Constituent Update Batch

Warning: As of Blackbaud CRM 3.0, the batch process has been improved for signup transactions. The program now uses a batch template with the Constituent Update Batch type instead of the Blackbaud Internet Solutions (BBIS) Signup Transaction Batch batch type. When you upgrade to Blackbaud CRM 3.0 or a subsequent version from any version prior to 3.0, you must perform a few manual steps before you can resume downloading donation and signup transactions. For more information about these steps, refer to the Upgrade Path for Web Transaction Batches document.

Website user signups transactions from your Blackbaud Internet Solutions (BBIS) website download into the Constituent Update Batch type. When you open an uncommitted Constituent Update Batch, the data appears directly in the rows of the batch data entry screen.

Note: When you open an uncommitted batch, you view details about the data in the transactions and you select the information to use to create or update records in your database. For information about uncommitted batches, refer to Edit an uncommitted web transaction batch.

When you validate a Constituent Update Batch, the program automatically runs a duplicate check to find any existing constituents that may match constituents in the batch. When the match confidence score for a pair of constituents falls within the range defined for possible matches, the program flags the incoming record as a potential duplicate and displays an exception in the batch data entry grid.

To view information about the possible duplicate, select the message and use the duplicate resolution screen to decide whether to update the existing constituent or add a new constituent record. For information about the duplicate resolution screen, refer to Resolve duplicates in a Constituent Update or Enhanced Revenue batch.

Note: If you select the binoculars in the Individual column to manually link the incoming constituent data with another constituent record that is different from the constituent record matches on the duplicate resolution screen, be aware the existing constituent record data overrides the incoming constituent data. This means when you select the other constituent record in the column, all incoming constituent data is removed and does not process to the constituent record.