How to Setup The Click & Pay Suite

It’s here! The Click & Pay Suite, designed to empower nonprofit organizations and revolutionize fundraising efforts, is being released today!

With a wide range of powerful tools and features, this Salesforce integration provides a centralized hub for managing transactions, engaging donors, and optimizing fundraising strategies.

Setting up the Click & Pay Suite is quick and easy. To access the Click & Pay Suite, please request an upgrade on this post, found [here]. Our team will be delighted to assist you in unlocking the full potential of the suite and enhancing your fundraising capabilities.

To ensure a smooth transition, we kindly request that you conduct a sandbox test before implementing the latest release on your production instance. This process is vital in safeguarding your existing settings and configurations during the upgrade. The post-installation script is designed to update all custom settings, mappings, field matching, and other elements into a new format. While the script has undergone extensive testing across multiple installations, it is crucial to consider the unique aspects of your specific setup to avoid any potential disruptions.

To initiate the testing phase, we recommend creating a sandbox environment—either a partial or full replica of your production instance—and granting us login access. This will allow us to install the new Click & Pay application for your review and testing purposes. We value your satisfaction, and once you are confident that the upgrade will not cause any issues, kindly submit a follow-up request, and we will proceed with updating your production instance accordingly.

We appreciate your collaboration as we introduce our newest addition to our product lineup. Should you have any questions or concerns throughout this process, please do not hesitate to reach out to us.

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