Click and Pay Suite sandbox install

[integration robot]

Hey Click and Pledge,

Can you install Click and Pay suite in our 'clickpay' sandbox?

Org id: 00Di0000000HSaA

Thanks!

[CnP.Support.AM]

Good day @integration robot

Would you please share the Sandbox OrgID and grant us login access to your Sandbox instance so that we can proceed with the upgrade?

Looking forward to hearing back from you.

[integration robot]

Here's the sandbox id: 00D3K0000000iBS and I just granted you access.

Thanks!

[CnP.Support.AM]

Good day @integration robot

We have upgraded your Sandbox instance with Click & Pay Suite.

Please install the "Salesforce Sandbox Synchronizer" app in the Production instance and set it up so it posts data from your production to your Sandbox so you can test it and make sure all is OK.

Please check and let us know if we can further assist.

[integration robot]

Hey Click and Pledge,

I changed some of the opportunity names settings in the sandbox and now the donations are not coming over from production. Could you help troubleshoot?

Thanks,
Joe

[CnP.Support.AM]

Good day @integration robot

We reviewed and found that all of the transaction data is posted to your Sandbox instance and the order numbers are sitting in Temporary Contact to review and process from there.

[integration robot]

What would cause these contacts be in temporary contacs instead of getting pushed straight into the sandbox? They're getting pushed straight into the production environment. If we update to Click and Pay Suite in production, are we going to experience a similar error where contacts are being pushed into temporary contacts when they shouldn't be?

[CnP.Support.AM]

Good day @integration robot

Those are recurring transactions and since your Sandbox doesn't have the associated contacts, they are sitting in Temporary Contacts to review and process from there.

Hope you see the point.

[integration robot]

Got it, thanks for the explanation!