---
schema_version: "1"
id: da1243775374747cb8e4dbf25aeada5a70cb2d41d68e20a4a22c4a9918c52e44
title: Default Gift Entry Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_default_ge_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_default_ge_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3f1ccb1546c03579a2a19b0d19fb5b2c7ea6eb379d6898ae9d59a39562f5daa6
description: Find out more about the gift entry template.
products:
  - Nonprofit
release: "264"
---
# Default Gift Entry Template

Find out more about the gift entry template.

- **[What Is the Default Template?](https://help.salesforce.com/s/articleView?id=sfdo.npsp_default_ge_template.htm&release=264.0.0&type=5)**  
    When you enable Gift Entry, NPSP creates a form template called Default Gift Entry Template. This template includes recommended fields for a basic gift, and is used by default when a user creates a single gift from the Gift Entry tab or the New Gift action on Accounts and Contacts.
- **[Save a Backup of the Default Template](https://help.salesforce.com/s/articleView?id=sfdo.npsp_default_ge_template.htm&release=264.0.0&type=5)**  
    While you can edit the Default Gift Entry Template, we discourage it because you can't easily restore it to its original form. We recommend cloning the default template prior to making changes so that you have a backup record with the defaults.
- **[Edit the Default Template](https://help.salesforce.com/s/articleView?id=sfdo.npsp_default_ge_template.htm&release=264.0.0&type=5)**  
    After creating a backup, you can change the Default Gift Entry Template.
- **[Default Template Fields](https://help.salesforce.com/s/articleView?id=sfdo.npsp_default_ge_template.htm&release=264.0.0&type=5)**  
    In case you need to reset your default template to the Default Gift Entry Template provided with Gift Entry, here are the default fields and settings.

## What Is the Default Template?

When you enable Gift Entry, NPSP creates a form template called Default Gift Entry Template. This template includes recommended fields for a basic gift, and is used by default when a user creates a single gift from the Gift Entry tab or the New Gift action on Accounts and Contacts.

It also provides a basis for new templates you create, as most of its fields are required for recording gifts.

## Save a Backup of the Default Template

While you can edit the Default Gift Entry Template, we discourage it because you can't easily restore it to its original form. We recommend cloning the default template prior to making changes so that you have a backup record with the defaults.

To clone a template:

1. Navigate to the Gift Entry tab.
2. In the row for the template, click the action menu, and then click **Clone**.
3. Name your cloned template something like Backup of Default Template.
4. Click **Save & Close**.

## Edit the Default Template

After creating a backup, you can change the Default Gift Entry Template.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)

Note The Default Gift Entry Template is the only supported template for the New Single Gift button and the New Gift actions at this time. You can't remove buttons from the NPSP Gift Entry page.

To edit the default template:

1. In the Templates sub-tab, click the action menu in the Default Gift Entry Template row, and then click **Edit**.
2. Go to the Form Fields or Batch Header subtabs and update as necessary. See [Add or Remove Form Fields](https://help.salesforce.com/s/articleView?id=sfdo.npsp_ge_create_template.htm&release=264.0.0&type=5 "Follow these steps to add or remove form fields.") and [Configure Batch Header](https://help.salesforce.com/s/articleView?id=sfdo.npsp_ge_create_template.htm&release=264.0.0&type=5 "This tab allows you to add information about a batch of gifts.") for more information about these areas of the Template Builder.
3. Click **Save & Close** when you're done.

## Default Template Fields

In case you need to reset your default template to the Default Gift Entry Template provided with Gift Entry, here are the default fields and settings.

Batch Header Fields  
| Field | Required |
| --- | --- |
| Batch Name | X |
| Batch Description |   |
| Expected Count of Gifts |   |
| Expected Total Batch Amount |   |
| Require Expected Totals Match |   |

Form Fields    
| Section | Field | Field Label | Required |
| --- | --- | --- | --- |
| Donor Information | Data Import: Donation Donor | Donor Type | X |
| Donor Information | Data Import: Account1 Imported | Existing Donor Organization Account |   |
| Donor Information | Data Import: Contact1 Imported | Existing Donor Contact |   |
| Add or Edit Organization Account | Account 1: Account Name | Organization Account Name |   |
| Add or Edit Organization Account | Account 1: Billing Street | Organization Account Street |   |
| Add or Edit Organization Account | Account 1: Billing City | Organization Account City |   |
| Add or Edit Organization Account | Account 1: Billing State/Province | Organization Account State/Province |   |
| Add or Edit Organization Account | Account 1: Billing Zip/Postal Code | Organization Account Zip/Postal Code |   |
| Add or Edit Organization Account | Account 1: Billing Country | Organization Account Country |   |
| Add or Edit Contact | Contact 1: First Name | Contact First Name |   |
| Add or Edit Contact | Contact 1: Last Name | Contact Last Name |   |
| Add or Edit Contact | Contact 1: Personal Email | Contact Personal Email |   |
| Add or Edit Contact | Contact 1: Preferred Email | Contact Preferred Email |   |
| Add or Edit Contact | Address: Mailing Street | Contact Street |   |
| Add or Edit Contact | Address: Mailing City | Contact City |   |
| Add or Edit Contact | Address: Mailing State/Province | Contact State/Province |   |
| Add or Edit Contact | Address: Mailing Zip/Postal Code | Contact Zip/Postal Code |   |
| Add or Edit Contact | Address: Mailing Country | Contact Country |   |
| Donation Information | Opportunity: Close Date | Donation Date | X |
| Donation Information | Opportunity: Amount | Donation Amount | X |
| Donation Information | Opportunity: Campaign ID | Primary Campaign Source |   |
| Donation Information | Payment: Payment Method | Payment Method |   |
| Donation Information | Payment: Check/Reference Number | Check/Reference Number |   |
| Donation Information | GAU Allocations (field bundle) | n/a |   |