Advanced Analytics for PayPal

The Advanced Analytics Connector for PayPal simplifies the import and analysis of your payment data, providing clear visibility into transactions, refunds, disputes, and fees. With interactive dashboards and detailed reports, teams can monitor revenue trends and cash flow in real time. This integration helps businesses optimize payment performance and make faster, data-driven financial decisions.

Setting up the Integration

A user with administrator privileges (Account admin, and Org admins) can configure the integration.

Follow the below steps to seamlessly import your PayPal data into Zoho Analytics:

  1. On the Zoho Analytics home page, click Import Your Data.
  2. Navigate to the Finance tab and select PayPal from the available data sources.
  3. The Step 1: Import from PayPal dialog will appear.
  4. Enter the Workspace Name and Workspace Description (Optional) and click Authenticate PayPal.
  5. You will redirected to Log In with PayPal page, enter the credentials and click Log In to authenticate.
  6. Once authenticated, select the Modules and Fields from which you intend to import data.
  7. In the Cleanup section, select the period over which you want to clean up the PayPal data.
  8. In the How Often section, set up a schedule to import data at regular intervals. Refer to the Data Sync frequency section to learn more.
  9. Click Create.

The data import process will be initiated and may take a few minutes depending on the data being imported. You’ll receive an email and in-app notification once the initial data fetch is complete.

Note:

  • The initial fetch might take a few minutes depending on the volume of the data to be imported. An email and an in-app notification will be sent, once the initial fetch is complete.
  • The setup process can sometimes fail for a variety of reasons. In this case we request you to access the Data source tab and click the Retry link to import again. If the issue persists then write to support@zohoanalytics.com.

Modules & Fields (What are the modules and fields in PayPal that will be synchronized in Zoho Analytics Workspace?)

The below table lists the modules and fields that will be synced to Zoho Analytics.

ModulesFields
TransactionsTransaction ID, Reference ID, Reference Type, Event Code, Status, Subject, Note, Payment Tracking ID, Bank Reference ID, Invoice ID, Protection Eligibility, Credit Term, Payment Method Type, Instrument Type, Instrument Sub Type, Transaction Initiation Date, Transaction Updation Date, Transaction Currency Code, Transaction Amount, Fee Currency Code, Fee Amount, Discount Currency Code, Discount Amount, Insurance Currency Code, Insurance Amount, Sales Tax Currency Code, Sales Tax Amount, Shipping Currency Code, Shipping Amount, Shipping Discount Currency Code, Shipping Discount Amount, Shipping Tax Currency Code, Shipping Tax Amount, Other Amount Currency Code, Other Amount, Tip Amount Currency Code, Tip Amount, Available Balance Currency Code, Available Balance Amount, Ending Balance Currency Code, Ending Balance Amount, Credit Transaction Fee Currency Code, Credit Transaction Fee, Credit Promotional Fee Currency Code, Credit Promotional Fee, Annual Percentage Rate, Payer Account ID, Address Status, Payer Status, Email address, Country Code, National Number, Extension Number, Street Address, Apartment Number, City, State, Address Country Code, Postal Country Code, Recipient Name, Shipping Method, Primary Shipping Street Address, Primary Shipping Apartment Name, Primary Shipping City, Primary Shipping State, Primary Shipping Country Code, Primary Shipping Postal Code, Secondary Shipping Street Address, Secondary Shipping Apartment Name, Secondary Shipping City, Secondary Shipping State, Secondary Shipping Country Code, Secondary Shipping Postal Code, Store ID, Terminal ID, Auction Site Name, Auction Site URL, Auction Buyer ID, Auction Closing Date
Transaction ItemsTransaction ID, Item Code, Item Name, Item Description, Item Options, Item Quantity, Item Unit Price, Item Amount, Tax Amount, Item Discount Amount, Adjustment Amount, Gift Wrap Amount, Tax Percentage, Basic Shipping Amount, Extra Shipping Amount, Handling Amount, Item Insurance Amount, Total Item Amount, Item Unit Price Currency Code, Item Amount Currency Code, Tax Amount Currency Code, Item Discount Amount Currency Code, Adjustment Amount Currency Code, Gift Wrap Amount Currency Code, Basic Shipping Amount Currency Code, Extra Shipping Amount Currency Code, Handling Amount Currency Code, Item Insurance Amount Currency Code, Total Item Amount Currency Code
Transaction IncentivesTransaction ID, Incentive Code, Incentive Type, Incentive Program Code, Incentive Amount, Incentive Amount Currency
DisputesDispute ID, External Reason Code, Create Time, Update Time, Reason, Status, Dispute Currency Code, Dispute Amount, Asset Symbol, Asset Quantity, Fee Policy, Dispute Outcome Code, Refund Currency Code, Refund Amount, Refund Asset Symbol, Refund Asset Quantity, Life Cycle Stage, Channel, Contacted Merchant, Buyer Contacted Channel, Merchant Contacted Outcome, Merchant Contacted Time, Merchant Contacted Mode, Buyer Contacted Time, Duplicate Transaction, Disputed Buyer Transaction ID, Disputed Seller Transaction ID, Disputed Reference ID, Disputed Transaction Status, Correct Transaction Currency Code, Correct Transaction Amount, Correct Transaction Asset Symbol, Correct Transaction Asset Quantity, Different Charge, Received Duplicate Other Means Payment, Payment Method, Payment Instrument Suffix, Issue Type, Merchant Agreed Refund, Merchant Agreed Refund Time, Agreed Refund Currency Code, Agreed Refund Amount, Cancellation Number, Is Cancelled, Cancellation Date, Product Description, Product Received, Product Purchase URL, Product Received Time, Product Expected Delivery Time, Product Return Mode, Has Return Receipt, Product Return Confirmation Number, Is Product Returned, Product Return Time, Service Description, Is Service Started, Service Note, Service Purchase URL, Cancelled Recurring Bill Expected Refund Currency Code, Cancelled Recurring Bill Expected Refund Amount, Recurring Bill Cancellation Number, Recurring Bill Dispute Cancelled, Recurring Bill Cancellation Mode, Recurring Bill Cancellation Date, Merchandize Issue Type, Merchandize Product Description, Merchandize Product Received, Merchandize Product Purchase URL, Merchandize Product Received Time, Merchandize Product Expected Delivery Time, Buyer Response Due Date, Seller Response Due Date, Buyer Requested Amount, Buyer Requested Amount Currency Code, Seller Offered Amount Currency Code, Seller Offered Amount, Offer Type, Allowed Refund Amount Currency Code, Allowed Refund Amount, Communication Note, Communication Email, Communication Time
Dispute EvidencesDispute ID, Evidence Type, Evidence Notes, Source, Evidence Date, Item ID, Item Type, Evidence Action, Response Option, Is Mandatory
Dispute AdjudicationDispute ID, Adjudication Type, Adjudication Time, Adjudication Reason
Dispute Supporting InformationDispute ID, Supporting Notes, Information Source, Provided Time
Dispute MessagesDispute ID, Posted By, Content, Posted Time
Disputed TransactionsDispute ID, Buyer Transaction ID, Seller Transaction ID, Reference ID, Transaction Status
Dispute Offer HistoryDispute ID, Actor, Event Type, Offer Notes, Offer Time, Offer Category, Offer Amount, Offer Currency
Dispute Money MovementsDispute ID, Affected Party, Money Movement Type, Amount, Currency Code, Transferred Asset Symbol, Transferred Asset Quantity, Initiated Time, Money Movement Reason
Disputed ItemsDispute ID, Disputed Item ID, Item Name, Item Description, Item Quantity, Item Notes, Disputed Item Type, Item Dispute Amount, Item Dispute Currency Code

Data Sync Frequency

Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.

  • 1 Hour (Enterprise plan only)
  • 3 Hours
  • 6 Hours
  • 12 Hours
  • Every day

Handling Data Synchronization Failure

Data synchronization can fail,

  • If the data type of a field is changed in the PayPal Application.
  • If the Modules and Field selected for analysis are deleted in the source application.
  • If the user who configured the integration no longer has permission to access the modules.

In any of the above mentioned cases, the data sync will be paused. You will be notified via email and in- app notification with the exact reason for failure along with the solution.

To resolve the sync failure, delete or restructure the views, or restore the specific modules and fields from the source application. Refer to Data Sync failure and solutions article for more details.

Once you have made the changes, click the Sync now option in the data source tab to resume data sync. If the issue persists, contact support@zohoanalytics.com

Managing Data Sources

The Data Sources tab provides essential information to monitor and manage the integration setup. It also allows you to edit the settings as needed. Users with administrator privileges will be able to view and modify the connection settings.

Data Source Permalink

The Data Source Permalink helps you easily access the data source tab. Only the Organization Admin and Account Admin can make changes in the Data sources page, other users can know the synchronization details like whether the last data sync was successful or not, when the last data sync happened, when the next sync is scheduled to happen, etc. This link can also be pasted in dashboards so that everyone accessing the dashboard can know about the sync status.

Edit Setup

The Edit Setup tab allows you to add or delete modules or fields, change the schedule interval, and modify other settings specific to the business application.

To modify the settings, 

  1. Click Data Sources > Edit Setup.
  2. The Edit Setup - PayPal dialog will open. Modify the settings as needed and click Save.

Re- Authenticate 

Re-authentication will be helpful when the API key or password is changed. In this case, the data sync will be paused, and the administrator who configure the connector setup must re-authenticate to resume the data sync.

To reauthenticate the setup, 

  1. Click Data Sources > Re-Authenticate.
  2. The  Re-Authenticate - PayPal dialog will open. Enter the credentials and click Authenticate PayPal.

Sync History

The Sync History tab provides details about the data sync for the last 45 days. A successful data sync is marked in green, and a sync failure is marked in red.

To view the Sync history,

  1. Click Data sources > Sync History.
  2. A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.
  3. Click the date to view more details.
    • Time - Displays the time when the data is synced.
    • Status - Shows whether the sync was a success or a failure.In case of failure, the reason will be displayed. Refer to this page to learn how to resolve the issue and avoid further failure.

Audit History

Zoho Analytics logs all the user activities and system events within the PayPal workspace. The following actions that are logged in Zoho Analytics,

  • User Action: Create, Modules Added, Modules Removed, Fields Added, Fields Removed, Schedule Change and Entities Modified, Delete, Take Ownership, Re-authenticate, Sync Now, Retry.
  • System Action: Plan upgrade or downgrade.

To view the audit history,

  1. Click Data Sources > Audit History.
  2. A dialog with the activities for the last 180 days will open.

Remove Data Source

Zoho Analytics allows you to remove the integration if needed. Removing the integration will suspend further data synchronization. The data tables and the reports will be available.

Click the Settings icon in the Data Sources tab, and select Remove Data Source from the drop-down menu.

Data Modeling & Preparation

Zoho Analytics allows you to combine data from various sources such as Files, Feeds, Databases and Business Applications for an in-depth analysis. Query Tables allows you to combine data from different tables to create reports.

While blending data from other data sources, Zoho Analytics automatically identifies similar columns and provides suggestions for lookups. Refer to the Joining Tables article for more details.

Data Visualization / Analysis

Chart Types in Zoho Analytics

The below table lists the range of visualizations supported in Zoho Analytics.

Visualization 
 Types
Bar 
Stacked bar, Histogram, Horizontal bar
Stacked Bar 
Horizontal Stacked bar, 100% vertical and horizontal stacked bar
Area
Area with markers, Smooth Area, Smooth area with Markers
Line and Bar Combination chart
Bar with Line, Bar with Bubble, Bar with Scatter, Bar with Area, Area with Bubble, Line with Bubble and Custom Combination
Bubble Chart
Bubble Pie, Packed Bubble, Word Cloud
Stacked Area
Stacked area with markers, Smooth stacked area, Smooth stacked area with markers
Map
Heat Map, Map Scatter, Map Bubble, Map Pie, Map Bubble Pie, Map Filled, Geo Heat Map
Pie 
Pie, Ring, Semi Pie, Semi Ring
Tree map
Default View
SankeyDefault View
Sunburst
Default View
Race Chart
Default View
Doughnut
Default View
Matrix View
Pivot table
Tabular
Summary and Tabular view
Dashboards and KPI widgets
Single Numeric Widget, Dial Chart Widget
Bullet, Chart Widget

Sharing and Collaboration 

Help & Support

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers.
United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: +91 44 6965 6060