How to Download the PayPal Transaction History Log File
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- Conrad Lee
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1 You (and PayPal) own your merchant account data, SimplePort requires the PayPal data be provided to the SimplePort service for processing. Downloading your transaction history data from PayPal takes just a few moments to complete. IMPORTANT If you are not the primary PayPal account holder and are using an authorized access account login for the PayPal account, you will not have the ability to download a full data set. The primary account holder s access must be used to complete the PayPal transaction history file download. The PayPal one time download field customization MUST be completed prior to downloading the PayPal data for the first time. There are four different methods for accessing the Download History page Method 1: Log onto PayPal, mouse over the History link on the Overview toolbar > click the Download History link If you are not presented with a History pick list, then follow the Method 2 directions. Method 2: Log onto PayPal, click the History link on the Overview toolbar > Click the More selection arrow to display the pick list Click the Download History link Simple Business Systems, Inc Page 1
2 Method 3: If you have one of the NEW PayPal User Interfaces, log onto PayPal, click the Transactions link, then from the Activity display click the Download link Method 4: If you have one of the NEW PayPal User Interface, once logged into your account click the Activity link Select Download Any of these four access methods will display the Download History Page, see the next page in this PDF guide for completing the PayPal download history process. Simple Business Systems, Inc Page 2
3 On the Download History page click the Custom Date Range radio button, use the From and To date range selections to select the date range for your data download, select Tab Delimited All Activity from the File Types for Download pick list, click the Include Shopping Cart details check box, then click the Download History button. If, once the download History button is clicked, the PayPal Mean Old Man page (get off my web site) is displayed, it simply means you have requested a larger file download. PayPal wants you to leave the site and they will send you an when the download is done. Normally, it doesn t take more than a few moments to complete the download, we recommend ignoring this page, and just click the History > Download History links to return to the download history page to see the status of your download (don t bother clicking the Continue button). Use whichever method got you to the Download History page in the first place. Simple Business Systems, Inc Page 3
4 The status of your requested download is displayed in the Download History table. If this display indicates your requested download is in a Processing state, just refresh the browser display (the F5 function key will refresh all browser displays). When the Download History display indicates the requested download is in a Status = Completed, the Date Processed field will have a valid date and timestamp, then you are ready to actually download the data file to your computer. Click the Recently Download Logs link to download the data file. Simple Business Systems, Inc Page 4
5 Click the radio button next to the file you wish to download, then click the Download Log button. Save the file using a file naming convention that makes sense (if you have not set your browser to use a Save As dialog box when downloading files from the internet, the file will be saved as Download.txt and placed in your Downloads folder). We recommend saving the file with a good file name and placing it in your SimplePort folder. When you have created and saved the PayPal transaction history log file to your computer, it is ready for use by SimplePort. Simple Business Systems, Inc Page 5
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