Test the PayPal Payouts Integration
Libby Serra avatar
Written by Libby Serra
Updated over a week ago

PayPal

PayPal Payouts requires that funds exist in the sender's account prior to initiating a payout. Before issuing a payout in Roster, you will need to transfer money from your bank account into your PayPal balance. The balance will need to cover the total amount of the payments, as well as PayPal's fee.

You will also need to have integrated with PayPal Payouts in the Roster Integrations, which is located in Brand Settings. Click here for a guide on getting connected.

Roster Brand Portal

To set up a new Program with Referral Rewards and enable PayPal and/or Venmo as payment methods, follow these steps:

Step 1: Create the Program and Add Yourself

  1. Log into the Brand Portal with your credentials.

  2. Create a new Program or access an existing one that doesn't have any program members yet.

  3. Add yourself as a member of the Program.

Step 2: Enable Referral Rewards

  1. Within the Program settings, enable Referral Rewards to allow advocates to earn rewards for successful referrals.

Step 3: Access the Advocate Portal

  1. Please check your email for the Advocate Magic Link, which will grant you access to the Advocate Portal.

Step 4: Add Preferred Payment Method In Advocate Portal

  1. Once logged into the Advocate Portal, follow these steps to add payment methods.

    1. Click on the hamburger stack in the top right corner > Account Settings

    2. Once here select which type of payment you'd like to test and set up as instructed.

    NOTE: Advocates must be in a Program that has Referral Rewards enabled in order to receive payments.

Step 5: Create a Manual Reward

  1. Return to the Brand Portal and navigate to the Referral Rewards page.

  2. Create a manual reward for a small amount, such as $2.00, and add yourself as the advocate who earned the reward.

    1. In the top right corner select "New Referral Reward"

    2. In the pop-up fill in the required fields and any others you'd like to enter and click "Create"

  3. Approve the manual reward to finalize the process.

Step 6: Send PayPal & Venmo Payments

  1. Access the Unsent Payments page within the Brand Portal.

  2. Locate your entry in the list of advocates who earned rewards.

  3. Select yourself from the list to initiate the payment process.

  4. Choose the "Send PayPal & Venmo Payments" bulk action to proceed.

Step 9: Confirm the Payment

  1. After the payment is sent, confirm that it was successfully credited to your PayPal or Venmo account.

NOTE: All sent payments will be tracked and located in the Sent Payments tab.


By following these steps, you have successfully added yourself to the new Program, enabled Referral Rewards, set up PayPal and/or Venmo as payment methods, and received a payment.

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