The RaiseNow FundraisingKit for Salesforce provides an importer functionality to import recurring donations from a .csv file. This feature was provided with release v1.24.
Please use the attached template for your imports. Please note that files must be UTF-8 encoded.
You can select between two types for import:
1. Create new records from scratch
2. Create required RaiseNow based on existing NPSP Recurring Donations (recommended).
You can initiate a bulk import via the RaiseNow bulk import object within Salesforce by creating a new record. Then, attach your import via the related tab and upload your file to RaiseNow for processing by clicking the button.
Your import file will be validated before processing. If any line in the import does not adhere to the below validation rules the whole file will be rejected.
You may then upload a new version of this file and resend using the same record.
Please note that custom validations you may have configured in Salesforce will not be verified.
If you provide data that does conflict with custom validation or invalid values for picklists or similar, this may require significant data correction on your part using our business process monitor application. We recommend that you test your import first with a small dataset.
A scheduled task in Salesforce will check the status of the import every 20 minutes by comparing imported records to the number of lines originally provided for import. Once the import is completed, the status of the import will update. Note that imports may take some time depending on the size of the records imported.
When upgrading from an earlier version of our Fundraising Kit for Salesforce
Please ensure that all the following values are present and activated in the import object:
Import Field Map
| Import Field | Salesforce Field | Validation Rule |
| salutation | Contact.Salutation | Accepted values:
"mx, mr, ms"
|
| honorific_prefix | Contact.Title | |
| first_name | Contact.FirstName | not "null" |
| last_name | Contact.LastName | not "null" |
| Contact.Email | ||
| street | Contact.MailingStreet | not "null" |
| postal_code | Contact.MailingPostalCode | not "null" |
| city | Contact.MailingCity | not "null" |
| country | Contact.MailingCountryCode | must conform to
uppercase ISO 3166-1 Alpha 2
|
| lead_source | Contact.LeadSource | Must be a valid value for leadsource -> Else, import will fail on per record basis |
| language | Contact.RaiseNow__Language__c | must conform to
owercase ISO 639-1 two-letter
|
| phone | Contact.Phone | |
| mobile_phone | Contact.MobilePhone | |
| birthdate | Contact.Birthdate | If supplied, must be Y-m-d |
| phone_opt_out | Contact.DoNotCall | |
| email_contact_allowed | Contact.RaiseNow__Newsletter_Permission_Given__c | |
| amount | npe03__Recurring_Donation__c.npe03__Amount__c | Must be an integer value |
| payment_method | npe03__Recurring_Donation__c.npsp__PaymentMethod__c | Must be one off
"Swiss Payment Slip with Reference Number, Direct Debit CH-DD, Direct Debit CH-TA"
|
| contract_status | npe03__Recurring_Donation__c.npsp__Status__c | Must be "active" |
| currency | npe03__Recurring_Donation__c.CurrencyIsoCode | Must be
uppercase ISO 4127 three-letter currency code
|
| interval | npe03__Recurring_Donation__c.npe03__Installment_Period__c |
one of monthly, quarterly, semestral, yearly |
| bic | RaiseNow__Bank_Account__c.RaiseNow__BIC__c | |
| clearing | RaiseNow__Bank_Account__c.RaiseNow__Clearing__c | |
| iban | RaiseNow__Bank_Account__c.RaiseNow__IBAN__c | |
| created | npe03__Recurring_Donation__c.npe03__Date_Established__c | If supplied, must be Y-m-d |
| start_date | npe03__Recurring_Donation__c.npsp__StartDate__c | If supplied, must be Y-m-d and must be a future date. |
| hard_copy_record_id | RaiseNow__Direct_Debit_Mandate__c.RaiseNow__Hard_Copy_Reference__c | |
| campaign_id | npe03__Recurring_Donation__c.npe03__Recurring_Donation_Campaign__c |
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