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Records from C&P Importer not appearing as donations (opportunities)

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  • Records from C&P Importer not appearing as donations (opportunities)

    Hello,

    We had some problems a week ago (I recieved 587 "REQUEST_LIMIT_EXCEEDED" error emails from Click and Pledge in under 3 minutes), which resulted in 5 days of transactions not being recorded in Salesforce. In troubleshooting the problem, I upgraded from old versions of the PaaS Class Library and Pament-as-a-Service app.

    I imported the missing transactions using the C&P Importer, and while the transactions appeared under the C&P Transactions tab, they don't appear to have created the related opportunities ("Donations" in our Salesforce setup) or have been sorted into campaigns based on their SKU.
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    I attempted to reimport the records by first deleting them from the C&P Transactions tab, but the C&P Importer is telling me that they're still duplicates of existing records.

    Any help would be appreciated.

  • #2
    Hi Ned,

    To address your problem we have added a safeguard in the system which will NOT post to Salesforce once an error condition has occurred. Upon the first error condition the integration will be disabled to avoid duplicate error posts.

    The problem you are having is not related to the import but with the new feature of the C&P Temporary Contact. All your imports have gone into the C&P Temporary Contact for review and processing. In the new release (7+) if a contact is not found it will be placed in the C&P Temporary Contact for review. Once the contact has been processed it will create the opportunities, etc.

    Please visit the C&P Temporary Contact tab and let me know if you find your contact there. You may find this KB article of interest: http://forums.clickandpledge.com/content.php?r=387-Contact-and-Account
    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
      Originally posted by Support.Department View Post
      Hi Ned,

      ...

      Please visit the C&P Temporary Contact tab and let me know if you find your contact there. You may find this KB article of interest: http://forums.clickandpledge.com/content.php?r=387-Contact-and-Account
      Sorry I left out this step in my earlier description, but I turned on Semi-automatic Contact Creation as instructed by the C&P Importer, and then processed the temporary records after importing them before switching back to Fully-automatic Contact Creation (our usual setting).

      The C&P Termporary Contact tab is, correspondingly, empty.

      Comment


      • #4
        Good day Ned,

        This is strange.. Please click on "C&P Data" tab and check the column labeled "Status ID". All your transactions should be there with Status ID = 1

        Do you see the transactions there?
        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
          Unfortunately not. The "missing" transactions which were imported are not listed there at all.

          Comment


          • #6
            Ned,

            I hate myself for asking but just to make sure.

            Are you using the "Recently Created" view? What you are telling makes no sense considering the system is telling you that you are having duplicate imports. The data has to be there.

            Click image for larger version

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            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


            • #7
              Originally posted by Support.Department View Post
              Ned,

              I hate myself for asking ...
              I completely understand, since that would be the obvious explanation.
              Unfortunately, no, when viewing "All" (or "Authorized" or "Declined" or "Error") the imported transactions don't show up.

              I'm not sure if this helps at all, but the C&P Data IDs for the transactions that DO show up are all sequential (e.g. Transaction-0250, Transaction-251, Transaction-252, etc.). I would assume that the ones I inserted should be in there, or there would be a gap, but instead I have transactions from December 14th leading up to the error, and then the ones starting on December 18th (when I reset the token, updated the Salesforce apps and did the import). Strange, no?

              Comment


              • #8
                Good day Ned,

                Please grant us access to your account so we can review your account.
                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


                • #9
                  Good day Support Dept,

                  I submitted a ticket last week, but haven't heard anything back yet. Was there another way I was supposed to provide access to my account?

                  Comment


                  • #10
                    Ned,

                    Sorry for the delay but you submitted your ticket on Friday and today is Monday. Our support will review it shortly and get back to you.
                    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


                    • #11
                      Good day!

                      We have tried to access your account but your account has not granted us access.

                      Please follow: http://forums.clickandpledge.com/showthread.php?t=1065

                      Let us know when we have access so we can review your account. You have submitted the same support ticket to the Help desk as it is in the forum. Please do not post the same ticket to both sites since it will create a bit of confusion. Once we have access we will review the setting. Please include the Salesforce Organization ID so we can locate your authorization.

                      We wait till we hear back from you.
                      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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