How to handle multiple transactions when downloading gifts into RE

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Lars Carlson
Lars Carlson ✭
Ninth Anniversary Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
I am not clear on the process when downloading multiple transactions for processing into RE. I see there is a one by one option, and a bulk processing option. How do we do both? In other words, we want to one-by-one go through each and match them up to existing records in RE, or add new constituent records as necessary, and also process each of the fields that don't match as needed. But then, instead of "processing transaction" and creating an individual batch for each record, we want to create a single batch and have all of the gifts put into it, according to all of the matching we did manually.



Correct me if I'm wrong, but it appears that the bulk option requires you to choose how to handle matching of records, as well as how to handle any mismatched information....all as a group. OR does all the info we choose if we do it one by one, stick and the settings in the bulk processing not be applied?



The video explanation didn't address that, and I can't seem to find a clear answer. Sorry if I missed it someplace.



Thanks.


Lars
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  • Chris Martin
    Chris Martin ✭
    Ancient Membership Facilitator 2 Photogenic
    Hey Lars. I think this process should get you what you're after. Please test with a small group just to make sure it's what you want.



    First, go through individual transactions and match them up to constituents (or create new ones), choose which profile field data to accept/reject, etc.



    Then, individually select the ones that you want to bulk process. On the Bulk Processing > Options tab, you'll see two options for how to handle Transaction Profile Data. If you choose the 2nd option (Reject Profile Information), that actually should respect the field-level decisions you made in individual records' fields, but for records where you didn't previously make any profile-field-level choices, any differences will be ignored.



    Then on the Processing tab, you'll click Process Now.



    Does that help?
  • Lars Carlson
    Lars Carlson ✭
    Ninth Anniversary Facilitator 1 Photogenic
    Yes, that's very helpful Chris. I wasn't sure how the bulk processing options would impact the individual record decisions we made earlier when they are processed. I assumed that choosing "Reject Profile Information" would do just that, reject the changes made during the individual evaluation.



    As a suggestion, that might be something worth wording a bit different in the software so that it's clearer how that works. I assume many other organizations are also going to process things in that way, evaluating each record individually, but then bulk processing to put all the gifts into a single batch.



    Thanks for your response and clarification!

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