We have a series of 6 recurring transactions that run on the 1st of the month. All 6 went through and were approved - we received confirmation email receipts and the transaction log in click and pledge postal shows them as authorized and settled. However, 2 of the transactions are not posting to salesforce, the other 4 are.
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Recurring transaction suddenly not posting to salesforce
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Good day @KDull,
Would you please post the Order Number for the 2 that are missing? I need to review and find out what is going on.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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Good day @KDull,
I see both of those transactions as failed to post. What version of our application are you using?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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Good day @KDull,
The payment application is now at 7.3x and not sure what you mean by 2.0.12 for recurring- we have never had a recurring application. Are you referring to the Nonprofit Starter Pack recurring? we don't use the recurring engine of the NPSP.
May I ask you to upgrade to the latest releases and let me know. Once upgraded I can push the missed transactions.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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Originally posted by Support.Department View PostGood day @KDull,
The payment application is now at 7.3x and not sure what you mean by 2.0.12 for recurring- we have never had a recurring application. Are you referring to the Nonprofit Starter Pack recurring? we don't use the recurring engine of the NPSP.
May I ask you to upgrade to the latest releases and let me know. Once upgraded I can push the missed transactions.
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Good day!
Yes- the release you have installed is the latest release as of this moment.
Please let us know if you are still experiencing any issues. We may have to go in your account & resolve any issues if you still experience a problem.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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Good day!
Please see the following KB article:
middle of the page there is a section about posting back to Salesforce the failed transactions: Post missing data to Salesforce
If you don't see your transactions through the above method let me know so we can review your transactions.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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Hello,
We just ran into the same issue. We had a constituent subscribe to our monthly donation option through our API integration with Click and Pledge at https://www.nyfoundling.org/get-invo...onate-monthly/. His second month was processed in Click and Pledge, but does not show up in Salesforce. Is this a settings issue, or does something need to be fixed on the back-end?
Thanks,
Cliff Archey
The New York Foundling
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Good day @cliff.archey:
It is always best to tell us what version of PaaS you have installed so we minimize the number of posts. What is the version you are using?
Have you checked the C&P Data? Have you searched the Order Number in the receipt and see if you can see it in Salesforce?
Steps that will always help:- Go to the email receipt and locate the Order Number (see image below)
- Go to Salesforce and search for the Order Number
Does the search show any entries?
The above simple steps will help us identify the issue.
Looking forward to hearing back from you.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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- Go to the email receipt and locate the Order Number (see image below)
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Good day @cliff.archey:
Please verify your release versions as shown below:
click to enlarge
I logged into your account and found the transaction. The transaction shows as have failed to post to Salesforce and you can see this by following the KB article at: https://forums.clickandpledge.com/co...-to-Salesforce
In your account the transaction shows as:
click to enlarge
Considering the option for pushing to Salesforce is present it shows the item has failed to post.
Once you push the transaction it will appear in your Salesforce.
Also based on the date you stated in your email I believe your system is outdated and needs to be updated to the latest release. It may help if you subscribe to the following forum to stay up-to-date with the release notices: https://forums.clickandpledge.com/forumdisplay.php?f=54
Please let me 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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