Download transactions from your website

On the Transactions tab, the Pending transactions grid displays the batch assignment settings for your web transactions and the number of pending transactions for each setting. You can select a batch assignment setting and select Download to download web transactions. For information about how to set up batch assignment settings, refer to Batch Assignment Settings Tab.

Tip: Before you download web transactions from your website, we recommend you first add batch assignment settings to determine how the program downloads transactions from Blackbaud Internet Solutions. When you create a batch assignment setting, we also recommend that you create a batch assignment to select the batch template and batch owner for the setting. For more information, refer to Batch Assignment Settings Tab.

From Web, select Manage web transactions. The Web Transactions page appears.
On the Transactions tab, select Refresh beside Pending transactions to make sure the number of pending transactions from your website are up to date.
Select the double arrows beside a batch to expand its row and then select Download. The program downloads pending transactions and the Blackbaud Internet Solutions Download process status page appears. For more information about this page, refer to Blackbaud Internet Solutions Download Process Status Page.

On the Batch assignment settings tab, you select whether to download transactions to a single batch or to multiple batches with specified owners. For more information, refer to Add Batch Assignment Settings.
In order to download membership transactions from non-logged in users on your website, you must use a membership dues batch that does not have the Bill to field marked as required.
When a batch already exists in its initial state for a transaction type and owner, the program automatically downloads applicable transactions to that existing batch. Otherwise, it creates a batch for the transactions.
After you download transactions from your website, you can edit uncommitted batches to update the data. For example, you can update the data or format it to meet your organization's data entry standards. On the batch data entry screen, each transaction has a separate row in the spreadsheet. For information about how to edit uncommitted batches, refer to Edit an uncommitted web transaction batch on page 1.

To return to the Web page after the download process, under Tasks, select Blackbaud Internet Solutions transactions.