NGO Connect - Batch Upload
|Knowledge Article Number||000231545|
|Description||NGO Connect is a Salesforce.org application developed in partnership with roundCorner (rC). As such, much of the documentation refers to roundCorner technology specifically.
While users often find, update, and create records on a one-off basis using the normal NGO Connect interface, batch upload is used when large volumes of data need to be processed into the system. Batch upload is the destination for lockbox files, telemarketing vendor contribution files, online contributions, event registrations, new constituent lists, pledge files and more. By using batch upload, an organization can load all their constituent or contribution data into a single location. The process will prevent creation of duplicate records by applying "matching rules" to determine whether the data is new or should update existing records in the system. The batch upload process also ensures that data is inserted or updated correctly based on NGO Connect's data model.
The application itself uses batch upload to process:
Batch upload functionality consists of:
Click on the links below to find out more information about each topic:
Customize Batch Upload Custom Commit
Set up Batch Upload Matching Rules
Schedule Batch Upload processing
Configure Batch Upload Setting
To find out more information about Batch Upload's click here.