PayPal connection setup

This guide walks you through creating a PayPal REST app and connecting your account to LinkyFlow so you can load and manage your data in Excel or in the web app.

Requirements

• A PayPal Business account (a personal account cannot create REST apps) - Access to the PayPal Developer Dashboard

Step 1 — Create a REST app and copy its credentials

1. Sign in to the Developer Dashboard and open Apps & Credentials.
2. Pick the Live tab for your real account — or Sandbox to try LinkyFlow on test data first.
3. Click Create App, give it a name (for example LinkyFlow), and create it.
4. Copy the Client ID and the Secret.
5. Under the app's Features, enable what you plan to use: Transaction Search (transactions), Invoicing (invoices), Subscriptions (products and plans). Disputes are readable by default.

Step 2 — Add the connection in LinkyFlow

1. In Excel or the web app, open Connections → Add connection.
2. Choose paypal from the provider list.
3. Paste the Client ID and the Secret.
4. Turn on Sandbox account if the app was created under the Sandbox tab. Leave it off for a live account — the two are different hosts, and PayPal refuses one app's credentials on the other.
5. Give the connection a friendly alias (for example PayPal Live or PayPal Sandbox) and save.

LinkyFlow validates the pair by requesting an access token from PayPal, and reads what the app was granted from PayPal's answer. If PayPal refuses the pair, the connection says so and names the environment it tried — check the Sandbox switch first.

Step 3 — Load your first query

1. Insert a LinkyFlow query and pick the paypal provider.
2. Choose Transactions, select your connection in the Link field, and run it — the last 31 days load by default.
3. Use Per page and the arrows to page through results, or pick All results to read a longer window in 31-day slices.

Amounts are decimal strings ("19.99") beside a three-letter currency, and fees are negative. Nothing is converted.