Give your donors more payment options with the PayPal & Venmo add-on. When you enable this add-on in Bloomerang CRM, PayPal and Venmo buttons appear on your online giving forms. Donors can make one-time donations and pay with any method saved to their PayPal or Venmo account.
This article explains how to enable the PayPal & Venmo add-on, fix incorrect or outdated bank or Stripe information, and submit additional documentation that PayPal might require. To understand how the add-on works, read About PayPal and Venmo.
Note: Donors can use PayPal and Venmo to pay for one-time donations, but not for recurring donations or pledges. For information about recurring donations in existing PayPal accounts, view Existing PayPal Accounts.
Before You Begin
Before you enable the PayPal & Venmo add-on:
Connect to Bloomerang Payments. The PayPal & Venmo add-on is available exclusively for customers who use Bloomerang Payments to process transactions.
Gather your organization’s bank information. You must enter this information when you enable the PayPal & Venmo add-on. Bloomerang CRM sends this information to PayPal for verification. Bloomerang CRM does not store your bank account information.
PayPal takes one to three business days to verify your information. In some cases, PayPal might require more information to verify your organization. You must upload all additional documents that PayPal requests.
Enable the Add-On
To enable the PayPal & Venmo add-on:
Select Settings.
Select Payments.
In the PayPal & Venmo section, click Connect.
Click Accept Terms.
Review your information, which comes from your Stripe account.
Important: Make sure the account details in Stripe match your administrator's legal information rather than your organization’s information. We use this information to verify your administrator as an individual representing your organization.To correct any information:
Click Stripe Account.
A Stripe Express page opens. Stripe automatically texts a code to your mobile phone number.Enter the six-digit code that Stripe texted to your mobile number.
Your Stripe Express account page opens.Make corrections to your information.
Important: Make sure the account details in Stripe match your administrator's legal information rather than your organization’s information. We use this information to verify your administrator as an individual representing your organization.Click Continue.
Return to Bloomerang CRM and repeat Steps 3 through 5.
If the SSN text box is empty, enter the last four digits of the administrator's Social Security number. You must do this if the Stripe account does not include a Social Security number.
Click Next.
From the Business Account Type list, select Checking or Savings.
Enter the Business Routing Number.
Enter the Business Account Number.
Verify, edit, or enter your Business Website. If your organization does not have one, you can use a social media page like your Facebook or LinkedIn URL.
Click Submit.
Next, PayPal verifies your information. In Bloomerang CRM, you can view the verification status.
View the Verification Status
To view the verification status, go to Settings > Payments. The status appears in the PayPal & Venmo Add-On section.
PayPal emails you when the status changes for these reasons:
PayPal requires more documents to verify your identity
PayPal successfully verified your identity
This table explains each status and what to do.
Status | What It Means | What to Do |
Pending | This is the initial status that appears right after you enable the add-on. | Wait for a response from PayPal. While you wait:
Note: In some cases, you might see this message: We couldn’t verify your account. In Stripe, please make sure the account details match your admin’s personal information rather than your organization’s information. Read about how to resolve this issue. |
Additional Info Required | PayPal requires more information to verify your data. | In Bloomerang CRM, look to see which documents that PayPal requires. We’ll also email you this information. Next, upload the required documents. For instructions, view Upload Additional Information. |
Connected | PayPal approved your request to use this add-on and emailed you to let you know. | If you haven't already, verify that PayPal and Venmo buttons now appear on your online giving forms. When the buttons appear, donors can pay for one-time donations with PayPal or Venmo. If you have a custom self-hosted form, and the buttons don’t appear, regenerate the form code and copy the code to your website. You can always update the account information that you sent to PayPal. |
Update Account Information (Bank, Social Security, Address, Phone)
When the status is Pending or Connected, you can update the account information you previously sent to PayPal.
in Bloomerang CRM, you can update the administrator's bank account information (routing number, account number, and website), or enter the last four digits of your social security number. For instructions, read PayPal & Venmo Add-On: Update Account Info (Bank Account and Social Security Number).
To update the administrator's legal address, phone number, or full social security number, you must sign in to Stripe. For instructions, read Update Your Stripe Information When We Can’t Verify Your Account.
Upload Additional Information
In some cases, PayPal requires more information to verify a business. You might need to upload one or more documents that show proof of business address, identity, existence, Social Security Number, Individual Taxpayer Identification Number, or other information that PayPal requests.
Upload all required documents in Bloomerang CRM. Make sure each file is 16 MB or less in size.
To submit documents required by PayPal:
Select Settings.
Select Payments.
In the PayPal & Venmo section, click Select File.
Find the file on your computer.
If PayPal requires more than one document, repeat Steps 2 and 3 for each required document. You must upload all required documents before you can click Submit.
Click Submit.
Bloomerang CRM sends the documents to PayPal and the status changes to Pending.
PayPal and Venmo Buttons on Online Giving Forms
When the verification status is Pending or Connected, PayPal and Venmo payment buttons appear automatically on:
New and existing online giving forms hosted by Bloomerang CRM
New and existing online giving forms hosted by Bloomerang CRM that you embed on your website. To embed the form, you copy a short JavaScript snippet from Bloomerang CRM and paste it to your web server.
If you have existing custom self-hosted forms embedded on your website, you must complete an additional step after PayPal verifies your information: Regenerate the form code and copy the code to your website.
When the buttons appear on your forms, donors can now pay for one-time donations with PayPal or Venmo.
Note: While the status is Pending, you can accept up to $500 in payments from PayPal and Venmo combined. After the status changes to Connected, this limit no longer applies.
Disable the PayPal & Venmo Add-On
To disable PayPal & Venmo add-on, you must email [email protected].
Note: If you disconnect the Bloomerang Payment processor, the PayPal & Venmo add-on automatically disconnects, and PayPal & Venmo no longer appear as payment options on Bloomerang forms.