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Bulk Push C&P Transactions to Salesforce

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  • Bulk Push C&P Transactions to Salesforce

    Hi, my client, Positive Life Radio has been using C&P since May, but only connected their Salesforce Instance Today.
    Can you bulk post their C&P Transactions to Salesforce from 5/1/2020 through 8/1/2020?

    Salesforce Instance: 00D5w0000067Xbt
    C&P Account: 60904

    Thank you!

  • #2
    Good day @dstephens

    Before we start to mass post the data, we would like to confirm the following: If you have Autoresponders setup in your instance, it may fire the emails based on the conditions. Given this all are old transactions you may don't want to send the responders to the donors?

    Please confirm so that we can proceed with posting.
    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
      There are no Autoresponders set up at this time. Thanks for checking though!

      Comment


      • #4
        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 want to reconfirm with you before we proceed with mass push:

        Your Click & Pledge account Number: 60904
        Start Date of transactions: 5/1/2020
        End date of transactions: 8/1/2020

        FYI, 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.

        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

        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


        • #5
          Everything looks good and we're ready to go. Thanks!

          Comment


          • #6
            Good day @dstephens

            We have posted the transactions to your instance and most of them are in C&P Temporary Contacts to review and process from there.

            Please let us know if we can be of any further assistance.
            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
              My C&P stopped posting to Salesforce. I have reconnected it, but I need a bulk push of transactions from 05/01/2020 through today (08/12/2020).

              C&P Access granted.

              Salesforce Instance: 00D1a000000L04X
              C&P Number: 37177

              Thank you.

              Comment


              • #8
                Good day @kpatterson

                We have posted the transactions to your instance and most of them are in C&P Temporary Contacts to review and process from there.

                Please let us know if we can be of any further assistance.
                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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