As part of ongoing Salesforce security enhancements, we now enforce stricter controls to prevent the creation of import file line item records without authorisation.
In Import file, pre-authorisation means the card is authorised at the time of upload. The actual charge is then completed later when the import file line items are processed.
If you encounter the following error message on the Import screen, it indicates that you will need to disable specific import file Pre-authorisation (Workflow and Flow) to proceed.
Disabling Workflow
- Click on Setup cog
- Search for "Workflow Rules"
- Click on "Workflow Rules"
- Locate Workflow "Import File - Reset Authorise Cards" and Deactivate it.
Tip: Order workflows by Object name and look for “Import File”
Disabling Flow
- Click on Setup cog
- Search for "Flows"
- Click on "Flows"
- Locate flow “Payments2Us Batch Entry Flow: Reset Authorise Cards”.
- Open it and click on Deactivate.
