--- schema_version: "1" id: f53558b77fe2d5a5eb2ee78dca119711b825ccab160dcfe9191e47a4c00e09f8 title: Process an NPSP Data Import Batch collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_process_batch_parent.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_process_batch_parent.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: edb9ead206fa7b5f68584000ef26966dfa5e40bcb63f48340f96459cd4bd7101 description: Learn how to process a batch using NPSP Data Importer and what the different batch statuses mean. products: - Nonprofit release: "264" --- # Process an NPSP Data Import Batch Learn how to process a batch using NPSP Data Importer and what the different batch statuses mean. - **[Process Batch](https://help.salesforce.com/s/articleView?id=sfdo.npsp_process_batch_parent.htm&release=264.0.0&type=5)** Now that you have records associated with your batch, you can process them so that they're imported into your organization. This is the step that will bring the data from your spreadsheet into NPSP. - **[A Word About Batch Status](https://help.salesforce.com/s/articleView?id=sfdo.npsp_process_batch_parent.htm&release=264.0.0&type=5)** In addition to viewing the status of each record within a batch, you can view the status of the entire batch in the Batch Status field. ## Process Batch Now that you have records associated with your batch, you can process them so that they're imported into your organization. This is the step that will bring the data from your spreadsheet into NPSP. ![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 do a dry run of your batch to check for potential duplicates or errors before processing. Keep in mind that when you validate a batch record using dry run, the batch record itself won't be updated with Success and Failure counts. Those values are only updated upon actual import of records. For more information on performing a dry run, see [Verify Your Upload with Dry Run](https://help.salesforce.com/s/articleView?id=sfdo.npsp_verify_with_dry_run.htm&release=264.0.0&type=5 "Once you import records into NPSP, you can't hit the undo button. And that can be problematic if you accidentally import records that you had previously imported, resulting in duplicate records in your org. It can also be problematic if the wrong record is matched and you've updated it with data from a different record. Doing a dry run allows you to see if there are any potential matches before you import."). Keep in mind that when you process a batch, it only processes records for that particular batch. It doesn't process records for any other Data Import Batch. 1. In the App Launcher, click **NPSP Data Import Batches**. 2. Find your batch and click the Batch Name. 3. Click **Process Batch**. ![Process Batch button on an NPSP Data Import Batch](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_button.png) 4. Confirm Configuration Settings. You can click **Edit** if you need to update the settings. ![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 edit settings while the Batch is selected and save, it updates the default configuration options for that batch. ![Edit button near the NPSP Data Import Configuration Options](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/edit_button_for_batch_config.png) 5. Click **Begin Data Import Process**. 6. Wait until the confirmation page shows that the import completed successfully. ![Message showing results of batch processing](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/batch_complete.png) 7. Close the page to return to the NPSP Data Import Batches tab. Review your imported records on the related list on the batch record. ![NPSP Data Imports related list on a Data Import Batch record](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/data_imports_related_list.png) After the records for this batch are processed, the Last Processed On field is updated with the date and time. The Records Successfully Processed and Records Failed fields are also updated accordingly. Each time the batch is processed, these fields are overwritten with the new date/time and record counts. 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."). ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_tip.png) Tip Enable field history on the Last Processed On, Records Successfully Processed, and Records Failed fields, so that you have a history of batch results (since these values are overwritten each time a batch runs.) You can [enable field history](https://help.salesforce.com/s/articleView?id=xcloud.security_field_history_tracking.htm&type=5&language=en_US) in the Object Manager in Setup. ![Field history for the Last Processed On, Records Failed, and Records Successfully Processed fields](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/batch_field_history.png) ![An NPSP Data Import Batch record showing when the batch was last processed, how many records were successfully processed and how many failed](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/processed_batch.png) If you'd like to run this batch on a recurring basis, see [Schedule a Batch](https://help.salesforce.com/s/articleView?id=sfdo.npsp_schedule_batch.htm&release=264.0.0&type=5 "Now that you'll be regularly uploading files, you don't want to worry about manually processing them. This is really useful for cases like the upcoming event signup example, where you have signups coming in at different times, and you want to regularly upload the new signups."). ## A Word About Batch Status In addition to viewing the status of each record within a batch, you can view the status of the entire batch in the Batch Status field. The Batch Status is based on the Import Status of the records within the batch. The values in Batch Status are: Open NPSP Data Importer hasn't processed the records and sent the information to the target objects. Completed NPSP Data Importer has processed all of the records in the batch. Failed - Needs Review One or more records in the batch failed to process. You can add your own values to the Batch Status picklist. For example, if batches need to be reviewed before processing, you may want values like Ready for Review or Ready to Process. NPSP will overwrite any custom values to Completed or Failed - Needs Review when the batch is processed.