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  • Test Checkout page stopped posting to Salesforce

    Hi - something occurred today and my test checkout page is not posting the transaction to my SFDC NPSP org. Upon a test transaction submission I "do" get both the "Thank you! Your payment has been submitted for processing and you will receive an email confirmation shortly" PLUS an email confirmation with PDF. I have looked for it in C&P Temporary Contact, C&P Data, C&P Transactions, plus global SFDC search but nothing! Is there a an error log that I can trace the issue? Any other suggestions?

  • #2
    Good day!

    Sorry - somehow this post was not picked up by our team. I hope the issue has been resolved by now.

    The scenario you are describing is primarily due to an expired password or change of token. It is always best to test the connection first before exploring other options.

    http://forums.clickandpledge.com/con...-to-Salesforce

    Please follow the steps show above & summarized below to verify the connection:
    1. Login to the administrative portal (https://portal.ClickandPledge.com)
    2. Click on Account Info
    3. Click on 3rd Party
    4. Click on Salesforce
    5. Click on Verify and check the resulting message. Does it verify?
    Click image for larger version

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    When transactions post to Salesforce they always post to the C&P Data tab as an XML post. Check if the transaction is in the C&P Data tab. If so open the transaction and scroll to the bottom and check for any errors as show below:
    Click image for larger version

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    The most likely problem with your instance is the password and connection issue. Once the connection has been verified you may easily post the missing data back to Salesforce by following the steps listed below:
    • Login to the administrative portal (https://portal.clickandpledge.com)
    • Click on Reports
    • Click on Send Receipts
    • Find the transaction
    • At the bottom of the page where the detailed transaction is shown a button should be visible for sending the transaction to Salesforce. Please note that this option is only available if a post has resulted in error.

    Please let us know if the above steps helps you fix the issue. If not let us know and we can do further diagnostics.

    Sorry again for the late reply.
    Regards,
    Click & Pledge Support Department

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