Adding Paypal Accounts

media_1512130097643.png

Now that we have permission set up within our Paypal Account.

We will need to add that account to PayKonect.

Under the Home menu item, click the Accounts button.

media_1485802188691-1.png

The Accounts dialog will be shown.

Click the Add button to create a new account.

media_1485802204888-1.png

Is Active – tells Paypal to search transactions for this account. If Is Active is turned off, Smartflo will bypass this account when it pulls in transactions.

Account Email – your Paypal email address.

Username – the API Username from the Paypal API Credentials setup.

Password – the API Password from the Paypal API Credentials setup.

Signature – the API Signature from the Paypal API Credentials setup.

Click Ok once you have everything filled out.

media_1485802276337-1.png

Managing Websites

media_1512128726969.png

Websites, ftp details and database can also be managed using the Website module.

Under Home, click the Websites button.

media_1507747523676.png

Clicking the New button will create a new website.

Double clicking a record will open an existing website.

Clicking the Toggle IsActive button will set the Is Active field on all selected websites.

media_1512129461396.png

Name – any name that you want to use. This is only for organizational purposes.

Url – the complete base url to your website. Example: http://profittigersystems.com

Host – your FTP host that we will use to connect to your website.

Username – your FTP username.

Password – your FTP password.

Port – the port we will use to connect to your website.

Please note: RapKonect requires FTP access to upload the API and RAP folders.

Adding Paypal Accounts

media_1512128650184.png

Now that we have permission set up within our Paypal Account.

We will need to add that account to RapKonect.

Under the Home menu item, click the Paypal Accounts button.

media_1485802188691.png

The Accounts dialog will be shown.

Click the Add button to create a new account.

media_1485802204888.png

Is Active – tells Paypal to search transactions for this account. If Is Active is turned off, Smartflo will bypass this account when it pulls in transactions.

Account Email – your Paypal email address.

Username – the API Username from the Paypal API Credentials setup.

Password – the API Password from the Paypal API Credentials setup.

Signature – the API Signature from the Paypal API Credentials setup.

Click Ok once you have everything filled out.

media_1485802276337.png

Overview

media_1512125405307.png

RAPKonect is your central hub to all your Rapid Action Profits installations.

Manage, Analyze and Report all of your Products, Sales and Affiliate Clicks.

RAP Legacy

media_1512128569779.png

 

Installs – the individual websites that has RAP installed.

Sales – retrieves all sales from sites that are active.

Products – retrieves all products from sites that are active.

Affiliates – retrieves all affilliate data from sites that are active.

Settings – stores settings for RAP installations.

Please Note: this is the legacy script and is no longer being sold. RAP Pro is the new script.

RAP Pro (Current)

media_1512128588346.png

RapPro Installs – the individual websites that has RAP Pro installed.

RapPro Sales – retrieves all sales from sites that are active.

RapPro Products – retrieves all products from sites that are active.

RapPro Affiliates – retrieves all affilliate data from sites that are active.

RapPro Settings – stores settings for RAP Pro installations.

Transaction Row Formatting

media_1512083919823.png

The Transaction Grid allows for some very customizeable formatting options.

media_1512083855390.png

You can highlight certain column cells that meet a specific condition using the Conditional Formatting menu.

To invoke this menu, right-click the column to which a formatting rule should be applied and select Conditional Formatting.

Available format rules are displayed when expanding the Conditional Formatting menu.

Different options are supported for different columns (depending on the type of data a clicked column displays

Highlighting Cells that Meet a Specific Condition

media_1450187113326.png

Choose the Highlight Cell Rules menu item.

Select the condition type. You can use one of the predefined conditions (the Greater Than…, Less Than.., Between… and Equal To… menu items), provide a custom condition (the Custom Condition.. item) or format cells that contain the specified text (Text that Contains…) or refer to a certain date interval(s) (A Date Occurring…).

media_1450187151500.png

Based on the selected condition type, an appropriate dialog window is invoked. You need to either enter a constant to be compared with the column’s values, or select desired check boxes related to dates, or construct a custom condition in the dedicated editor. After that, choose a format style in the dropdown list, and click the OK button. To apply formatting to an entire row instead of a single cell, select the corresponding check box.

Highlighting Top or Bottom Cell Values

media_1450187174744.png

Choose the Top/Bottom Rules menu item.

Select the rule type. You can highlight cells that contain the highest or lowest values (the Top 10%…, Bottom 10%…, Top 10 Items… and Bottom 10 Items… menu items), and values that are above or below the column’s average (Above Average and Below Average).

media_1450187204946.png

According to the selected rule type, an appropriate dialog window is invoked. Enter a cutoff value (where required), choose a format style in the dropdown list, and click the OK button. To apply formatting to an entire row instead of a single cell, select the corresponding check box.

Highlighting Unique or Duplicate Cell Values

media_1450187250425.png

Choose the Unique/Duplicate Rules menu item.

Select the rule type.

media_1450187280305.png

In the invoked dialog window, choose a format style in the dropdown list, and click the OK button. To apply formatting to an entire row instead of a single cell, select the corresponding check box.

Highlighting Cells Using Data Bars

media_1450187296329.png

A data bar fills a cell according to the ratio of the cell’s value to the highest and smallest column values. A longer bar corresponds to a higher value, and a shorter bar corresponds to a lower value.

To apply a data bar format, do the following

  1. Choose the Data Bars menu item.
  2. Select the bar style format. Solid bars and bars with gradient fills are available in various colors.

Applying Color Scales

media_1450187351860.png

This format shows data distribution and variation using color scales. A cell is filled with the background color that is calculated according to the ratio of the cell’s value to the highest and smallest column values. A two-color scale specifies two colors, which represent the minimum and maximum column values. Cell values residing between the minimum and maximum values are painted using a shade of these colors. A three-color scale additionally defines a color for the middle value and so, uses a gradation of three colors.

Choose the Color Scales menu item.

Select one of the predefined two or three-color scales.

Highlighting Cells Using Predefined Icons

media_1450187399730.png

Icon sets allow you to classify column values into several ranges separated by threshold values, and display a specific icon in a column cell according to the range to which this cell value belongs. In the Positive/Negative group, the available icon sets divide column values into three ranges: positive values, negative values and values equal to zero.

Choose the Icon Sets menu item.

Select one of the predefined icon sets.

Deleting Rules

media_1450187440618.png

If you have already applied one or more rules to columns, the additional Clear Rules item is displayed at the second level of the Conditional Formatting menu.

You can do one of the following.

  1. To delete conditional formatting rules from the target column, click the Clear Rules from This Column menu item. If the column has no rules applied to it, this item is not shown.

  2. To delete formatting rules from all columns, click the Clear Rules from All Columns menu item .

Paypal Transactions

Due to the poor construction of Paypal’s api, the retrieval process can not only be combersome but also very slow.

PayKonect stores all transactions locally to reduce the impact of Paypal’s slow api.

This allows you immediate access to transactions in both Dashboards and Reports.

media_1512083182041.png

Under the Home menu item, click the Transactions button.

media_1512083379007.png

A list of all previously search transactions will appear.

If there are no transactions, the Search dialog window will display allowing you to search Paypal.

Search Dialog

media_1485844750383.png

Start Date – this is the starting point of the search and is mandatory.

End Date – this is the end point of the search and is mandatory.

Payer Email – search will look for transactions with a payer email if added.

Item Number – search will look for a Item Number if added.

Transaction Id – search will look for a Transaction Id if added.

Transaction Status – the status of the transaction which includes None, Pending, Processing, Success, Denied, Reversed.

Transaction Type – the type of the transaction which includes All, Sent, Received, MassPay, MoneyRequest, FundsAdded, FundsWithdrawn, PaypalDebitCard, PrimaryDebitCard, SecondaryDebitCard, Referral, Fee, Subscription, Dividend, BillPay, Refund, CurrencyConversions, BalanceTransfer, Reversal, Shipping, BalanceAffecting, ECheck.

Invoice Id – search will look for an Invoice Id is added.

Synchronization Transactions

media_1512083348046.png

Since PayKonect stores search results for fast and easy access, you will want to synchronize current transactions with PayKonect local transactions.

Click the Sync Transactions window to bring up the Search Dialog.

PayKonect will connect to Paypal and bring back all transactions that fit your search criteria.

All transactions that already exist within PayKonect will be updated.

All transactions that don’t exist will be added.

Dashboards and Reports will use the locally cached transactions.

Overview

media_1512082859622.png

PayKonects allows you to search Paypal, based on several criteria, and use that data to visualize important metrics in Dashboards and Reports.

Migrating To Other RAP Pro Install

media_1512075730241-1.png

You are able to migrate RAP Pro products, sales, and affiliate data to the a different RAP Pro installation.

Under Services, go to the RAP section and click the RAP Pro Installs.

media_1512075389290-1-1.png

Select the RAP Pro Install that you want to migrate to another RAP Pro site.

media_1512075400636-1-1.png

Click the Migrate Site under the Settings section.

media_1512075418583-1-1.png

Select the RAP Pro Install that you want to migrate too.

media_1512075434719-1-1.png

Select the Product you want to migrate over.

Only the sales and affiliate data that corresponds to selected Products will be migrated.

Click the Ok button to start migration.

Migrating Legacy RAP

media_1512075373715.png

You are able to migrate older RAP products, sales, and affiliate data to the newer RAP Pro installations.

Under Services, go to the RAP section and click the Rap Installs (Legacy).

media_1512075389290.png

Select the RAP Install that you want to migrate to a RAP Pro Installation.

media_1512075400636.png

Click the Migrate Site under the Settings section.

media_1512075418583.png

Select the RAP Pro Install that you want to migrate too.

media_1512075434719.png

Select the Product you want to migrate over.

Only the sales and affiliate data that corresponds to selected Products will be migrated.

Click the Ok button to start migration.