano - I understand that process and the client currently has a
> > > > system that does that. They want to move away from their
> > > > independent/automated solution and enter/record/pay from Dynamics. Dynamics
> > > > doesn't have a way to select PayPal vendor/invoices and create a flat-file
> > > > format that could be used for the PayPal API.
> > > >
> > > > We're left with having to create that from scratch and we can do that. But
> > > > I wanted to see what might be out there already in the community.
> > > >
> > > > Thanks for your input - much appreciated.
> > > > --
> > > > Mike Lupro
> > > >
> > > >
> > > > "Mariano Gomez" wrote:
> > > >
> > > > > Mike,
> > > > >
> > > > > Is the goal to have the file automatically uploaded to Paypal? If so, you
> > > > > will need to:
> > > > >
> > > > > 1) Get a hold of Paypal's API for EFT transmissions
> > > > > 2) Create a Windows Service that will monitor a directory for files, then
> > > > > submit every file that is dropped in that directory to Paypal using the
> > > > > aforementioned APIs.
> > > > >
> > > > > However, the first step is to get a hold of those APIs and for that you will
> > > > > need to contact Paypal. Perhaps, they already have the corresponding web
> > > > > services.
> > > > >
> > > > > Best regards,
> > > > > --
> > > > > MG.-
> > > > > Mariano Gomez, MIS, MCP, PMP
> > > > > Maximum Global Business, LLC
> > > > > http://www.maximumglobalbusiness.com
> > > > > The Dynamics GP Blogster at http://dynamicsgpblosgter.blogspot.com
> > > > >
> > > > >
> > > > > "Mike Lupro" wrote:
> > > > >
> > > > > > Has anyone developed an EFT Payment process where you are able to use the EFT
> > > > > > process to create a flat file that will upload multiple (sometimes hundreds)
> > > > > > of payment into PayPal as a business process?
> > > > > >
> > > > > > Would love to hear how you did it and any suggestions you may have.
> > > > > >
> > > > > > Thank you,
> > > > > >
> > > > > > --
> > > > > > Mike Lupro |
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