Click and Pledge connection to Salesforce

[Laure]

It appears that we lost our connection between Click and Pledge. Could I please get some help to identify which transactions have not been synced to Salesforce and some direction on how to get those to process through Salesforce.
Thank you.

[CnP.Support]

Good day Laure

No problem.. all you have to do is to go to Connect & you will see what transactions have not posted.

See: http://help.clickandpledge.com/custo...ticles/2084081

Please let us know if you still need help.

[Laure]

Is there a way to do this as a batch? We have many that didn't post and going into them one at a time will be time consuming. Thank you.

[CnP.Support]

Good day!

What is your C&P Organization ID?

Your forum profile states you are with Case Partners: https://forums.clickandpledge.com/me...20-laure/about

The org ID in your profile is a TEST account assigned to the Case Partner as a C&P Partner. I am assuming you are doing this for a client.

[Laure]

00df0000000699l

[CnP.Support]

Good day Laure

Your Salesforce Organization ID does not tell me what your C&P Account # is.

Please let me know your C&P Account Number.

[Laure]

28685 is the c&p id

[Laure]

Also when I go into the transactions I don't see the post to salesforce button

[CnP.Support]

Good day Laure

I reviewed your account and see that it is not connected to Salesforce. Please see:

Robert A. Toigo Foundation



The reason you do not see Push to Salesforce is because the account is not connected.

I also tried to find the Salesforce Organization ID: 00df0000000699l in our system but do not see any organization by that name having installed our apps. The Salesforce licensing list does not show this organization ID.

Please verify the Salesforce Organization ID so we can locate this account.

[Laure]

This is the org id 00DF0000000699L

[CnP.Support]

Good day Laura

I searched Salesforce installations for variations of the name as you have in the C&P Account and found the following:



Is this the organization you are inquiring about?

Please see: http://manual.clickandpledge.com/Sal...ase-Notes.html

Support for this version had ended on July 03, 2014 (more than 2 years ago).

The new OAuth connection will not work with your version of the application. We can easily upgrade your instance but we require access so we can upgrade you. It is a major upgrade & jump from you currently have.

Moving forward, without upgrading, the data will not post. We no longer use the Token & Userid and use the OAuth. The legacy connections were working as long as the token was active. Once the token expires it will no longer work. The backward compatibility was designed to help clients during the transition. Your instance being 2 years old is not going to connect,

The upgrade assistance is free and we can upgrade it in an hour. Just let us know how we can help.

[Laure]

i just re-established the connection

[CnP.Support]

Good day!

I do not know how you have established Connection since the version of the API Class Library you have does not support OAuth services.

The new OAuth is part of version 9.

We have to upgrade your instance else it will fail.

[Laure]

I was able to post a transaction

[CnP.Support]

Good day Laura

If you have used the eVT Connection which is for the Embedded Virtual Terminal the system will use it as the backup. The primary connection is failing and the backup will take over.

This is a temporary fix as in a month this will be taken away given the eVT will switch to OAuth.

I am just letting you know that if you do not update your connection will fail and the version you are on is no longer supported.

Hope that helps.