Manually Process Batch Jobs

Run Rollup Donations Batch

The Rollup Donations Batch recalculates all Account and Contact hard credit and soft credit rollups, and all Recurring Donation rollups. Rollups are calculated in batch jobs as part of the nightly build. If you need the rollups updated sooner, manually run the batch process that recalculates them.

The Rollup Donations Batch recalculates all Account and Contact hard credit and soft credit rollups, and all Recurring Donation rollups. Rollups are calculated in batch jobs as part of the nightly build.

If you need the rollups updated sooner, you can manually run the batch process that recalculates them:

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Bulk Data Processes | Rollup Donations Batch.
3. Click Run Batch. The process may take some time, but it's safe to leave the page and come back later to check the results.

Run Rollup Allocations Batch

Manually run the Rollup Allocations Batch to recalculate Allocation rollup data for all General Accounting Units.

To recalculate Allocation rollup data for all General Accounting Units:

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Bulk Data Processes | Rollup Allocations Batch.

3. Click Run Batch.

Batch Create Default Allocations

Use the Batch Create Default Allocations process to create default Allocations for all existing Opportunities, except Opportunities excluded in the GAU Allocations Rollup Settings.

Use the Batch Create Default Allocations process to create default Allocations for all existing Opportunities (except Opportunities excluded in the GAU Allocations Rollup Settings.)

First, verify that you've enabled Default Allocations and selected a default General Accounting Unit:

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Donations | GAU Allocations.

3. Verify that Default Allocations Enabled is selected, and that one of your General Accounting Units has been selected as default:

Once you've verified the Default Allocation Settings, you can batch create default Allocations:

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Bulk Data Processes | Batch Create Default Allocations.

3. Click Run Batch.

Create Missing Payments

If you have Opportunities that are missing Payment records (for example, if you've previously disabled Payments), run a batch process to create the Payment records.

If you have Opportunities that are missing Payment records (for example, if you've previously disabled Payments), you can run a batch process to create the Payment records.

First, confirm that Automatic Payment Creation is enabled:

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Donations | Payments.
3. Confirm that the Automatic Payment Creation field is selected.

Run the bulk Payment creation process:

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Bulk Data Processes | Create Missing Payments.

3. Follow the recommendations to disable certain processes before running the Create Missing Payments process.

4. Once you've completed the preliminary steps, click Create Missing Payments .

Refresh Household Data

Keep Household names up-to-date by refreshing Household Names after Household Name formatting changes, and by recalculating the value in the All Household Members Deceased field on Household Accounts.

Refresh Opportunity Names

Refresh the names of all preexisting, matching Opportunities once you've specified your custom Opportunity naming convention.

When you create a custom Opportunity Name, NPSP only uses that naming convention for matching Opportunities you create after that. But you can refresh the names of all preexisting, matching Opportunities, once you've specified your settings.

For information on refreshing Opportunity names, see Refresh all Opportunity Names.

Refresh Opportunity Primary Contact

To ensure that the Primary Contact is in sync with the Opportunity Contact Role marked Primary for all Opportunities, refresh all Opportunity Primary Contacts.

If you have any Opportunities where there's a mismatch in value between the Primary Contact field and the Opportunity Contact Role marked Primary, it can cause your rollups to be inaccurate.

To ensure that the Primary Contact is in sync with the Opportunity Contact Role marked Primary for all Opportunities:

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Bulk Data Processes | Refresh Opportunity Primary Contact.

3. Follow the recommendations to disable certain processes and back up your data before running the Refresh All Opportunity Primary Contacts process.

4. Click Refresh All Opportunity Primary Contacts.

Run Recurring Donations Batch

The Recurring Donations Batch process runs every night to create any additional Opportunities needed for Recurring Donations. We recommend running this batch process manually if you change your Recurring Donation settings.

The Recurring Donations Batch process runs every night to create any additional Opportunities needed for Recurring Donations. We recommend running this batch process manually if you change your Recurring Donation settings.

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Bulk Data Processes | Recurring Donations Batch.

3. Click Run Batch.

Note You can reduce the size of the Recurring Donations batch by excluding closed Recurring Donations. Turn on the Exclude Closed Recurring Donations setting in Custom Settings. Go to Configure Recurring Donations for the steps to enable this setting.

Run Level Assignment Batch

Run the Level Assignment Batch to recalculate Levels for Accounts and Contacts.

To update all your records with the correct Levels:

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Bulk Data Process | Level Assignment Batch.

3. Click Run Batch.

Note The Level Assignment Batch only recalculates Levels for Accounts or Contacts that were updated since the last time the batch was run. There are a few exceptions:

• If a Level record is updated (for example, you change the Level name or threshold), the job will recalculate all related Levels.
• If a Level references any formula fields, the job will always recalculate that Level.

Note The default batch size for the Level Assignment Batch is 200. You can change the batch size as needed:

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Bulk Data Processes | Batch Process Setting.
3. Click Edit.
4. Update the value in the Level Assignment Batch Size field.
5. Click Save.

Remove Duplicate Primary Opportunity Contact Roles

Opportunities with more than one Opportunity Contact Role marked as primary can cause problems with Opportunity rollups. Run the Remove Duplicate Primary OCRs batch process to remove duplicate Primary Opportunity Contact Roles.

If you have an Opportunity with more than one Opportunity Contact Role marked as primary, it can cause problems with Opportunity rollups. Duplicate Primary Opportunity Contact Roles result from entering a Primary Contact Role for an Opportunity that already has one, either manually or via a data import tool such as the Salesforce Data Loader.

To remove duplicate Primary Opportunity Contact Roles:

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Bulk Data Processes | Remove Duplicate Primary OCRs.

3. Follow all recommended steps before starting the batch process.

4. Click Run Batch.

Note You can also manually detect and remove duplicate Primary Opportunity Contact Roles. See Opportunity Contact Roles (aka Duplicate Primary Opportunity Contact Roles) for more information.