Gift not posting to Connect & SF but in Portal

[Radha]

Howdy,

I have a donor with a monthly recurring gift. Their Sept and Oct transactions did not post to Salesforce, nor do I see them in Connect Transactions.

CnP Portal lists these two transactions. How do I get these to post to Salesforce and to Connect?

Radha

[CnP.Support]

Good day @Radha,

Do you the Order Number for these?

[Radha]

CNP:1592112263916526262787

CNP:151021983223526235192

[CnP.Support]

Good day!

Strange! The error states: Salesforce request taking too long - Salesforce had timed out.

I pushed them for you so they should be in your Salesforce. Please check & let us know.

[Radha]

Thanks! The two transactions are in SF now.

They still do not appear in Connect. I noticed that the recurring was established on Give OUT Day so it may be associated with our second account. How do I toggle to our second account in Connect?

[CnP.Support]

Good day!

The transactions were posted to account: 31410

Unfortunately you are not an admin in that account since it is a Seattle Foundation account. You can push the transactions through portal until the user interface is in Connect. The feature is scheduled for release in Q1.

Hope that answers your question.

[Radha]

Just to be sure we're on the same page ... Give OUT Day is Boulder Giving. Does this mean they are the admin on the account?

How do I push transactions from the Portal?

[CnP.Support]

Sorry! of course you are right.

Strange feeling to be wrong..

This transaction is in the Bolder Giving account and not the Seattle Foundation.

Here is how you post:




Once you locate the transaction click on it and you will see the button for pushing it to Salesforce.

Hope that helps.

[Radha]

LOL! And to be sure -- I wasn't trying to correct you, I just wasn't certain whether Seattle Foundation had a different arrangement than Boulder Giving.

Thanks for everything!