Show Me the Money! Take Control of Your Data

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Learn how you can build applications and post-checkout workflows using your transactional information. You'll get an overview of IPN, reports, and query APIs, and how to use them to harness your data.

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Show Me the Money! Take Control of Your Data

  1. 1. SHOW ME THE MONEY! TAKE CONTROL OF YOUR DATA Alice Chen, Narasimha Chivukula, Pay Lynam , Fred Speckeen
  2. 2. AGENDA <ul><li>Accessing Your Data Alice Chen, Product Manager, PayPal </li></ul><ul><li>Instant Payment Notifications Narasimha Chivukula, Development Lead, PayPal </li></ul><ul><li>Case Study Fred Speckeen, CEO, AERS Pat Lynam, Data Systems Architect, AERS </li></ul>
  3. 3. HOW DO YOU WANT TO GET YOUR INFORMATION? Receive Notifications Download Files Call APIs Instant Payment Notifications (IPN) Query APIs Reports
  4. 4. INSTANT PAYMENT NOTIFICATION (IPN) <ul><li>Message service that notifies you of events related to: </li></ul><ul><ul><li>New transactions </li></ul></ul><ul><ul><li>Updates to previous transactions </li></ul></ul><ul><ul><li>Dispute management and chargebacks </li></ul></ul><ul><li>Provides status on pending, cancelled, or failed transactions </li></ul><ul><li>Allows merchants and developers to integrate payments and automate back-end operations </li></ul>
  5. 5. COMMON IPN TYPES <ul><li>Instant payments, such as Express Checkout </li></ul><ul><li>eCheck payments </li></ul><ul><li>Pending payments </li></ul><ul><li>Recurring payments and subscriptions </li></ul><ul><li>Authorizations </li></ul><ul><li>Chargebacks </li></ul><ul><li>Disputes </li></ul><ul><li>Reversals </li></ul>
  6. 6. WHAT ARE QUERY APIs? <ul><li>Set of APIs to query your PayPal data </li></ul><ul><ul><li>GetBalance: Get available balance of your account </li></ul></ul><ul><ul><li>TransactionSearch (TS): Search transactions by date range and filter them by invoice number, credit card number, and so on </li></ul></ul><ul><ul><li>GetTransactionDetails (GTD): Get details using Transaction ID </li></ul></ul><ul><li>Use it to reconcile your IPNs or integrate with back-office operations </li></ul><ul><li>Other product and flow specific query APIs </li></ul><ul><ul><li>GetExpressCheckoutDetails </li></ul></ul><ul><ul><li>GetRecurringPaymentsProfileDetails </li></ul></ul><ul><ul><li>GetBillingAgreementCustomerDetails </li></ul></ul>
  7. 7. PayPal REPORTS <ul><li>Set of downloadable files containing transactions, billing agreements, subscriptions, and so on </li></ul><ul><li>Primarily used for financial reconciliation, order management, and dispute resolution </li></ul><ul><li>How to access reports </li></ul><ul><ul><li>Log in to your PayPal account </li></ul></ul><ul><ul><li>Download History: History->Download History </li></ul></ul><ul><ul><li>Reporting Portal: History->Reports </li></ul></ul><ul><ul><li>~or~ </li></ul></ul><ul><ul><li>Download via SFTP (select merchants and certain reports only) </li></ul></ul>
  8. 8. DOWNLOAD HISTORY REPORT <ul><li>Customizable fields & date range </li></ul><ul><li>Customizable transaction types </li></ul><ul><ul><li>All transactions </li></ul></ul><ul><ul><li>Completed payments </li></ul></ul><ul><ul><li>Balance affecting </li></ul></ul><ul><li>CSV or Tab delimited </li></ul>
  9. 9. REPORTING PORTAL REPORTS * Requires subscription. Report Name What’s Inside Monthly Financial Summary Monthly statement (summary & details) Monthly Sales Report Daily breakdowns by payments received, refunds sent, and associated fees Billing / Subscription Agreements List of open & cancelled recurring payments, pre-approved payments, or subscriptions Inventory Profit & Loss Comparison of PayPal buttons Daily Settlement* Daily balance affecting transactions Daily Transaction Details* Daily details of all transactions Daily Dispute* Daily dispute activity
  10. 10. WHICH TOOL? What Key Benefits / Downsides Sample Applications IPN + Push notification of activity + “Pass through” variables for customized tracking - Non-guaranteed delivery time or order of delivery Customize your response to purchases in real-time Deliver access keys for software downloads and other digital goods. Automate your fulfillment operations Query APIs <ul><li>+ Pull data at any time </li></ul><ul><li>+ Pass in search criteria </li></ul><ul><li>TS: Limited to 100 results per query </li></ul><ul><li>GTD: Only retrieve one transaction at a time </li></ul>Store transaction information locally Check transaction status Create order management or business intelligence tools Reports <ul><li>+ Wider range of data available than from IPNs and query APIs </li></ul><ul><li>+ Customizable fields and transaction types </li></ul><ul><li>+ Download many transactions concurrently </li></ul><ul><li>Requires user intervention </li></ul>Perform financial reconciliation Track payment and shipping for orders Integrate with accounting applications (such as QuickBooks)
  11. 11. WHICH TOOL? What Key Benefits / Downsides Sample Applications IPN + Push notification of activity + “Pass through” variables for customized tracking - Non-guaranteed delivery time or order of delivery Customize your response to purchases in real-time Deliver access keys for software downloads and other digital goods. Automate your fulfillment operations Query APIs <ul><li>+ Pull data at any time </li></ul><ul><li>+ Pass in search criteria </li></ul><ul><li>TS: Limited to 100 results per query </li></ul><ul><li>GTD: Only retrieve one transaction at a time </li></ul>Store transaction information locally Check transaction status Create order management or business intelligence tools Reports <ul><li>+ Wider range of data available than from IPNs and query APIs </li></ul><ul><li>+ Customizable fields and transaction types </li></ul><ul><li>+ Download many transactions concurrently </li></ul><ul><li>Requires user intervention </li></ul>Perform financial reconciliation Track payment and shipping for orders Integrate with accounting applications (such as QuickBooks)
  12. 12. WHICH TOOL? What Key Benefits / Downsides Sample Applications IPN + Push notification of activity + “Pass through” variables for customized tracking - Non-guaranteed delivery time or order of delivery Customize your response to purchases in real-time Deliver access keys for software downloads and other digital goods. Automate your fulfillment operations Query APIs <ul><li>+ Pull data at any time </li></ul><ul><li>+ Pass in search criteria </li></ul><ul><li>TS: Limited to 100 results per query </li></ul><ul><li>GTD: Only retrieve one transaction at a time </li></ul>Store transaction information locally Check transaction status Create order management or business intelligence tools Reports <ul><li>+ Wider range of data available than from IPNs and query APIs </li></ul><ul><li>+ Customizable fields and transaction types </li></ul><ul><li>+ Download many transactions concurrently </li></ul><ul><li>Requires user intervention </li></ul>Perform financial reconciliation Track payment and shipping for orders Integrate with accounting applications (such as QuickBooks)
  13. 13. AGENDA <ul><li>Accessing Your Data Alice Chen, Product Manager, PayPal </li></ul><ul><li>Instant Payment Notifications Narasimha Chivukula, Development Lead, PayPal </li></ul><ul><li>Case Study Fred Speckeen, CEO, AERS Pat Lynam, Data Systems Architect, AERS </li></ul>
  14. 14. IPN MESSAGE <ul><li>IPN is HTTP POST with POST variables consisting of: </li></ul><ul><ul><li>Information about Seller </li></ul></ul><ul><ul><li>Information about the Transaction </li></ul></ul><ul><ul><li>Information about your Buyer </li></ul></ul><ul><ul><li>Information about the Payment </li></ul></ul>
  15. 15. IPN IN ACTION Buyer clicks Buy Now button PayPal posts IPN to seller Seller posts back IPN message to PayPal PayPal sends VERIFIED/INVALID response
  16. 16. ENABLING IPN * Requires subscription. Contact Customer Service for access <ul><li>Listener can be enabled from Profile-> Instant Payment Notification </li></ul><ul><li>Per Transaction Listener (Notify URL) can be used from buttons and API requests </li></ul>
  17. 17. IPN HISTORY: RESENDING IPN <ul><li>History->IPN History </li></ul>
  18. 18. TROUBLESHOOTING IPN <ul><li>Not receiving any messages </li></ul><ul><ul><li>What is the status of the IPN in IPN History Page? </li></ul></ul><ul><ul><li>Is the path of the listener correct? </li></ul></ul><ul><ul><li>Are firewall settings correct? </li></ul></ul><ul><ul><li>Is your web server rejecting messages? </li></ul></ul><ul><li>Receiving INVALID as Post Back response </li></ul><ul><ul><li>Are you posting back to the Sandbox or live PayPal URL? </li></ul></ul><ul><ul><li>Are you sending exactly same IPN variables? </li></ul></ul>
  19. 19. IPN BEST PRACTICES <ul><li>Once IPN is received: </li></ul><ul><ul><li>Always validate the incoming IPN. </li></ul></ul><ul><ul><li>Send the response as soon as possible. </li></ul></ul><ul><ul><li>Check for duplicate IPNs. </li></ul></ul><ul><li>Respond to all the IPNs or the IPN will be resent. </li></ul><ul><li>IPN is designed as an asynchronous notification. Never wait for IPN synchronously. </li></ul><ul><li>Disable any listeners that are not in use. PayPal detects and disables malfunctioning listeners. </li></ul><ul><li>Where necessary get, transaction information from other methods in addition to using IPN. </li></ul>
  20. 20. AGENDA <ul><li>Accessing Your Data Alice Chen, Product Manager, PayPal </li></ul><ul><li>Instant Payment Notifications Narasimha Chivukula, Development Lead, PayPal </li></ul><ul><li>Case Study Fred Speckeen, CEO, AERS Pat Lynam, Data Systems Architect, AERS </li></ul>
  21. 21. INTRODUCTION <ul><li>Fred Speckeen, CEO, AERS </li></ul><ul><li>Pat Lynam, Data Systems Architect, AERS </li></ul>
  22. 22. USING PayPal’s TRANSACTIONSEARCH & GETTRANSACTIONDETAILS <ul><li>Call TransactionSearch for 100 results </li></ul><ul><ul><li>Returns data such as transaction type, timestamp, buyer name, buyer email, and transaction, and payment details </li></ul></ul><ul><li>Call GetTransactionDetails for every 1 of the 100 results </li></ul><ul><ul><li>Returns data such as payer status, payment amounts, payment terms, and transaction values </li></ul></ul><ul><li>Details </li></ul><ul><ul><li>Using TransactionSearch, call the entire history of a merchant’s account 100 transactions at a time using date ranges for pagination of results </li></ul></ul><ul><ul><li>Average call-time for TransactionSearch is from 1 second to 20 seconds depending on the history range requested </li></ul></ul><ul><ul><li>Average call-time of GTD can range from 200 ms to 500 ms </li></ul></ul><ul><ul><li>Looking up over 1,000 transactions will take approximately 10 minutes </li></ul></ul>www.aers.ca/paypal
  23. 23. ANALYTICS via AERS API <ul><li>Instant access business analytics </li></ul><ul><ul><li>One-click access to set up the Analytics API </li></ul></ul><ul><ul><li>Analysis returned in under a second </li></ul></ul><ul><ul><li>Complex business metrics available </li></ul></ul><ul><ul><li>Simplified business reporting </li></ul></ul><ul><li>All new analytics include: </li></ul><ul><ul><li>Lifetime value of a customer </li></ul></ul><ul><ul><li>Total sales trending </li></ul></ul><ul><ul><li>Average price reporting </li></ul></ul><ul><ul><li>Buyer country analysis </li></ul></ul><ul><ul><li>International taxation reports </li></ul></ul><ul><ul><li>Business growth metrics </li></ul></ul><ul><ul><li>Subscription churn analysis </li></ul></ul><ul><ul><li>Subscription average length metrics </li></ul></ul><ul><ul><li>Gender analysis </li></ul></ul><ul><ul><li>And a lot more… </li></ul></ul>www.aers.ca/paypal Step3: Done Access your reports Step2: Confirm Step1: Log-in
  24. 24. TERAPEAK ANALYTICS <ul><li>Terapeak Mobile Merchant TM </li></ul><ul><li>On-the-go business metrics </li></ul><ul><li>Analytics in your pocket </li></ul><ul><li>90 days of business history </li></ul><ul><li>Real-time updates </li></ul>www.aers.ca/paypal
  25. 25. TERAPEAK ANALYTICS www.aers.ca/paypal <ul><li>Terapeak Merchant Analytics TM </li></ul><ul><li>Real-time business information </li></ul><ul><li>5 years of business history </li></ul><ul><ul><li>Transactions </li></ul></ul><ul><ul><li>Currencies </li></ul></ul><ul><ul><li>Geographics </li></ul></ul><ul><ul><li>Demographics </li></ul></ul>
  26. 26. <ul><li>Booth #28 </li></ul>
  27. 27. CONCLUDING THOUGHTS <ul><li>PayPal offers 3 ways to get information: IPN, Query APIs, and reports. </li></ul><ul><li>IPN is HTTP POST with POST variables consisting of information about you, the transaction, your buyer, the payment, and other information about the transaction. </li></ul><ul><li>PayPal Analytics, provided through the AERS API, offers instant business analytics as well as 10 new API calls. </li></ul>
  28. 28. MORE INFORMATION <ul><li>Natarajan Vijaraman, Development Lead, PayPal (Query APIs) </li></ul><ul><li>Narasimha Chivukula, Development Lead, PayPal (IPN) </li></ul><ul><li>Babu Pasupathy, Product Manager, PayPal (Reports) </li></ul><ul><li>Fred Speckeen, CEO, AERS </li></ul><ul><li>Pat Lynam, Data Systems Architect, AERS </li></ul><ul><li>Alice Chen, Product Manager, PayPal </li></ul>
  29. 29. LEARN AND SHARE <ul><li>www.x.com </li></ul><ul><li>Twitter: @paypalx </li></ul><ul><li>www.facebook.com/paypalx </li></ul><ul><li>Innovate 09 hashtag: #ppxi09 </li></ul>LEARN AND SHARE www.x.com Twitter: @paypalx www.facebook.com/paypalx Innovate 09 hashtag: #ppxi09 Proprietary

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