Page Comparison

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Set these permissions for users to access Quick Donate.

Object	Object Permission	Field Permission	Read Access	Edit Access
Accounts	Read, Create	Billing Address Receipt Recipient (PPlus)	TRUE	TRUE
Campaigns	Read, View All
Contacts	Read, Create	Alternate Email Email Mailing Address Personal Email Receipt Action Preferences (PPlus) Receipt Email (PPlus), Work Email	TRUE	TRUE
Gateways	Read
GAU Allocations	Read, Create	Amount Percent	TRUE	TRUE
General Accounting Units	Read
Opportunities	Read, Create	Lead Source Receipt Action (PPlus) Receipt Template (PPlus)	TRUE	TRUE
Payment Sources	Read, Create	All fields	TRUE	TRUE
Payments	Read	All fields	TRUE
Payment Transactions	Read, Create	All fields	TRUE	TRUE
Receipt Template (PPlus)	Read	All fields
Recurring Donations	Read, Create	Always use last day of month Campaign Date Established Department Exclude in RD Monitoring Installment Period Lead Source Number of Planned Installments Open Ended Status Receipt Action (PPlus) Receipt Template (PPlus) Schedule Type	TRUE	TRUE
Visualforce Page access		ASPHPPADDON.QuickDonate2

ProntoGiving Settings

Setup Opportunity Stages

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Please note: all triggers should be Active.

Trigger Handler Name	Object	Class	Load Order	Trigger Action	Asynchronous After Events	Purpose
PGIV_ASPaymentRefund_TDTM	ASPHPP__ASPayment_Refund__c	ASPHPPADDON.PGIV_ASPaymentRefund_TDTM	1	AfterInsert; AfterUpdate		Holds the process for the refunding of a payment It will create a Negative GAU record
PP_ASPaymentTXN_TDTM	ASPHPP__ASPayment_TXN__c	ASPHPPADDON.ProntoPayments_ASPaymentTXN_TDTM	1	BeforeInsert; BeforeUpdate; AfterInsert; AfterUpdate	If Asynchronous is true cannot process payment.	After creating/updating the Opportunity record, the Last Payment Transaction field will be populated based on the Payment Transaction of the Opportunity After refunding a payment in Payment Transaction record, the negative Payment Transaction record is populated based on the values from the Payment Refund
PGIV_RecurringDonation_TDTM	npe03__Recurring_Donation__c	ASPHPPADDON.PGIV_RecurringDonation_TDTM	3	BeforeInsert; BeforeUpdate; AfterInsert		Set the important info of Recurring Donation before insert/update of Recurring Donation record Create Recurring Donation Action records for newly created Recurring Donations
PP_Opportunity_TDTM	Opportunity	ASPHPPADDON.ProntoPayments_Opportunity_TDTM	5	BeforeInsert; BeforeUpdate; BeforeDelete; AfterInsert; AfterUpdate; AfterDelete	Yes	Validates the Opportunity record before updating if “Allow Opportunity Update even Stage Name is Closed Won” is FALSE e.g. Not allowed to update the Opportunity Amount, this opportunity is already Closed Won Validate the Opportunity record when deleting the record if it has Pending or Success Payment Transaction Automatically creates Payment Transaction when the Opportunity’s Do Not Automatically Create Payment is FALSE
PGIV_Opportunity_TDTM	Opportunity	ASPHPPADDON.PGIV_Opportunity_TDTM	6	BeforeInsert; BeforeUpdate; AfterInsert; AfterUpdate		Sets Receipt Number after an Opportunity record is saved Send Receipts for the list of Opportunities Logs the Payment Source update from the Opportunity

Default Batches to Run

Go to ProntoGiving Settings | Schedule Process | Settings

Batches

Batch Class Name

Descriptions

Default Scheduled Hour

Delete Donation Page Error Logs

ASPHPPADDON__Donation_Page_Error_Log__c

Donation Page Error Logs records are created if errors are encountered in Donation Page/Forms.

All Donation Page Error_Logs with lookup to Opportunities that are Closed/Won with CreatedDate <LAST_N_DAYS> (settings) It remove records because they’re no longer significant.

Process BDE Items

ASPHPPADDON__BDE_Item__c

Processing BDE Items via list view

Query all BDE Items with Processing Status “Pending Processing”

Every 6pm

Recurring Donations

Batches	Batch Class Name	Descriptions	Default Scheduled Hour
Recurring Donations Monitoring	BatchUpdateRecurringFields		Every Hour
Update Number Of Failed Recurring Donations	BatchUpdateNumberOfFailedRD	Query all non-closed RDs and counts the number of (latest) consecutive closed lost opportunities.	Every Midnight
Close Open Recurring Donations with Contact Flagged as Deceased	BatchCloseOpenRDWithDeceasedContact	Query all non-closed RDs with Contact npsp__Deceased__c == TRUE Open-Ended Status = Closed Status = Cancelled	Every Midnight
Number of Fails before Cancelling Recurring Donation		Based on “Number of Failed Recurring Donations” field on RD record, if the field matches the set limit in ProntoGiving Settings, RD Status is updated to “Cancelled”, thus Open-Ended Status is updated to “Closed”
Update Paused Donation-s due to Restart

Update Opportunity Stages via ProntoGiving

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o ProntoPayments Settings>Set as the maximum Donation Retries for credit card transactions

BDE

BDE Item processing will only process standard objects; custom objects are not supported.

Ensure Type field picklist values are: Offline Donation, Direct Debit and Credit Card.

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Create Initial Submission Actions for Update Batch Status Awaiting Approval. Click the Add Existing button and select Field Update
Create Approval Steps
1. Click the New Approval Step button
2. Enter Name and Description, click Next
3. Step 1: User Approval, Unique Name Step_1_User_Approval
4. Specify step criteria: Select “Enter this step if the following” criteria are met, else reject record and copy the values below.

Field	Operator	Value
Batch Donation Entry: Bulk Donation Status	equals	To Be Processed,Awaiting Approval

Select Approver step and click Save when done.

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Create the following fields under the BDE Item object before creating the BDE Templates and Item Record Mapping.

Field Label	Field API Name	Data Type
BSB	Cheque_Bank_Number_BSB__c	Text(80)
Cheque Account Number	Cheque_Account_Number__c	Text(80)
Cheque Bank Name	Cheque_Bank_Name__c	Text(255)
Cheque Date	Cheque_Date__c	Date
Cheque Drawers Name	Cheque_Drawers_Name__c	Text Area(255)
Cheque Number	Cheque_Number__c	Text(80)
Cheque Transit Number	Cheque_Transit_Number__c	Text(80)
Description	Description__c	Long Text Area(32000)
Payment ID	Payment_ID__c	Text(80)
Payment Type	Payment_Type__c	Picklist Cash Cheque Credit Card Tokenisation Bank Account Direct Deposit
Payment Type 2	Payment_Type_2__c	Picklist Cash Cheque Credit Card BPay eWallet Direct Deposit
Receipt Action(PPlus)	Receipt_Action__c	Picklist Default Email Post Do Not Receipt
Receipt Template(PPlus)	Receipt_Template__c	Lookup(Receipt Template (PPlus))
Billing State	Billing_State__c	Text(80)
Billing Country	Billing_Country__c	Text(25)
Billing Street	Billing_Street__c	Text(80)
Billing City	Billing_City__c	Text(80)
Billing Postal Code	Billing_Postal_Code__c	Text(18)
Open Ended Status	Open_Ended_Status__c	Picklist Open None

Add the following fields if not yet added.

Object	Field Label	Field API Name	Data Type
Opportunity	Soft Credit Contact	Soft_Credit_Contact__c	(contact lookup)
Opportunity	Soft Credit Account	Soft_Credit_Account__c	(account lookup)
Recurring Donation	Soft Credit Contact	Soft_Credit_Contact__c	(contact lookup)
Recurring Donation	Soft Credit Account	Soft_Credit_Account__c	(account lookup)

BDE Item fields to be manually deleted

Object	Field Label	Field API Name	Data Type
BDE Item	Create BDE Item Only	Create_BDE_Item_Only__c	Checkbox
BDE Item	RD Status	Revised_RD_Status__c	Picklist
BDE Item	Next Donation	Revised_Next_Donation_Date__c	Date
BDE Item	Revised Frequency	Revised_Frequency__c	Picklist
BDE Item	Revised Campaign	Revised_Campaign__c	Lookup(Campaign)
BDE Item	Revised Amount	Revised_Amount__c	Currency
BDE Item	RDA Comments	RDA_Comments__c	Long Text Area
BDE Item	Cheque Account Number	ASPHPPADDON__Cheque_Account_Number__c	Text(80)
BDE Item	Cheque Account Number	ASPHPPADDON__Cheque_Account_Number_2__c	Text(80)
BDE Item	Cheque Bank Name	ASPHPPADDON__Cheque_Bank_Name__c	Text(255)
BDE Item	Cheque Date	ASPHPPADDON__Cheque_Date__c	Date
BDE Item	Cheque Drawers Name	ASPHPPADDON__Cheque_Drawers_Name__c	Text Area(255)
BDE Item	Cheque Number	ASPHPPADDON__Cheque_Number__c	Text(80)
BDE Item	Cheque Transit Number	ASPHPPADDON__Cheque_Transit_Number__c	Text(80)

Batch Donation Entry Balancing

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Batch Donation Entry Permission Set

Profile Permissions

Object	Object Permission	Field Permission	Read Access	Edit Access
Batch Donation Entry	Read, Create, Edit, View All	All	TRUE	TRUE
BDE Item	Read, Create, Edit, View All	All	TRUE	TRUE
BDE Item Defaults	Read, Create, Edit, View All	All	TRUE	TRUE
BDE Templates	Read, Create, Edit, View All	All	TRUE	TRUE

Additional Fields

Object	Object Permission	Field Permission	Read Access	Edit Access
Accounts	Read, Create, Edit, View All	Billing Address Receipt Recipient (PPlus)	TRUE	TRUE
Campaigns	Read, View All
Contacts	Read, Create, Edit, View All	Alternate Email Email Mailing Address Personal Email Receipt Action Preferences (PPlus) Receipt Email (PPlus), Work Email	TRUE	TRUE
Gateways	Read
GAU Allocations	Read, Create	Amount Percent	TRUE	TRUE
General Accounting Units	Read
Opportunities	Read, Create	Lead Source Receipt Action (PPlus) Receipt Template (PPlus)	TRUE	TRUE
Payment Sources	Read, Create	All fields	TRUE	TRUE
Payment Transactions	Read, Create	All fields	TRUE	TRUE
Receipt Template (PPlus)	Read	All fields
Recurring Donations	Read, Create	Always use last day of month Campaign Date Established Department Exclude in RD Monitoring Installment Period Lead Source Number of Planned Installments Open Ended Status Receipt Action (PPlus) Receipt Template (PPlus) Schedule Type	TRUE	TRUE

BDE Matching Criteria

Setup BDE Matching Criteria

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Go to ProntoGiving Settings > Batch Donation Entry > BDE Matching Criteria
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
Submitted BDE Items will search for matching records or create new record if not found
When Match is found, action is taken based on the Matching Rules
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.

Object	Matching fields	Priority
Contact	FirstName;LastName;Email	1

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

Name	ASPHPPADDON__Object__c	ASPHPPADDON__Matching_Fields__c	ASPHPPADDON__Priority__c
Contact	Contact	FirstName;LastName;Email	1
Account	Account	Name;ASPHPP__PPEmail__c	1
Account2	Account	Name	2
Campaign	Campaign	Name	1

Expected Outcome

Assumption:

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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

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

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

...

Go to ProntoGiving Settings tab > Donation Field Mappings and add the Payment Type → Payment Method mapping (highlighted below)

PGIV Recurring Donation Field	Map to Recurring Donation Field
ASPHPPADDON__Payment_Type__c	npsp__PaymentMethod__c

Go to NPSP Settings tab > Recurring Donations > Recurring Donation Custom Field Mappings and add the Payment Method → Payment Type mapping (highlighted below)

Recurring Donation Field	Opportunity Field
npsp__PaymentMethod__c	ASPHPP__Payment_Type__c

Quick Donate New Tab

Create the Recurring Donation Field Sets by adding the following fields:

...

Version	Old Version 36	New Version 37
Changes made by	Angela Jann	Jhetah Mae Leornas
Saved on	Aug 01, 2023	Dec 06, 2023

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