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Create C&P Transaction records without creating Opportunities??

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  • Create C&P Transaction records without creating Opportunities??

    Hi I just found out a client of mine has had a broken Sync for months and months and never said anything and has just been manually entering their C&P Donations, but there is no matching C&P Transaction Record. I would like to get this cleaned up. Are you able to batch import all C&P Transaction records From X date to X date and so that I can then match the Oppt to the C&P Transaction? Is that doable? Or what do you recommend in this case? What will this do to the Contacts? Will they all end up in Temporary Contacts?

    thanks!


  • #2
    Good day @[email protected]

    We can mass push the transactions data to that Salesforce instance and that will create the C&P Transactions as well as the Opportunity records. If the contact already exists then based on the Contact Match Mode and Match Field settings, will get assigned automatically.

    Regarding the manually created opportunities, we recommend you clean those manually created opportunities because that will take a lot of your time to manually settle them one by one. C&P will create the C&P Transaction and Opportunity and all records automatically.
    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
      OK great. Thank you. That would be great - I will manually remove/delete the ones she manually created.
      The Org ID is 00Di0000000cOG6
      I have granted you access for 1 week.

      -- So you will match on Transaction Record and if there is already a record you will not create a new one, right? It seems that the last donation from CNP came through on 12/9/21
      30362-2112091855301636586 was the ID number.

      -- Then there are 196 CNP donations that were manually created. Many in the last few days. Here is a Salesforce Report if you are logged in to our Salesforce Instance to show the records without the Order ID. https://projectkesher.my.salesforce.com/00O5d000007Y5gB.

      The connection was started up again today.

      Comment


      • #4
        Oh also, there are currently 62 records in Temporary Contacts - can y'all Batch push those into Salesforce?
        We are an org that supports women in Ukraine and so there are a ton of donations coming in.
        It's more than can be kept up with (a great problem).
        But I am noticing that a lot of them are getting stuck in Temporary Contacts even though they are totally new and there is no record that they were trying to match with. I'm confused why they're not going straight in.
        I'm afraid i may have messed up a setting today while trying to fix everything. :/
        Last edited by [email protected]; 03-01-2022, 02:16 AM.

        Comment


        • #5
          Sarah,

          -- So you will match on Transaction Record and if there is already a record you will not create a new one, right? It seems that the last donation from CNP came through on 12/9/21
          30362-2112091855301636586 was the ID number. -
          We push only those transactions which fails to post to your Salesforce instance.

          Oh also, there are currently 62 records in Temporary Contacts - can y'all Batch push those into Salesforce? - We can't push contacts. Howerver, in the latest release if you have set Match Mode to Fully-automatic Contact Creationand enable the Auto process C&P Temporary Contacts under Maintenance this will creates an automation that reviews unresolved Temporary Contacts to re-attempt to match.

          Please review the above article and let us know if you have any questions.
          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


          • #6
            OK thank you. I will look for your post that the Opportunities and C&P records have been created. thank you!

            Comment


            • #7
              Hi CnP.Support Do you need anything else from me/us? We would love to get the records pushed into Salesforce at your earliest convenience.
              Thank you!

              Comment


              • #8
                The Org ID is 00Di0000000cOG6
                I have granted you access for 1 week.

                Comment


                • #9
                  Good day @[email protected]

                  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 need to ask for your confirmation of a few things:

                  Please provide the following:
                  Your Click & Pledge account Number:
                  Start Date of transactions:
                  End date of transactions:

                  If you have an autoresponder set up, they will be sent so you may want us to mark disable for not posted order numbers? please confirm.

                  I see that you have Match Mode set to Semi-Automatic Contact Creation (All new contact will sit in C&P Temporary Contacts to review and process from there).

                  Click image for larger version

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                  If you want the automation that reviews unresolved Temporary Contacts to re-attempt to match, you need to change that to Fully-automatic Contact Creation.

                  Click image for larger version

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                  Please confirm the above so that we start pushing the data.
                  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


                  • #10
                    Hi Again

                    OK! Please push all CNP credit card transactions for the dates of 11/2/2021 - 2/25/2022

                    ORG ID 00Di0000000cOG6

                    CNP Account # 30362

                    Org Name Project Kesher

                    I updated the Settings as per your request. Thank you so much!

                    All automation is off.

                    THANK YOU!!!

                    Comment


                    • #11
                      Good day @[email protected]

                      We have pushed 30 transactions from 2nd Nov 2021. Please review the recently created transactions and let us know if everything going as expected.

                      Please confirm so that we start pushing all not-posted transactions.

                      Note: We see that there is a lot of transactions not posted from Feb 26 2022 until the connection is established.

                      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


                      • #12
                        Hi good morning.
                        1. I am looking at all my opps created this month and over the last 24 hours even and it is impossible to tell which ones you just pushed manually. Is there a signifier? it would be ideal if it said Created By CNP USER or something.

                        2. Also, i don't understand what you mean by "Note: We see that there is a lot of transactions not posted from Feb 26 2022 until the connection is established."
                        Do you mean the transactions that didn't come through before Feb 28? yes exactly - that is what I am asking you to please push into Salesforce with the CNP order Number.

                        Comment


                        • #13
                          Good day @[email protected]

                          1. Here is the order numbers we pushed:

                          30362-2111021225212091001
                          30362-2112191359257616508
                          30362-211220090957738
                          30362-2112201136234215621
                          30362-2112201236559674009
                          30362-2112211542029448264
                          30362-2112212239576861328
                          30362-2112251820057500069
                          30362-2112260640323178687
                          30362-2112260640583528687
                          30362-2112271621577764010
                          30362-2112272252199570713
                          30362-2112281222219882485
                          30362-2112301111165551268
                          30362-2112301114054936167
                          30362-2112311247103137835
                          30362-2112311841296954049
                          30362-2112312136285792755
                          30362-2201011908378043001
                          30362-220102131051146
                          30362-2201032237078631019
                          30362-220108101745868
                          30362-2201131136598968072
                          30362-2201141836477691001
                          30362-2201151832063127000
                          30362-2201171453484598009
                          30362-2201191257314935421
                          30362-220120091903576
                          30362-2201201142367431141
                          30362-220121121726971

                          You can check that by viewing the C&P Data by the created date:

                          Click image for larger version

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                          2. Since you have mentioned the date from "11/2/2021 - 2/25/2022" I just want to confirm you want us to push all transactions until Feb 28th.

                          Please review the above-posted transactions and let us know so that we can proceed to start pushing the transactions.
                          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


                          • #14
                            ah ok, thank you.
                            we would like you to push all transactions in Jan/February that are not already in Salesforce.
                            As long as it doesn't create dupes of the CNP data then it's fine.

                            I just ran a CNP data report (like your example above) and i am confused about why i am seeing these blanks. do you have any idea why that might be?

                            also i know our time zones are different - when does your support end for me this morning. I woke early trying to solve this.
                            thank you for quick response! =)
                            Attached Files

                            Comment


                            • #15
                              The reason you are seeing those blank contacts in the report because those contacts are in C&P Temporary Contacts to review and process from there and those sitting there before we start pushing the data.

                              We will start pushing the data shortly.

                              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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