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Importing existing recurring donors

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  • Importing existing recurring donors

    We have existing monthly donors that are processed through Chase Paymentech that we want to move into C&P. Is there a way to import those donors into C&P Recurring Transactions? Thank you!

  • #2
    Good day seedsysdev

    Our premiere support department handles this. the following steps:
    • Please engage our premiere support at: http://help.clickandpledge.com/custo...ticles/2585029
    • The premiere team will provide you with a public key file allowing you to share with Chase Paymentech. Using this key the previous processor will encrypt the file so we are the only people that can view it.
    • They will provide you with the SFTP access so the data may be uploaded either by you or your processor.
    • Once we have the file our team will be able to review & work with you so it can be uploaded in Salesforce using the batch processing feature of the C&P Virtual Terminal.
    Please note that premiere support is a fee based support and requires active engagement of a support engineer for the duration of the import.

    We look forward to helping you moving forward.
    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/
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    • #3
      Thank you very much! We will follow up with the premiere support team.

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