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  • New user - Salesforce not seeing C&P transactions

    Hi,

    I am new non-profit customer of C&P and working to setup SalesForce integration with their NPSP. I am currently using a trial version, but I have been using the production as opposed to sandbox. I have run through all the documents about the post installation procedures and I believe it is all set up correctly. I have put in the credentials for SF in C&P 3rd party and they verified correctly. I installed all the C&P apps in SF and they show up in SF under the all tabs area. I configured the SF C&P Account, under C&P Settings with all the C&P credentials. I have run two test transactions and they seemed to process correctly and show up under C&P reports and emails were sent out to me by the system. The D&P Data is blank.

    I am not sure where to go from here.

    Thank you,

    Clay

  • #2
    Good day @Clay:

    I reviewed your account and see that 2 transactions were posted yesterday using the TEST card ending in 1111 at 10 p.m. and 2 p.m. respectively.

    These transactions were posted successfully to Salesforce and should be in the C&P Data so we should figure out why you are not seeing them.

    I am sure you have set the view to Newly Created and not to Recently Viewed?

    Click image for larger version

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    Please verify that your view is correct. If you still can't see it please let us know and we will request access to your account to verify your settings.
    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


    • #3
      Perfect, that was the problem. Ok, now I am really impressed with everything so far. Thank you for answering so quickly.

      Happy customer,

      Clay

      Comment


      • #4
        Good day @Clay:

        Great to see that it was a simple fix.

        Since you are just starting it may help if you see the following post: http://forums.clickandpledge.com/content.php?r=341-Customize-Contact-Creation

        It is important that you set your contact creation and follow the C&P Temporary Contact. You may also want to create notifications so you know when a Temporary Contact has been created - if you are using the recommended Semi-automatic mode:

        Notification KB article: http://forums.clickandpledge.com/content.php?r=405-Notification-for-Temporary-Contact-Creation

        There are a lot of videos & KB articles at: http://forums.clickandpledge.com/content.php?r=184-salesforce-donor-management

        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


        • #5
          Another question. When I go into SF and look at contacts, the donation information is not showing up in the SF Donation area of Contact Details. It is only listed further down below in the C&P Transaction details. How do I get it to populate in SF contact details where it has Donation Totals, Household Donations, etc. I understand this may be a SF question.

          Another question, how do I import PayPal transaction history in a .csv file. Do I do that through C&P or SF?

          Thank you.

          Comment


          • #6
            Good day @Clay Churchill:

            It is best if you open a new thread when you have a new question. It will help with managing the topic.

            May I ask what you mean by "donation" - Click & Pledge payments are posted as "C&P Transaction" and each item in the transaction creates an Opportunity.

            As for Importing from PayPal you should use Salesforce for importing. We have an importer for transactions from inside Click & Pledge but not from other sources.

            Please let me 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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