Connecting Your Payment Platform on Web App

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Control connects to your payment platforms using the most secure technologies, made available to us by our partners at Stripe, Paypal and Square.

When you sign up for Control, you will be directed through the steps to connect your payment platform, either via Stripe Connect, PayPal Permissions, or Square Connect.

Stripe Connect

1. When prompted by Stripe, log in using your Stripe account credentials. Note you can connect an unlimited number of  Stripe accounts, from within Control’s Settings page.
stripe-login

2. Stripe will ask you to confirm the connection. This connection allows Control to access the data it requires to calculate your key revenue and customer metrics, and deliver to your app your key alerts. Click ‘Connect my Stripe account’.

3. Your Stripe account is now connected and you can start accessing your metrics & alerts within the Control app.

PayPal Permission

1. When prompted by PayPal, log in using your PayPal account credentials. Note you can connect an unlimited number of PayPal accounts, from within Control’s Settings page.


Note – you will need to have a PayPal Business account, personal accounts are not supported by Control.

2. PayPal will ask you to confirm the connection and the permission granted to Control. This connection allows Control to access the data it requires to calculate your key revenue and customer metrics. Click ‘Grant Permission’.

3. Your PayPal account is now connected and you can start accessing your metrics within the Control app. Setting up Control Real Time Alerts for PayPal requires a couple more steps, and we have produced this how-to reference to get you quickly set up configuring your PayPal instant alerts via Control.

Square Connect

1. When prompted by Square, log in using your Square account credentials. Note you can connect an unlimited number of Square accounts, from within Control’s Settings page.

Square OAuth

2. Square will ask you to confirm the connection and the permission granted to Control. This connection allows Control to access the data it requires to calculate your key revenue metrics. Click ‘Allow’.

Square Permissions

oAuth

Control uses Stripe Connect and PayPal Permission similar to how an eCommerce platform such as Big Cartel asks for permission to read and update payment data in order for the Big Cartel application to operate correctly. Big Cartel created a great video that gives a good overview how this works from your business’ perspective.

You can read more information how companies such Control use Stripe Connect to build secure applications for Stripe merchants and PayPal Permission to build secure applications for PayPal merchants. Both platforms use the oAuth protocol, which is the same technology used by companies like Facebook and Twitter and that allows their users to log into their partners’ such as Expedia safely.

PayPal Classic

Note, Control is integrated with PayPal’s Classic API, the technology that powers PayPal’s Express Checkout  and PayPal Standard. PayPal Classic is PayPal’s most widely used API across the globe. PayPal’s Express Checkout is offered as a default payment option in most of the major eCommerce platforms, including WooCommerce, WooCommerce SubscriptionsMagento, Shopify, Weebly and more.

A full list of PayPal payment methods we support can be found here. If all of this seems confusing, you need not worry. If you are already using PayPal, chances are Control already supports your business. Control’s apps work without any coding or integration work; you simply log into Control with your payment platform credentials and everything you need is all ready to go. Contact us if you need any help, or if you would like Control to support your preferred payment platform.

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