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Avoiding duplicates with new transactions

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  • CnP.Support.AM
    replied
    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.

    Leave a comment:


  • AndreaF
    started a topic Avoiding duplicates with new transactions

    Avoiding duplicates with new transactions

    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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