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How to map recurring C&P transactions to their corresponding installments?

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  • How to map recurring C&P transactions to their corresponding installments?

    Hello,
    We have many donors who donate $10/mo or $100/mo and these are set up as C&P Recurrings.
    When the transaction processes, it creates a duplicate Opportunity in Salesforce.
    How do I map the C&P Recurring transaction to its matching installment?

    thanks
    Susanna

  • #2
    Good day @Susanna

    It doesn't need to manually map the corresponding installments to the recurring, our system will map them automatically. Would you please grant us login access to your Salesforce account and share the order number of the duplicate opportunity you are referring to?

    Looking forward to hearing back from 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
      Hello, thanks for getting back to me. I'll have to wait for a new payment to come in, and then I will grant you login access and share the two opportunities. One is created with the charge, and one is the Opportunity already in place with a Stage=Pledged, awaiting payment.

      To clarify what happens, here is an example: If a donor pledges $10/mo for 12 months, I go into Salesforce and create a New Recurring Donation. This creates the 12 installments with Stage=Pledged (we need to see these Opportunities on the donor record so we know they are due). Then I set up the payment information in C&P. This generates the monthly charge, and creates a new Opportunity. I just need it to match to and update the existing Opportunity.

      I still am struggling to learn how to use Connect, because I think we are supposed to stop using your old site very soon. I'm never sure when to use the Salesforce C&P settings or the Connect settings. This may be part of the problem.

      Comment


      • #4
        Hi, ok today we received several automated C&P payments on pledges, so now you can see an example of what happens. I am sharing the order numbers and associated duplicate Salesforce records. To reiterate, the payment itself does not create two records; it creates a new one instead of mapping to the existing Opportunity that has Stage=Pledged. I do not know how to map these so the data syncs.

        You have login access to our org.
        Here are two examples from today:

        1.
        C&P Order Number: 173168135517414766091
        the resulting Salesforce Opportunity record: https://na34.salesforce.com/0066100000FHqwA
        the already existing Salesforce Opportunity: https://na34.salesforce.com/0066100000COGtV\

        2.
        C&P Order Number: 173169192849446542685
        the resulting Salesforce Opportunity record: https://na34.salesforce.com/0066100000FHr3p
        the already existing Salesforce Opportunity: https://na34.salesforce.com/0066100000EUCw0

        3.
        C&P Order Number: 173169312670414765204
        the resulting Salesforce Opportunity record: https://na34.salesforce.com/0066100000FHr5W
        the already existing Salesforce Opportunity: https://na34.salesforce.com/0066100000BhiBF



        We have many recurring opportunities like this. They were not created from within C&P; they were created a year ago when we did our Salesforce implementation. I just want their C&P payment to map to the already existing Salesforce installment, to show it paid and to update fields. Please advise and thank you.

        Comment


        • #5
          Still waiting for a response since I posted the information you needed last week.

          In case you need it, our Org ID is 00D61000000aVFr and i have granted you another week of access.

          thank you
          Susanna

          Comment


          • #6
            Good day @Susanna

            Sorry for the late reply.

            Those are not the duplicate, you have created one opportunity manually and the other one is created by C&P.

            Please refer to the following: http://help.clickandpledge.com/custo...ticles/2084233

            You may assign the Contact and Stage to the Opportunity which you have created manually, this way the opportunity comes under that contact and from there you may settle the Opportunity.

            Hope that helps.
            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
              Hello. I'm not sure I made myself clear. Yes, all of the pledges were entered manually into Salesforce last year. What we need to do is connect the incoming C&P payment to the existing Salesforce installment. My original question was "How do I map the C&P Recurring transaction to its matching installment?" That is still my question. I need to map them.

              If we have future pledges, I do not have any instructions about how to set them up from within C&P in order to have it create those installments. The only thing I can find is your Developer's Manual, which is a little bit helpful. I do not have a recurring option in my Virtual Terminal. How do I set up new recurring donations from C&P so it will create all of the installments and automatically map future payments to them?

              Comment


              • #8
                I never got my answer and I gave up on C&P customer support because it was unhelpful and taking too much time during a crazy time of year for us. But now I'm back and still need to solve this problem, and I think you have new staff, so I am hopeful. My question is the same. When we switched to Salesforce, we entered all of our Recurring Donations manually. Then, much later, we added the C&P app to Salesforce. Do I have to move everything I have from Recurring Donations to C&P Recurrings, and if so, how do I do this?

                How do you help people who add C&P after all of their Recurring Donations are already set up?

                Comment


                • #9
                  Good day @Susanna

                  We are sorry for your frustration and delayed in the response, not sure how this post get missed.

                  However, the answer to your question is YES, you will need to set up all of your recurring donations manually through Virtual Terminal and this is how all of our clients do. There is no way to map the matching installments which has been set up outside of the C&P. Once you set up the new recurring in C&P, the subsequent recurring opportunities will be attached to the same recurring chain.

                  Those opportunities will be under contact as opportunity settlement, pay through VT and it will resolve your issue.

                  Hope that helps.
                  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


                  • #10
                    OK so are you saying I have to contact every one of our donors to get their card information and then I need to manually re-enter everything in the C&P Virtual Terminal within Salesforce?

                    Does this also mean that I will no longer be able to accurately run pledge reports in Salesforce because all of Opportunities with installments are now under the Recurring Donations object, and all of the new ones will be under the C&P Recurrings object? Is this something I can use DemandTools to fix? How does a new C&P customer do this cleanly?

                    Comment

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