The virtual terminal is a complete PCI compliant [See certification] and certified payment processing system. Patrons' credit card and eCheck transactions may be processed through the terminal within any Salesforce user's account.
In this article we will cover:
Virtual Terminal
Batch Upload
Report Batch
\Manual Batch Entry
Virtual Terminal
Click & Pledge Account Information: If you have only one C&P Account, then automatically it will be selected. If you have more than one C&P Account, then select the appropriate account from the drop-down menu. You may also process zero-dollar transactions to preauthorize credit cards.
Billing Information: Billing information can be entered manually or with an already existing patron (Lookup field). Enter the name of the patron in the Existing Patron field. You may search by First Name, Last Name, Email, or ContactID. If a match is returned, a dropdown menu will show patron details. Click on the patron’s name and their billing information will be populated.
NOTE: If the C&P Account Number Match is enabled in Settings > Contacts & Accounts, then the system will search the patron details of the existing patron only in the Account Number that has been selected for this transaction. If the C&P Account Number Match is disabled, then the Existing Patron will search the patron details in all the Account Numbers which are integrated to that Salesforce instance.
Shipping Information: By enabling the checkbox for “Use same address as Billing,” the same Billing Information can be considered for Shipping Information also. If it is not enabled, the information may be added manually. Shipping Information will be mandatory only when Shipping or Convenience fee are charged.
Payment Description: Enter the details of the payment, including any item SKU or GAU. The grand total will be automatically calculated according to the input given. Item Campaign (Lookup field) will help to segregate the entire item amount under the desired campaign. You may add additional items by clicking on “Add Item” button.
NOTE: The button used in the Campaign Tab to open the Virtual Terminal will add the campaign automatically to the Item Campaign field. The new parameter, ItemSFCampaignId, is part of the Virtual Terminal URL and may be removed by creating a new custom button if the campaign is not needed for each item. The item campaign takes priority over the default setting in the virtual terminal if present.
Recurring: Recurring option will be visible only after giving the unit price (more than zero dollars) in the Payment Description section. Check the “Is this a recurring payment” box to set this transaction up as a Recurring payment.
Recurring Type
- Subscription: When Subscription is selected, the amount entered will be charged on an ongoing basis according to the selected periodicity.
- Installments: When Installment is selected, the amount entered will be equally divided based upon the number of installments given, e.g., $120 over twelve months will process as $10 per month for twelve months. The user can either give “# of installments” or “End Date” details.
Periodicity: Select how often the transaction will process. Available options are Week, 2 Weeks, Month, 2 Months, Quarter, 6 Months, Year.
Indefinite Recurring: If you enable Indefinite Recurring, the payment will continue to process until the Patron contacts you to end the recurring series.
Tracker & Campaign:
Tracker: Additional tracking parameter saved with each transaction. A Tracker may be added to the CONNECT donation form direct link URL (add link https://support.clickandpledge.com/s/article/connect-url-parameters1) or a Tracker may be added in Event Management by clicking on the Event Name, click on the View button, copy the URL for the Event, and add the tracker to the URL (add link https://support.clickandpledge.com/s/article/event-management-with-salesforce-tracking-using-a-url-tracker)
CONNECT Campaign: If applicable, select the CONNECT Campaign associated with this transaction. If the same C&P Account Number is associated with both Salesforce & Connect platforms, then the connect campaigns will be displayed as a picklist.
From Name: If applicable, select the CONNECT form you would like to associate with this transaction. The list of Form Builders available under the selected Connect Campaign will be displayed as a picklist. After processing a transaction, instead of generic receipt, the selected form receipt will be sent to the email.
Transaction Campaign (Lookup field): The patron will become the member of the transaction campaign which is entered. If the entered campaign name does not exist, it will be created dynamically.
NOTE: The button used in the Campaign Tab to open the Virtual Terminal will add the campaign automatically to the Transaction Campaign field.
Additional Questions: Additional questions can be created in Settings > Virtual Terminal > Additional Questions. The answer can be maximum of 500 characters. Do not use either equal (=) or ampersand (&) in the question or answer as they are not supported. Make sure to answer the mandatory questions. To add new questions, click on “Add Question” button.
Receipt Customization: Check the “Send Email to Patron” box to send the CONNECT Receipt to the Patron. Enter the Receipt Header, Terms & Conditions, and internal notification. These will appear only when the checkbox is enabled for “Send Email to Patron”.
Double the Donation (Lookup field): This option will be active only when Double the Donation is integrated to Salesforce (C&P Settings > Third Party) and Double the Donation is enabled in VT Settings (C&P Settings > Virtual Terminal > Third Party).
Payment Method: Payment can be made by credit card, eCheck, and other. Future dated transactions can also be made with these four methods. But recurring options will be available only for credit card transactions.
- Credit Card: Only Present and Future date transactions are allowed while no past date transaction may be processed.
- eCheck: eCheck Transactions have a blackout period of 7 days, per NACHA regulation. A transaction set for a future date processing must be set 7 days after the initial pre-authorization.
- Custom Payment Type: Only past and present transactions are allowed while no future date transaction may be processed.
NOTE: While using Canadian Dollar for eCheck, make sure to fill the extra fields (Bank Number, Transit Number).
After entering all the details, click on “Process Payment” button.
Virtual Terminal URL Parameter:
- Transaction Campaign: Campaign parameter can be added to the Virtual Terminal URL by adding “&sfCampaignId=VALUE” at the end of the URL. Replace VALUE with the Campaign ID. By adding this, automatically the transaction campaign will be replaced with the given campaign.
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Click & Pledge Account ID: By adding &CnPAID=3***2 (Click & Pledge Account Number) at the end of the URL, the Click & Pledge Account Information tab will disappear from the VT page and the given account number in the URL will be inactive.
- Salesforce Contact ID: By adding &SFContactId=VALUE (Salesforce Contact ID) at the end of the URL, automatically the C&P Account Number and the Contact Details will be in active.
- Salesforce Case ID: By adding &SFCaseId=VALUE (Salesforce Case ID) at the end of the URL, automatically the C&P Account Number and the Contact Details will be inactive.
- Item Campaign: By adding &itemsfCampaignId=VALUE (Item Campaign ID) at the end of the URL, automatically the item campaign will be replaced with the given campaign. Replace VALUE with the Item Campaign ID.
- Tracker: By adding &trk=VALUE (Tracker) at the end of the URL, automatically the tracker will be active in the VT page. Replace VALUE with the Item Tracker name.
- Pledge ID: By adding &pledgeid=VALUE (Pledge ID) at the end of the URL, automatically the pledge payment will be initiated from the VT page.
- Opportunity ID: By adding &optid=VALUE (Opportunity ID) at the end of the URL, it helps to settle the opportunity. Replace VALUE with the Opportunity ID.
Batch Upload
You can process multiple transactions using the Virtual Terminal. Transactions are created in your C&P Account and brought into Salesforce
Navigation
Download the Instructions & Batch Upload Template
Populate spreadsheet with transactions
Upload completed csv
Troubleshoot C&P Batch Uploads
Custom Questions with multi-line answers
Navigation
In Click & Pay Suite > Vault > Virtual Terminal click Batch Upload in the menu on the left, then click the Batch Upload button on the right.
Download the Instructions & Batch Upload Template
Click the "Download: Instructions and batch template file.” A zip file will be added to your Download folder on your local pc. Unzip the file to a folder. There are three documents included in the download
- SF_VT_BatchProcessing.csv
This is your csv template that can be opened in Excel. CSV stands for 'comma separated values' and is a common way to import and export data. CSV files are plain text files where commas separate each "cell" of data, but this data can be manipulated more easily in Excel or other spreadsheet programs.
- VirtualTerminal-BatchUpload_20180523_r01.doc
- VirtualTerminal-BatchUpload_20180523_r01.pdf
A Word document and pdf version that Include instructions and the field requirements, definitions, and limits for the values you add to be imported. Data upload can be finicky, so you need to carefully review your data to ensure a smooth upload.
Populate spreadsheet with transactions
Use the "SF_VT_BatchProcessing.csv" as your template to create a spreadsheet with no more than 50 lines in the file. Use the VirtualTerminal-BatchUpload reference documents as a guide to how the data should be formatted.
Do not omit, rename, or move the columns as they appear in the template. Avoid using special characters other than the format recommended for each field.
Once you have finished entering transactions, save the spreadsheet in a .csv format.
Upload your completed csv
Drag and drop your completed .csv file to the area reading "Drop File Here". You will then get a "preview" of the data to review. Make sure the data is falling into the correct columns.
If you are satisfied with the fields in the preview, click the button to "Process"
Troubleshooting C&P Batch Uploads
Online forms submit data with a specific, required format. Spreadsheets do not have this kind of protection for the way data is formatted, so it is critical that you adhere to the guidelines in the "VirtualTerminal-BatchUpload" documentation. You may run into some syntax problems with your upload.
You may get a success message, but the transactions do not seem to go through.
In this case, you will want to click back to the Batch Upload tab and select the Batch Id for the file you just uploaded to review for errors.
The "Processed Data" area will offer clues as to which record caused an issue. Review the data in the row where an error showed up. Go through that record in your upload file for any special characters or improper formatting that may have blocked the file from processing.
Custom Questions with multi-line answers
The text of your custom question should be in the column title after the CQ: and should match the exact text used in payment forms or in your mapping rules in C&P Settings.
Custom Questions are especially tricky if you want to import answers with multiple lines, e.g., the address of the 'Notifyee' of a tribute gift.
The text in your answer cell should be written as a single line. Use the character code "
" to place a line return in the final Salesforce record.
Example: Peter Smith
Research Dept. 763
Denver CO
 creates the Custom Question record in Salesforce as:
If you are not able to find the formatting error, please contact Support (add link to created ticket)
REPORT BATCH:
Report Batch Processing offers an easy method to process transactions based on a previous order number through a Salesforce report. The processor will use the payment information from the referenced Order Number and process the new request. The referenced information includes the payment method, contact, billing address, and the C&P account number.
Reports may be created in Salesforce Reports and used for this purpose. The selected report must contain ContactID and Order Number. Processing is limited to 99 records.
Example of a use case: Processing an application fee based on a previously pre-authorized transaction.
Need steps for processing after selecting report folder and name
Manual Batch Entry
Manual Batch Entry allows you to manually enter multiple card transactions, then process as a batch. Enter the Details and Payment Method, then click the ADD button. The transaction will be added to the list of transactions to be processed. Once all transactions have been added, click the “Process” button.