Articles on: SyncTrack - Add tracking auto

🖐️ About Synctrack - Add Tracking Auto

Auto-sync PayPal tracking info & Stripe. Faster PayPal funds release, build trust and avoid disputes

Why use Synctrack - Add tracking auto


Adding tracking info to PayPal improves cash flow and reduce chargebacks, disputes, and refund from customers for these reasons:

When a red flag is raised regarding your account, PayPal may apply a reserve on it. By adding tracking info, you can improve your account's track record - and have the reserve level lowered (or even completely removed).

When there’s a rocket in sales or disputes or chargebacks level, PayPal is holding your payments for up to 21 days to protect the buyers. By adding tracking info, you can access your funds right after delivery with supported carriers.

PayPal's Seller Protection reduces claims and chargebacks and helps prevent fraud. By providing tracking information through PayPal, customers can keep track of their transactions. Also, it is one of the requirements and protects you from disputes like Unauthorized Transactions or Item Not Received.

Features highlight

Safe and easy setup by creating a dedicated PayPal sub-account

Connect to multiple Paypal accounts to save your cost

A quick and easy way to activate tracking info submission to Paypal

Real-time access to submission status

Always update reports of fulfilled orders and tracking info submitted on the last 30 days/today/this month/last month/all time

Auto-add tracking info to Paypal

Sync tracking numbers from old orders to Paypal

Access funds more quickly

Paypal’s seller protection

Recommended app from Synctrack team to make sure your store is PayPal Compliance

Synctrack Order Tracking: Notify shipping status to buyers

Synctrack Estimated Delivery Date: Show EDD to let the customer know when to expect their package & build trust.

Synctrack Returns: Make returns and exchanges seamless with a branded return portal

Configure tutorial

This is documentation on the *Synctrack - Add tracking auto* application, which will help you to configure your app in the right way.

Having tracking info submitted to PayPal - in 3 easy steps

1. Paypal Account Setup

Install the app on Shopify and connect the app with your PayPal account to let the app sync tracking info to Paypal.

How to connect the app with your Paypal merchant account:

Step 1: Add *Synctrack - Add tracking auto* app to your app store.

Step 2: Install the app to your store => App admin => Click to SETTINGS tab => Click Connect via PayPal login



Step 3: The PayPal Login pop-up will open (please disable pop-up blocking on your browser or try incognito mode if it does not show up). Enter your account and log in.



Step 4: Agree and connect your account with SyncTrack - Add tracking auto app

Step 5: After connecting, it will take back you to the app admin, where you can see the "confirmed" status and credentials ID. Then, the app is ready to add tracking information to PayPal once the orders are fulfilled.



How to connect the app with multiple Paypal accounts

If you regularly change your PayPal account on Shopify to reduce the spike on one account, please connect to the respective PayPal accounts in the application so that tracking information is uploaded to the correct PayPal account.

You also can more Paypal accounts by clicking on "**Add Paypal Account**" and repeating the same process as you did with the first one.

Note

Orders that Shopify returns to a Paypal account (Email) will be added with tracking information to the respective account.

For orders that Shopify does not return a Paypal account (Email) or Paypal account (Email) that has not been added to the list, tracking information will be added to the primary account.

✏️ Watch the tutorial video to have a better visualization of how to create a limited-access user on PayPal:
${youtube}[How to connect your PayPal Business account with Synctrack New version - CC updated ]

2. Automatic Notification

Every time an order is fulfilled and tracking info is added to Shopify, your store notifies us instantly and automatically by Shopify. It will give the order a tracking number and tracking company. We will submit these two to PayPal. This tracking number corresponds to each shipping unit.



Real-time access to submission status:

SyncTrack - Add tracking auto provides you with a piece of fully transparent information available of fulfilled orders and tracking info submitted to PayPal.

The data report is constantly updated to keep customers informed about their transactions.

You can review the tracking information for the Last 30 days / Today / This month / Last month/ All time.


3. Process old orders

Orders will automatically be synced to PayPal as soon as you mark the order as fulfilled and add the tracking number.

However, for old orders, you still should process them by clicking the “**Process Old Orders**” button to add the tracking code to PayPal automatically.



In Home Tab



In Order Tab

Pick the range for getting old orders and which store to get old orders from:



4. Upload CSV function

In the "Orders" tab, the Upload CSV function lets you upload orders from other platforms with a template file. The app will automatically detect the info and help you add tracking numbers to Paypal. Step 1: Download the Template: Click on 'More' in the upper right corner of the screen, select 'Import Orders by CSV' or 'Import Tracking Info by CSV.' In the pop-up window, choose 'Download Template.' Step 2: Enter order information if you want to add tracking information to PayPal for orders from other platforms => Save the file to your computer Step 3: Upload the updated template file



5. Plan Package

In the Homepage tab, you can see the current plan you are using and how many orders have been synced on the current month per your package

Choose a plan that fits your needs.

There are 2 options for you to pay:

Pay monthly

Pay annually

Except for the UNLIMITED plan, the other three have limited orders available for submission to PayPal. For each plan, we submit tracking information to PayPal for one order.

The plan will be renewed every 30 days.

After choosing the plan, you will be asked to process old orders or not.

*✏️ NOTES:*

_*The old orders**_ will count toward your usage this month.

_*Get old orders**_ function allows you to sync tracking numbers from old orders to Paypal, you need to grant the app access.

_*The upload CSV**_ function lets you upload orders from other platforms with a template file. The app will automatically detect the info and help you add tracking numbers to Paypal.

6. Payment gateway support

Synctrack supports almost all of the payment gateways, except CheckoutX because Checkout X does not send transaction_id PayPal, there is not enough information to send tracking.

If you have any problem using SyncTrack - Add tracking auto please do not hesitate to contact us at [email protected]_, our support team will make sure your problem is solved as soon as possible._

Updated on: 28/11/2024

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