Migrating & Recreating Records
- 09 Sep 2022
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Migrating & Recreating Records
- Updated on 09 Sep 2022
- 1 Minute to read
- Print
- DarkLight
Article Summary
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 callouts 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. 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.
Required Fields:
- Record Type = "Charge"
- Amount
- Currency ISO
- Transaction Status = "Completed"
- Payment Status = "Captured"
- Non-Gateway = "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
- Transaction ID
- Customer ID
Payment Methods
Source: Raw credit card data 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.
Required Fields:
- Record Type = Charge Card or ACH
Suggested Fields:
- Account
- Contact
- Address fields
- Using Data Loader, set your Batch Size to "1".
- 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
- Payment Method Status = "Valid"
Recreating Records
Sometimes, life doesn't give you sunshine. When it happens, records that exist in Stripe but not in Salesforce must be recreated in Salesforce from the Stripe IDs.
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.
- Gather the following IDs:
- Card ID
- Customer ID
- Transaction ID
Step 2: Create a new Transaction in Salesforce.
Within Setup > Custom Settings > Blackthorn Pay - Trigger Settings, click Manage and disable relevant triggers to manipulate records.
Fill in the following fields:
- Record Type = "Charge"
- Amount = Stripe Dashboard Charge amount
- Currency ISO
- Transaction Status = "Completed"
- Payment Status = "Captured"
- Set the Payment Method lookup to the correct Payment Method that matches the Card ID from Step 1.
Step 3: Click Refund in Salesforce.