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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 - One-Off Donation

ASPHPPADDON__Primary_Account__c/ASPHPPADDON__Primary_Contact__c

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ASPHPPADDON__Donation_Type__c

Minimum required fields - 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 Item Record Mapping.

Minimum required fields - updating Updating Recurring Donations

ASPHPPADDON__Recurring_Donation__c

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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 Item Record Mapping.

Minimum required fields - donations Donations via Credit Card (aside from one-off or recurring donations).

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ASPHPPADDON__Credit_Card_Expiry_Month__c

ASPHPPADDON__CCV__c

Minimum required fields - donations Donations via Bank Account (aside from one-off or recurring donations)

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ASPHPPADDON__Bank_Account_BSB__c

Minimum required fields - donations Donations with 1 GAU Allocation (aside from one-off or recurring donations)

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ASPHPPADDON__GAU_1_Name__c

Minimum required fields - Donation with Multiple GAU Allocations

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Go to Setup > Custom Settings > BDE Item Record Mapping > Click Manage.
Add the mappings below by clicking the “New” button.
Additionally, these are mostly the fields in BDE Item that should be mapped accordingly and automatically although some fields may be omitted depends to your need. This is the standard BDE Item Record Mapping.

List of BDE Item fields

Label	API Name	Description
Account Name	ASPHPPADDON__Account_Name__c	Name of the new Account record created through processing BDE Item
Amount	ASPHPPADDON__Amount__c	Amount for each donation for payment transactions
Bank Account BSB	ASPHPPADDON__Bank_Account_BSB__c	Bank BSB in bank transactions for payment source creation
Bank Account Name	ASPHPPADDON__Bank_Account_Name__c	Account Name in bank transactions for payment source creation
Bank Account Number	ASPHPPADDON__Bank_Account_Number__c	Bank number in bank transactions for payment source creation
Campaign	ASPHPPADDON__Campaign__c	Campaign lookup of the donation
Campaign Name	ASPHPPADDON__Campaign_Name__c	Name of the new Campaign record created through processing BDE Item
Cheque BSB Number	Cheque_Bank_Number_BSB__c	Cheque BSB number for cheque transactions
Cheque Number	Cheque_Number__c	Cheque number for cheque transactions
Cheque Transit Number	Cheque_Transit_Number__c	Cheque Transit number for cheque transactions
CCV	ASPHPPADDON__CCV__c	CCV in credit card transaction for payment source creation
Credit Card Expiry Month	ASPHPPADDON__Credit_Card_Expiry_Month__c	Credit card expiry month in credit card transaction for payment source creation
Credit Card Expiry Year	ASPHPPADDON__Credit_Card_Expiry_Year__c	Credit card expiry year in credit card transaction for payment source creation
Credit Card Name	ASPHPPADDON__Credit_Card_Name__c	Credit card name in credit card transaction for payment source creation
Credit Card Number	ASPHPPADDON__Credit_Card_Number__c	Credit card number in credit card transaction for payment source creation
Credit Card Type	ASPHPPADDON__Credit_Card_Type__c	Credit card type in credit card transaction for payment source creation
Day of Month	ASPHPPADDON__Day_of_Month__c	Sets the specific day of the month for future installment Opportunities when the Installment Period is Monthly. If you select 29 or 30, the installment date will be the last day of the month for months that don't have that many days.
Recurring Type	ASPHPPADDON__Recurring_Type__c	Select Open for an ongoing Recurring Donation. Select Fixed for a Recurring Donation that has a specific number of installments.
RD Effective Date	ASPHPPADDON__Effective_Date__c	The date that new or updated schedule information (Amount, Day of Month, etc.) for this Recurring Donation takes effect. The default is the current date.
Number of Planned Installments	ASPHPPADDON__Number_of_Planned_Installments__c	Number of installments (donations) you expect to receive. For Fixed-Length Recurring Donations only.
Installment Frequency	ASPHPPADDON__Installment_Frequency__c	The Installment Frequency along with Installment Period defines the installment schedule of the Recurring Donation
Installment Period	ASPHPPADDON__Installment_Period__c	How often you’ll receive the donations.
Date	ASPHPPADDON__Date__c	Close Date for Opportunity record, Date Established in Recurring Donation record and Payment Date in Payment Transaction record
Email	ASPHPPADDON__Email__c	Email of the Contact record
Account Email	ASPHPPADDON__Account_Email__c	Email of the Account record
First Name	ASPHPPADDON__First_Name__c	First name of the new Contact record created through processing BDE Item
Frequency	ASPHPPADDON__Frequency__c	Installment Period of the Recurring Donation
Gateway	ASPHPPADDON__Gateway__c	Gateway used for processing the payments from the donation
Last Name	ASPHPPADDON__Last_Name__c	Last name of the new Contact record created through processing BDE Item
Lead Source	LeadSource__c	Lead Source for Opportunity record and Recurring Donation record
Billing Street	Billing_Street__c	Billing street of the Account’s billing address
Billing City	Billing_City__c	Billing city of the Account’s billing address
Billing State	Billing_State__c	Billing state of the Account’s billing address
Billing Postal Code	Billing_Postal_Code__c	Billing postal code of the Account’s billing address
Billing Country	Billing_Country__c	Billing country of the Account’s billing address
Department	Department__c	Department for the Opportuntiy record and Recurring Donation record
Receipt Template (PPlus)	Receipt_Template__c	Receipt template in Opportuntiy record and Recurring Donation record used for the receipt of the donation
Donation Type	ASPHPPADDON__Donation_Type__c	Donation Type for the donation if it is Individual, Household, Organisation or Anonymous
Cheque Date	Cheque_Date__c	Cheque date for cheque transactions
Cheque Account Number	Cheque_Account_Number__c	Cheque account number for cheque transactions
Cheque Drawers Name	Cheque_Drawers_Name__c	Cheque drawer’s name for cheque transactions
Open Ended Status	Open_Ended_Status__c	Open Ended Status of the Recurring Donation record
Payment Type 2	Payment_Type_2__c	Payment Type for Opportunity record and Recurring Donation record with eWallet and BPAY options
Parent Campaign Name	ASPHPPADDON__Parent_Campaign_Name__c	Parent campaign name of the new Campaign record created through processing BDE Item
Payment Source	ASPHPPADDON__Payment_Source__c	Payment Source of the of the payments
Payment Source Token	ASPHPPADDON__Payment_Source_Token__c	Payment source token of the Payment Source
Payment Type	Payment_Type__c	Payment Type of the payment for Opportunity record and Recurring Donation record
Donor Organisation	ASPHPPADDON__Primary_Account__c	Account lookup for the Opportunity record and Recurring Donation record
Donor Contact	ASPHPPADDON__Primary_Contact__c	Contact lookup for the Opportunity record and Recurring Donation record
Primary Contact Address 1	ASPHPPADDON__Primary_Contact_Address_1__c	Mailing street of the Contact’s mailing address
Primary Contact City	ASPHPPADDON__Primary_Contact_City__c	Mailing city of the Contact’s mailing address
Primary Contact Country	ASPHPPADDON__Primary_Contact_Country__c	Mailing country of the Contact’s mailing address
Primary Contact Postal Code	ASPHPPADDON__Primary_Contact_Postal_Code__c	Mailing postal code of the Contact’s mailing address
Primary Contact State	ASPHPPADDON__Primary_Contact_State__c	Mailing state of the Contact’s mailing address
Receipt Action (PPlus)	Receipt_Action__c	Receipt action in Opportuntiy record and Recurring Donation record used if the receipt of the donation is Post or Email
RD Status	ASPHPPADDON__RD_Status__c	Status of the Recurring Donation record
Soft Credit Account Email	ASPHPPADDON__Soft_Credit_Account_Email__c	Email for the soft credit Account record
Soft Credit Account Name	ASPHPPADDON__Soft_Credit_Account_Name__c	Name for the soft credit Account record
Soft Credit Account	ASPHPPADDON__Soft_Credit_Account__c	Account lookup for the Recurring Donation record
Soft Credit Contact Address	ASPHPPADDON__Soft_Credit_Contact_Address__c	Mailing street of the soft credit Contact’s mailing address
Soft Credit Contact City	ASPHPPADDON__Soft_Credit_Contact_City__c	Mailing city of the soft credit Contact’s mailing address
Soft Credit Contact Country	ASPHPPADDON__Soft_Credit_Contact_Country__c	Mailing country of the soft credit Contact’s mailing address
Soft Credit Contact Email	ASPHPPADDON__Soft_Credit_Contact_Email__c	Email of the soft credit Contact record
Soft Credit Contact First Name	ASPHPPADDON__Soft_Credit_Contact_First_Name__c	First name of the soft credit Contact record
Soft Credit Contact Last Name	ASPHPPADDON__Soft_Credit_Contact_Last_Name__c	Last Name of the soft credit Contact record
Soft Credit Contact Phone	ASPHPPADDON__Soft_Credit_Contact_Phone__c	Phone number of the soft credit Contact record
Soft Credit Contact Postal Code	ASPHPPADDON__Soft_Credit_Contact_Postal_Code__c	Mailing postal code of the soft credit Contact’s mailing address
Soft Credit Contact State	ASPHPPADDON__Soft_Credit_Contact_State__c	Mailing state of the soft credit Contact’s mailing address
Soft Credit Card Contact	ASPHPPADDON__Soft_Credit_Contact__c	Contact lookup for the Recurring Donation record

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List of BDE Item fields Mapping

NAME	ASPHPPADDON__BULK_DONATION_ITEM_FIELD__C	ASPHPPADDON__OBJECT_FIELD__C	ASPHPPADDON__OBJECT__C	ASPHPPADDON__PARENT_CAMPAIGN__C	ASPHPPADDON__SOFT_CREDIT__C
Donation Type RD	ASPHPPADDON__Donation_Type__c	ASPHPPADDON__Donation_Type__c	npe03__Recurring_Donation__c	FALSE	FALSE
Cheque BSB Number	Cheque_Bank_Number_BSB_c__c	ASPHPP__Check_Bank_Number__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE
Cheque Drawers Name	Cheque_Drawers_Name__c	ASPHPP__Cheque_Bank_Name__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE
P-2	Payment_Type_2__c	ASPHPP__Payment_Type__c	Opportunity	FALSE	FALSE
Receipt Action	Receipt_Action__c	ProntoPlus__Receipt_Action__c	Opportunity	FALSE	FALSE
Receipt Action 2	Receipt_Action__c	ProntoPlus__Receipt_Action__c	npe03__Recurring_Donation__c	FALSE	FALSE
Soft Credit Contact2	ASPHPPADDON__Soft_Credit_Contact__c	Soft_Credit_Contact__c	npe03__Recurring_Donation__c	FALSE	TRUE
Soft Credit Account2	ASPHPPADDON__Soft_Credit_Account__c	Soft_Credit_Account__c	npe03__Recurring_Donation__c	FALSE	TRUE
Billing State	Billing_State__c	BillingState	Account	FALSE	FALSE
Billing Country	Billing_Country__c	BillingCountry	Account	FALSE	FALSE
Billing Street	Billing_Street__c	BillingStreet	Account	FALSE	FALSE
Billing City	Billing_City__c	BillingCity	Account	FALSE	FALSE
Billing Postal Code	Billing_Postal_Code__c	BillingPostalCode	Account	FALSE	FALSE
Parent Campaign Name	ASPHPPADDON__Parent_Campaign_Name__c	Name	Campaign	FALSE	FALSE
Account Name	ASPHPPADDON__Account_Name__c	Name	Account	FALSE	FALSE
Amount	ASPHPPADDON__Amount__c	Amount	Opportunity	FALSE	FALSE
Amount2	ASPHPPADDON__Amount__c	npe03__Amount__c	npe03__Recurring_Donation__c	FALSE	FALSE
Amount3	ASPHPPADDON__Amount__c	ASPHPP__aspp_Amount__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE
Bank Account BSB	ASPHPPADDON__Bank_Account_BSB__c	ASPHPP__Account_BSB__c	ASPHPP__ASPayment_Source__c	FALSE	FALSE
Bank Account Name	ASPHPPADDON__Bank_Account_Name__c	ASPHPP__Account_Name__c	ASPHPP__ASPayment_Source__c	FALSE	FALSE
Bank Account Number	ASPHPPADDON__Bank_Account_Number__c	ASPHPP__Account_Number__c	ASPHPP__ASPayment_Source__c	FALSE	FALSE
Campaign	ASPHPPADDON__Campaign__c	CampaignId	Opportunity	FALSE	FALSE
Campaign Name	ASPHPPADDON__Campaign_Name__c	Name	Campaign	FALSE	FALSE
Campaign2	ASPHPPADDON__Campaign__c	npe03__Recurring_Donation_Campaign__c	npe03__Recurring_Donation__c	FALSE	FALSE
Credit Card CCV	ASPHPPADDON__CCV__c	ASPHPP__Card_CCV__c	ASPHPP__ASPayment_Source__c	FALSE	FALSE
Credit Card Expiry Month	ASPHPPADDON__Credit_Card_Expiry_Month__c	ASPHPP__Card_Expiry_Month__c	ASPHPP__ASPayment_Source__c	FALSE	FALSE
Credit Card Expiry Year	ASPHPPADDON__Credit_Card_Expiry_Year__c	ASPHPP__Card_Expiry_Year__c	ASPHPP__ASPayment_Source__c	FALSE	FALSE
Credit Card Name	ASPHPPADDON__Credit_Card_Name__c	ASPHPP__Card_Name__c	ASPHPP__ASPayment_Source__c	FALSE	FALSE
Credit Card Number	ASPHPPADDON__Credit_Card_Number__c	ASPHPP__Card_Number__c	ASPHPP__ASPayment_Source__c	FALSE	FALSE
Credit Card Type	ASPHPPADDON__Credit_Card_Type__c	ASPHPP__Credit_Card_Type__c	ASPHPP__ASPayment_Source__c	FALSE	FALSE
Day of Month	ASPHPPADDON__Day_of_Month__c	npsp__Day_of_Month__c	npe03__Recurring_Donation__c	FALSE	FALSE
Recurring Type	ASPHPPADDON__Recurring_Type__c	npsp__RecurringType__c npe03__Open_Ended_Status__c	npe03__Recurring_Donation__c	FALSE	FALSE
RD Effective Date	ASPHPPADDON__Effective_Date__c	npsp__StartDate__c	npe03__Recurring_Donation__c	FALSE	FALSE
Number of Planned Installments	ASPHPPADDON__Number_of_Planned_Installments__c	npe03__Installments__c	npe03__Recurring_Donation__c	FALSE	FALSE
Installment Frequency	ASPHPPADDON__Installment_Frequency__c	npsp__InstallmentFrequency__c	npe03__Recurring_Donation__c	FALSE	FALSE
Installment Period	ASPHPPADDON__Installment_Period__c	npe03__Installment_Period__c	npe03__Recurring_Donation__c	FALSE	FALSE
Date	ASPHPPADDON__Date__c	CloseDate	Opportunity	FALSE	FALSE
Date2	ASPHPPADDON__Date__c	npe03__Date_Established__c	npe03__Recurring_Donation__c	FALSE	FALSE
Date3	ASPHPPADDON__Date__c	ASPHPP__aspp_Payment_Date__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE
Email	ASPHPPADDON__Email__c	Email	Contact	FALSE	FALSE
Email2	ASPHPPADDON__Account_Email__c	ASPHPP__PPEmail__c	Account	FALSE	FALSE
First Name	ASPHPPADDON__First_Name__c	FirstName	Contact	FALSE	FALSE
Frequency	ASPHPPADDON__Frequency__c	npe03__Installment_Period__c	npe03__Recurring_Donation__c	FALSE	FALSE
Gateway	ASPHPPADDON__Gateway__c	ASPHPP__Gateway__c	Opportunity	FALSE	FALSE
Gateway2	ASPHPPADDON__Gateway__c	ASPHPPADDON__Gateway__c	npe03__Recurring_Donation__c	FALSE	FALSE
Last Name	ASPHPPADDON__Last_Name__c	LastName	Contact	FALSE	FALSE
Payment Source	ASPHPPADDON__Payment_Source__c	ASPHPP__Payment_Source__c	Opportunity	FALSE	FALSE
Payment Source Token	ASPHPPADDON__Payment_Source_Token__c	ASPHPP__Token__c	ASPHPP__ASPayment_Source__c	FALSE	FALSE
Payment Source2	ASPHPPADDON__Payment_Source__c	ASPHPPADDON__Payment_Source__c	npe03__Recurring_Donation__c	FALSE	FALSE
PPlus Donation Type	ASPHPPADDON__Donation_Type__c	ProntoPlus__Donation_Type__c	Opportunity	FALSE	FALSE
PPlus Donation Type2	ASPHPPADDON__Donation_Type__c	ProntoPlus__Donation_Type__c	npe03__Recurring_Donation__c	FALSE	FALSE
Primary Account	ASPHPPADDON__Primary_Account__c	AccountId	Opportunity	FALSE	FALSE
Primary Account2	ASPHPPADDON__Primary_Account__c	npe03__Organization__c	npe03__Recurring_Donation__c	FALSE	FALSE
Primary Contact	ASPHPPADDON__Primary_Contact__c	npsp__Primary_Contact__c	Opportunity	FALSE	FALSE
Primary Contact Address 1	ASPHPPADDON__Primary_Contact_Address_1__c	MailingStreet	Contact	FALSE	FALSE
Primary Contact City	ASPHPPADDON__Primary_Contact_City__c	MailingCity	Contact	FALSE	FALSE
Primary Contact Country	ASPHPPADDON__Primary_Contact_Country__c	MailingCountry	Contact	FALSE	FALSE
Primary Contact Postal Code	ASPHPPADDON__Primary_Contact_Postal_Code__c	MailingPostalCode	Contact	FALSE	FALSE
Primary Contact State	ASPHPPADDON__Primary_Contact_State__c	MailingState	Contact	FALSE	FALSE
Primary Contact2	ASPHPPADDON__Primary_Contact__c	npe03__Contact__c	npe03__Recurring_Donation__c	FALSE	FALSE
Recurring Status	ASPHPPADDON__RD_Status__c	ASPHPPADDON__Status__c	npe03__Recurring_Donation__c	FALSE	FALSE
Soft Credit Account Email	ASPHPPADDON__Soft_Credit_Account_Email__c	ASPHPP__PPEmail__c	Account	FALSE	TRUE
Soft Credit Account Name	ASPHPPADDON__Soft_Credit_Account_Name__c	Name	Account	FALSE	TRUE
Soft Credit Contact Address 1	ASPHPPADDON__Soft_Credit_Contact_Address__c	MailingStreet	Contact	FALSE	TRUE
Soft Credit Contact Phone	ASPHPPADDON__Soft_Credit_Contact_Phone__c	MobilePhone	Contact	FALSE	TRUE
Soft Credit Contact City	ASPHPPADDON__Soft_Credit_Contact_City__c	MailingCity	Contact	FALSE	TRUE
Soft Credit Contact Email	ASPHPPADDON__Soft_Credit_Contact_Email__c	Email	Contact	FALSE	TRUE
Soft Credit Contact First Name	ASPHPPADDON__Soft_Credit_Contact_First_Name__c	FirstName	Contact	FALSE	TRUE
Receipt Template RD	Receipt_Template__c	ProntoPlus__Receipt_Template__c	npe03__Recurring_Donation__c	FALSE	FALSE
Receipt Template Opp	Receipt_Template__c	ProntoPlus__Receipt_Template__c	Opportunity	FALSE	FALSE
Department Opp	Department__c	ProntoPlus__Department__c	Opportunity	FALSE	FALSE
Department RD	Department__c	ProntoPlus__Department__c	npe03__Recurring_Donation__c	FALSE	FALSE
Soft Credit Contact Last Name	ASPHPPADDON__Soft_Credit_Contact_Last_Name__c	LastName	Contact	FALSE	TRUE
Soft Credit Contact Country	ASPHPPADDON__Soft_Credit_Contact_Country__c	MailingCountry	Contact	FALSE	TRUE
Soft Credit Contact Postal Code	ASPHPPADDON__Soft_Credit_Contact_Postal_Code__c	MailingPostalCode	Contact	FALSE	TRUE
Soft Credit Contact State	ASPHPPADDON__Soft_Credit_Contact_State__c	MailingState	Contact	FALSE	TRUE
Payment Type Opp	Payment_Type__c	ASPHPP__Payment_Type__c	Opportunity	FALSE	FALSE
Payment Type 2	Payment_Type__c	ASPHPP__Payment_Type__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE
P-1	Payment_Type_2__c	ASPHPP__Payment_Type__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE
Cheque Date	Cheque_Date__c	ASPHPPADDON__Cheque_Date__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE
Open Ended Status	Open_Ended_Status__c	npe03__Open_Ended_Status__c	npe03__Recurring_Donation__c	FALSE	FALSE
Lead Source 2	LeadSource__c	ASPHPPADDON__Lead_Source__c	npe03__Recurring_Donation__c	FALSE	FALSE
Cheque Number	Cheque_Number__c	ASPHPP__Check_Number__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE
Cheque Account Number	ASPHPPADDON__Cheque_Account_Number_2__c	ASPHPP__Check_Account_Number__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE
Donation Type Opp	ASPHPPADDON__Donation_Type__c	ASPHPPADDON__Donation_Type__c	Opportunity	FALSE	FALSE
Cheque Transit Number	Cheque_Transit_Number__c	ASPHPP__Check_Transit_Number__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE
Lead Source	LeadSource__c	LeadSource	Opportunity	FALSE	FALSE
Payment Type RD	Payment_Type__c	ASPHPPADDON__Payment_Type__c	npe03__Recurring_Donation__c	FALSE	FALSE
Payment Type RD2	Payment_Type_2__c	ASPHPPADDON__Payment_Type__c	npe03__Recurring_Donation__c	FALSE	FALSE
Payment Type RD3	Payment_Type_2__c	ASPHPPADDON__Payment_Type__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE
Payment Type RD4	Payment_Type__c	ASPHPPADDON__Payment_Type__c	ASPHPP__ASPayment_TXN__c	FALSE	FALSE

Add Mapping Via Data Loader

Please import the csv file for the standard BDE Item Record Mapping.

a. Object Name: BDE Item Record Mapping

b. CSV File: click here

Fields not included for mapping (BDE Item field exceptions) are:

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Batch Donation Entry
BDE Item Name
GAU Allocation fields
Processing Status
Status Message

Custom fields in Recurring Donation and Opportunity that needs to be created in the client’s org (per request), if non existing.

Object	Custom Fields	Data type
Opportunity	Soft Credit Account	Lookup (Account)
Opportunity	Soft Credit Contact	Lookup (Contact)
Recurring Donation	Soft Credit Account	Lookup (Account)
Recurring Donation	Soft Credit Contact	Lookup (Contact)

Expected Outcome

Assumption: Batch Donation Entry record is already created with BDE Items record, say

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Batch Donation Entries > Select a BDE Record > Related Lists > BDE Items.

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a. Assuming Approval Process is disabled in ProntoGiving Settings, clicking the Process BDE button submits the related BDE Items and creates the appropriate records. In this case, an Opportunity record.

. b. The The values from BDE Item fields are copied to Opportunity fields, based on the BDE Item Record Mapping in ProntoGiving Settings.

Process BDE Items

Assumption: Make sure that BDE Item fields are already mapped to preferred object/record fields. Please see BDE 2.0: Item Record Mapping on how to do it.

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The user is able to process selected BDE Items or all Items in list view through Process BDE Items button. The following instructions will walk you through.A.

Go to BDE Items tab

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Let’s assume that BDE Items with Pending Processing is already created

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To process these BDE Items, the user needs to select item(s) and click the Process BDE Items button

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After the user clicks the button, a pop up page will appear and allows him to choose whether to process Selected BDE Items or All BDE Items on the List View

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If the Selected BDE Items option is selected, it will process only the BDE Items that are ticked

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If the All BDE Items on List View option is selected, it will process all the items on the List View even if a few records are only selected

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When the user selects an option and clicks the Process button from the popup page, BDE Items are processed

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After the BDE Items are successfully processed, the user is notified through the notification message

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Otherwise, if failed, Processing Status of BDE Item will be Failed.

Via Batch Job

BDE Items with processing status value of Pending Processing and are not linked to any Batch Donation Entry record can be processed through a manual batch or scheduled job.

Step 1: Manual Batch RunA.

Go to ProntoGiving Settings | Schedule Process | Settings | Process BDE Items

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The user can specify how many records will be processed per batch iteration. This can be

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done by setting up the number on this field. If the Number of Records per iteration field has no value,

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the hard-coded default value is 10 records per iteration

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Click Save Batch Size button

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The user can then click the Run Batch button

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The progress of the batch can be monitored in the Setup | Environments | Jobs | Apex Jobs

Step 2: Scheduled Batch RunA.

The user can set the schedule easily through the ProntoGiving Settings scheduler page.

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Navigate to ProntoGiving Settings | Schedule Process | Settings

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Under the Single/Bulk Donations section, there’s a process name called Process BDE Items

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The user can set the time through the field provided in the settings

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Click the Schedule Batch button to start the schedule

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To check whether the schedule is set successfully, the Schedule Batch button is changed to Stop Batch. You can also verify it in Setup | Environments | Jobs | Scheduled Jobs

Version	Old Version 27	New Version 28
Changes made by	Angela Jann	Angela Jann
Saved on	Jul 28, 2023	Jul 31, 2023

Versions Compared

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Process BDE Items