Batch Types

The following table lists the types of batches you can create in the program.

Batch Type Description
Account Batch Batch type for adding account records batch.
Account by Account System Batch Batch type for adding account records by account system.
Account Segment Mapping Batch

Batch type for adding account segment mappings.

Account Segment Mapping By Account System Batch Batch type for adding account segment mappings by account system.
Address Validation Batch Batch type for updating constituent address records following the address validation process.
Address Finder Batch Batch type for updating constituent address records through a batch.
Constituent Address Update Batch Batch type for updating address records through a batch.
Constituent Batch Batch type for adding constituent records into a batch.
Constituent Update Batch Batch type for adding or updating constituent records.
Currency Exchange Rate Batch Batch type for adding currency exchange rate records into a batch.
Deceased Record Finder Batch Batch type for deceasing constituent records through a batch.
Direct Debit Return Batch Batch type for adding direct debit return file information into a batch.
Direct Marketing Effort Batch Batch type for adding direct marketing effort records into a batch.
Educational History Update Batch Batch type for adding or updating educational history records.
Email Finder Batch Batch type for adding email address records.
Enhanced Revenue Batch Batch type for adding revenue records into a batch.
Event Batch Batch type for adding event records.
Event Registrant Batch Batch type for adding registrant records.
Revenue Update Batch Batch type for updating revenue records in a batch.
Exchange Calendar Item Batch Batch type for updating interaction records using changes made to linked Exchange calendar items.
Exchange Contact Update Batch Batch type for updating constituent records using changes made to linked Exchange contact records.
Exchange Email Batch Batch type for adding Exchange emails to constituent records.
Fundraising Purpose Financial Info Batch Batch type for adding designation level financial information records.
Giving Summary Update Batch Batch type for adding or updating giving summary information on constituent records.
Interaction Batch Batch type for adding interaction records.
Membership Dues Batch Batch type for adding memberships.
Modeling and Propensity Batch Batch type for modeling and propensity information.
Modeling and Propensity Update Batch Batch type for adding or updating modeling and propensity information on constituent records.
People Finder Batch Batch type for adding PeopleFinder address records.
Phone Finder Batch Batch type for adding PhoneFinder records.
Pledge Write-off Batch Batch type for adding Pledge write-off records.
Sponsor Batch Batch type for adding sponsorship records into a batch.
Stewardship Plan Step Update Batch Batch type for adding stewardship plan step records.
Timesheet Batch Batch type for adding timesheet records.
Update Multiple Constituents From MatchFinder Batch Batch type for updating constituents from the MatchFinder Online service.