swiper1 not seeing any events

[[email protected]]

I have registered the app with salesforce and added the events on salesforce to the authorized device but the device does not show any of the events I selected.

[CnP.Support]

Good day!

For Swiper1 to show the events the following conditions have to be true:

1. Swiper1 integration must have been completed: http://manual.clickandpledge.com/Swi...tallation.html -- Please note that Swiper1 connects directly to Salesforce & as such OAuth has to be set up and keys exchanged. This step connects Swiper1 <> Salesforce web services.
2. Swiper1 must be selected in C&P Settings > Swiper1
3. Device must be activated in Salesforce Events in the Devices section of the Event.
4. Events authorized for check-in / check-out must be selected.
5. On the Device you must sync activation once in Salesforce the device is authorized. The device has to know that it is authorized. Please make sure the START and END Date are set correctly.
6. If all the above are set all active events should appear in the list of active events.

Please make sure you update to the latest version released earlier this morning: http://forums.clickandpledge.com/showthread.php?t=1581

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

[[email protected]]

I have done each of those things and it still says no events available

[CnP.Support]

One last question:

After you authorized your device did you go back to your device and request authorization again so the phone knows it is authorized? When the phone is authorized in Salesforce, Swiper1 has no knowledge that it is activated. You need to go to Swiper1 and sync again so it updates your setting. Once the device has been authorized the device shows the following screen in the Event:


Does your device authorization look like the above showing the start & end date.

[[email protected]]

yes it does. still not working

[CnP.Support]

Good day!

We just reviewed all your accounts and realized that you have not given your devices an End Date. In the prior release to 2.2 the validation was allowing no end date but it is a required field.

I just added an End Date to all your devices. Please test now and let me know if it works.

[[email protected]]

it still says no events available. We would really like to get this working. please help

[CnP.Support]

Good day!

I reviewed your Salesforce account and see that you are registered with 2 devices where one of the devices shows NULL as the Device ID.

Do you know why one of your devices has not posted its Mac Address or Device ID? Is it OK to delete that NULL device and test?

[CnP.Support]

Hi Again,

May I ask that you go to Portal > account Info > 3rd Party > Salesforce Swiper1 and verify your connection to Salesforce?

We are testing your account and it appears that it is not connected.

Can you lookup a contact when you a transaction in Swiper1? I have tested your userid and the connection is being blocked by Salesforce.

[CnP.Support]

Good day!

It is hard for us to verify your connection since we don't have your userid & password.

Based on all of our tests it appears that your account is not connected to Salesforce. Contact lookup does not work and event is not connecting to your instance.

Is anyone available over the weekend that we can work with on this issue?

[CnP.Support]

Good day!

We have confirmation that you are aware of the resolution and that your Swiper1 integration with Salesforce Events is working as expected. The following summarizes what actions we took and how the issue was identified. I would like to explain how Swiper1 <> Salesforce integration works and then explain the issues that had to be fixed in your account to resolve the reported issue.

Swiper1 uses OAuth to communicate directly with Salesforce. All look-ups and event attendee list synchronizations are done directly with Salesforce. For OAuth to work the following has to be setup:

• Swiper1 Installation: http://manual.clickandpledge.com/Swi...tallation.html
• Event > Device authorization: Each mobile device has to be verified and authorized for access to a specific event.

The Salesforce user associated with the Click & Pledge <> Salesforce integration (http://forums.clickandpledge.com/content.php?r=183-How-to-Connect-ClickandPledge-to-Salesforce) has to have access through OAuth to login to Salesforce and interact with the account. The following Salesforce security features block such interaction:

• SMS Login & verification [Administrative Setup > Users ]: If the mobile phone is added to the User being used for C&P connection, Salesforce will require SMS authentication prior to each connection.
  
  
• Trusted IP Ranges [App Setup > Create > Apps > IP Ranges: The IP's listed here are the ONLY IP's allowed to connect and any other IP will be blocked. In a mobile setting the mobile device's IP will be used and will be different with each connection.

After debugging all aspects of your account we realized that you had both SMS authorization and IP security enabled for the app & account. The connected user was being blocked trying to connect to the Swiper1 services.



The OAuth setup works when you connect C&P to Salesforce because you login to Salesforce directly and follow all steps to create the connection, including the SMS and logging through your defined IP ranges. Once you have established connection the Swiper1 needs to connect to your instance using the OAuth security variables and this is where the problem starts. The user will NOT be able to login to Salesforce since Salesforce requires it to come from the same IP ranges as well as verify it with SMS. Since mobile devices use the IP address of the mobile operator or the connected network, the IP mismatch will block them from automatically connecting to Salesforce.

I hope the above provides an insight into why you could not review your events.

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

[Neely]

Swiper 1 Check In/Out See &quot;No Active Events&quot;

Hi,
I am having the same problem: I am using iPad 2s and when I try to use Check In/Out, I am getting a message that there are no active events. I have followed this thread and checked everything mentioned in this thread. I know Swiper1 is connected as I was able to complete some test transactions with the card reader. The devices are all enabled for the event as well as under the Device Manager menu. Please advise. I have already granted login access. Thank you!

Neely

[CnP.Support]

Good day @Neely,

We need to do a simple test first.

- Go to New Transaction and add an item
- Go to the next step for making the payment and add a name that is in your Salesforce instance
- Click on Contact Lookup in Salesforce

Does the app locate the contact?



I want to make sure that Swiper1 can connect to Salesforce.

[Neely]

Yes, the app does locate the contact. I tried 5 contacts that I know are in Salesforce and all 5 were found. I did this on both my new HTC One (M8) and my iPad 2s. Thank you.

Neely

[CnP.Support]

Great.

Now let's make sure the event is checked with the user that has authorized the device.



When you go to Salesforce Event Management Device Manager you should see the user and its permission.

Is the event checked? Also make sure your user is active and the end date are all set correctly.


are these all set up correctly?