Announcement

Collapse

Information Needed

See more
See less

Push donation to SalesForce and it doesn't get logged

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Push donation to SalesForce and it doesn't get logged

    We have multiple donations in Click and Pledge that didn't get logged to SalesForce. I issued a Push to one of the donations and it still didn't get logged into SalesForce. Besides this issue, is there a way to find out what donations weren't able to get logged into SalesForce? Can you run a report in either C&P or SF to see which ones failed? Thanks.

  • #2
    Good day!

    The status of all posts is clearly identified in the Connect platform. Have you logged in to the Connect administrative portal & review the Transaction grid?

    We see a lot of errors with server exception errors. Have you updated your Salesforce connection? I can easily push them all for you but we need to make sure that you reconnect your instance. it seems like your instance is rejecting posts.

    Please verify the connection & let us know by posting here so we can attempt to push them all for 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


    • #3
      I was able to log into the Connect port and see all the failed transactions. So, now I know how to do this. Can you explain how I update my SF connection please? Thanks.

      Comment


      • #4
        Good day!

        Please see: http://help.clickandpledge.com/custo...and-salesforce

        Let us know if we can be of more assistance.
        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
          I reconnected and verified. Can you push all the donations that weren't logged to SalesForce please? Thanks!

          Comment


          • #6
            Good day,

            We pushed all error'd transactions back to your Salesforce. Please see the attached:

            Click image for larger version

Name:	2016-04-08_10-53-58.jpg
Views:	5
Size:	192.9 KB
ID:	23222


            Please let us know if we can be of more assistance.
            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
              Thank you! We had three event registrations go through again, so those people received another receipt email. I double checked with one person, and he said this was the second time he received a receipt for this event. So, that didn't look good for us. When I look at the transactions in Temporary Contacts in SF, I see those three event registrations twice and it looks like they were charged twice. It's like the event registrations were sent twice to SF.

              Comment


              • #8
                Good day!

                I moved this thread to Salesforce since it was originally posted to the API. The API channel is for the open API platform.

                Your registrations are not double charged. If a person is the registrant and also the attendee they will appear twice in the Temporary Contact. You may easily verify this by double checking the Order Numbers. The Order Numbers should all be the same.

                When we pushed the data the system must have triggered the old autoresponders. We should have warned you about this since all those posted transactions, if already in the system with an error, would result in deletion of all aspects of the previous post and repost of data in an effort to clean up the error.

                Your instance was in an old release which had the Attendees of Registrants in 2 different tabs. Our clients were not dealing with the Attendee tab and as such all registrations involving NEW attendee contacts were in the system orphaned considering the attendee was not settled. In this update all attendees show up together with the registrants. If you wish to only see the attendees please select the Attendee from the pull down menu to see just those.

                Click image for larger version

Name:	2016-04-08_13-31-55.jpg
Views:	14
Size:	59.0 KB
ID:	23239


                I am certain that the duplicate people you are seeing are the Registrant & Attendees and are all in one order number.

                If you see duplicate charge please send us the Order Numbers 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

                Working...
                X