Click & Pay (Salesforce) Repost or Reprocess a Transaction – Click & Pledge

This article explains why and how to repost or reprocess a transaction: essential tools to modify or update C&P Data records in Click & Pay Suite (Salesforce).

FAQs

Will my patron be charged again?

No, transaction data is only sent to the merchant account (the bank processing the transaction) when the transaction is made.

Will the patron receive another email if I repost or re-process?

Your C&P account sends a single receipt from CONNECT when a transaction is recorded in the account. Neither reposting nor re-processing sends this receipt again.
If you need to send the patron another receipt, use the "Send Receipt" button in CONNECT's Transaction detail screen.

Autoresponders in Click & Pay Suite are triggered when a transaction is matched to a Salesforce Contact record, which is part of "processing" a transaction in Salesforce, so any applicable autoresponder will be sent again if you re-process the transaction, unless you uncheck the Send Matching Autoresponder(s) box in the C&P Data record before re-processing the transaction.

Why repost a transaction?

Repost transactions from CONNECT if you change a detail about the transaction in CONNECT, and need that information to be reflected in Salesforce.

For example:

You changed the CONNECT campaign on the transaction.
You changed the SKU in CONNECT on an item in the transaction.
You assigned the transaction to a specific Fundraiser
You may also want to repost (actually, just 'post') a transaction if the connection between your
C&P account and Salesforce has failed, and Salesforce never received the data.

Why re-process a transaction?

Change how the transaction data was recorded in Salesforce the last time it was processed
Test your current C&P Settings due to changes you've made.
Test new Autoresponders you have created.

Re-processing is super useful as a way to 'start with a clean slate', so it comes in very handy as you hone the way that Click & Pay Suite records transactions.

What is the difference between 'Repost' and 'Re-process'?

"Post to Salesforce" refers to sending the "raw" transaction data to Salesforce from the your Click & Pledge account, creating a C&P Data record with that data in a long string of XML.
Reposting is simply doing this same thing an additional time.

"Re-process" refers to the steps that the Click & Pay Suite app takes to turn the raw XML transaction data from the C&P Data record, and record it in Salesforce.

What happens when I repost a transaction from CONNECT?

The transaction data, as it currently exists in the C&P account (and as seen in CONNECT), is sent to Salesforce.

Once a new copy of the transaction data arrives in Salesforce, the existing records related to that transaction are deleted from the following objects:

C&P Data
C&P Transaction
C&P Custom Questions
Opportunities
C&P Pledge
C&P Soft Credit
C&P Allocation
C&P Contact Alias

A new C&P Data record is created, and Click & Pay Suite starts the mapping process again.

What happens when I re-process a transaction inside Salesforce?

When a transaction is processed, the Click & Pay Suite app:

collects the transaction data from the C&P Data record.
matches the transaction data to a Salesforce Contact record per Click & Pay > Settings > Contact & Accounts
creates a C&P transaction record
creates the related Opportunity record per Click & Pay > Settings > Opportunity
triggers related Autoresponders per Click & Pay > Settings> Autoresponder
updates records based on Click & Pay > Settings > Custom Mapping

Obviously, this is oversimplified - there are plenty of nuances behind the scenes, but this is a handy guide to understand and troubleshoot how Click & Pay Suite adds your transaction data to Salesforce.

RE-processing a C&P Data record deletes the related existing records, and creates them again.
This is great, because you can "redo" how the transaction data came in to Salesforce at any time.
But consider the implications: any manual updates to those records, most notably the related Opportunities, are gone. Completely new records are created, with new record Ids.

Repost a transaction from CONNECT

Delete records related to the order in Click & Pay > Settings > Maintenance
In Connect, click the Launcher (4-squares icon) and click 'Transactions & Reports'
Use the search icon or review the transaction list to find the transaction
On the Transaction Detail screen, click "Post to Salesforce"

Step-by-Step:

Re-process a transaction in Salesforce

Navigate to the C&P Data record

You can do this a number of ways, primarily by collecting the Order Number, and using it to get to the relevant C&P Data record, sometimes via the C&P transaction record. If you're on the Opportunity, click the Order Number to get to the C&P Transaction record, and scroll to the Related C&P Data. Or paste the order number in the "global search" at the top of the screen, and click the C&P Data record that is returned in the search results.

Uncheck the Send Matching Autoresponder(s) checkbox, if necessary.
Click "Reprocess"

In Lightning, this is one of the "Lightning Experience actions" (Edit, Delete, Clone, etc). You may need to click the dropdown to see it.
In Classic, there is simply a "Reprocess" button

There will be some delay, as the transaction data is re-processed. Allow the process to complete before reviewing to see any changes.