Migrating & Recreating records

There are multiple paths to migrating records into Blackthorn | Payments. For existing Stripe customers, see our documentation on Historical Sync.

To temporarily turn off Stripe callout and Apex validations, update the applicable Custom Settings under Blackthorn Pay - Trigger Settings.

Migrating Records

Transactions

Source: CSV

Turn off all Transaction-related Custom Settings (referenced above) or enable Disable All Triggers in Blackthorn Pay - Trigger Settings.

Required fields:

  • Record Type = Charge

📘

Map your org's Charge Record Type ID value, not the word 'Charge'. This can be found by navigating to the object's Record Type listing, clicking Charge, and pulling the ID from the URL.

  • Amount
  • Currency
  • Transaction Status = Completed
  • Payment Status = Captured
  • Non-Stripe = True

Suggested fields:

  • Account
  • Contact
  • Processed Date (you can map a date field if you don't have date/time available)

Suggested Fields if Records Originated from a Stripe Account:

  • Payment Gateway
  • Card ID
  • Transaction ID
  • Customer ID

Payment Methods

Source: Raw credit card data

Required Fields:

  • Record Type = Charge Card or ACH

📘

Map your org's Record Type ID value, not the text word. This can be found by navigating to the object's RT listing, clicking Charge Card or ACH, and pulling the ID from the URL.

  • Email

Suggested Fields:

  • Account
  • Contact
  • Address fields
  1. Using Data Loader, set your batch size to 1.

  2. Stripe export with Card IDs & Customer IDs.

📘

Turn off all Payment Method-related Custom Settings (referenced above) or enable Disable All Triggers from Blackthorn Pay - Trigger Settings.

Map these fields:

  • Last 4 Digits
  • Currency ISO
  • Country ISO
  • Status = Valid

Recreating Records

Sometimes, life doesn't give you sunshine. When it happens, records that exist in Stripe but not in Salesforce for whatever reason require the records to get recreated in Salesforce from the Stripe IDs. To do so (here's an example of recreating a charge so the refund can be conducted within Salesforce):

Step 1: Log into the Stripe dashboard to see the relevant IDs.
You need:

  • Card ID
  • Customer ID
  • Transaction ID

Step 2: Create a new Transaction in Salesforce.
Step 2a: Within Setup | Custom Settings | Blackthorn Pay - Trigger Settings click Manage and disable relevant triggers to manipulate records.
Step 2b:

  • Record Type = Charge
  • Transaction Status = Completed
  • Payment Status = Captured
  • Amount = Stripe Dashboard Charge amount
  • Currency
  • Set the Payment Method lookup to the correct Payment Method that matches the Card ID from Step 1

Step 3: Click Refund in Salesforce.


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