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PalSync security and data access

How access is scoped and how to operate PalSync safely.

Written by Mike Hammon

Access is delegated, scoped, and revocable

PalSync uses Shopify authorization for the store context and PayPal authorization for transaction, tracking, and dispute operations. A merchant signs in directly at PayPal; PalSync does not need the merchant's PayPal password.

Dispute actions remain case-scoped

Annotated Accept claim dialog showing the financial-impact acknowledgement
  • PayPal supplies the actions currently allowed for that exact case.

  • PalSync validates the selected response against the latest stored PayPal case snapshot.

  • Assisted monitoring can refresh state and deadlines, but automation cannot bypass the merchant-approval gate.

  • Money-moving or case-resolving actions display an explicit impact warning and acknowledgement before final submission.

  • Repeated identical requests use idempotency controls; an unresolved prior intent can require support reconciliation before another response is sent.

Account disconnection

Disconnecting a PayPal account deactivates its authorization and clears stored access and refresh credentials for new work. PalSync preserves existing disputes and their audit history. Re-authorize the payer before expecting new sync or case refresh activity.

Safe diagnostic data

Support can work effectively with the Shopify store domain, order number, PayPal transaction ID, dispute ID, timestamps, carrier text, PalSync status, request ID, and a redacted screenshot.

Never send

  • Passwords, one-time codes, private API keys, OAuth tokens, or session cookies.

  • Full payment-card data or bank credentials.

  • Unredacted identity documents or unrelated customer personal data.

  • Evidence files that are not required for the active PayPal case.

Remove access when ownership changes or the integration is no longer used. Limit Shopify staff permissions so only authorized operators can connect accounts or submit dispute responses.

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