Trackdesk integrates seamlessly with PayPal, providing a simple and efficient way to manage affiliate payouts.
Note: PayPal mass payouts are available only for PayPal Business accounts.
Initiating the Payment
Go to the Affiliates → Open balance page.
Ensure there are records with PayPal selected as the payment method.
Choose how you want to settle balances:
Settle for a specific affiliate, or
Click “Settle all filtered balances” to process multiple affiliates at once.
(Optional) Use the Filter option to display only affiliates with PayPal as their payment method.
Exporting PayPal Settlement
Once balances are settled, go to the Settled balance detail page.
** Before exporting, you can review payout progress using settlement statuses as explained in Settlement Statuses.
Click the PayPal export button.
A CSV file will be generated containing all necessary payout details.
This export includes only affiliates using PayPal as their payment method.
Sending Payouts Through PayPal
To complete the payout process:
Log in to your PayPal account.
From the Summary page, go to:
Money → Send Money
Select Make a mass payment.
Upload the CSV file exported from Trackdesk:
Click Browse
Select the file
Click Open
PayPal will warn you if you attempt to reuse the same file within 30 days to prevent duplicate payouts.
(Optional) Add a custom message for affiliates.
Click Continue and let PayPal validate the file.
Review the payout details and click Send payout.
Once completed, PayPal will confirm the transaction. Next, mark the records as paid in Trackdesk.
Marking records as paid
Trackdesk does not receive payment confirmations from PayPal, so settlement statuses for PayPal payouts are updated manually. After PayPal confirms your mass payment, mark the records as paid in Trackdesk:
Go to Affiliates → Settled balance and open the settlement you exported.
In the affiliate table, change the status to Paid:
One affiliate: use the status dropdown in the affiliate's row.
Several affiliates: select the rows, click Change status, choose Paid, and confirm.
Check the status counters in the settlement summary card. The Paid count updates as you change statuses.
Note: Affiliates can receive a Settlement status changed notification when a record's status changes, depending on their notification preferences. Mark records as paid only after the PayPal payout has gone through. If some payments failed in PayPal, leave those records unchanged.
For a full list of statuses, see Settlement Statuses.