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Transaction posting to Salesforce, but not Donations

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  • CnP.Support
    replied
    Great.

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

    Leave a comment:


  • Neely
    replied
    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

    Leave a comment:


  • Neely
    replied
    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.

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • Neely
    replied
    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

    Leave a comment:


  • CnP.Support
    replied
    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.

    Leave a comment:


  • Neely
    started a topic Transaction posting to Salesforce, but not Donations

    Transaction posting to Salesforce, but not Donations

    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.
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