Trackdesk integrates seamlessly with PayPal, providing you with a simple and cost-effective solution to manage affiliate payouts. Here's how to get started.
Paying Affiliates Using PayPal Mass Payouts
Initiating the Payment:
Go to the Open balance page.
Ensure there is a record with the PayPal payment method.
Choose to settle the balance for a specific affiliate or all balances by clicking on Settle All Filtered Balances.
You can also use the "Filter" option to display only the open balances of affiliates who have selected PayPal as their payment method."
Exporting PayPal Settlement:
Once balances are settled, visit the Settled balance detail page.
Look for the PayPal export button.
Clicking this button will only export records associated with PayPal payment methods. You will receive a CSV file containing all the necessary information to pay your affiliates.
Sending Payouts through PayPal
To disburse the payouts to your affiliates:
Navigate to PayPal and log in to your account.
On the Summary page, select Money at the top and then Send Money on the left-hand side.
Opt for Make a Mass Payment.
In the Choose Payouts Recipients page, click Browse. Locate and select your payment file (CSV provided by trackdesk platform), then press Open. If you attempt to upload a previously used file within a 30-day period, PayPal will notify you about potential duplicate payouts.
Optionally, input a custom message or subject for the affiliate payout email.
Press Continue. PayPal will then verify your payment file for any errors. If the file is accepted, you'll be redirected to the Review Your Payments Details page.
Finalize the process by selecting Send Payout. You'll be greeted with a confirmation message, "Your payment has been sent." You can now choose to process another payout or view the transaction details