Adding Data into Batch through Manual Entry

To add or update information in the database, you can add or edit an individual record with the appropriate information using the appropriate feature such as a data form. When you add or edit many records, this process may take a long time, depending on the number of records. Batch entry is an alternate method to add or update records in your database.

In Batch entry, you enter and update information on records quickly because you do not open each individual record. Instead, you create a batch template to specify the fields to add or update in each various type of record. The program lists the selected fields as fields in a spreadsheet, called a batch, so you can efficiently enter information in the database. Within the batch data entry grid, you can quickly access information about each transaction, add and edit transactions, and attach row comments. In the batch data entry grid, each row of the spreadsheet that contains information becomes or updates a record when you commit the batch to the database. The selected batch template defines the fields that appear in the spreadsheet and the order they appear in. When a column is not applicable to the record you enter, the field is locked. For example, in a constituent batch, some fields for an individual constituent, such as Gender or Birth date, are not applicable to organization constituents. When you select "Organization" in the Constituent type field, the program locks all fields associated only with individual constituents.