ConsumerLink Pro: Setting up a PayPal Express Account

KB Article #4835

To use ConsumerLink Pro, you must complete the following tasks:      

  1. Create a PayPal Standard account.  
  2. Convert the PayPal Standard account to a PayPal Checkout Account. Note: PayPal Checkout is the same as PayPal Express.  
  3. Configure PayPal to automatically calculate the correct sales tax on your orders.

To create a PayPal Standard account:      

  1. Using your Internet browser, go to  
  2. Click Sign Up.
  3. Click the Business Account option.  
  4. Click Continue.
  5. Click the Select Standard button for the Standard solution.
  6. Type your email address into the box.
  7. Type the CAPTCHA code that displays in the field provided.  
  8. Click Next.
  9. To create your login, type a password in the Password and the Re-enter password fields. Note: Passwords must be at least eight characters and contain one number or symbol.
  10. Type your Legal first name and Legal last name in the boxes provided.
  11. Type the legal business name of your dealership in the box.
  12. Type your business phone in the box.
  13. Type the street address of your business in the box.
  14. Type the ZIP code of the business in the box. Note: Once you type in your ZIP code, the city and state will automatically display.
  15. Click the links to review the PayPal User Agreement, Privacy Policy, Acceptable Use Policy and the Electronic Communications Policy. If you agree with the terms in these, click Agree and Continue.
  16. Select the dealership company type.
  17. Select Vehicle service and accessories from the drop-down.
  18. Select New parts and supplies - motor vehicle from drop-down.
  19. Select your average monthly sales from the drop-down.
  20. If applicable, type your Employee ID Number in the field provided.
  21. If you have a business web site, type the address in the field provided. If you do not have one, click No.
  22. Click Continue.  
  23. To verify your identity, type the last four digits of your Social Security Number and your Date of Birth in the boxes. (This is used by PayPal to prevent fraud.)
  24. Type your Home Address.  
  25. Click Submit.  
  26. On the How Do You Want to Get Paid window, click I'll do this later.

To convert PayPal Standard to PayPal Checkout Account:

PayPal Checkout is a fast and easy experience that allows your customers to checkout with fewer clicks. Fewer steps at checkout can help you improve checkout conversion. Soon, PayPal Standard will not be supported by PayPal.  Also, PayPal Checkout is the same as PayPal Express.        

  1. Go to  
  2. Click Log into Dashboard in upper right-hand corner.
  3. Log in to your PayPal account with your email and password.  
  4. Click Log In.  
  5. Create your app by typing "OEC*" and your dealer name. (Example: OEC*dealername.)  
  6. Click Create App.
  7. Click Live.
  8. Copy your client ID and secret. Note: Only two secrets can be used simultaneously.
  9. Ensure the Status is Enabled.
  10. Email your Client ID and Secret to your Customer Success Representative.

To configure PayPal to automatically calculate the correct sales tax:

Please contact your Customer Success Representative for assistance in setting up sales tax for ConsumerLink Pro.

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