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We are having to do a mass ETL of data from C&P to SFDC.
Is there a way to run a report from C&P that excludes payments that have been refunded?
Is there a way to run a report from C&P that excludes payments that have been refunded?
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Diane
Salesforce Administrator
Bicycle Transportation Alliance
Portland, OR -
Good day!
You may download the Salesforce report and remove the transactions whose status is Credit or Void.
We are currently working on porting the report to the Connect platform and this is a feature included in the new update.
For now you may download the Salesforce export report and modify the Excel file before uploading.Regards,
Click & Pledge Support Department
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