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  • Testing an eVT

    Hello,

    You recently helped us set up and embed a Virtual Terminal in our Auctions for Salesforce App. I have experimented with "testing" the system, but I think I must be doing something wrong. I can successfully swipe and save a credit card number in the eVT, but when it's time to check out I can't find the appropriate reference for the transaction. C&P is sending "auction validation only" receipts, so I know all the parts are connected. Can you please advise me about the best way to test this express pay function, and the proper way to use it during the event?

    Thanks in advance.

  • #2
    Good day @SSmith,

    Please see below:

    If the same person that has existing data checks out we will show the reference prior transaction.


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    Hope that answers your question.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

    Comment


    • #3
      I have an issue as well. I'm at check out and want to apply a credit card, but when I select that payment option, I get a message saying "Sorry we can't find your account." Help!
      Attached Files

      Comment


      • #4
        Good day @kazaroff

        We reviewed and found that your Account is NOT integrated with your SF instance:

        Click image for larger version

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        Also you are NOT integrated the Sf eVT under 3rd Party in the portal:

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        To establish connection please see the following KB article: http://cnp.mn/2dzgsms
        To establish connection for eVT: http://manual.clickandpledge.com/Gro...ns_Integration

        Please follow the steps listed in the above links and test it.
        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

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        • #5
          Thank you for responding. I had actually done those very steps, and something was off to the point that when I tried to connect, it had temporarily disabled the connection between C&P and SalesForce altogether. We were receiving donations, but they were no longer posting to temporary contacts. That's since been fixed, but I still cannot get them integrated. Does this make sense?

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          • #6
            Good day @kazaroff

            We reviewed and found that you are successfully established the connection in Connect but you will need to integrate under portal in order to fix the issue you have originally posted.

            Please login to the portal: https://portal.clickandpledge.com and follow the below image to re-establish the connection.
            Click image for larger version

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            Hope that helps. Let us know if we can be of any further assistance.
            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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