---
schema_version: "1"
id: 79c24e1cc282ab25f63ddde304f2413cf6b3216251fdd49f929207b1f2183208
title: Configure Batch Data Import
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_batch_data_import.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_batch_data_import.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e0d4b331d610e30b75d6797a077b9c0c4b76bc56c7881092220a28ad28cc7c94
description: Find out more about configuring batch data import.
products:
  - Nonprofit
release: "264"
---
# Configure Batch Data Import

Find out more about configuring batch data import.

- **[About Batch Data Import](https://help.salesforce.com/s/articleView?id=sfdo.npsp_batch_data_import.htm&release=264.0.0&type=5)**  
    The NPSP Data Import tool allows you to import your data and translate it into Salesforce objects. The NPSP Batch Data Import feature is an advanced import feature that allows you to import data in batches. You can have different groups of data import records that you want to process differently, using their own set of unique configuration options.
- **[Set Permissions For Data Import Objects and Pages](https://help.salesforce.com/s/articleView?id=sfdo.npsp_batch_data_import.htm&release=264.0.0&type=5)**  
    There are two Data Import objects and one Data Import page to set security for: the NPSP Data Import Batch and NPSP Data Import objects, and the BDI\_BatchOverride Visualforce page. Enable the NPSP Data Import Batches object and field for any profiles that need to create batches.
- **[Edit Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_batch_data_import.htm&release=264.0.0&type=5)**  
    Follow these steps to edit page layouts.
- **[Set Button Overrides](https://help.salesforce.com/s/articleView?id=sfdo.npsp_batch_data_import.htm&release=264.0.0&type=5)**  
    On the NPSP Data Import Batch object, set the Clone, Edit, and New buttons to point to the BDI\_BatchOverride page.
- **[Verify Scheduled Jobs](https://help.salesforce.com/s/articleView?id=sfdo.npsp_batch_data_import.htm&release=264.0.0&type=5)**  
    Follow these steps to verify scheduled jobs.

## About Batch Data Import

The NPSP Data Import tool allows you to import your data and translate it into Salesforce objects. The NPSP Batch Data Import feature is an advanced import feature that allows you to import data in batches. You can have different groups of data import records that you want to process differently, using their own set of unique configuration options.

If you set up and activated a batch number format, all Opportunities and Payments associated with this batch will include the batch number in the Batch Number field. Learn more in [Configure Batch Numbers for Donations](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_batch_numbers.htm&release=264.0.0&type=5 "For audit purposes, use auto-generated batch numbers to track Opportunity and Payment records created in batches.").

NPSP Batch Data Import uses the following objects:

- NPSP Data Import Batch (custom object): Holds information about a batch of records to be imported.
- NPSP Data Import (custom object): Object that records are first imported into. Holds denormalized data records that can then be imported into the Nonprofit Success Pack.

### Feature Release Information

This feature was released in NPSP version 3.108 (9/14/2017).

## Set Permissions For Data Import Objects and Pages

There are two Data Import objects and one Data Import page to set security for: the NPSP Data Import Batch and NPSP Data Import objects, and the BDI\_BatchOverride Visualforce page. Enable the NPSP Data Import Batches object and field for any profiles that need to create batches.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**.
2. From Setup, enter Profiles in the Quick Find box, then select **Profiles**.
3. Click the name of the Profile you want to set field-level Security for. (For example, click System Administrator. Do **not** click the Edit button to the left of the profile name.)
4. For the NPSP Data Import object:
    
    1. In the Tab Settings section, set the NPSP Data Imports tab to **Default On**.
    2. In the Object Permissions section, select **Read**, **Create**, **Edit**, and **Delete**. This gives all users with this profile full access to use NPSP Data Import. Depending on the profile, you may want to grant different access.
    3. In the Field Level Security section, select the **Edit Access** and **Read Access** checkboxes for all fields.
5. For the NPSP Data Import Batch object:
    1. In the Custom Tab Settings section, set the NPSP Data Import Batch tab setting to **Default On** to include it in the list of tabs, or Default Off to make it accessible in App Launcher.
    2. In the Object Permissions section, select **Read**, **Create**, **Edit**, and **Delete**. This gives all users with this profile full access to use Batch Data Import. Depending on the profile, you may want to grant different access.
    3. In the Field Level Security section, click **View** next to NPSP Data Import Batch and select **Read Access** and **Edit Access** for all fields.
    4. Click **Back to Profile**.
6. If you have non-System Admin users who import data, ensure that they have access to the `BDI_BatchOverride` Visualforce page.
    
    1. In the Enabled Visualforce Pages related list, click **Edit**.
    2. Add `BDI_BatchOverride` to the Enabled Visualforce Pages list.
    3. Click **Save**.

Alternatively, you could grant Visualforce page access to multiple profiles at a time. Simply search for and select Visualforce Pages in Setup, then click **Security** next to the page name.

## Edit Page Layouts

Follow these steps to edit page layouts.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **NPSP Data Import Batch**.
3. Click **Page Layouts**.
4. Click **NPSP Data Import Batch Layout**.
5. Drag all available fields onto the layout.
6. In the palette, click **Buttons**.
7. Drag the Process Batch button to the Custom Buttons section on the layout.
    
    ![In the page layout editor, moving the Process Batch button from the palette into the Custom Buttons section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/process_batch_on_pl.jpg)
8. Click **Save**.

Now, edit the NPSP Data Import page layout to include the NPSP Data Import Batch field.

1. Click the **Object Manager** tab.
2. In the list of objects, click **NPSP Data Import**.
3. Click **Page Layouts**.
4. Click **NPSP Data Import Layout**.
5. Drag the NPSP Data Import Batch field onto the page layout.
    
    ![NPSP Data Import page layout, with the NPSP Data Import Batch field highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/bdi_field_on_pl.png)
6. Click **Save**.

For more information on adding fields and buttons to page layouts, see [Configure Page Layouts](https://help.salesforce.com/s/articleview?id=sfdo.sfdo_edit_page_layouts.htm).

## Set Button Overrides

On the NPSP Data Import Batch object, set the Clone, Edit, and New buttons to point to the BDI\_BatchOverride page.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **NPSP Data Import Batch**.
3. Click **Buttons, Links, and Actions**.
4. In the Clone row, click ![More actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/show_more_actions_icon.png), then click **Edit**.
5. Choose **BDI\_BatchOverride** Visualforce page.
6. Click **Save**.
7. Repeat this process for the Edit and New buttons.

## Verify Scheduled Jobs

Follow these steps to verify scheduled jobs.

1. From Setup, enter Scheduled Jobs in the Quick Find box, then click **Scheduled Jobs**.
2. Verify that you see NPSP 09 - Data Import Batch Processing in the list of Scheduled Jobs.
    
    ![List of NPSP Scheduled Jobs, with the NPSP 09 - Data Import Batch processing job highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/sched_jobs.png)
3. If you don't see the scheduled job, check NPSP Settings.
4. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)).
5. Click **Bulk Data Processes** | **Batch Process Settings** (doing this recreates all the default jobs), and make sure Don't Auto Schedule Default NPSP Jobs is _not_ selected.

For more information on Scheduled Jobs, see [Edit or Reschedule NPSP Scheduled Jobs](https://help.salesforce.com/s/articleView?id=sfdo.npsp_edit_or_reschedule_scheduled_jobs.htm&release=264.0.0&type=5 "Find out more about editing or rescheduling NPSP scheduled jobs.").