--- schema_version: "1" id: 5a66f056ab57e8d606b9a3f0049a1ebf2c5a233f4aee840c5d985ae486c0d6f1 title: Process a Collection of Gifts collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_process_collection_gifts.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_process_collection_gifts.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: f193ef8362801831c88b1c746d6309b09b46e0513b7108ab9018a9c2717a1a96 description: Test processing your Gift Entry batch and then process the batch to add the gifts to NPSP. products: - Nonprofit release: "264" --- # Process a Collection of Gifts Test processing your Gift Entry batch and then process the batch to add the gifts to 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 Watch the Nonprofit Salesforce How-To Series Video [NPSP Gift Entry: Process a Batch](https://www.youtube.com/watch?v=JSKIkMOl23I). - **[Test Your Batch with Dry Run](https://help.salesforce.com/s/articleView?id=sfdo.npsp_process_collection_gifts.htm&release=264.0.0&type=5)** To catch and resolve errors before you process your batch, use the Batch Dry Run. - **[Process a Batch](https://help.salesforce.com/s/articleView?id=sfdo.npsp_process_collection_gifts.htm&release=264.0.0&type=5)** After you enter all gifts, process the batch to commit the records into NPSP. Keep in mind that you must resolve all errors first. You may see an error when trying to process the batch if you selected the Required Expected Totals Match checkbox, but either the Total Amount or Total Count fields don't match the expected totals you entered when creating the batch. - **[A Word About Batch Status](https://help.salesforce.com/s/articleView?id=sfdo.npsp_process_collection_gifts.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. - **[Delete Gift Entry Records](https://help.salesforce.com/s/articleView?id=sfdo.npsp_process_collection_gifts.htm&release=264.0.0&type=5)** Since the Gift Entry records provide a link between the batch in which the gift was entered and the Payment or Opportunity record, we recommend that you do not delete them. Deleting Gift Entry records erases the entry history, which is sometimes needed for accounting or audit purposes. ## Test Your Batch with Dry Run To catch and resolve errors before you process your batch, use the Batch Dry Run. As you enter gifts, NPSP performs a dry run to make sure they will process correctly. That's great if you enter everything in one sitting and process the batch right away, but often the workday of people entering gifts isn't quite that streamlined. Instead, you might enter some of the gifts today, and return days later to finish entering and processing the whole batch. And in that time, other Opportunities or Payments may have been entered or modified in NPSP. As a result, when you go to process your batch, some of the older donations might not match up correctly anymore. To catch and resolve pesky errors before you process your batch, click **Batch Dry Run**. ![Batch Dry Run button highlighted in a sample 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/batch_dry_run.png) While Batch Dry Run is working, you can't enter or edit gifts. When it's done, you'll be able to add, edit, or process gifts. Any problematic donation line items are flagged with a Dry Run - Error status. You can expand the Error column to see details. ![Dry Run error status for a record in a batch list.](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/dry_run_error_-_left.png) After you've identified the issue, scroll to the right end of the batch list and click ![Show 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). Select **Open** to edit the gift in the Gift Entry form or click **Delete** to remove the gift from the batch. ![The action menu for a gift flagged with a Dry Run error, showing options to open or delete the gift.](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/dry_run_error_-_right.png) Now that you've resolved errors, you’re ready to process your batch. ## Process a Batch After you enter all gifts, process the batch to commit the records into NPSP. Keep in mind that you must resolve all errors first. You may see an error when trying to process the batch if you selected the Required Expected Totals Match checkbox, but either the Total Amount or Total Count fields don't match the expected totals you entered when creating the batch. 1. Click **Process Batch**. 2. When the batch finishes processing, verify the updated Status for each record. 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."). ## 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. ## Delete Gift Entry Records Since the Gift Entry records provide a link between the batch in which the gift was entered and the Payment or Opportunity record, we recommend that you do not delete them. Deleting Gift Entry records erases the entry history, which is sometimes needed for accounting or audit purposes. If you absolutely must delete Gift Entry records, these are the two objects where you'll find Gift Entry batch information. NPSP Data Import Batches These records include Batch Name, Batch Description, or the Form Template used for the batch. NPSP Data Imports The Gift Entry records for the donations entered within a batch. The NPSP Data Import records are related to NPSP Data Import Batch records through a lookup field. If you have a lot of Gift Entry records to delete, use Salesforce Data Loader. For details, see [Data Loader](https://help.salesforce.com/articleview?id=data_loader.htm) and [Insert, Update, or Delete Data Using Data Loader](https://help.salesforce.com/articleview?id=inserting_updating_or_deleting_data.htm). After you delete all of the Gift Entry records in a batch and want to delete the batch itself, go to the NPSP Data Import Batches tab.