On this page
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Navigate to Setup | Users | Choose Profile. (Note: Do to all Profiles or a specific profile
that you want to hide those tabs)
Click Edit
Go to Tab Settings section and hide the following tabs if visible:
DEPRECATED - BDE Wizard 2.0
DEPRECATED-ProntoPayments Settings
DEPRECATED - Bulk Donation Templates
Deprecated ProntoPayments Settings
DEPRECATED - ProntoGiving Settings2
DEPRECATED-Manage ABA Files
Bulk Donation Entry Wizard v1.0
Bulk Donations (v1.0)
Receipt Templates
Consolidated Statements
Consolidated Statements Settings
Quick Donate 1
Batch Data Entry
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Quick Donate
Setup Process Type for Payment Transaction
Go to Setup | Object Manager | Payment Transactions | Fields & Relationships | Process Type
Make sure that the Manual Payment and Via ProntoPayments are active in the picklist values section.
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Setup Field Dependencies on Process Type
Go to Setup | Object Manager | Payment Transactions | Fields & Relationships | Process Type
Edit the Field Dependencies
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Under Manual Payment select:
Cash
Cheque
Bank Account
Credit Card
Under Via ProntoPayments select:
Bank Account
Credit Card
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Enable the Manual Payment record type
Go to Setup | Object Manager | Payment Transaction | Record Types | Manual Payment | Edit
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Setup Cash record type
Process Type
Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Process Type → Edit
Ensure Manual Payment and Via ProntoPayments are in the Selected Values column
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Payment Type
Ensure all values are in the Selected Values column
Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Payment Type
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Card Expiry Month
Ensure all values are in the Selected Values column
Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Card Expiry Month
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CardType
Ensure all values are in the Selected Values column
Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Card Type
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Payment Status
Ensure all values are in the Selected Values column
Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Payment Status
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Setup Manual Payment record type
Follow the same steps as Cash record type
Setup Field Sets
This section uses the Field Sets section found under Setup | Object Manager | Opportunity. For each field set type, select Edit and display the following fields:
One-Off Donation
Close Date
Lead Source
Stage
Primary Campaign Source
Receipt Action (PPlus)
Receipt Template (PPlus)
Recurring Donation
Schedule Recurring Type
CampaignDate Established
Installment Period
Installments
Date Established
Lead Source
Always use last day of month
Exclude in RD Monitoring
Installment Frequency
Day Of Month
Number of Planned installments
Receipt Action (PPlus)
Receipt Template (PPlus)
Campaign
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QD New Contact Fieldset
First Name
Last Name
Email
Work Email
Personal Email
Alternate Email
Receipt Email (PPlus)
Receipt Action Preference (PPlus)
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QD Existing Contact
First Name
Last Name
Mailing Street
Mailing City
Mailing Country
Mailing State/Province
Mailing Zip/Postal Code
Phone
Email
Work Email
Personal Email
Alternate Email
Receipt Email (PPlus)
Receipt Action Preference (PPlus)
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QD New Account Fieldset
Account Name
Receipt Recipient (PPlus)
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QD Existing Account Fieldset
Billing Street
Billing City
Billing State/Province
Billing Zip/Postal Code
Billing Country
Receipt Recipient (PPlus)
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QD Credit Card Fields (This is only optional because not all gateways require CCV field)
Add CCV (PPlus) field
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Additional Information for Quick Donate
If Account is existing/new and the Donation Type is equal to Household or Organisation, the account should have Primary Contact or Receipt Recipient (PPlus) as the value.
If Contact is existing/new and the Donation Type is equal to Individual, the contact should have Receipt Email (PPlus) as the value.
Setup Default Values
Set the default values in your Quick Donate Page.
Go to ProntoGiving Settings | Donation | Quick Donate. These will be set by the client
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Setup Sales Process
Go to Setup | Feature Settings | Sales | Sales Process
Ensure that the Pledged or Prospecting stage is selected in your active Sales
Processes
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Set Default Record Type to Cash
Go to Setup | Profile | System Admin | Object Settings | Payment Transactions
Set the default record type to Cash.
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Donation Fields Mapping
Donation Fields Mapping is a mapping to use for Quick Donate and Batch Donation Entry.
Go to ProntoGiving Settings | Donation Fields Mapping.
Create new mapping by clicking the New button.
Add the mapping below
Donation Type (PPlus)
Receipt Action (PPlus) - for clients that use Wordpress in their Donation Form.
Barcode
Go to ProntoGiving Settings | Donation | Settings | Barcode
Enable the barcode. Once enabled, the barcode field will display in the Quick Donate and Batch Donation Entries page.
Unique ID Campaign Member Field Name - It will recognised the campaign based on what was being setup in the BDE Template. a. Scenario: If the user chooses Barcode Number field the workaround will be; In order to recognise all campaigns with its campaign member barcodes, untick the Campaign as required and remove the campaign from the default list in all templates
Unique ID Account Field Name - scans a matching value on the field specified for Account
Unique ID Contact Field Name - scans a matching value on the field specified for Contact
Unique ID Recurring Donation Field Name - scans a matching value on the field specified for Recurring Donation.
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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 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
a. Go to ProntoGiving Settings | Donation | Stage and set according to the client requirements
Setup Settings
Go to ProntoGiving Settings | Donation | Settings and make changes to the following according to the client requirements:
Enable Default Campaign
Anonymous Contact
One-Off Record Type.
Recurring Donations
Go to ProntoGiving Settings | Recurring Donations | Recurring Donation Naming
Setup Recurring Donation Naming.
Setup Update Payment Sources
NPSP Phone and Email Work Flow
These Phone and Email Work Flow Rules should be turned on by default.
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Go to Setup > Workflow Rules. Click Activate the workflow rule’s name.
Remote Site Setup
Update Remote Site - Metadata
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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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In the Record Editability Properties section, choose the “Admins ONLY can edit records during the approval process”. Click Next to proceed.
Choose the BDE Approval Process Template (BDE 2.0). Click Next to proceed
Choose the fields to display in the Approval Request page:
Batch Donation Entry Name
Bulk Donation Status
Description
Expected Total Amount of Donations
Expected Number of Donations
Click Next to proceed
Select Record Creator as the "Allowed Submitters”Submitters. Click Save to finish. After saving, you will be redirected to this page.
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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
Click the New Approval Step button
Enter Name and Description, click Next
Step 1: User Approval, Unique Name Step_1_User_Approval
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 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 |
| 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
| 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 |
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 |
ASPHPPADDON__Email__c | 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 | 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
...
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:
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