Schedule a Batch

Now that you'll be regularly uploading files, you don't want to worry about manually processing them. This is really useful for cases like the upcoming event signup example, where you have signups coming in at different times, and you want to regularly upload the new signups.

You can automatically process an NPSP Data Import Batch using a scheduled job. The batch will be processed each day based on the schedule outlined for the scheduled job. After the batch processes, the date and time as well as the results of the batch process, are recorded on the NPSP Data Import Batch record.

Note It's important to keep in mind that all batches that are scheduled will run at the same time (as part of one batch job)

1. In the App Launcher, click NPSP Data Import Batches.
2. Find your batch and click on the Batch Name.
3. On the detail page, click Edit.
4. Select the Process Using Scheduled Job checkbox.
   
5. Click Save. The batch will be processed based on the scheduled job time for the NPSP 09 - Data Import Batch Processing job. To find out what time that job will run, go to Setup and search for Scheduled Jobs. For information on changing the scheduled job time, see Edit or Reschedule NPSP Scheduled Jobs.

After the job runs and the records for this batch are processed, the Last Processed On field is updated with the date and time. The Records Successfully Processed and Records Failed fields are also updated accordingly.

Recommendations:

• If you'd like to be notified of the results of the processed batch, create a workflow rule or process with an email template based on an update to the Last Run field. That way, you can easily identify and fix any failures.
• If you want a quick way to isolate records that failed for that processed batch, clone the "Failed Data Imports" list view on the NPSP Data Import object and add a filter for NPSP Data Import Batch equal to Batch Name.