Can I replace an existing target?

If you change your bank or PSP account, you need to update the merchant account (target) configuration in FinDock.

1. Go to the FinDock Setup tab.
2. Under Processors & Methods, click the relevant processor on the Installed tab.
3. On the Accounts tab,, click Edit next to the target that needs to be changed and update it with the new account information.
4. Save your changes.

If the change requires using a new target name, you need to create a new target. You cannot change the name of an existing target. The name is used in several picklists and associated fields on key objects, as well as Payment API integrations. A name change could prevent payment collection and mandate handling for existing records and integrations.

If you must replace the target for existing data and integrations, you need to:

1. Go to the FinDock Setup tab.
2. Under Processors & Methods, click the relevant processor on the Installed tab.
3. On the Accounts tab, click Add account and enter the new target details.
4. Save your changes and confirm deployment to update all control picklists on FinDock objects.
5. Update existing records for installments, recurring payments, mandates, schedules, etc. that used the old target to the new target name.
6. Update any Payment API integrations to use the new target name, including Giving Pages and PayLinks.

Step 5 can be done manually or through scripting and Salesforce tools to make bulk changes.