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Directing payments to multple bank accounts

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  • Directing payments to multple bank accounts

    We (https://www.santafeyouthworks.org) are using C&P integrated with Salesforce to handle donations, funds flow through TSYS to a local credit union account. We are starting up a social enterprise where we are selling services and would like to use Salesforce as it was originally intended, to handle sales. It all looks good until we come down to the on-line payments. We have one account for donations and a separate account for sales at the credit union. It would be nice to have a field on the form that directed the funds to one or the other of these two accounts. Is there a way to do this? Would we need two completely different C&P/TSYS accounts?
    Fred

  • #2
    A C&P account only deposits to a single NPO bank account. You can certainly open a second C&P account, but you would be managing that second account separately and logging into it separately, and would need to keep that in mind in creating your processes for managing your transactions.

    You can have both accounts post to the same Salesforce instance. Your second account would use what is called a "Shared" Connection type, as described in Connect: Third Party Integrations
    Last edited by CnP.LiveSupport.AB; 02-20-2019, 08:45 AM.
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