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