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  • not posting transactions to SF

    A couple of weeks ago I had occasion to change my security token in SF. After that, I got a few copies of receipts for payments. When I had a moment I went into SF to accept the temporary contacts as I've been doing for months. THey weren't there.

    I realized that I hadn't changed the SF security token in C&P so I did that and the update was confirmed. Ok, I thought, now the payments will be connected properly again. And they may be. Haven't had any further ones to check THAT.

    I did a standard report in C&P to pick up the missing payments and import into SF. Downloaded it, verified that they were indeed the missing payments, and used the C&P uploader to read them into SF. And got the message
    Sorry but the records in the import file are duplicates of the existing records.. but I can find no record of them in the C&P records.


    what happened? how do I find them?

  • #2
    Good day @briegull,

    Please verify what version of PaaS you are using?

    Also to post transactions that have failed you may want to read this article: http://forums.clickandpledge.com/con...-to-Salesforce

    When duplicates are being report it means the XML is already in the system and if you are not seeing the transaction then 2 issues may cause this:
    1. An error has occurred when the transaction was being processed. You may see this in the C&P Data - read this: http://forums.clickandpledge.com/con...rce-Error-Logs
    2. The transaction has processed successfully but the contact is in the Temporary Contact. When a contact is the Temporary Contact, the transaction record will not create since the system does not know to whom should the transaction be assigned to. Please visit the Temporary Contact tab & see if the transaction is there.
    Please let me know if the above resolves your issue. If you still have problem we will need access to your account so we can review your setting. Please see the following for instructions on how to give us access: http://forums.clickandpledge.com/showthread.php?t=1065

    Looking forward to hearing back from you.
    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
      Look, there are only half a dozen records that haven't imported. I don't know why they didn't; when I try to import them (after having exported them from C&P) I get the message that importing them would lead to duplicates. Nothing shows up in temporary contacts. I'll go ahead and put them in manually. But I still don't know how they are apparently imported but invisible.

      Comment


      • #4
        Good day @briefull:

        Please grant access to our team so we can review your account. In my last post I requested access so we can review what is going on.

        Please see the following link and let us know when we you have granted access so we can review it.

        http://forums.clickandpledge.com/content.php?r=224-Salesforce-Error-Logs

        Looking forward to hearing back from you.
        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
          I granted access (and replied to your email) yesterday.

          Comment


          • #6
            Good day @briegull:

            We have searched and can't find any login access with your information:
            • Click & Pledge Account Number: 23827
            • Organization's name: Monhegan Museum
            • Salesforce OrgID: 00DA0000000Jp9d

            We have reviewed and can't see login access given to us. We don't have access to this account.

            Please review it and give us access so we can move forward.
            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
              Wrong account. I should have specified. It's MONHEGAN ASSOCIATES, INC. C&P # 2382723827

              Comment


              • #8
                Good day @briegull:

                Click & Pledge account numbers are 5 digits. Please login to the administrative portal and click on Account Info > Profile. The account number is at the top of the Profile section.

                Please also tell us the Salesforce Organization ID so we can locate your account.
                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
                  Good day @briegull;

                  Would you please let me know which dates you are having issue with? We don't want to download all records and find out which one is causing an issue. If you can also give us the order numbers or the dates that you wish to import we can go ahead & import it.

                  Looking forward to hearing back from you.
                  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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