Knowledge Base

Donor Management with Salesforce: Batch Processing

Version: 9.190720xxxx

You can process batch transactions using the Virtual Terminal. To complete a batch transaction, you will be prompted to import an Excel spreadsheet (.CSV format). In order to ensure processing, batch transactions are limited to 50 entries.

Follow these steps to process a batch file:

Step 1: Login to the Salesforce account.

Step 2: Click on “C&P Virtual Terminal” tab.

Step 3: Processing Type: Select “Batch Processing” from the drop-down menu.

Step 4: Click on the link so that .zip file will download. After unzipping the file, you will find two files in which one is .CSV file where you can enter maximum entries of 50 and another one is a PDF file which explains about the columns present in the .CSV file.

Step 5: After entering the entry details, drop the .CSV file and click on “Process” button. After successful processing, you will see a success message. In the case of unsuccessful processing, you will see the error.

NOTE: .CSV file name should be unique compared to previous .CSV files which are already processed. 


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