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Pushing Gravity Forms Entries through C&P

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  • Pushing Gravity Forms Entries through C&P

    I'm not sure if this is possible.

    I realized that the C&P feed was deleted from one of the Gravity Forms that was accepting donations.

    There have been three donations that were "submitted" through the site, but do not appear is C&P (obviously because the feed was deleted).

    Is there a way to push this info that is sitting in Gravity Forms to Click and Pledge? Please let me know.

    Thanks,

    Sara

  • #2
    Good day Sara,

    Please see: http://help.clickandpledge.com/custo...th-salesforce-

    Please let us know if this solves your issue.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      No, unfortunately it doesn't.

      Comment


      • #4
        Good day!

        It should. Are you asking how to push the data that was not posted to Salesforce back to Salesforce? If you are missing transactions in Salesforce then you can push it back to Salesforce.

        Perhaps I am not understanding your question - please elaborate further.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          No. I was asking about Gravity Forms C&P Plug-in for our Wordpress site.

          "Is there a way to push this info that is sitting in Gravity Forms to Click and Pledge?" was my original question.

          I have transactions sitting in Gravity forms that have not been processed through C&P and, therefore, into Salesforce.

          Comment


          • #6
            Good day!

            If a transaction is not in Salesforce & is in GravityForm then it is in Click & Pledge. When a transaction posts to C&P we post it to Salesforce. If your Salesforce is not connected then we cannot push it to Salesforce. Please note that GF does not post to Salesforce it is C&P that posts to Salesforce.

            If you are missing transactions that are in GF and not in Salesforce then go to Connect and follow the instructions I sent earlier. Through Connect you can push them back to Salesforce.

            Hope that helps.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              The transactions do not appear in Click and Pledge, I went through that process and checked for the transactions and verified that the systems are connected.

              Comment


              • #8
                Good day!

                Unfortunately if your transactions did NOT post to Click & Pledge then we cannot push them to Salesforce. GravityForm is not connected to Salesforce independently - it is connected through us.

                The only solution is to enter the transactions manually through the Salesforce Virtual Terminal using the Custom Payment Type. Custom Payment Type allows you to enter values in Salesforce without processing the payment.

                Hope that answers your question.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment


                • #9
                  All the info is sitting in Gravity Forms. Is there not a way to push it to Click and Pledge?

                  Comment


                  • #10
                    Good day!

                    No- GravityForm <> Click & Pledge integration is real-time. When a form posts to Click & Pledge it is in real-time meaning nothing saved posts to us. This is to ensure people do not use credit card information, etc. and then post to us. We need to ensure we are only dealing with live data and not saved data.

                    At this time if data is not posted to us in real-time it cannot post to us.

                    Sorry for not having good news.
                    Regards,
                    Click & Pledge Support Department

                    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                    Join us @ the educational webinars: https://clickandpledge.com/webinars/
                    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                    Comment


                    • #11
                      How can I test to make sure it is working now? When I try to run a test transaction it doesn't work.

                      Comment


                      • #12
                        Good day @innamo,

                        It may be best if we review your installation and configuration.

                        Please submit a support ticket at http://help.clickandpledge.com with FTP and admin login details as well as the website URL so we can review your entire configuration.

                        Do not post that information to the forum as this is a public forum. Once we have the information in the support we will review & post the reply here.
                        Regards,
                        Click & Pledge Support Department

                        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                        Join us @ the educational webinars: https://clickandpledge.com/webinars/
                        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                        Comment


                        • #13
                          Good day!

                          We fixed your issue. The following summarizes the problem:

                          Click image for larger version

Name:	GF-payment.jpg
Views:	16
Size:	74.4 KB
ID:	19314


                          The conditional payment works with the following 3 texts - please note that we are hacking GravityForm to do what it is not designed to do. A number of hacks are a bit strict:
                          • payment method
                          • select payment type
                          • select payment method
                          Any of the 3 options listed will work. We changed the text and it should work now.

                          Please test it and let us know if you still have problem.
                          Regards,
                          Click & Pledge Support Department

                          On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                          Join us @ the educational webinars: https://clickandpledge.com/webinars/
                          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                          Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                          Comment

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