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Gift not posting to Connect & SF but in Portal

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  • Radha
    replied
    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!

    Leave a comment:


  • CnP.Support
    replied
    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:

    Click image for larger version

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

    Hope that helps.

    Leave a comment:


  • Radha
    replied
    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?

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • Radha
    replied
    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?

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • Radha
    replied
    CNP:1592112263916526262787
    CNP:151021983223526235192

    Leave a comment:


  • CnP.Support
    replied
    Good day @Radha,

    Do you the Order Number for these?

    Leave a comment:


  • Radha
    started a topic Gift not posting to Connect & SF but in Portal

    Gift not posting to Connect & SF but in Portal

    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
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