Configure Gift Entry

Add Gift Entry Actions

Gift Entry adds a new action that lets your users create a gift directly from Account and Contact records. To enter gifts with Gift Entry from the Account or Contact record, you must add these actions to your page layouts.

Note If you previously created a New Donation action per other NPSP configuration instructions, we recommend removing it. The New Gift action provides greater functionality and is more accessible!

1. Click , then click Setup.
2. Click the Object Manager tab, then click Account.
3. Click Page Layouts, then click the name of the page layout you want to update.
4. In the page layout palette, click Mobile & Lightning Actions.
5. Drag the New Gift action into the Salesforce Mobile and Lightning Experience Actions section of the layout editor.
   

   Note

   If the actions on this page layout haven't been edited before, you may not be able to drag the action into this section yet. Click override the predefined actions to enable drag-and-drop. You can then add, move, or remove actions from this section.

   

6. Click Save.
7. Repeat these steps for all other Account page layouts that need this action.
8. Return to the Object Manager tab, then click Contact.
9. Repeat these steps for all Contact page layouts that need this action.

Set Up Gift Entry User Permissions

We recommend creating a permission set to give users access to the Gift Entry tool. Permission sets are a great way to grant a group of permissions to specific users.

For more information on creating and assigning permission sets, see Permission Sets in Salesforce Help.

Note You can assign these permissions at the profile level instead of using a permission set. If you're using a Profile, you first need to enable the Enhanced Profile User Interface setting in Setup | User Management Settings. The instructions may vary slightly if you set these permissions on the profile.

1. Click , then click Setup.
2. Enter Permission Sets in the Quick Find box, then select Permission Sets.
3. Click New.
4. Name the permission set Gift Entry Recommended.
5. Click Save.
6. Click Apex Class Access.
7. Click Edit, then add these classes to the Enabled Apex Classes list:
   • npsp.BDI_ManageAdvancedMappingCtrl
   • npsp.BDI_MappingServiceAdvanced
   • npsp.BGE_BatchGiftEntry_UTIL
   • npsp.BGE_ConfigurationWizard_CTRL
   • npsp.BGE_DataImportBatchEntry_CTRL
   • npsp.BGE_FormTemplate_TDTM
   • npsp.GE_GiftEntryController
   • npsp.GE_PaymentServices
   • npsp.UTIL_CustomSettingsFacade
   • npsp.UTIL_CustomSettings_API
8. Click Save.
9. Navigate to Visualforce Page Access.
10. Click Edit, then add these pages to the Enabled Visualforce Pages list:
    • npsp.BDI_BatchOverride
    • npsp.BDI_DataImport
11. Click Save.
12. Navigate to Custom Setting Definition.
13. Click Edit, then add this setting definition to Enabled Custom Setting Definitions list:
    • npsp.Custom Column Header
    • npsp.Data Import Settings
    • npsp.Gift Entry Settings
14. Click Save.
15. Navigate to Object Settings.
16. Give users access to the Gift Entry tab:
    1. Click Gift Entry.
    2. Click Edit​.
    3. Select ​Available​ and ​Visible​.
    4. Click ​Save​.​
17. In Object Settings, grant object and field permissions for the following objects.

    1. The following objects power Gift Entry.

       Object: Read, Create, Edit, Delete	Fields: Read & Edit Access
       Form Templates	All fields
       NPSP Data Import Batches	All fields
       NPSP Data Imports	All fields

    2. The following target objects and fields are mapped by default in Gift Entry.

       

       Note The table below shows standard target objects and fields for Gift Entry. If you've added custom objects and fields with Advanced Mapping, you must also grant Read, Create, and Edit access to those objects, and Read and Edit access to those fields. Learn how to add custom fields to Gift Entry in Customize Advanced Mapping.

       Object: Read, Create, Edit	Fields: Read & Edit Access
       Accounts	Account Name, Billing Address, Household Phone, Phone, Website
       Addresses	Mailing City, Mailing Country, Mailing Street, Mailing Street2, Mailing State/Province, Mailing Zip/Postal Code
       Campaigns	Campaign Name
       Contacts	Alternate Email, Birthdate, Home Phone, Mobile, Name, Other Phone, Personal Email, Preferred Email, Preferred Phone, Title, Work Email, Work Phone
       GAU Allocations	Amount, General Accounting Unit, Opportunity, Percent
       General Accounting Units	All fields
       Opportunities	Account Name, Amount, Close Date, Description, Honoree Information, Honoree Name, Member Level, Membership End Date, Membership Origin, Membership Start Date, Notification Message, Notification Recipient Email, Notification Recipient Information, Notification Recipient Name, Number of Payments, Opportunity Name, Opportunity Record Type, Primary Campaign Source, Primary Contact, Stage, Tribute Type, Type
       Payments	Check/Reference Number, Elevate Payment API Status, Paid, Payment Amount, Payment Date, Payment Method, Scheduled Date, Written Off
       Recurring Donations	Account, Amount, Campaign, Contact, Day of Month, Effective Date, End Date, Installment Frequency, Installment Period, Number of Planned Installments, Payment Method, Recurring Type

18. Return to the Permission Set Overview.
19. Click Manage Assignments.
20. Click Add Assignments.
21. Select all users who should have access to Gift Entry.
22. Click Assign.
23. Click Done.

Remove Batch Gift Entry Tab for All Users

While Gift Entry and Batch Gift Entry are similarly named, they are quite different features. Reduce confusion by hiding the Batch Gift Entry tab.

Note These steps include modifying the existing Batch Gift Entry permission set. The instructions may vary slightly if you need to update these permissions at the User Profile level.

1. Click , then click Setup.

2. In the Quick Find box, enter permission sets, then click Permission Sets.

3. Click Batch Gift Entry.

4. Click Object Settings.

5. Click Batch Gift Entry.

6. Click Edit.

7. Deselect Available and Visible.

8. Click Save.

Adjust Gift Entry Templates and Advanced Mapping

Here's how to adjust Gift Entry templates so that related Contact information auto-populates on your forms.

Important Before proceeding, complete any gift batches that haven't been processed.

You must perform all of these steps in order. When you're done, you should see records created or updated as outlined in Expected Behaviors.

Remove Address Fields from Templates

Here's how to remove address field from templates.

Important Do this for all of your templates.

1. In the App Launcher , find and select Gift Entry.

2. Click the Templates tab.

3. Click the name of the template you'd like to update.

4. Go to the Form Fields tab.

5. Remove these address fields:

   • Mailing City

   • Mailing Country

   • Mailing State/Province

   • Mailing Street

   • Mailing Zip/Postal Code

6. Click Save & Close.

7. Repeat these steps for all of your templates.

Add New Address Fields to Templates

Here's how to add new address fields to templates.

Note If the new fields don't show up in Template Builder immediately, refresh your browser a time or two.

1. In the App Launcher , find and select Gift Entry.

2. Click the Templates tab.

3. Click the name of the template you'd like to update.

4. Go to the Form Fields tab.

5. Select the section of the template where you'd like to add the fields.

6. Expand the Address section under Form Fields.

7. Select these address fields to add them to the template:

   • Mailing City

   • Mailing Country

   • Mailing State/Province

   • Mailing Street

   • Mailing Zip/Postal Code

8. Click Save & Close.

Expected Behaviors

After you've adjusted Gift Entry and Advanced Mapping for auto-population of corresponding Contact address information, what you see is highly dependent on your org's configuration.

The scenarios below describe what you see if 1) the Household Account Addresses Disabled option isn't selected in NPSP Settings, and 2) the Address Override is not selected on the Contact's record.

After adding a new Contact in Gift Entry and processing the gift, the address information appears in the Mailing Address fields on the Contact's new record. NPSP automation also updates the address on related records. Specifically, NPSP:

• Creates a new Address record with the same address.
• Links the Current Address field on the Contact to the Address record.
• Makes the Contact's Household Account and the Billing Address the same.

After finding and selecting an existing Contact in the Existing Donor Contact field on the form, the Contact address fields on the form are automatically populated. You can update or clear out the address information on the form.

• If you change the address on the form and process the gift, the updated address appears in the Contact's Mailing Address fields. NPSP automation also updates the address on related records. Specifically, NPSP:
  • Updates the Billing Address information on Contact's Household Account.
  • Updates Contacts related to the household with the new Mailing Address.
  • Creates a new Address record and sets it as the Default Address.
• If you clear out and remove all of the address information and process the gift, the Contact won't have any address information in the Mailing Address fields. NPSP Automation also updates related records. Specifically, NPSP:
  • Removes the Billing Address information from the Contact's Household Account.
  • Updates Contacts related to the household to remove Mailing Address information.
  • Does not set any address as the Default Address in the Address object.