Unable to Process Temporary Contacts

[CnP.Support]

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.

[martha3]

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!

[CnP.Support]

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.

[martha3]

Dear Support,

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

Thank you!

[Abdul]

Good day @martha3:

Would you please grant us login access and we will login and fix it for you. Please refer to the following article: https://forums.clickandpledge.com/showthread.php?t=1037


Please post the Organization ID.


Looking forward to hearing back from you.

Thanks,

[martha3]

Unfortunately this didn't work. I tried all of the transactions and none of them will process and have the same problem.

Please advise.
Thanks.

[CnP.Support]

Good day @martha3:

Try the following and if you still have issues please grant us access and we will fix it for you. The fix is easy.

Simply try to convert any of the Temporary Contact until one works. The one that works (earliest transaction date) is the master. After the first transaction all the other ones will work.

You should be able to do this quickly.

Let me know how it goes.

[martha3]

Dear Support,

"Please verify that this contact is not already in the Temporary Contact."
ANSWER: I have multiple transactions for the same contact listed in "C&P Temporary Contact"

"Is there another record in the Temporary Contact for this transaction?"
ANSWER: There are multiple transactions with unique Order Numbers but all have the same Master Transaction Number.

"This error occurs when the master transaction is pending and is not yet processed."
ANSWER: How do I process the Master Transaction? I cannot find anything in any of the documentation or on any of the forums.

Thanks so much!

Is this the only Temporary Contact with the error & are there any other Transactions pending for the same contact?

Not related to your issue but we released earlier today a new update that addresses an import bug. You may want to update to the latest release- see the release note: https://forums.clickandpledge.com/showthread.php?t=1348[/QUOTE]

[CnP.Support]

Good day @martha3:

Please verify that this contact is not already in the Temporary Contact. Is there another record in the Temporary Contact for this transaction? This error occurs when the master transaction is pending and is not yet processed.

Is this the only Temporary Contact with the error & are there any other Transactions pending for the same contact?

Not related to your issue but we released earlier today a new update that addresses an import bug. You may want to update to the latest release- see the release note: https://forums.clickandpledge.com/showthread.php?t=1348

[martha3]

Dear Support,

I was able to locate the more current packages and have installed them (please see below).



However, I am still receiving the same message when I attempt to process a Temporary Contact's transaction by associating it with a valid Contact (please see below error message). Again, the original recurring transaction in Click and Pledge was set up prior to setting up our Salesforce Org. I do not have the problem with recurring donations that were set up prior to setting up our Salesforce Org where the matching criteria (First Name and Last Name) match. Those seem to flow perfectly.



Thank you in advance for your help!

[martha3]

Oops! Very sorry about that. Thank you for this information. It looks like I do have an older version which is:

7.2000 CnP_PaaS

How can I upgrade this?

Thanks so much!
Mistee

[CnP.Support]

Good day @martha3:

The package you listed is not a Click & Pledge. Please see the following image:

click to enlarge:



The above shows the latest version numbers that are available in the AppExchange.

[martha3]

Hi there! Thank you for the quick reply.

According to my Salesforce instance I am using the following version of Recurring Payments (Managed) which I downloaded from the app exchange in March 2013:

Package Name Recurring Donations
Version Name 2.0.12

Is the the information you are requesting?

Thanks so much!

[CnP.Support]

Good day @martha3:

What version of PaaS are you currently using? This issue was present in older version & only happens when a recurring transaction does not have its master transaction present. In this case our app does not know to which chain of transactions it should post this transaction.

Once you upload you will have this issue resolved. Let me know what version you have so we can move forward.

[martha3]

"Process Master Transaction" error in S&F for C&P Temporary Contact

I am receiving the following error in Salesforce C&P Temporary Transactions when I select a valid Contact from the list:




This transaction is for a recurring payment that was established in Click and Pledge prior to our setting up our Salesforce Org. How do I resolve this issue?

Thanks so much!