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Incorrect currency conversion from order to recurring transaction.

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  • Incorrect currency conversion from order to recurring transaction.

    I have an order that was charged for $1 CAN as you can see here: Order number 38567-1907161111328266815. This was the first payment of a recurring transaction 471096. The recurring transaction shows that only $0.76 CAN was paid.

    I have granted login access to Org ID 00D29000000Ed9W. This is a sandbox. I first brought up this issue during C&P office hours on 7/31/19.

  • #2


    Your user login has USD currency as it's preference and so your login was used to create the record when it arrived. The Connected User is Canadian.

    Please try enabling Parenthetical Currency Conversion.



    To test:
    1. go to C&P Settings > Maintenance and paste the order number in the delete box
    2. Uncheck C&P Data - because we will be reposting from that record. Then Delete.
    3. paste the order number into the Global Search to find the C&P Data record.
    4. The C&P Data record should have a button to 'Repost'. This takes the raw data from the record and re-processes it into Salesforce according to the current settings.

    As your user is a USD user, you will hopefully see the Total Paid on the Recurring Record displayed in parentheses, so you'll know it has been converted to a USD amount.

    Let us know how that goes, Amanda



    Attached Files
    Regards,
    Click & Pledge Support Department

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    • #3
      This appears to have worked. I have another question about Order ID 38567-1906261105345306815. This is listed as Authorized in Salesforce but has no Amount and no Opportunity was created. In Connect, it is in a pre-authorized status. How do I move it out of pre-authorized and sync it to Salesforce. Why would an authorized record be created in Salesforce if the card was not actually charged?

      Comment


      • #4
        There was no amount entered for the original transaction. Someone swiped a card for the purpose of pre-authorization. It processed in Salesforce correctly.

        No Opportunity was created because the Settings indicate not to:

        Click image for larger version

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        And the transaction was recorded and has the 'Card on File' available inside Salesforce:

        Click image for larger version

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ID:	47805
        Make sense?

        Regards, Amanda
        C&P Live Support
        Attached Files
        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

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