DigMyData lets you monitor your revenue and specific transactions from your PayPal account. This includes the date, amount, status, email address, phone number and shipping address information of a single transaction.
Tracking transaction history will display the following results:
Go to Settings | Paypal in DigMyData.
Click the Connect to PayPal button. You will be redirected to the PayPal login page.
Login to your PayPal account.
PayPal will prompt you with the following screen:
DigMyData will only get the transaction details and history information from your PayPal account and will only have read access to the selected PayPal resources.
Click the Grant Permission button to allow access permission.
You will be automatically redirected to the DigMyData Paypal settings page.
In the Account field, clicking the Disconnect text link disconnects the currently configured PayPal account and gives you the option to change to another PayPal account.
Set the currency on the Currency dropdown list to your desired format. Default is in US Dollar.
Setting a transaction filter is optional. DigMyData will search your PayPal transaction history based on the criteria set in the filter. If a filter is not set, PayPal reads all data from the transaction history.
Click the Update button to finish the setup and start tracking your PayPal revenue.
For first time PayPal configuration, the following page will be displayed:
You will be redirected to the DigMyData DeepView after a few seconds. You may also click the Take me to the Chart! button to be taken immediately to the DeepView chart with the Revenue line displayed.
In the example below, the PayPal revenue data line is shown. This lets you see how the line changes over time.
You can configure PayPal transaction filters in DigMyData settings to track only the transactions defined in the search criteria. Create multiple transaction filters to display different types of PayPal Revenue data lines.
Clicking the Filter transactions for new lines link will show the filters configuration table:
Enter a descriptive name for this search filter. For newly added filters, this field cannot be blank.
To email address
Enter the email address of the transactions you wish to track.
Item description contains
Enter a word or group of words to search transactions with the item title containing this text.
To add another filter, click the button.
To delete a filter, click the button. This button does nothing when no filters are configured.
In the above example, the filter uses the criteria set in the Item description contains column to look for records in the PayPal transaction – Item Title field.
The first item under Item description contains column contains more than one word. This will search for records in the transaction history that contains both the words macbook and tv.
On the second row, the search criteria are enclosed in quotation marks. This will search for records in the transaction history that contains the exact order of words as defined in the filter.
In the example below, both the Total PayPal revenue data line and the Macbook PayPal Revenue line (filter) is shown.
Clicking a point on the data line displays the details at the bottom of the chart.
Go to the DeepView chart and show the PayPal – Total Revenue data line then click a point on the data line.
Group related rows by selecting a preset category on the Group By dropdown list. Select None from the list to show all the details from the selected point on the data line (default). Otherwise, select Payer to group data point details according to the corresponding Payer category.
To show only the desired data point details, enter a word or group of words in the Filter field then press the [Enter/Return] key. In the example below, only filtered data point details are displayed.
Clicking at the right side of the Filter field removes the applied filter.
Clicking at the upper right corner of the data point details frame hides this frame.