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Connect Wise or PayPal

2 min readAdministrators

Use the Integrations page to connect Wise or PayPal for your workspace by entering the required credentials for the provider card that is available to you. Wise also supports an optional API base, and PayPal also supports an optional base URL.

Before you start

  • You must be signed in as an owner or administrator in the workspace.
  • The workspace must have access to the Wise or PayPal connector.
  • The Wise or PayPal card must be available on the Integrations page for your workspace.
  • If you are updating an existing integration, have the current provider credentials ready.

Open the Integrations page

Go to Settings and open Integrations.

  1. Find the Wise or PayPal card for your workspace.
  2. If a card is not shown, the connector may not be available for that workspace yet.
  3. If the page shows Loading..., wait for it to finish before you continue.Loading...

Connect Wise

Use the Wise card to save the Wise credentials for the selected Wise integration.

  1. On the Wise card, enter Wise API token.Wise API token
  2. If you need to override the provider endpoint, enter Wise API base (optional) as an https URL.Wise API base (optional)
  3. Select Save Credentials.Save Credentials

Connect PayPal

Use the PayPal card to save the PayPal credentials for the selected PayPal integration.

  1. On the PayPal card, enter PayPal client_id.PayPal client_id
  2. Enter PayPal client_secret.PayPal client_secret
  3. If you need to override the provider endpoint, enter PayPal base_url (optional) as an https URL.PayPal base_url (optional)
  4. Select Save Credentials.Save Credentials

What to expect after you save

After a successful save, the credential fields are cleared and the page refreshes the integration list. The card’s Configured status reflects the stored connection and required credentials; it does not by itself confirm a successful provider sync.

If something goes wrong

  • If Save Credentials is unavailable, the card may be locked for your workspace.
  • If the provider rejects the credentials, correct the values and save again.
  • If you entered a non-https base URL, change it to an https address before saving.
  • If the page still shows stale status after a successful save, select Refresh on the Integrations page.

Updated

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