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. |