Add or update purchase items on contact records
Add or update purchase items on contact records
Your online order items aren't linked to contact records, creating missed receipts and scattered purchase history. Add order entries to contacts so staff can reconcile same day.
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Overview
When order line items aren't attached to contact records, program and finance staff spend hours reconciling and supporters receive late receipts. This flow attaches each purchase line to the correct contact record, enabling same-day reconciliation and timely receipts.