Manually Pushing C&P Transactions to Salesforce

Sometimes, things just go wrong.  There could be a glitch in internet traffic, the integration link could go down or any one of a hundred things that make life on the internet so exciting. [not really exciting].  That can cause your donation/event form to capture the transaction and charge the card yet fail to create the transaction inside of Salesforce.  Luckily, it doesn't happen very often and it's pretty simple to push the transaction manually from the Click & Pledge portal back into Salesforce.

Step 1 - Log in.

Step 1 - Log in.

point your browser to https://connect.clickandpledge.com/ and log in.

Step 2 - Go to Send Transactions

Step 2 - Go to Send Transactions

Just click on Transactions and then on one of the transaction ids.

Step 3 - Click Post to Salesforce

Step 3 - Click Post to Salesforce