Click and Pay install in Sandbox

[pedallucid]

Hey there. Hoping you can update the Donor Management (PaaS) in sandbox org 00D7j0000004cfa. Access has already been granted. Thanks

[pedallucid]

Hey there, this is a new sandbox. Hoping to get some testing done in here this week if you can do the install. Thanks.

[CnP.Support.AM]

Good day pedallucid

Sure, we will install the Click & Pay Suite in your Sandbox instance and update you shortly.

[pedallucid]

Thank you!

[CnP.Support.AM]

Good day @pedallucid

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.

[pedallucid]

Hi there

I have the synchronizer set up and it's not bringing transactions into this sandbox. Any ideas? Thanks

[CnP.Support.AM]

Good day @pedallucid

We have fixed it. Moving forward the data will post to your Sandbox instance.

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

[pedallucid]

Hey there, I am noticing that it is not creating new C&P Recurring records, but there have been some in Prod. Should that be happening?

[CnP.Support.AM]

Good day @pedallucid

The reason for not creating recurring records because the associated contact does not exist in your Sandbox instance to process the data. You will find those transactions in C&P Temporary Contacts to review and process from there.

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

[pedallucid]

Ah yes the Temp Contacts. We are finding it difficult to test recurring donations via the synchronizer because of partial data in the sandbox. Bringing over a full set of data would be a massive lift. Instead of the synchronizer, is there a way to use a test credit card and put in our own transactions? I've seen this on some other platforms. Thanks

[CnP.Support.AM]

Good day @pedallucid

Sorry, there is no option to use test cards. Since it is a Sandbox, you can create the same contact > edit the master recurring record > assign the contact to it > and then process the temp contact using that existing contact so moving forward upcoming recurring installments will automatically get assigned.

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