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  • Getting Started

    I'm getting started with building a really simple form that just processes a single transaction with a single value- we're just charging a flat $20 for membership and need to capture contact information and process a credit card.

    I've read through the API documentation and have never really worked with posting XML through PHP, but there are a couple of things that jump out automatically that I believe I'm missing.

    We do not have an 'API' tab in our login system- so I don't have an Account GUID, nor do I have an API ID. Any help with this- or help with some PHP to XML basics with regards to this API and our needs would be great.

    Thanks,

    Brad

  • #2
    API Information

    Brad,

    What is your organization ID (Account #) so I can locate your account. API information is set automatically so I need to see if your account has that enabled.

    Are you aware of the basket system?

    https://co.clickandpledge.com/basket...0&B=Membership

    Read more about the basket system:

    Simple Basket

    the above will do what you want to do without any API.

    Regards,
    The Support Department
    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
      Our account number is: 14561

      We manage the account for the client and need to implement a branded form and therefore cannot use the basket system. We need it to be transparent and just use Click and Pledge as the processor.

      We manage other accounts through Click and Pledge and when clicking on the 'account info' tab of those accounts have an 'API' tab that shows me all the needed information.

      I've hired a developer to build the form for me, but I'll need the above info to make it all work obviously.

      Thanks for the Saturday reply!

      Comment


      • #4
        API Activated

        Brad,

        The API is now activated for your account. Please check the tab and the info should be there.

        Let us know if we can be of more help.

        Regards,
        The Support Department.
        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
          You're amazing. Who knew other developer types worked on Saturdays?!

          Comment


          • #6
            API Information

            Who knew..!

            We are working on the reporting services .. will be announced soon.

            We have a sample PHP program .. make sure to download it and use it to get you started.

            https://developers.clickandpledge.co...ments/php1.htm

            Regards,
            The Support Department
            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
              Yeah, I noticed that when I attempted to tackle it myself. I'm going to look at the code that this programmer puts together to see if I can better understand it. I suppose I just don't have enough knowledge of PHP on that level to even understand what I'm looking at with the sample PHP program.

              I mainly develop the front side of things and incorporate with open source stuff like Wordpress.

              I would suggest that you release really simple forms that are already put together that you would basically just pop your account info into (the 4 different things the API requires I believe) and just embed the form into your website.

              This would allow people who just need a basic donation form built into a site the ability to style it appropriately while still gaining the benefit of all the other things that Click and Pledge offers on the back side. Looking at the sample PHP application I can't really correlate what is there against a form that validates name, address, phone and credit card information.

              Unfortunately this project has to be done for Monday morning, but I'll definitely be diving into more in-depth PHP development soon I suppose.

              Comment


              • #8
                API Samples

                Brad,

                The API was announced last month and there are a large number of widgets being designed that take advantage of the API. They are not done yet but are close to the testing phase.

                API's, in general, are designed for programmers to do whatever they need to do with it. I agree with your idea and it is exactly what is being done but it won't be done by Monday.

                The challenge with your idea is that no matter what we do with a "simple" form one organization will need more. The API is designed to make the system truly flexible so you can do whatever you want.

                We will make announcements in this forum for the widgets as they become available. If you are interested in beta testing please let us know.

                Regards,
                The Support Department
                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
                  Urgent Help Needed

                  I'm unable to have anyone at Click and Pledge answer the phones this morning. I really need to have the API for our account mentioned in this thread taken out of 'Test' mode into a production state.

                  The page our program is on: https://www.ffcoalition.com/pages/co...ons/index.html

                  Please let me know something as soon as possible as this needs to go out today.

                  Thanks,

                  Brad

                  Comment


                  • #10
                    API Activation

                    Brad,

                    The system shows that your API account is active.

                    If our support engineers are on the phone the system will take message. It is best to leave a message and your call will be returned.

                    Better than phone in these cases, is the email support- send an email to [email protected] for such issues. It will be acted on when received.

                    If you are having issues please let us know.

                    Regards,
                    The Support Department.
                    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
                      The new FaaS service will help

                      You may want to look into the new FaaS service.

                      It is an extremely easy way to process forms without any need for programming.

                      Check it out at: https://developers.clickandpledge.co...ervicefaas.htm

                      We also have release a number of Silverlight forms that may be embedded in a form without any need for programming.

                      Review them here: https://developers.clickandpledge.co...eddedforms.htm

                      Let us know if you have any questions.
                      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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