Web Transaction Batch Types: Important Considerations

Before you review information about the individual web batch types, you can review information about batch tasks that are common to all batch types. For example, you can delete a row of data, export data to Microsoft Excel, find and replace values in a batch, set a message for a row in the batch, and validate the batch. For more information about batch tasks, refer to Batch Entry.

Review additional information about web batch types.

You can edit batch designs. However, to make sure that event registration and profile update transactions download correctly from your website, we strongly recommend you not edit the default Blackbaud Internet Solutions (BBIS) Profile Update Transaction Batch batch and Blackbaud Internet Solutions (BBIS) Event Registration Transaction Batch templates. These default batch designs are configured to properly download and commit data from Blackbaud Internet Solutions (BBIS).
When you delete a transaction from a batch and save the batch, the website also deletes the transaction from its database.
When you download transactions to an uncommitted batch, you can view details about each transaction from your website. When you view the details, you can specify the information from the transaction to create or update records in your database. For information about how to view transaction detail information, refer to these sections.
Website user signup transactions use the batch template Constituent Update Batch.
Donation transactions use the batch template Enhanced Revenue Batch.
Profile update transactions use the batch template Blackbaud Internet Solutions (BBIS) Profile Update Transaction Batch
Event registration transactions use the batch template Blackbaud Internet Solutions (BBIS) Event Registration Transaction Batch.
Membership transactions use the batch template Membership Dues Batch.
In an uncommitted batch, you should attempt to match every website user to a constituent record to make sure constituent information is current and help prevent duplicate constituents in the database. The Constituent Update Batch and Enhanced Revenue Batch types use your organization's constituent update rules to identify possible matches. For information about constituent update rules, refer to Configure Constituent Update Rules. The fields you select on the Auto-match tab in the Configure integration task are used to link web site users to constituent records for the Blackbaud Internet Solutions (BBIS) Profile Update Transaction Batch, Blackbaud Internet Solutions (BBIS) Event Registration Transaction Batch, and Membership Dues batch types. For information about the Auto-match tab, refer to Configure integration - Auto-match tab.
You can assign a constituent to a security group when you download a transaction from your website. When you do this, only users in that group can access and manage the constituent records created when you commit the transaction information to the database. For information about how to assign the downloaded transactions information to a security group, refer to Assign Constituent Information to a Security Group.