{"id":70625,"date":"2025-08-11T10:00:00","date_gmt":"2025-08-11T09:00:00","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-create-bookings-from-a-paypal-activity-report\/"},"modified":"2026-06-30T11:52:02","modified_gmt":"2026-06-30T10:52:02","password":"","slug":"how-to-create-bookings-from-a-paypal-activity-report","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/how-to-create-bookings-from-a-paypal-activity-report\/","title":{"rendered":"How to create bookings from a PayPal activity report?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">To avoid having to manually enter every PayPal transactions, you can generate a PayPal activity report and import it into ChurchTools Finances under <em>&#8220;Bank Statements<\/em>.&#8221; This page describes the specific considerations you need to keep in mind when importing PayPal activity reports. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/using-bank-statements-well\/\" data-type=\"docs\" data-id=\"7162\">Here<\/a>, we&#8217;ll explain how to use bank statements in general. And <a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/how-do-i-create-bookings-from-bank-statements\/\" data-type=\"link\" data-id=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/buchungen\/wie-erstelle-ich-buchungen-aus-kontoauszuegen\/\">here<\/a>, we&#8217;ll show you how to import bank statements and create transactions from them, or how to import bookings as a CSV file. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Download the activity report from PayPal<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">First, download the activity report from PayPal, which you can find at the following link: <a href=\"https:\/\/www.paypal.com\/reports\/dlog\">https:\/\/www.paypal.com\/reports\/dlog<\/a>. Alternatively, you can find it at: <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(1) <em>Activities<\/em><br><em>(2) Download button<br><\/em>(3) <em>Custom<\/em> &gt; <em>Activity Report<\/em> (under the <em>Activities<\/em> tab)<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2280\" height=\"642\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities.png\" alt=\"Screenshot Finances PayPal Activities\" class=\"wp-image-70639\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities.png 2280w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities-300x84.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities-1024x288.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities-768x216.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities-1536x433.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities-2048x577.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities-360x101.png 360w\" sizes=\"(max-width: 2280px) 100vw, 2280px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Userdefined-1.png\"><img decoding=\"async\" width=\"2052\" height=\"790\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Userdefined-1.png\" alt=\"Screenshot Finances PayPal Activities Userdefined\" class=\"wp-image-70646\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Userdefined-1.png 2052w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Userdefined-1-300x115.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Userdefined-1-1024x394.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Userdefined-1-768x296.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Userdefined-1-1536x591.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Userdefined-1-2048x788.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Userdefined-1-360x139.png 360w\" sizes=\"(max-width: 2052px) 100vw, 2052px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select &#8221; <em>All Transactions<\/em> &#8221; as the transaction type. The format must be <em>CSV<\/em>. You can choose any time period. ChurchTools Finances recognizes transactions that have already been imported. However, PayPal makes it easy for you by ensuring that the report includes only transactions <em>from the last download onward<\/em>.    <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then click on <em>&#8220;Create Report<\/em> &#8221; (4). Depending on the number of bookings, it may take a few minutes to generate the report. You can <em>download<\/em> the reports you&#8217;ve created from the &#8221; <em>Activity Reports<\/em> &#8221; table (5).  <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report.png\"><img decoding=\"async\" width=\"2230\" height=\"1016\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report.png\" alt=\"Screenshot Finances PayPal Activities Activity Report\" class=\"wp-image-70650\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report.png 2230w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report-300x137.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report-1024x467.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report-768x350.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report-1536x700.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report-2048x933.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report-360x164.png 360w\" sizes=\"(max-width: 2230px) 100vw, 2230px\" \/><\/a><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-text-color has-background has-link-color wp-elements-74648fa9a9506de5179716347194bc98 is-vertical is-layout-flex wp-container-core-group-is-layout-1ccdadb1 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#e7c000;border-left-width:0.5rem;color:#3f3400;background-color:#ffe5644d;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p class=\"wp-block-paragraph\" style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Pay attention to the format<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">Currently, only activity reports can be imported. Therefore, be sure to pay close attention to which file you create in PayPal. Otherwise, the import into ChurchTools will not work.  <\/p>\n<\/aside>\n\n\n\n<h3 class=\"wp-block-heading\">Required fields<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">PayPal offers many fields that can be exported as columns in the activity report. Not all of them are relevant to ChurchTools, but there are some that are necessary for the import into ChurchTools to work. The following fields <strong>must<\/strong> be included in the CSV file:  <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Date<\/li>\n\n\n\n<li>Description<\/li>\n\n\n\n<li>Gross<\/li>\n\n\n\n<li>Net<\/li>\n\n\n\n<li>Remuneration \/ Fee<\/li>\n\n\n\n<li>Fee<\/li>\n\n\n\n<li>Credit \/ Balance<\/li>\n\n\n\n<li>Transaction Code \/ Transaction ID<\/li>\n\n\n\n<li>Sender&#8217;s e-mail Address \/ From e-mail Address<\/li>\n\n\n\n<li>Name \/ Name<\/li>\n\n\n\n<li>Type<\/li>\n\n\n\n<li>Recipient&#8217;s e-mail address \/ To e-mail address<\/li>\n\n\n\n<li>Item Name \/ Item Title<\/li>\n\n\n\n<li>Item Number \/ Item ID<\/li>\n\n\n\n<li>Note \/ Remark<\/li>\n\n\n\n<li>Impact on Balance<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If any fields are missing, they can be added to the export under &#8221; <em>Adjust Report Fields<\/em>.&#8221; Alternatively, you can select all details to include them in the report. ChurchTools ignores any fields that are not needed during the import.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a490e8e7f00b&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a490e8e7f00b\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2268\" height=\"1412\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report_Adjust-Report.png\" alt=\"Screenshot Finances PayPal Activities Activity Report Adjust Report\" class=\"wp-image-70652\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report_Adjust-Report.png 2268w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report_Adjust-Report-300x187.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report_Adjust-Report-1024x638.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report_Adjust-Report-768x478.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report_Adjust-Report-1536x956.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report_Adjust-Report-2048x1275.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_PayPal-Activities_Activity-Report_Adjust-Report-360x224.png 360w\" sizes=\"(max-width: 2268px) 100vw, 2268px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">2. Import the report into ChurchTools<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can now import the CSV file you created into ChurchTool Finances under &#8221; <em>Bank Statements<\/em>.&#8221;  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you have never uploaded a PayPal activity report before, you will be prompted to select a cash account that does not yet have an account ID. If you upload another PayPal activity report, ChurchTools will recognize this and automatically select the correct account. <\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-1ccdadb1 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p class=\"wp-block-paragraph\" style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">You can also import multiple files at once as a ZIP file. It&#8217;s important that all files have the same format, bank account, and posting year.   <\/p>\n<\/aside>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Bank-statements_Import-statement.png\"><img loading=\"lazy\" decoding=\"async\" width=\"2108\" height=\"374\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Bank-statements_Import-statement.png\" alt=\" Screenshot Finances Bank statements Import statement\" class=\"wp-image-70655\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Bank-statements_Import-statement.png 2108w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Bank-statements_Import-statement-300x53.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Bank-statements_Import-statement-1024x182.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Bank-statements_Import-statement-768x136.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Bank-statements_Import-statement-1536x273.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Bank-statements_Import-statement-2048x363.png 2048w, https:\/\/churchtools.academy\/wp-content\/uploads\/2025\/08\/Finances_Bank-statements_Import-statement-360x64.png 360w\" sizes=\"(max-width: 2108px) 100vw, 2108px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">3. Transferring Money from PayPal to Your Own Account<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s important to note that when importing PayPal transactions, you should make sure to post debits through a money transit account. For example, if you transfer money from your PayPal account to your own checking account, you should not post the transaction directly to the checking account but first to a money transfer account. You can find more information about money transfer <a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/buchungen\/geldtransit-konten-geld-auf-eigene-konten-ueberweisen\/\" id=\"25846\">here<\/a>.  <\/p>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-79a8db7e wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Read more<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/how-do-i-create-bookings-from-bank-statements\/\" id=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/buchungen\/wie-erstelle-ich-buchungen-automatisch\/\">How to create bookings automatically?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-module\/buchungen\/geldtransit-konten-geld-auf-eigene-konten-ueberweisen\/\" data-type=\"docs\" data-id=\"25846\">How to record transactions between my bank and cash accounts (funds transfer)?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/using-bank-statements-well\/\" data-type=\"docs\" data-id=\"7162\">How to use bank statements in ChurchTools?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/how-to-enter-transactions-using-the-expert-view\/\" id=\"7185\">How to make bookings in the expanded view?<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>To avoid having to manually enter every PayPal transactions, you can generate a PayPal activity report and import it into ChurchTools Finances under &#8220;Bank Statements.&#8221; This page describes the specific considerations you need to keep in mind when importing PayPal activity reports. Here, we&#8217;ll explain how to use bank statements in general. And here, we&#8217;ll [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[439],"doc_tag":[],"knowledge_base":[224],"class_list":["post-70625","docs","type-docs","status-publish","hentry","doc_category-transactions","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"year_month":"2026-07","word_count":498,"total_views":"11","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Victoria Weidemann","author_nicename":"vweidemann","author_url":"https:\/\/churchtools.academy\/en\/author\/vweidemann\/"},"doc_category_info":[{"term_name":"Transactions","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70625","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=70625"}],"version-history":[{"count":14,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70625\/revisions"}],"predecessor-version":[{"id":70661,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70625\/revisions\/70661"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=70625"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=70625"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=70625"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=70625"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}