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Table of Contents

Overview How it works When Override Target Contact Values = YES When Override Target Contact Values = NO When Override Target Contact Values = NONE Example Scenarios What to do if "Override Target Contact Values" was previously off Best Practice Example Configuration Summary Troubleshooting and next steps

How the "Override Target Contact Values" setting affects the "Membership No." field

Table of Contents

Overview How it works When Override Target Contact Values = YES When Override Target Contact Values = NO When Override Target Contact Values = NONE Example Scenarios What to do if "Override Target Contact Values" was previously off Best Practice Example Configuration Summary Troubleshooting and next steps

Overview

When members pay or renew their dues through Payments2Us forms, the system links each transaction to a Contact record and assigns (or reuses) a Membership No. on that Contact. The behavior of this assignment depends on whether Override Target Contact Values is enabled on the Merchant Facility being used.

 

How it works

When Override Target Contact Values = YES

  • Payments2Us updates existing Contacts with data from the new transaction, including the Membership No. field if applicable.
  • If the Contact already has a Membership No., Payments2Us reuses that number for the new transaction.
  • If the Contact is new or has no existing Membership No., the system assigns a new number (using the Membership Next No. sequence).

When Override Target Contact Values = NO

  • Payments2Us does not overwrite existing Contact data.
  • If a transaction is processed for an existing Contact, the system treats it as a new membership and assigns a new Membership No. — even if one already exists on that Contact.
  • This can lead to multiple Membership Nos. across transactions for the same person.

When Override Target Contact Values = NONE

  • The system behaves similarly to the YES setting in this specific case for membership assignment.
  • Existing Contacts keep their current Membership No., and the system reuses that number for subsequent transactions.

 

Example Scenarios

In testing, six scenarios were evaluated:

  • Existing Contact – Override = YES
  • Existing Contact – Override = NONE
  • Non-existing Contact – Override = NONE
  • Non-existing Contact – Override = NO
  • Existing Contact – Override = NO
  • Non-existing Contact – Override = YES

Results:

  • For all cases, the system assigned a Membership No..
  • For cases where Override = YES or NONE, existing Contacts retained their current Membership No.
  • For cases where Override = NO, new Membership Nos. were generated — even for existing Contacts.

 

What to do if "Override Target Contact Values" was previously off

If the setting was previously set to NO before being turned to YES:

  • Past transactions may have generated new Membership Nos. instead of reusing existing ones.
  • These Contacts may now have duplicate or inconsistent Membership numbers across transactions.

To correct this:

  1. Run a report on past membership transactions to identify records with incorrect or missing Membership Nos.
  2. Compare these with earlier transactions for the same Contacts to determine their correct Membership No.
  3. Manually update those Contact records to reflect the proper Membership No.
  4. Once the Override Target Contact Values setting is enabled, future transactions will automatically reuse the correct number.

 

Best Practice

  • Keep Override Target Contact Values enabled on the Merchant Facility if you want consistent reuse of existing Membership Nos. during renewals or repeated payments.
  • Disable only if you intentionally want to generate new membership numbers for every payment (which is uncommon).
  • Always test configuration changes in a sandbox environment before applying them to production.

 

Example Configuration

  1. Go to Setup → Payments2Us → Merchant Facilities.
  2. Open the Merchant Facility used for membership payments.
  3. Locate the Override Target Contact Values checkbox and ensure it is checked.
  4. Save the changes and test a membership renewal or new signup to confirm Membership No. assignment works as expected.

 

Summary

Setting Behavior
YES Reuses existing Membership No. for existing Contacts. Assigns a new number for new Contacts.
NO Creates a new Membership No. even for existing Contacts.
NONE Same as YES — reuses existing Membership No. where applicable.

 

Troubleshooting and next steps

  • If Membership Nos. were not assigned during past payments, confirm the Override Target Contact Values setting on your Merchant Facility at the time of those transactions.
  • Use Salesforce reports to identify Contacts missing their Membership No. and manually update them using the previous transaction data as reference.
  • After enabling the setting, all future payments will automatically align Membership Nos. correctly.

 

Updated at November 10th, 2025

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