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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
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ASPHPPADDON__Donation_Type__c
Minimum required fields for- Recurring Donation
ASPHPPADDON__Primary_Account__c/ASPHPPADDON__Primary_Contact__c
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Note: If you want to add a field that doesn’t already exist, you can create it as custom field and add the mapping in the BDE BDE Item Record Mapping.
Minimum required fields for - updating Recurring Donations
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It could be any Recurring Donation fields specified in the BDE Item Record Mapping.
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:
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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 BDE Item Record Mapping.
Minimum required fields for - donations via Credit Card (aside from one-off or recurring donations).
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ASPHPPADDON__Credit_Card_Type__cck
ASPHPPADDON__Credit_Card_Expiry_Month__c
ASPHPPADDON__CCV__c
Minimum required fields for - donations via Bank Account (aside from one-off or recurring donations)
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ASPHPPADDON__Bank_Account_BSB__c
Minimum required fields for - donations with 1 GAU Allocation (aside from one-off or recurring donations)
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ASPHPPADDON__GAU_1_Name__c
Minimum required fields for - Donation with Multiple GAU Allocations
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Open the Data Loader application
Click Insert 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
Click Next. After the object and CSV file are initialised, click OK
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
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
To view your success or error files, click View Successes or View Errors. To close the wizard, click OK. 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
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Setup BDE Item Record Mapping
Note: This step is done automatically after installation or upgrade. However, if you need to add more fields to your mapping, you can do so by following the steps provided below.
Say, For example you might have the Amount custom field in the Opportunity object. You need to create the matching custom field in the BDE Item custom object first before you proceed with the mapping.
Add Mapping Via ProntoGiving Settings
Go to ProntoGiving Settings > Batch Donation Entry > BDE 2.0 > Item Record Mapping.
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It allows you to set certain fields in BDE Items (object) to map against
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particular object fields
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(
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e.
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g. Opportunity, Contact, Account, Campaign objects, etc).
Once
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finished, the mapping will be added on the list.
The BDE Item field “Receipt Action (PPlus)” was mapped to the “Receipt Action (PPlus)” field on the Opportunity object.
When the Opportunity record is created, BDE Item “Receipt Action (PPlus)” field value will be copied over to Opportunity “Receipt Action (PPlus)” field.
Add Mapping Via Custom Settings
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