Transaction posting to Salesforce, but not Donations

[Neely]

Hi, we've successfully processed our first two transactions, however, they are not showing up in the C&P Donations tab in Salesforce. They do show up in the C&P Transactions tab. Please help.

[CnP.Support]

Good day Neely,

What do you mean by Donations? Are you referring to Opportunities?

- Typically when people say "donations" it means they are using the NonProfit Starter Pack? are you using NPSP?
- What version of the application are you using? (see latest version)
- Please check the C&P Data and see if there is an error in the message area of the posted transaction.

Looking forward to hearing back from you.

[Neely]

Hi,

Yes, we have the NPSP, which uses 'Donations' versus 'Opportunites'.

There are no error messages in the C&P Data tab. I have the following drop down options in the C&P Data tab and none had error messages: All, All 2, and Order View. All the transaction StatusIDs are 1.

We have C&P PaaS version 4.17

Thanks!
Neely

[CnP.Support]

Neely,

It is hard to diagnose the problem through the forum.

Please upgrade to the latest version and contact support for an online meeting. Please let us know when is a good time to call you.

[Neely]

Hi, I just did the upgrade to C&P version 4.21. The best time to call me is weekdays between 4PM - 8PM EST. I hope that fits within your work hours. If not, let me know and I'll try to take the call during my lunch break. Thanks.

[Neely]

We did the update of C&P to ver. 4.21 and our latest transaction did show up in the donations/opportunities tab. Great! We'll be sure to stay on top of upgrading.

Thank you!
Neely

[CnP.Support]

Great.

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