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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
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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