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Note: If any field that you want to add, then that field doesn’t exist, you can create that as custom field and add the mapping in the BDE Item Record Mapping.
.
Minimum required fields for updating
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Recurring Donations. This a sample CSV filefor updating recurring donation.
a. ASPHPPADDON__Recurring_Donation__c
b. It could be any Recurring Donation fields specified in the Item Record Mapping.
c. Note: For Recurring Donation required fields that are not mapped or setup inBDE Item Record Mapping, make sure to put default values in the following fields:
i. Date Established → Current Date
ii. npe03_Contactc or npe03Organization_c should not be empty
iii. npe03_Installment_Period_c → Monthly
iv. npe03_Installments_c → 12
v. npe03_Next_Payment_Date_c → Current Date
vi. npe03_Open_Ended_Status_c → Open
vii. npe03_Schedule_Type_c → Multiple By
. d. Note: If any field that you want to update, then that field doesn’t exist, you can create that as custom field and add the mapping in the BDE Item Record Mapping.
Minimum required fields for donations via
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Credit Card (aside from one-off or recurring donations).
a. ASPHPPADDON__Credit_Card_Name__c
b. ASPHPPADDON__Credit_Card_Number__c
c. ASPHPPADDON__Credit_Card_Expiry_Year__c
d. ASPHPPADDON__Credit_Card_Type__c
e. ASPHPPADDON__Credit_Card_Expiry_Month__c
f. ASPHPPADDON__CCV__c
.
Minimum required fields for donations via
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Bank Account (aside from one-off or recurring donations).
a. ASPHPPADDON__Bank_Account_Name__c
b. ASPHPPADDON__Bank_Account_Number__c
c. ASPHPPADDON__Bank_Account_BSB__c
.
Minimum required fields for donations with
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1 GAU Allocation (aside from one-off or recurring donations).
a. ASPHPPADDON__GAU_1_Amount__c
b. ASPHPPADDON__GAU_1_ID__c
c. ASPHPPADDON__GAU_1_Name__c.
Minimum required fields for Donation with Multiple
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GAU Allocations
. a. ASPHPPADDON__GAU_Allocations__c
. b. ASPHPPADDON__New_GAU_Allocation_on_Recurring_Donation__c
This is the format to be inserted in the GAU Allocations field.:
[
{
"gauID" : "a0w0o00000QefXjAAJ",
"allocationAmount" : 15
}, {
"gauID" : "a0w0o00000QeYXtAAN",
"allocationAmount" : 20
}, {
"gauID" : "a0w0o00000QeYXtAFGH",
"allocationAmount" : 25
}
]
Note: You can add as many GAU Allocations as you want as long as provided it meets the criteria.
Import Data via Data Loader
Open the Data Loader
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application
Click Insert
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Enter and enter your Salesforce username and password. To log in, click Log in.
Choose the ASPHPPADDON__BDE_Item__c object. If this object name is not displayed on the default list, select Show all objects to see the complete list of the objects that you can access.
To select your CSV file, click Browse
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Click Next. After the object and CSV file are
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initialised, click OK
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Define how the columns in your CSV file map to Salesforce fields. To select an existing field mapping, click Choose an Existing Map. To create or modify a map, click Create or Edit a Map
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For each operation, the Data Loader generates two unique CSV log files, one file name starts with “success”, and the other starts with “error”. Click Browse to specify the directory for these files.
To complete the operation, click Finish, and then click Yes to confirm. As the operation proceeds, a progress information window reports the status of the data movement
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To view your success or error files, click View Successes or View Errors. To close the wizard, click OK.
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To verify that the records are saved to Salesforce successfully, go to the BDE Items tab. Create a list view that will display all the records created today to see your imported records.
Map BDE Item fields to any record fields
Please follow this link.
Process BDE Items
To process the records that you imported, please follow this link.
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