Download event registrations - bulk process
When you use bulk process, you select to download all registrants as new records in The Raiser’s Edge and process every registration simultaneously. If you process everything, you may need to clean up data in The Raiser’s Edge after processing completes.
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From the NetCommunity page in The Raiser’s Edge, click Event Registrations. The Event Registrations Transactions screen appears. |
Tip: To make sure you have the latest information from the website, click Refresh.
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2.
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To process every transaction on the screen, select Select All. When you select this, a checkbox appears for every row. Clear the checkbox next to any names you do not want to process to The Raiser’s Edge. |
To delete registrations that you do not want to process, select the boxes beside the rows and click Delete Selected. A confirmation message appears. Click Yes.
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Click Bulk Processing. The Process Online Event Registrations screen appears. |
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On the Processing tab, review bulk properties such as Transactions Selected and Successfully Checked Out. |
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On the Options tab, select options for Batch Number, Unlinked Records, and Transaction Profile Data in the bulk process. |
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a.
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In the Batch Number frame, select how to process the bulk donations to Raiser’s Edge Batch. |
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To create a batch that uses the next available batch number in The Raiser’s Edge, select Use the next available batch number. |
Note: These batch options also appear from the Tools, Transaction Options menu. For more information, see Assign a batch for transactions.
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To download the gifts to an existing batch in The Raiser’s Edge, select Add records to an existing batch. Click the binoculars to select the existing batch. If the batch includes a default set, the values apply to the gifts you include in the existing batch. You cannot select an existing batch that has already been committed. |
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To load a default set of values from an existing batch for a new batch, select Load fields and default values from an existing batch. In the field below, click the binoculars to select the batch to load the default set from. Because you are selecting a default set for a new batch, you can select from a previously committed batch. |
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a.
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To create a query of participants in this bulk process, select Create participant query. We recommend creating a query of processed transactions for your records. The query appears in The Raiser’s Edge Query. |
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b.
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In the Unlinked Records frame, to attempt constituent matching based on the options in Constituent Matching, select Attempt auto-match to an existing record. For more information, see Constituent Matching. |
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c.
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To create a Raiser’s Edge record for the donor, select Create new Raiser’s Edge record automatically. |
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In the Transaction Profile Data frame, select to Accept Profile Information or Reject Profile Information from the donor. If you accept profile information, the data defaults to the constituent record in The Raiser’s Edge. |
Accept Profile Information is selected by default for each bulk process. To reject information, you must select Reject Profile Information for each bulk process.
Warning: Be aware if you reject data on the Event Registrations Transactions screen and select Accept Profile Information, all data downloads to The Raiser’s Edge. This includes partial data from a transaction (for example, an incorrect street address) and rejected transactions. If you reject data on the Event Registrations Transactions screen, select Reject Profile Information to reject that data and download the remaining data to The Raiser’s Edge.
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When you finish, on the Process tab, click Process Now. Bulk processing begins. |
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When the process completes, the message “Batch # [ ] was created. Do you want to open the batch now?” appears. |
Note: You can assign a batch number to the bulk process. For more information, see Assign a batch for transactions.
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Click Yes. The batch screen appears. |
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On the toolbar, click Commit. The Commit Gift Batch screen appears. |
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Click Commit Now. A summary screen appears. |
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To close the batch, click Close. You return to the NetCommunity page in The Raiser’s Edge. Information is updated in The Raiser’s Edge. |
Note: You must commit a batch to process gifts to The Raiser’s Edge records. Batch exceptions may occur for any problem found in the batch. These appear either on the Validate Batch screen or when you commit the batch to the database. For more information, see The Raiser’s Edge Batch Guide.
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Click Close. You return to the NetCommunity page in The Raiser’s Edge. |