Sync PayPal transactions directly into Dynamics 365 financials and automate payment reconciliation across your ERP. Stop manually exporting CSVs, matching payments to invoices, and chasing down transaction details between systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Every PayPal payment, refund, and fee flows into Dynamics 365 as properly coded journal entries. Redbird maps transaction types to your chart of accounts, applies the correct cost centers, and maintains audit trails without manual data entry.
Automatically match incoming PayPal transactions to open invoices and sales orders in Dynamics 365. Redbird reconciles payment amounts, updates AR balances, and flags discrepancies for review, eliminating hours of manual payment matching.
When vendor payments are approved in Dynamics 365, trigger mass payouts through PayPal automatically. Redbird validates vendor PayPal accounts, handles currency conversions, and syncs payout confirmation back to your ERP for complete payment tracking.
Append PayPal payment patterns, dispute history, and lifetime transaction value directly to customer records in Dynamics 365. Finance and sales teams see complete payment behavior without switching between platforms.
When a dispute or chargeback occurs in PayPal, automatically notify finance teams and adjust revenue recognition in Dynamics 365. Redbird creates reversing entries, updates forecasts, and documents the dispute reason for accounting review.
Build unified financial reports that show Dynamics 365 invoicing alongside PayPal transaction volume, fees, and settlement timing. Redbird reconciles the two systems, calculates effective payment costs, and surfaces cash flow insights across your entire payment stack.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and PayPal with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands both Dynamics 365's financial data model and PayPal's transaction structure, so your payment data syncs accurately without custom field mapping.
Redbird maps PayPal transaction types to Dynamics 365 journal entry categories, recognizes how payment fees should be coded against your chart of accounts, and handles multi-currency settlements across both systems. The AI understands the difference between PayPal's gross and net amounts, applies the correct AR offsets when reconciling invoices, and maintains compliance with your revenue recognition policies. No need to build complex lookup tables or maintain brittle field mappings.
faster than exporting PayPal CSVs and importing to Dynamics 365 manually
Redbird can pull from Dynamics 365 and PayPal simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Dynamics 365 or PayPal.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Dynamics 365 into PayPal, or from PayPal back into Dynamics 365. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start workflows from any payment event in PayPal or financial update in Dynamics 365, and automate actions across both systems.
Trigger when a new sales order is entered or an existing order changes status in Dynamics 365.
Trigger when an invoice is finalized and posted in Dynamics 365 financials.
Trigger when a payment batch to vendors passes approval workflow in Dynamics 365.
Post a journal entry to the general ledger with line items, dimensions, and cost center coding.
Mark invoices as paid and update accounts receivable balances for specific customers.
Append transaction notes, payment references, or dispute details to customer records.
Trigger when a customer completes a payment through PayPal for any invoice or transaction.
Trigger when a refund is processed in PayPal, either partial or full transaction reversal.
Trigger when a customer opens a dispute or their bank initiates a chargeback against a transaction.
Send a payment to a vendor or partner using PayPal's mass payout functionality.
Create and send a PayPal invoice to a customer with line items and payment terms.
Pull complete transaction history, fees, and settlement data for reconciliation or reporting.
Stop manually reconciling PayPal payments in Dynamics 365. Redbird syncs your payment data, automates reconciliation, and keeps your financials accurate in real time.