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Batch Donation Entry Permission Set

ProntoGiving Version 2: Batch Donation Entry Permission Set

Profile Permissions

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BDE Matching Criteria

Setup BDE Matching Criteria

Note: This step is done automatically after installation. However, if the user needs to add more fields to be mapped, follow the steps outlined below.

Add Mapping

1. Go to ProntoGiving Settings > Batch Donation Entry > BDE Matching Criteria

2. The user can specify Matching Rules for Primary Contact, Soft Credit Contact, Primary Account, Soft Credit Account, Campaign and Primary Campaign on BDE Item fields, based on the specified matching fields and Priority on the setting

3. Submitted BDE Items will search for matching records or create new record if not found

4. When Match is found, action is taken based on the Matching Rules

5. When Match is not found, create new record and populate to appropriate fields. For example a user might want to map the Contact Object with its BDE Item matching fields.

BDE Item fields FirstName, LastName, Email was mapped to the Contact Object as the highest priority 1. Additionally, these are the Matching fields that should be mapped accordingly, although some fields may be omitted depending on the user requirements.

BDE Matching Criteria

Expected Outcome

Assumption: 

The user has typed the First Name, Last Name, Email on the BDE Item record details (before Process Batch). Clicking Process Batch button submits the record, then creates an appropriate Opportunity and will populate the Contact record based on the Matching Criteria fields being setup on the settings. 

If there is a match, it will populate the Contact record on the created Opportunity.

If there is no match, it will create a new Contact record and populate on the Opportunity.

BDE Data Load in BDE Item Object

Data Loader is used to insert or update donations to Salesforce; one-off or recurring donations in one batch. The following instructions will walk you through the minimum required fields for each type.

Minimum required fields for One-Off Donation

ASPHPPADDON__Primary_Account__c/ASPHPPADDON__Primary_Contact__c

ASPHPPADDON__Date__c

ASPHPPADDON__Amount__c

ASPHPPADDON__Opportunity_Stage__c

ASPHPPADDON__Frequency__c (One-Off)

ASPHPPADDON__Donation_Type__c

Minimum required fields for Recurring Donation

ASPHPPADDON__Primary_Account__c/ASPHPPADDON__Primary_Contact__c

ASPHPPADDON__Amount__c

ASPHPPADDON__Date__c

ASPHPPADDON__Frequency__c (Weekly, Monthly, Yearly)

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.

.       

1. Minimum required fields for updating

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.

1. Minimum required fields for donations via

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

.       

1. Minimum required fields for donations via

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

.       

1. Minimum required fields for donations with

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

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1. Minimum required fields for Donation with Multiple

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 it meets the criteria.

Import Data via Data Loader

1. Open the

Data Loader.

1. Click

Insert.

1. Enter your Salesforce username and password. To log in, click

Log in.

1. 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. 

1. To select your CSV file, click

Browse. 

1. Click

Next. After the object and CSV file are initialized, click OK.

1. 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.

1. 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.

1. 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.

10.  To view your success or error files, click View Successes or View Errors. To close the wizard, click OK.  

11.  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.