Push Donations to Salesforce

[dstephens]

Could you please bulk push all donations for Faith Ascent Ministries from C&P Account ID: 39729to their Salesforce Instance: 00DA00000009BpK

Thanks for your help! (Access granted).

I just connected their instances today but they have been running C&P for a little over a month. Thank you!

[CnP.Support.AM]

Good day @dstephens

We can post them for all for you. Do you want us to push them all into Salesforce?

If yes please make sure to have your connection confirmed in Connect so the account is connected. Once connected let us know. We will start the push.

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

Items to be careful of:

• If you have an autoresponder set up, they will be sent so you may want to disable them.
• If you can import your contacts first before we push the data you will have less work as the transactions will be matched without going to the Temp.

Let us know when you wish for us to start pushing the data.

[dstephens]

Hi, this is a new instance of C&P and Salesforce. Please submit ALL transactions, excluding test transactions only. They are connected. Thank you!

• Your Click & Pledge account Number - 39279
• Start Date of transactions - 12/19/2017
• End date of transactions - Whatever today's date is.

Please go ahead! Thanks.

[CnP.Support.AM]

Good day @dstephens

Would you please recheck your C&P Account number? I see two different C&P Account numbers compare to your first and last post.

Looking forward to hearing back from you.