Windcave Reconciliation Overview
A dailed transaction report is setup by Windcave support that generates a CSV file. The detailed transaction CSV file is emailed to a Salesforce Email Service.
The Salesforce Email Service receives the Detailed Transaction File and then creates an Import File and related Import File line item records.
Once the import line item transactions are loaded, a Windcave Reconciliation Processor is started. This processor checks the transaction details to locate the Payment Txn records in Salesforce to see if they match the status on the Windcave report. If they do not, then this processor updates to automatically correct the Payment Txn status.
For example, if the Payment Txn currently had a Status of “Confirmation”, but the imported transaction showed that this was actually a successful transaction, then the Status is changed to “Payment Complete”.
Create the Email Service
- Select the Cog symbol on the RHS of your Salesforce home screen. (In Classic, click 'Setup' on the top RHS.)
- A new window or tab will open. In the quick search bar on LHS type “Email Service”.
- Press the Email Service link.
- Press the “New Email Service” button.
- Create a New Email Service by providing below details.
- Email Service Name – Name of the service (this name is only to identify the email service. So, suggestion is to add the word “Windcave”.)
- Apex class – Press the look up box and select “WindcaveEmailListener”
- Accept Attachment – This is to specify which types of attachments the email listener accepts. Select “All”
- Accept Email From – Leave it blank. So, it will accept emails from all.
- Active – Make it active.
- Failure Response setting
- Enable error routing – This is to send emails to the email address mentioned in the Route Error email field when an error occurred.
- Press Save.
- Press the “New Email Address” button to generate the new Email address.
- Add the email Address Name and press save.
- It will generate the email address.
- You can use this email address in the step 1.
Contact Windcave Support
Contact Windcave support and get the full transaction details report setup and scheduled.
- Request for the “Full transaction” details and to be scheduled and email daily.
- Frequency + time of day and time zone
- Email address (from the Apex Email Service, check previous step in this doc)
- API username (from the merchant facility - field “Payment Gateway UserId”.