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Processed Donation with Virtual Terminal but Contact Info not Saved

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  • Processed Donation with Virtual Terminal but Contact Info not Saved

    I am working on integrating C&P and SalesForce. I processed a test transaction on the virtual terminal in SalesForce and received a C&P receipt in my email. However, when I look under C&P Transactions, I have none listed. My information (name, address, etc.) is also not listed under Contacts. The transaction does appear under C&P Data. Why isn't this transaction fully integrating with the other parts of SalesForce?

  • #2
    Good day @Kate


    May I know what settings you have set for contact creation in under C&P Settings?


    If Contact Match Mode settings are set to Manual or Semi Automatic then all of your New contacts will be in C&P Temporary Contact object. You need to process those contacts to see all the details in C&P Transaction object.


    Please refer to this link for contact settings:
    http://manual.clickandpledge.com/Sal...ng_Preferences


    Please follow this link to process the contacts from C&P Temporary Contacts object:
    http://manual.clickandpledge.com/Sal...y-Contact.html


    Thanks,
    Support.Department

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    • #3
      Thank you. I had the semi-automatic Contact Match Mode as recommended. Very difficult to fine the temporary contact tab, but I finally saw the arrow at the end and created the contact.

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