Click & Pay (Salesforce): Vault >Virtual Terminal > Batch Upload – Click & Pledge

When you select Vault > Virtual Terminal > Batch Upload you will see the "Download: Batch template file" button to download the Excel template used to upload the transactions. The data you upload must be entered into the "CnP_VT_BatchUpload_Template_v25" template. Do not move or delete any of the columns or edit the column titles.

All fields must be TEXT and to ensure numeric fields are treated as TEXT in Excel we require the addition of a colon ( : ) as a prefix to all numbers except amount fields (Item Tax, Item Tax Deductible, Amount, and Shipping Amount).
Maximum number of entries for each file is limited to 50 lines including the column headings.
Filenames are unique and two files with the same name will be rejected.

Minimum Required Fields

The following fields are required regardless of the payment method used.

BasketId (Column A)
C&PAID (Column B)
Either First & Last name (Column D and E) or SFContactID (Column C)
PaymentFor (Column G) and Amount (Column R)
Payment Method: One of the following methods needs to be included for each transaction.
- Credit Card fields (Columns N - Q)
- eCheck fields (Columns N and W - AA)
- Reference Transaction fields -VaultGUID (Column AB)
- CustomPayment (Columns AT - AU]
If you want settle an existing opportunity with a contact in the upload, use SFContactID (Column C), OpportunityID (Column Ak), and PaymentFor (Column g)

Column A

Name: BasketId
Description: The Basket ID is a user-defined unique number used to identify items within a transaction.
- For a single-item transaction, assign one unique Basket ID to that item.
- For a multi-item transaction, assign one unique Basket ID to the group of items that are processed together.
Status: Mandatory
Format: Text (may include letters and numbers)
Example: 12345

Column B

Name: C&PAID. This is your Click & Pledge account number
Description: Click & Pledge account ID as shown in Portal > Account Info > Profile
Status: Mandatory
Format: Numeric
Example: 12345

Contact Information

Column C

Name: SFContactID
Description: Salesforce Contact ID. Each transaction requires either the first name and last name OR the Salesforce Contact ID. Transactions with Salesforce Contact ID will not go through the contact matching and temporary contact process since the Contact is uniquely listed.
Status: Mandatory if First & Last names are omitted / Optional if First & Last name are included.
Format: Text
Example: 003i000000WKPJj

Column D

Name: FirstName
Description: Card holder’s first name
Status: Mandatory if SFContactID (Column C) is not included.
Format: Text
Example: John
Column E
Name: LastName
Description: Card holder’s last name
Status: Mandatory if SFContactID (Column C) is not included).
Format: Text
Example: Smith

Column F

Name: Email
Description: Card holder’s email address
Status: Optional: if SendReceipt (AB) is 0 (no receipt will be emailed in the absence of the email address)
Format: Text
Example: john@smith.org

Basket Information

Column G

Name: PaymentFor
Description: Item name being paid for
Status: Mandatory
Format: Text
Example: Donation, T-Shirt, Membership, etc.

Column H

Name: ItemSKU
Description: SKU (Stock-Keeping Unit) is a standard retail term and functions as an Id which may or may not be unique.  In Click & Pledge the SKU is an internal identifier and is used for reports and mapping in Click & Pay Suite.
Status: Optional
Format: Text
Example: ABC-123

Column I

Name: ItemGAU
Description: GAU (General Accounting Unit) codes can be added to each payment option making it easier to track funds and simplify accounting.
Status: Optional
Format: Numeric
Example: 10

Column J

Name: ItemTax
Description: Tax amount to be added to the total
Status: Optional
Format: Numeric
Example: 10

Column K

Name: ItemTaxdeductible
Description: The tax deductible portion of the Amount (Column R)
Status: Optional
Format: Numeric
Example: 50

Column L

Name: ItemFMV
Description: Fair Market Value - The costs of goods or services included with the item.
Status: Optional
Format: Numeric
Example: 50

Column M

Name: ItemCampaign
Description:  The exact Salesforce Campaign name to assign to the item. The value entered here must match an existing Salesforce Campaign name. If a matching Campaign does not exist, a new Campaign will be created using this name
Status: Optional
Format: Text
Example: Save the Whales

Credit Card Information

Column N

Name: NameOnCard/Account
Description: The name as it appears on the credit card
Status: Mandatory
Format: Text
Example: John Smith

Column O

Name: CreditCardNumber
Description: The full credit card number.
Status: Mandatory if credit card is used
Format: Text with prefix of colon ( : ) to stop Excel from changing the format to scientific notation or omitting the leading zeroes.
Example: :4111111111111111

Column P

Name: CVV
Description: Card verification number as it appears on the back of the card or the four digit number on the front of American Express card.
Status: Optional
Format: Text with prefix of colon ( : ) to stop Excel from changing the format to scientific notation or omitting the leading zeroes.
Example: :123

Column Q

Name: ExpirationDate
Description: Credit card expiration date
Status: Mandatory
Format: Text – MMYY - The number must be prefixed with colon ( : ) to stop Excel from changing the format to scientific notation or omitting the leading zeroes.
Example: :0114

Column R

Name: Amount
Description: Total to be charged
Status: Mandatory
Format: Numeric
Example: 100

Recurring Payment Information

Column S

Name: RecurringMethodId
Description: Recurring method to be used for the recurring transaction.
Status: Mandatory for recurring / ignored if no recurring
Format: Numeric
Values / Options: 1 = Subscription, 2 = Installment
Example: 1

Column T

Name: Periodicity
Description: The interval between each payment
Status: Mandatory if recurring is being used
Format: Text
Values / Options: Week, 2 Weeks, Month, 2 Months, Quarter, 6 Months, Year
Example: Month

Column U

Name: Installment#
Description: The number of payments to be processed. Use 999 for indefinite payment where payments will be processed until the card expires or is cancelled.
Status: Mandatory if recurring is being used
Format: Numeric
Example: 12

Column V

Name: FirstpaymentDate
Description: The date for the first payment to be processed. The start date may be any date starting from the date of upload onward. For future dates a transaction will be processed to validate the card and on the first payment date the first transaction will run for the total amount (Column R) followed by the future payments set at the periodicity (Column T) interval for the number of installments as set by (Colum U) THIS FEATURE IS NOT AVAILABLE FOR ECHECK/ACH – ECHECKS MAY ONLY BE PROCSSED AT THE TIME OF PROCESSING.
Status: Mandatory if recurring is being used
Format: :MM/DD/YYYY Text with prefix of colon ( : ) to stop Excel from changing the format to scientific notation or omitting the leading zeroes.
Example: :11/30/2025

eCheck / ACH Information

Column W

Name: RoutingNumber
Description: Checking / Savings account number
Status: Mandatory if ACH is being used
Format: Text with prefix of colon ( : ) to stop Excel from changing the format to scientific notation or omitting the leading zeroes.
Example: :1234567

Column X

Name: AccountNumber
Description: Savings or checking account number
Status: Mandatory if eCheck is being used
Format: Text with prefix of colon ( : ) to stop Excel from changing the format to scientific notation or omitting the leading zeroes.
Example: :123456

Column Y

Name: AccountType
Description: Savings or Checking Account
Status: Mandatory if ACH is being used
Format: Text
Values / Options: CheckingAccount, SavingsAccount
Example: CheckingAccount

Column Z

Name: CheckType
Description: Company or Personal check
Status: Mandatory if ACH is being used
Format: Text
Values / Options: Company, Personal
Example: Personal

Column AA

Name: CheckNumber
Description: The check number. If not available use any random number.
Status: Mandatory if ACH is being used
Format: Text with prefix of colon ( : ) to stop Excel from changing the format to scientific notation or omitting the leading zeroes.
Example: :12345

Reference Transaction Information

Column AB

Name: VaultGUID
Description: The reference transaction of a previously authorized card. The VaultGUID references an existing card, and the charge will be made to the same card or bank account (eCheck).
Status: Mandatory if Reference Transaction is being used
- Format: Text
Example: 3b47b49c-a743-4b63-bab3-295fdb7300bc

Miscellaneous Information

Column AC

Name: CONNECT Campaign Alias
Description: CONNECT Campaign Alias as assigned in Campaign Details > Basic Information > Campaign Alias
Status: Optional
Format: Text
Example: default, WFC, etc.

Column AD

Name: CONNECT Form
Description: CONNECT Form Number. Change the view of the saved forms from Grid to List and you will see a column with the Form ID
Status: Optional
Format: Text
Example: 10301

Column AE

Name: SF Campaign
Description: Transaction campaign. The patron will become a member of this campaign. If the campaign name does not exist, it will be created dynamically.
Status: Optional
Format: Text
Example: 202x Year End Giving, General Donations, etc.

Column AF

Name: Tracker
Description: Additional tracking parameter saved with each transaction. Tracker will be available in the portal
Status: Optional
Format: Text
Example: Newsletter2014

Column AG

Name: Show Anonymous
Description: Donor wants the donation to be anonymous.
Status: Optional
Format: Text
Values / Options: 0, 1 – where 0 = not anonymous, 1 = anonymous
Example: 0

Column AH

Name: Display Name
Description: Allows Display Name customization. This name will display in the transaction when Show Anonymous is False.
Status: Optional
Format: Text
Example: J Smith, Sue S, Grandma & PopPop, etc.

Column AI

Name: Comment
Description: Donor comment to the organization
Status: Optional
Format: Text
Values / Options: Do not use special characters such as comma, forward slash, ampersand, etc.
Example: Love what you do

Column AJ

Name: SendReceipt
Description: Indicates when the CONNECT receipt will be sent to the patron. The organization will always receive a copy of the system receipt.
Status: Optional
Format: Numeric
Values / Options:
- 0 = Send no receipt
- 1 = Send Pre-authorization Receipts and Authorized Receipt
- 2 = Send only Authorized Receipt
- 3 = Send only Pre-Authorization Receipt
Example: 2

Column AK

Name: Opportunity id
Description: Salesforce Opportunity to be settled. A new opportunity will not be created for the item, and the existing opportunity will be attached to the transaction. The opportunity stage will change according to the C&P Settings > Opportunity tab. IMPORTANT NOTE: The contact associated with the Opportunity will be set to the Contact listed in the import. Make sure the OpportunityID is assigned to the ContactID used.
Status: Optional
Format: Text
Example: 00613000019fwte

Shipping Address Infomration

Column AL

Name: ShippingAmount
Description: The amount to be added to the total for the shipping cost. The receipt will display the amount, and it will be part of the transaction.
Status: Optional
Format: Number
Example: 8.50

Column AM

Name: ShippingAddress1
Description: The first line of the address used for shipping
Status: Mandatory if shipping amount is listed/ Will not be used if shipping amount is not added
Format: Text
Example: 123 Test Street

Column AN

Name: ShippingAddress2
Description: The second line of the address used for shipping
Status: Optional
Format: Text
Example: Suite 1175

Column AO

Name: ShippingCity
Description:
Status: Mandatory if shipping amount is listed/ Will not be used if shipping amount is not added
Format: Text
Example: San Francisco

Column AP

Name: ShippingStateProvince
Description: The state or province used for the shipping address
Status: Optional
Format: Text
Example: California

Column AQ

Name: ShippingZipCode
Description: The address’ zip code for the shipping address
Status: Mandatory / Optional
Format: Text
Example: 12345

Column AR

Name: ShippingCountry
Description: The country used for the shipping address
Status: Mandatory if shipping amount is listed. Will not be used if shipping amount is not added
Format: Text
Example: Example: US or United States (Use the 2-letter Code or written name depending upon which is selected as the Address Format in Settings > Countries & States if it has been synced with Salesforce settings)

Column AS

Name: ShippingPhone
Description: the phone number associated with the shipping address
Status: Optional
Format: Text
Example: :5409619811

Miscellaneous Payment Types: Not Settling

Column AT

Name: CustomPayment
Description: The custom payment name as a payment method. At least one payment method must be used.
Status: Mandatory if custom payment type is being used
Format: Text
Example: Pay at the Door

Column AU

Name: Reference Number
Description: The reference number for the custom payment type. The field is optional, but it may be used for any reference text associated with this payment. Examples may include check number if checks are direct deposited and the information is being uploaded for reference.
Status: Optional
Format: Text
Example: ABC-123

Custom Question Information

Column AV & Beyond

Name: CQ:Custom Question1
Description: Custom Questions/Answers may be uploaded beginning with column AV and beyond. Replace the text "Custom Question 1" with the question. Enter the answer to the question in the cells below.
Status: Optional
Format: Text
Values / Options: Do not use special characters such as comma, forward slash, ampersand, etc.
Example:
- Question in header - CQ:Where did you hear about us
- Answer in data - website, neighbor, online search, etc.

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