How to switch payment integration?

  • AccountingGO
    Asked on July 17, 2025 at 4:20 PM

    I am not getting to completion. There are not 3 dots to select next to paypal standard.

    I try to add new payment method in the form payment under manage connections and login to paypal doesn't complete.

    need help thank you

  • Podo: Support AI Agent
    Replied on July 17, 2025 at 4:20 PM

    Hi Maria,

    Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

    It seems you're having trouble switching your PayPal connection because the three dots next to PayPal Standard are missing, and logging into PayPal to add a new payment method isn't completing.

    Let me help you with that:

    1. Check if your form is using the PayPal Standard integration or another PayPal gateway, as some gateways may not show the three dots.
    2. Try removing the existing PayPal Standard payment field and adding a new PayPal payment integration from the Payments tab.
    3. Ensure your PayPal login credentials are correct and that there are no pop-up blockers or browser extensions interfering with the login process.

    If the issue persists, please provide more details about your form and the exact steps you're taking.

    Give it a try and let us know how it goes.

  • Mikhail JotForm Support
    Replied on July 17, 2025 at 5:07 PM

    Hi Maria,

    Can you send me the link to your form so I can take a look at it for you? If you can take a screenshot of what’s happening, that will help us to better understand what’s going on. We have a guide about how to do that here

    Since you have reusable payment connections, the interface is a little different. Here's how to change the Payment Integration on your form:

    1. In Form Builder, click the Card icon while your Product List is selected. How to switch payment integration? Image 1 Screenshot 50
    2. Click the Plug icon from the Payment Properties.
    3. Click on Add New Connection. How to switch payment integration? Image 2 Screenshot 61
    4. Select the Payment Processor, then click on Next. How to switch payment integration? Image 3 Screenshot 72
    5. Add the connection name, and authenticate your payment gateway. How to switch payment integration? Image 4 Screenshot 83

    We also have a guide about How to Add and Manage Reusable Payment Connections that you can check out.

    Once we hear back from you, we'll be able to move forward with a solution.

  • AccountingGO
    Replied on July 17, 2025 at 5:30 PM
    Please see attached email.
    ...
  • Ronald JotForm Support
    Replied on July 17, 2025 at 6:23 PM

    Hi Maria,

    Unfortunately, I couldn't see the attachment you shared on my end. Can you try to send it again? You can copy and paste the content if it's a text. If it's a screenshot, let me show you how to post a screenshot to our Help Center:

    1. On the Help Center page, scroll down to the Your Answer section and click on the Image icon.

    2. Drag and drop your image into the Upload box, or click on it and select your file.

    3. Then, click on the Add button in the bottom-right corner of the window.

    How to switch payment integration? Image 1 Screenshot 30

    4. To resize it, click on your screenshot and then click on one of the boxes in the corners, and drag it inward.

    5. Once you're finished, click on the Post Answer button at the bottom right of the Your Answer section.

    How to switch payment integration? Image 2 Screenshot 41 That's it. Once we hear back from you, we'll be able to help you with this.

  • AccountingGO
    Replied on July 18, 2025 at 9:15 AM
    Hi, when trying to follow the instructions on snip #1, we get the results on snip #2:
    Snip #1):
    [cid:image001.png@01DBF7BB.94473040]
    Snip #2:
    [cid:image002.png@01DBF7BB.94473040]
    ...
  • Jonathan JotForm Support
    Replied on July 18, 2025 at 9:25 AM

    Hi Maria,

    Unfortunately, we're still not able to view your attached screenshot. It seems you're replying within the email instead of the thread. Could you try replying by clicking on this thread link? After you've opened the thread, you can upload the screenshot. Let me show you how:

    1. On the Help Center page, scroll down to the Your Answer section and click on the Image icon.

    2. Drag and drop your image into the Upload box, or click on it and select your file.

    3. Then, click on the Add button in the bottom-right corner of the window.

    How to switch payment integration? Image 1 Screenshot 30

    4. To resize it, click on your screenshot and then click on one of the boxes in the corners, and drag it inward.

    5. Once you're finished, click on the Post Answer button at the bottom right of the Your Answer section.

    How to switch payment integration? Image 2 Screenshot 41

    That's it. Give it a try and let us know if you need any more help.

  • Maria Favela
    Replied on July 18, 2025 at 9:30 AM

    Hi, when trying to follow the instructions on snip #1, we get the results on snip #2:

    Snip #1):

     How to switch payment integration? Image 1 Screenshot 20

  • Maria Favela
    Replied on July 18, 2025 at 9:30 AM

    Snip #2:

    How to switch payment integration? Image 1 Screenshot 20

  • John JotForm Support
    Replied on July 18, 2025 at 10:06 AM

    Hi Maria,

    The error message you shared looks like a loading issue in Form Builder. If this is the form you're working on, I saw that you're able to switch from PayPal Standard to PayPal already. Just reload the form on your browser and start connecting it with your PayPal account. Let me show you how:

    1. In Form Builder, click on the Credit Card icon on the right side of the page.

    2. In the Payment Properties menu, click on the Plug icon.

    3. In the window that opens, enter a connection name you want to use.

    How to switch payment integration? Image 1 Screenshot 30

    4. Next, click on Connect with PayPal. Here I'm using a sandbox (test) account, but the process will be the same when connecting to a live account.

    5. In the window that opens, log into your PayPal account and complete the authentication.

    6. Once authenticated, click on Save, then select the payment connection you just added.

    7. Click on Use, and you're done.

    How to switch payment integration? Image 2 Screenshot 41 And that's it. If you're still having issues connecting your PayPal account, you can take a screenshot of what’s happening and send it to us, so we can take a closer look. We’ve got a guide here that’ll show you how to do that.

    Give it a try and let us know if you need any more help.

Your Reply