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Connecting PayPal allows Vortex IQ to include PayPal transaction data alongside your other payment gateways. Vortex Mind can then compare auth rates, refund rates, and dispute patterns across Stripe, PayPal, and any other connected payment processor-giving you a unified view of payment health rather than a per-gateway silo.

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What Vortex IQ reads from PayPal

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How to connect

1

Go to Connected Sources

Navigate to Settings → Connected Sources and click Add Source.
2

Select PayPal

Search for “PayPal” and select it from the catalogue.
3

Authorise via OAuth

Click Connect. You will be redirected to PayPal to log in and grant Vortex IQ read access to your transaction history. No write permissions are requested.
4

Select accounts

If you manage multiple PayPal accounts, select which ones to import.
5

Save

Click Save. The initial data pull begins. Vortex Mind reports that include PayPal data will reflect it on the next scheduled report run.
Vortex IQ requests read-only access to PayPal transaction data. It cannot initiate refunds, moves funds, or change your PayPal account settings.

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Troubleshooting

Ensure you are logged into the PayPal account with admin/owner access before clicking Connect. Sub-user accounts may not have sufficient permissions.
PayPal’s API returns up to 3 years of transaction history. The initial pull may take up to 30 minutes for accounts with high transaction volume.
PayPal OAuth tokens expire periodically. Reconnect via Settings → Connected Sources → PayPal → Reconnect.