--- schema_version: "1" id: f6d2f41a98085046facbf3ab4572bd73de5928e091fcce4ee52ddcfc7626c36a title: Configure Gift Entry collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_gift_entry.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_gift_entry.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 264334ebd3b02fb47e904f3d3c33ab541f09b4db5111685bdf9cc7662ab95e6a description: Prepare your NPSP Salesforce org to add or edit donations and related information in one entry form. products: - Nonprofit release: "264" --- # Configure Gift Entry Prepare your NPSP Salesforce org to add or edit donations and related information in one entry form. ![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 Watch the Nonprofit Salesforce How-To Series video, [Configure Gift Entry](https://www.youtube.com/watch?v=lse1SiwgP9A) Gift Entry is a robust set of tools for creating consistent form templates that you can use to enter gifts into NPSP, either individually or in batches. You can also set defaults at the template or batch level. Gift Entry replaces the older Batch Gift Entry product. - **[Enable Gift Entry](https://help.salesforce.com/s/articleView?id=sfdo.npsp_gift_entry.htm&release=264.0.0&type=5)** The Gift Entry tool is disabled by default in Salesforce orgs. Be warned; there's more to enabling it than just flipping a switch! You must first enable Advanced Mapping and then Gift Entry. After that's done, adjust some of your actions and tabs as well as grant your users access to the new functionality. - **[Enable Enhanced Recurring Donations](https://help.salesforce.com/s/articleView?id=sfdo.npsp_gift_entry.htm&release=264.0.0&type=5)** Follow these steps to enable enhanced recurring donations. - **[Customize Columns on Batches & Templates](https://help.salesforce.com/s/articleView?id=sfdo.npsp_gift_entry.htm&release=264.0.0&type=5)** The Gift Entry tab contains two subtabs: Batches and Templates. The Templates tab shows all gift entry form templates in your org, and the Batches tab shows all data batches created by your users. You can configure the list columns to show the information you want to see about each item, in the order you want to see it. - **[Adjust Gift Entry and Advanced Mapping to Populate Contact Address Fields (Optional)](https://help.salesforce.com/s/articleView?id=sfdo.npsp_gift_entry.htm&release=264.0.0&type=5)** NPSP Advanced Mapping's default mapping to the NPSP Address object doesn't work with Gift Entry's feature to automatically populate a Contact's address fields on a form. (For example, if you select a Contact from a lookup on a Gift Entry form, the Contact's address information won't auto-populate.) You can work around this limitation by adjusting your Gift Entry templates and Advanced Mapping. - **[Customize Household Names](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customize_household_names.htm&release=264.0.0&type=5)** Find out more about customizing household names. ## Enable Gift Entry The Gift Entry tool is disabled by default in Salesforce orgs. Be warned; there's more to enabling it than just flipping a switch! You must first enable Advanced Mapping and then Gift Entry. After that's done, adjust some of your actions and tabs as well as grant your users access to the new functionality. To enable Advanced Mapping and Gift Entry: 1. Confirm you have My Domain enabled. Read more about [My Domain](https://help.salesforce.com/articleview?id=domain_name_overview.htm&type=5) in Salesforce documentation. 2. 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)). 3. Click **System Tools** | **Advanced Mapping for Data Import & Gift Entry**. 4. In the first section, enable Advanced Mapping. ![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 When you enable Advanced Mapping, NPSP will convert your Help Text mappings to Advanced Mapping. This may take a little time. See [Configure NPSP Data Importer](https://help.salesforce.com/s/articleView?id=sfdo.npsp_data_importer.htm&release=264.0.0&type=5 "Prepare your organization for importing data from spreadsheets by following these NPSP Data Importer set up instructions.") for more information. 5. When the page reloads, in the second section, enable Gift Entry. 6. If you want to number your batches, follow the instructions 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."). ### Add Gift Entry Actions Gift Entry adds a new action that lets your users create a gift directly from Account and Contact records. To enter gifts with Gift Entry from the Account or Contact record, you must add these actions to your page layouts. ![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 If you previously created a New Donation action per other NPSP configuration instructions, we recommend removing it. The **New Gift** action provides greater functionality and is more accessible! 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. Click the Object Manager tab, then click **Account**. 3. Click **Page Layouts**, then click the name of the page layout you want to update. 4. In the page layout palette, click **Mobile & Lightning Actions**. 5. Drag the **New Gift** action into the Salesforce Mobile and Lightning Experience Actions section of the layout editor. ![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 If the actions on this page layout haven't been edited before, you may not be able to drag the action into this section yet. Click **override the predefined actions** to enable drag-and-drop. You can then add, move, or remove actions from this section. ![The Mobile and Lightning Experience Actions section of the Page Layout Editor, highlighting the link to override the predefined actions](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/override_default_actions.png) 6. Click **Save**. 7. Repeat these steps for all other Account page layouts that need this action. 8. Return to the Object Manager tab, then click **Contact**. 9. Repeat these steps for all Contact page layouts that need this action. ### Set Up Gift Entry User Permissions We recommend creating a permission set to give users access to the Gift Entry tool. Permission sets are a great way to grant a group of permissions to specific users. For more information on creating and assigning permission sets, see [Permission Sets](https://help.salesforce.com/articleview?id=perm_sets_overview.htm&type=5) in Salesforce Help. ![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 You can assign these permissions at the profile level instead of using a permission set. If you're using a Profile, you first need to enable the **Enhanced Profile User Interface** setting in **Setup** | **User Management Settings**. The instructions may vary slightly if you set these permissions on the profile. 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. Enter Permission Sets in the Quick Find box, then select **Permission Sets**. 3. Click **New**. 4. Name the permission set Gift Entry Recommended. 5. Click **Save**. 6. Click **Apex Class Access**. 7. Click **Edit**, then add these classes to the Enabled Apex Classes list: - npsp.BDI\_ManageAdvancedMappingCtrl - npsp.BDI\_MappingServiceAdvanced - npsp.BGE\_BatchGiftEntry\_UTIL - npsp.BGE\_ConfigurationWizard\_CTRL - npsp.BGE\_DataImportBatchEntry\_CTRL - npsp.BGE\_FormTemplate\_TDTM - npsp.GE\_GiftEntryController - npsp.GE\_PaymentServices - npsp.UTIL\_CustomSettingsFacade - npsp.UTIL\_CustomSettings\_API 8. Click **Save**. 9. Navigate to **Visualforce Page Access**. 10. Click **Edit**, then add these pages to the Enabled Visualforce Pages list: - npsp.BDI\_BatchOverride - npsp.BDI\_DataImport 11. Click **Save**. 12. Navigate to **Custom Setting Definition**. 13. Click **Edit**, then add this setting definition to Enabled Custom Setting Definitions list: - npsp.Custom Column Header - npsp.Data Import Settings - npsp.Gift Entry Settings 14. Click **Save**. 15. Navigate to **Object Settings**. 16. Give users access to the Gift Entry tab: 1. Click **Gift Entry**. 2. Click **Edit**​. 3. Select ​**Available**​ and ​**Visible**​. 4. Click ​**Save**​.​ 17. In Object Settings, grant object and field permissions for the following objects. 1. The following objects power Gift Entry. | Object: Read, Create, Edit, Delete | Fields: Read & Edit Access | | --- | --- | | Form Templates | All fields | | NPSP Data Import Batches | All fields | | NPSP Data Imports | All fields | 2. The following target objects and fields are mapped by default in Gift Entry. ![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 table below shows standard target objects and fields for Gift Entry. If you've added custom objects and fields with Advanced Mapping, you must also grant Read, Create, and Edit access to those objects, and Read and Edit access to those fields. Learn how to add custom fields to Gift Entry in [Customize Advanced Mapping](https://help.salesforce.com/s/articleView?id=sfdo.npsp_use_advanced_mapping.htm&release=264.0.0&type=5 "Customize Advanced Mapping for data import if you want to map data into an object or field that hasn't yet been mapped."). | Object: Read, Create, Edit | Fields: Read & Edit Access | | --- | --- | | Accounts | Account Name, Billing Address, Household Phone, Phone, Website | | Addresses | Mailing City, Mailing Country, Mailing Street, Mailing Street2, Mailing State/Province, Mailing Zip/Postal Code | | Campaigns | Campaign Name | | Contacts | Alternate Email, Birthdate, Home Phone, Mobile, Name, Other Phone, Personal Email, Preferred Email, Preferred Phone, Title, Work Email, Work Phone | | GAU Allocations | Amount, General Accounting Unit, Opportunity, Percent | | General Accounting Units | All fields | | Opportunities | Account Name, Amount, Close Date, Description, Honoree Information, Honoree Name, Member Level, Membership End Date, Membership Origin, Membership Start Date, Notification Message, Notification Recipient Email, Notification Recipient Information, Notification Recipient Name, Number of Payments, Opportunity Name, Opportunity Record Type, Primary Campaign Source, Primary Contact, Stage, Tribute Type, Type | | Payments | Check/Reference Number, Elevate Payment API Status, Paid, Payment Amount, Payment Date, Payment Method, Scheduled Date, Written Off | | Recurring Donations | Account, Amount, Campaign, Contact, Day of Month, Effective Date, End Date, Installment Frequency, Installment Period, Number of Planned Installments, Payment Method, Recurring Type | 18. Return to the Permission Set Overview. 19. Click **Manage Assignments**. 20. Click **Add Assignments**. 21. Select all users who should have access to Gift Entry. 22. Click **Assign**. 23. Click **Done**. ### Remove Batch Gift Entry Tab for All Users While Gift Entry and Batch Gift Entry are similarly named, they are quite different features. Reduce confusion by hiding the Batch Gift Entry tab. ![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 These steps include modifying the existing Batch Gift Entry permission set. The instructions may vary slightly if you need to update these permissions at the User Profile level. 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. In the Quick Find box, enter permission sets, then click **Permission Sets**. 3. Click **Batch Gift Entry**. 4. Click **Object Settings**. 5. Click **Batch Gift Entry**. 6. Click **Edit**. 7. Deselect Available and Visible. 8. Click **Save**. ## Enable Enhanced Recurring Donations Follow these steps to enable enhanced recurring donations. 1. Enable Enhanced Recurring Donations. To find out if Enhanced Recurring Donations is enabled in your org, review [Which Version of Recurring Donations Am I Using?](https://help.salesforce.com/s/articleView?id=sfdo.npsp_which_version_of_rds_am_i_using.htm&release=264.0.0&type=5 "A Salesforce system administrator can determine the version of recurring donations installed in your org.") 2. Give users Read and Edit access to the Allow Recurring Donations field on the NPSP Data Import Batches object. ## Customize Columns on Batches & Templates The Gift Entry tab contains two subtabs: Batches and Templates. The Templates tab shows all gift entry form templates in your org, and the Batches tab shows all data batches created by your users. You can configure the list columns to show the information you want to see about each item, in the order you want to see it. 1. From the App Launcher, find and select **Gift Entry**. 2. From the Templates tab or Batches tab, 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) to access the list view controls, then select **Select Fields to Display** . 3. Use the left and right arrows to move fields from the Available Fields list to the Visible Fields list. 4. Use the up and down arrows to change the display order. 5. Click **Save**. Now that you're set up to use Gift Entry, head to [Create or Edit a Gift Entry Template](https://help.salesforce.com/s/articleView?id=sfdo.npsp_ge_create_template.htm&release=264.0.0&type=5 "Learn how to create or customize Gift Entry templates to fit your donation management needs.") to get your templates ready to use. ## Adjust Gift Entry and Advanced Mapping to Populate Contact Address Fields (Optional) NPSP Advanced Mapping's default mapping to the NPSP Address object doesn't work with Gift Entry's feature to automatically populate a Contact's address fields on a form. (For example, if you select a Contact from a lookup on a Gift Entry form, the Contact's address information won't auto-populate.) You can work around this limitation by adjusting your Gift Entry templates and Advanced Mapping. ![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 These changes affect the address mappings for importing data with NPSP Data Importer. ### Adjust Gift Entry Templates and Advanced Mapping Here's how to adjust Gift Entry templates so that related Contact information auto-populates on your forms. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_important.png) Important Before proceeding, complete any gift batches that haven't been processed. You must perform all of these steps in order. When you're done, you should see records created or updated as outlined in [Expected Behaviors](https://help.salesforce.com/s/articleView?id=sfdo.npsp_gift_entry.htm&release=264.0.0&type=5 "After you've adjusted Gift Entry and Advanced Mapping for auto-population of corresponding Contact address information, what you see is highly dependent on your org's configuration."). #### Remove Address Fields from Templates Here's how to remove address field from templates. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_important.png) Important Do this for all of your templates. 1. 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), find and select **Gift Entry**. 2. Click the **Templates** tab. 3. Click the name of the template you'd like to update. 4. Go to the **Form Fields** tab. 5. Remove these address fields: - Mailing City - Mailing Country - Mailing State/Province - Mailing Street - Mailing Zip/Postal Code 6. Click **Save & Close**. 7. Repeat these steps for all of your templates. #### Adjust Addresses Mapped in Advanced Mapping Map addresses to the Contact1 object. 1. 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)). 2. Go to **System Tools** | **Advanced Mapping for Data Import & Gift Entry**. 3. Click **Configure Advanced Mapping**. 4. For the Object Group named Address, click ![Show more selector 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 **View Field Mappings**. 5. Delete these NPSP Data Import address mappings: - Home City - Home Country - Home State/Province - Home Street - Home Zip/Postal Code 6. Click **Back to Object Group**. 7. For the Object Group named Contact1, click the selector, and then click **View Field Mappings**. 8. Click **Create New Field Mapping** and map the home address fields on the NPSP Data Import object to the Contact mailing address fields. | Source (NPSP Data Import Object) Field | Target (Contact1 Object) Field | | --- | --- | | Home City (npsp\_\_Home\_City\_\_c) | Mailing City (MailingCity) | | Home Country (npsp\_\_Home\_Country\_\_c) | Mailing Country (MailingCountry) | | Home State/Province (npsp\_\_Home\_State\_Province\_\_c) | Mailing State/Province (MailingState) | | Home Street (npsp\_\_Home\_Street\_\_c) | Mailing Street (MailingStreet) | | Home Zip/Postal Code (npsp\_\_Home\_Zip\_Postal\_Code\_\_c) | Mailing Zip/Postal Code (MailingPostalCode) | #### Add New Address Fields to Templates Here's how to add new address fields to templates. ![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 If the new fields don't show up in Template Builder immediately, refresh your browser a time or two. 1. 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), find and select **Gift Entry**. 2. Click the **Templates** tab. 3. Click the name of the template you'd like to update. 4. Go to the **Form Fields** tab. 5. Select the section of the template where you'd like to add the fields. 6. Expand the **Address** section under **Form Fields**. 7. Select these address fields to add them to the template: - Mailing City - Mailing Country - Mailing State/Province - Mailing Street - Mailing Zip/Postal Code 8. Click **Save & Close**. ### Expected Behaviors After you've adjusted Gift Entry and Advanced Mapping for auto-population of corresponding Contact address information, what you see is highly dependent on your org's configuration. The scenarios below describe what you see if 1) the Household Account Addresses Disabled option isn't selected in NPSP Settings, and 2) the **Address Override** is not selected on the Contact's record. After adding a new Contact in Gift Entry and processing the gift, the address information appears in the Mailing Address fields on the Contact's new record. NPSP automation also updates the address on related records. Specifically, NPSP: - Creates a new Address record with the same address. - Links the Current Address field on the Contact to the Address record. - Makes the Contact's Household Account and the Billing Address the same. After finding and selecting an existing Contact in the Existing Donor Contact field on the form, the Contact address fields on the form are automatically populated. You can update or clear out the address information on the form. - If you change the address on the form and process the gift, the updated address appears in the Contact's Mailing Address fields. NPSP automation also updates the address on related records. Specifically, NPSP: - Updates the Billing Address information on Contact's Household Account. - Updates Contacts related to the household with the new Mailing Address. - Creates a new Address record and sets it as the Default Address. - If you clear out and remove all of the address information and process the gift, the Contact won't have any address information in the Mailing Address fields. NPSP Automation also updates related records. Specifically, NPSP: - Removes the Billing Address information from the Contact's Household Account. - Updates Contacts related to the household to remove Mailing Address information. - Does not set any address as the Default Address in the Address object.