PayPal connector

Use your PayPal data for reporting, automation and AI.

Data Panda brings your PayPal data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Data Panda Reporting Automation AI Apps
PayPal logo
About PayPal

The wallet that sits next to the card on checkout.

PayPal started in 1998 as Confinity, renamed itself PayPal in 2001, was acquired by eBay in 2002 and spun out as an independent public company again in 2015. The portfolio now includes the PayPal button and PayPal Business platform, Braintree for developer-side card processing, Venmo for peer and business payments in the US, Xoom for international remittance, Zettle for in-person card acceptance, Hyperwallet for mass payouts and Honey for consumer deal discovery. The merchant side supports more than two hundred markets and around two dozen currencies.

The reason to pull PayPal into a warehouse is that for most merchants PayPal is not the only payment rail. It is the wallet that sits next to the card, the iDEAL button and the Bancontact button on the same checkout page. Without a warehouse, PayPal revenue lives in the PayPal business dashboard, card revenue lives in the gateway dashboard, and the accounting ledger gets one net payout from each. In a warehouse, the PayPal transaction, invoice, product and subscription line up against the webshop order, the CRM account and the finance booking, and cross-channel revenue finally reads as one story.

What your PayPal data is for

What you get once PayPal is connected.

Cross-channel revenue, not a PayPal silo

PayPal, card and local methods on one timeline, with the fees and refunds already split out.

  • PayPal volume next to card volume per checkout and per country
  • Fees and refunds tied to the transaction and the invoice
  • Payouts broken down to the charges they paid out for

Payment-aware automation

Let the rest of the stack react to what PayPal knows first.

  • Failed PayPal charge opens a CS follow-up in the CRM
  • Successful PayPal payment clears the matching accounting invoice
  • Refund posts back to the webshop order and the customer timeline

AI workflows

Use PayPal history to predict the next drop-off and the next refund dispute.

  • Subscription-renewal risk scoring on PayPal history
  • Refund- and dispute-likelihood flagging at order time
  • Propensity models that weigh wallet vs. card buyers differently

Custom apps on your data

Internal tools around payment data that otherwise stays in the PayPal business portal.

  • Finance reconciliation board for PayPal payout vs. bank
  • Customer payment-history lookup for support agents
  • Subscription-health board covering PayPal and the other rails
Use cases

Use cases we deliver with PayPal data.

A list of concrete reports, automations and AI features we have built on PayPal data. Pick the one that matches your situation.

PayPal vs. card conversionCheckout completion rates by wallet, card and local method, per country.
Fees and refunds per transactionNet revenue per order after PayPal fees and refunds are subtracted.
Payout reconciliationPayPal payout tied back to the transactions and fees that produced it.
Subscription renewal outcomesWhich recurring PayPal agreements renewed, retried or lapsed.
Invoice payment statusOpen, paid and overdue PayPal invoices on the CRM and finance view.
Refund rate by productRefund share per SKU, not an aggregate of the whole catalogue.
Chargeback and dispute trackingDispute volume and outcome on the account and product that caused it.
Country and currency mixGross volume, fees and refunds per country on one timeline.
Repeat-buyer valuePayPal transaction history joined to the CRM to rank repeat customers.
Abandoned-checkout recoveryFailed and cancelled PayPal attempts as recovery signal for marketing.
Real business questions

Answers you will finally get.

Does the PayPal payout on the bank match the transactions behind it?

Each PayPal payout is broken down to the underlying transactions, fees and refunds on the warehouse side. The gap finance used to hunt for between the PayPal business dashboard export and the bank statement becomes a single reconciled view, with the adjustment that caused any mismatch already tagged.

How does PayPal compare to card and local methods on our checkout?

Conversion, fee rate and refund share per payment method per country, on one timeline. The question of whether to push PayPal harder in the Netherlands or favour iDEAL stops being a hunch and starts being a number next to a cohort of real customers.

Which recurring PayPal agreements are about to churn?

Active, paused and cancelled PayPal subscriptions joined with renewal history and failed-retry events. Recurring revenue tied to PayPal billing agreements shows up on the retention board next to the card-based renewals, instead of hiding in the merchant account.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Every PayPal payout split to its transactions, fees and refunds, next to the bank line and the accounting booking. Month-end reconciliation between the PayPal dashboard, the ledger and the bank statement stops being a manual Excel job on the fifth of the month.

For sales leaders

For account owners, PayPal payment and invoice state on the CRM record. Accounts that paid via PayPal show up next to card-paying accounts in the same customer view, with renewal history and failed charges tagged on the fiche instead of in a separate dashboard.

For operations

Payment-method mix per country, refund rate per product and dispute outcomes per account. The call on whether to push PayPal in a new market or hold back for a local method draws on the same warehouse data that finance and ecommerce use.

Ideas

What you can automate with PayPal.

Pair with Shopify

Reconcile Shopify orders with PayPal payouts

Every Shopify order paid through PayPal is matched to the PayPal transaction that funded it, and each PayPal payout is traced back to the orders it paid out for. Refunds and disputes flow back to the original order, so ecommerce margin numbers stop drifting from the finance view.

Pair with Exact Online

Post PayPal payouts into Exact Online

PayPal payouts land in Exact Online as bank journal entries, with PayPal fees split out and the underlying charges matched to the invoices they settle. Month-end reconciliation between PayPal, the bank and the ledger stops being a three-tab spreadsheet.

Pair with HubSpot

Let HubSpot react to PayPal payment events

Successful PayPal charges, failed charges and refund events push into HubSpot as contact timeline activity and deal property updates. Customer success sees a failed renewal the same hour PayPal does, not on a weekly report pulled from the PayPal dashboard.

Pair with Klaviyo

Trigger Klaviyo flows from PayPal payment events

Failed PayPal charges, cancelled subscriptions and completed orders feed Klaviyo segments in near real time. Recovery emails go out the same day the charge failed, and customers who reactivate are removed from win-back flows instead of getting another reminder.

Data model

Tables we make available.

These are the 4 tables we currently pull from PayPal into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

  • Invoices
  • Products
  • Subscriptions
  • Transactions

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your PayPal data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From PayPal to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • PayPal connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Which parts of PayPal can you pull into a warehouse?

Through the PayPal Business connector we pull the business-facing tables: transactions, invoices, products and subscriptions. That covers revenue reconciliation, invoice status, recurring agreements and catalogue joins. It does not cover the consumer-side of PayPal or Venmo peer activity, and anything that sits only in the PayPal resolution centre for disputes is exposed through the transaction dispute flag rather than the full case trail.

Can we connect more than one PayPal Business account?

Yes. Each PayPal Business account is synced into its own schema in the warehouse, with a shared customer and product layer on top. Groups with one account per country or per brand keep per-entity reporting while getting one roll-up view across the group.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your PayPal setup and the systems around it. Together we pick the first thing worth building.