At Salesforce.org, we’re committed to continuous innovation. Today, we’re excited to share that our newest Nonprofit Cloud feature: Batch Gift Entry is live in Sandboxes and will be GA in Production orgs on January 16th!
We’re also committed to helping nonprofits of all shapes and sizes succeed with our technology, so we’re also thrilled to announce that Batch Gift Entry will now be available right inside the Nonprofit Success Pack (NPSP)!
We want to start with a huge thank you to the community and the customers who participated in our pilot to make this feature come to life.
Why Batch Gift Entry Helps Nonprofit Fundraisers
Fundraisers need a complete view of their fundraising, and part of that process is getting clean and accurate data into your system. Many organizations have a gift processor manually entering gift information, while others opt to use caging vendors and receive files that need to be processed. Regardless, getting clean and accurate data into NPSP should be easy and efficient.
With Batch Gift Entry (BGE), customers like you can easily streamline data entry. And since BGE is native to NPSP, NPSP users get all of the benefits right out of the box!
This new feature includes a grid interface for high volume, mouse-free data entry, the ability to process large batch files on one page with matching logic to prevent duplicate information, and advanced donation matching and selection. You can easily:
- Enter Donation Data Fast and Mouse-Free – Utilize a new, grid like interface to manually enter and batch donation data and easily define fields for your batch as needed.
- Use Intelligence to Prevent Duplicate Records – Use intelligent matching logic to prevent duplicate opportunity and payment records. Search for existing Accounts or Contacts, and associate each donation with the right person or account. If no such contact exists, quickly create a new contact.
- Harness Advanced Donation Matching and Selection – Check for existing matching donations each time you save a gift with our dry run capability. See existing open donations and update an existing one as needed.
- Increase Staff Efficiency – Gift processors can easily do their job without leaving NPSP
The Batch Gift Entry main page
How to enter a new gift
How to create a new contact in NPSP if the contact does not exist
How to identify existing donations in NPSP
Review donations in NPSP
Ready to get started? Take a look at the NPSP BGE documentation for step-by-step instructions. Please note that customers need Lightning to enable this feature.
Did you hear about Customizable Rollups?
Back in May, we announced Customizable Rollups, a new NPSP feature that allows organizations to rollup important donor summary information onto the right records. Learn more.
Want to learn even more about Nonprofit Cloud?
Check out our newest Trailhead module for end users Fundraising with Nonprofit Cloud. If you’re interested in diving deeper into NPSP specifically, we’ve created a new Trail Mix, or a customized mix of our favorite trails, to get you started: Getting Started with Salesforce and the Nonprofit Success Pack (NPSP) – Admins.
Save the Date! We’ll be hosting an Introduction to Batch Gift Entry in Nonprofit Cloud webinar on January 29th at 2:00 pm EDT / 11:00 am PST for a demo of the feature by one of our very own Product Managers. We’ll finish up with tips and tricks for you to use in your own instance!