Create C&P Transaction records without creating Opportunities??

[[email protected]]

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!

[CnP.Support.AM]

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.

[[email protected]]

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.

[[email protected]]

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. :/

[CnP.Support.AM]

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.

[[email protected]]

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

[[email protected]]

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!

[[email protected]]

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

[CnP.Support.AM]

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).





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.



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

[[email protected]]

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!!!

[CnP.Support.AM]

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.

[[email protected]]

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.

[CnP.Support.AM]

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:



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.

[[email protected]]

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! =)

[CnP.Support.AM]

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.