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Load missing transactions from C&P to Salesforce

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  • Load missing transactions from C&P to Salesforce

    Hello, we had some issues with the integration between C&P and Salesforce (now resolved with the help of an upgrade and your support) but we still have a 3 month gap of transactions missing in Salesforce (5/20 - 8/13).

    I can see the transactions in C&P connect but is there a way to force them to be sent to Salesforce at this time or will we need to manually enter into Salesforce?


  • #2
    Good day @kaypro4

    We can post them for you if you want. At the moment the feature is not yet available but we have the mass post feature in our system that can do this.

    Do you want us to post all failed transactions between (5/20 - 8/13?

    Given this mass push to Salesforce is a path of no return, meaning once a button has been clicked there is no way for going back. We need to ask for your confirmation of a few things:

    Please provide the following:
    • Your Click & Pledge account Number
    • Start Date of transactions
    • End date of transactions
    Make sure that the autoresponder is not active when we post if you do not want autoresponders to go out for those old transactions.
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