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Create multiple items under one recurring set using "File Batch Processing"

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  • Create multiple items under one recurring set using "File Batch Processing"

    If I use your "File Batch Processing" feature in the virtual terminal, is it possible to create a recurring set that repeatedly charges for TWO separate items?

    Currently, we have a custom donation form that utilizes C&P's API. The custom form allows a donor to establish a recurring donation, and allows them to add on a recurring magazine subscription. Each item is assigned a different SKU. The resulting records in Salesforce look like this: One C&P Data record that has information for TWO items:

    <OrderItemList><OrderItem><ItemID>1</ItemID><ItemName>Membership</ItemName><Quantity>1</Quantity><UnitPriceCharge>125</UnitPriceCharge><UnitPriceDue>125</UnitPriceDue><UnitDeductibleCharge>125</UnitDeductibleCharge><UnitDeductibleDue>125</UnitDeductibleDue><TaxAmountCharge>0</TaxAmountCharge><TaxAmountDue>0</TaxAmountDue><DiscountCharge>0</DiscountCharge><DiscountDue>0</DiscountDue><SKU>AWM-MEM</SKU></OrderItem><OrderItem><ItemID>2</ItemID><ItemName>Kayak Session</ItemName><Quantity>1</Quantity><UnitPriceCharge>30</UnitPriceCharge><UnitPriceDue>30</UnitPriceDue><UnitDeductibleCharge>0</UnitDeductibleCharge><UnitDeductibleDue>0</UnitDeductibleDue><TaxAmountCharge>0</TaxAmountCharge><TaxAmountDue>0</TaxAmountDue><DiscountCharge>0</DiscountCharge><DiscountDue>0</DiscountDue><SKU>AWM-MAG</SKU></OrderItem></OrderItemList>

    One C&P transaction is created. TWO related opportunities are created, each with a different SKU as detailed in the XML above.

    I need to recreate hundreds more of these types of records via an import. My understanding is that File Batch Processing is the way to do it but I see no mention in the documentation of whether we can create a single recurring record with multiple opportunities under it.

    If it is not possible via FIle Batch Processing, please advise as to how we can create these en masse.

  • #2
    Live support suggested re-purposing the fee column in the file batch template to assist in creating the second opportunity under the single recurring set so that it is processed properly each interval. I will test this out to confirm there are no gotcha's.

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    • #3
      Thanks for sharing the approach in the forum, [email protected] . Let us know how it goes.

      Regards, Amanda
      C&P Live Support
      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

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      • #4
        Amanda et al.,

        I tested the approach today, using the "convenience fee" column to add in my extra amount that we were hoping would create a second opportunity under the same recurring set. Unfortunately it didn't work as expected. It did create a C&P transaction with the full amount (original amount + fee amount) but it did not create a second opportunity for the fee as it does when this feature is used in the connect form. Secondly there is not a SKU column for the fee amount on the spreadsheet. So even if it had created a second opp I would have had to add the SKU after for consistency. I also tested the use of the "shipping amount" column in the spreadsheet. The results were the same. The transaction has full amount, the single related opportunity only has the main amount.

        If you have any other ideas of how to get two opps under one transaction/recurring set please do let me know.

        One more small clarifying question: I see a .01 charge on my bank account when I import the transaction with a future installment date. I understand that the system has to verify the credit card. Does that charge drop off of the bank statement or does is remain. I imagine donors would ask about that.

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        • #5
          Another question I have here: Is there any way to keep the $0 opportunity from getting created in SF during validation? That opportunity gets all of the custom mapping applied and that can mess with the donor's membership fields.

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          • #6
            [email protected] ,

            Any amount charged for a pre-authorization is refunded, much like anything you reserved in advance would put a hold on your card - only for a much smaller amount.

            There is an option in C&P Settings > Opportunity to exclude 0.00 transactions from creating Opportunities.

            I did confirm internally that there is no way to set up multiple items in a single Recurring Transaction using File Batch processing.

            ~ Amanda
            C&P Live Support
            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

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