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Connect PayPal

Prepare PayPal payment context for customer support.

Last updated June 17, 2026

What this guide covers

Connect PayPal when support needs transaction, payment, or dispute context from PayPal.

Setup steps

  • Authorize PayPal
  • Match PayPal customers to conversations
  • Review transactions and disputes
  • Define refund approval rules
  • Test a billing support scenario

Configuration details

  • Required PayPal permissions
  • Sandbox versus live setup
  • Supported transaction fields
  • Dispute handling limitations