Avoiding duplicates with new transactions

AndreaF

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Join Date: Apr 2016

Posts: 42
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#1

Avoiding duplicates with new transactions

09-01-2016, 03:36 PM

Where are the settings for checking for existing donor records when a transaction is made in CnP and it flows into Salesforce?

We have a brand new integration and currently, every transaction made gets logged in Salesforce as if it's a new donor household, even if the name and address match an existing donor. Can someone please help me find the instructions on this setup? Thanks.
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CnP.Support.AM

C&P Support

Join Date: Nov 2015

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09-02-2016, 04:07 AM

Good day @AndreaF

Here you go: http://help.clickandpledge.com/custo...rticles/803718
.
Please check and let us know if we can be of more help.

Regards,
Click & Pledge Support Department

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