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Unable to Process Temporary Contacts

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  • #16
    Dear Support,

    Our system administrator has granted access for you to our Salesforce Account. Our Org ID is:
    00Di0000000IaPa

    Thank you!

    Comment


    • #17
      Good day @martha3:

      Our testing team imported your transactions into your Salesforce instance and now the recurring transactions have their parent transactions present so they will be able to find all related transactions.

      At the time when we were posting the data we realized that your Salesforce login fails and our system cannot connect to Salesforce. The password has expired message was being reported by Salesforce. I just tested your account again and it seems to be working now.

      Please let us know if we can be of any further assistance.
      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/

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      • #18
        We have corrected the password issue with the owner of the account.

        Also, where might I find information regarding how to import the master transaction from C&P to Salesforce?

        Thank you for all your help!

        Comment


        • #19
          Good day @martha3:

          The master transaction is in the XML and if missing the recurring cannot be processed. All you have to do is locate the order number of the master transaction in the C&P Report and export its Salesforce file and import it through the batch import.

          Once the master transaction is in Salesforce all other transactions will post without any problems.

          Hope that helps.
          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/

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