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Batch Gift Entry

The Batch Gift Entry Tool maximizes efficiency by enabling you to enter many donations at one time from a central data entry screen. This includes the Batch Gift Entry form, which allows you to customize the available fields and set default values for all donations in a group. Entering donations in Batches is more convenient than entering donations individually because you don't have reenter the identical information for each donation in the group. For example, if you are entering several donations that all belong to the same Campaign, you can set a default value for Campaign.

Choose which fields to include on the Batch Gift Entry form to help you enter different donation types. For example, if you are entering TeamRaiser donations, you can include the TeamRaiser Team and TeamRaiser Participants fields.

Batches can be saved in progress, so you do not need to enter all the data in one sitting. At any point in the process, you can customize the fields on the Batch Gift Entry form by adding or removing certain fields or changing the default values. However, once a Batch is committed, you can no longer edit the data.

When you are finished adding the donation data, you can commit a Batch. Committing a Batch will process all the donation payments and automatically create a donation record for each donation in the Batch.

To use Batch Gift Entry in Salesforce Lightning Experience, see Gift Batch Entry in the Lightning Experience.

To use Batch Gift Entry in Salesforce Classic, see Gift Batch Entry for Salesforce Classic.

Gift Batch Entry for Salesforce Classic

Gift Batch Entry in the Lightning Experience

Create Batches

Entering Gifts in Batch

Committing Batches

Deleting a Batch