Payment Processors: PayPal and Braintree
VIDEO TRANSCRIPT | Recorded: 2025-12-17 | Verify against current system state
Abstract¶
Configuration and integration details for PayPal and Braintree payment processors within the AANP commerce ecosystem
This article was auto-generated from the video transcript. Review and enhance the content based on the full video.
Key Procedures¶
- Understand gateway vs processor: Gateway (PayPal Payflow Pro) translates/collects payment info → Processor (Braintree) moves money to bank
- Conference Reg stack: PayPal Payflow Pro SDK → Braintree → Bank
- Aptify stack: BluePay API → Card Connect → Bank
- Future Salesforce stack: Chargent → Braintree → Bank (simpler, no PayPal layer)
- PayPal Payflow Pro login: 1Password entry "PayPal Payflow Pro" - requires Merchant (Verisign), Partner (Verisign), Vendor (AMP), Username (AMP), Password
- IP restrictions removed from PayPal - caused too many issues with VPN/remote work access
- Reports: Reports → Daily Activity (most common) or Transaction Summary - choose Live vs Test transaction mode
- User management: Manage Users → can only Suspend users (not delete) - login history retained
- No license limit on users but keep list small for security visibility
- Read-only access available for membership team - can view but not create transactions or refunds
- Card types accepted and merchant bank info viewable in account settings
- Blue Pay considered legacy - move to Card Connect recommended but not urgent while on Aptify
Notable Statements¶
- 0:20 "So the first thing to understand is the difference between a payment processor."
- 2:30 "So all of those are kind of intermingled and can be difficult to understand where."
- 4:34 "you need to go into one password and get the specific entry here."
- 5:46 "It just caused so many problems because people were working from home or the VPN."
- 7:34 "Just make sure that you have, you know, you have users that are actually here and."
- 10:06 "So you're going to see a couple of different things in here."
- 11:51 "So I will log in as J Sykes and see if I can get in."
- 13:31 "So it's sitting here getting processed and working through here."
Systems & Configurations¶
Systems Mentioned¶
- PayPal
- Braintree
Specific Configurations¶
| Item | Value/Setting | Timestamp | Notes |
|---|---|---|---|
| Review video | Add settings | Add timestamp | Add notes |
Credentials/Access Mentioned¶
- Review video for credential references
- Document access requirements
Errors & Troubleshooting¶
- Issue: Review video for troubleshooting content
- Cause: Document root causes
- Resolution: Document solutions
- Timestamp: Add timestamp link
Transcript Gaps & Quality Notes¶
- Auto-generated from transcript
- Duration: 17 minutes
- Presenter: Jeff Sikes
- Review for accuracy and completeness