---
title: "Batch Gift Processing"
slug: "batch-gift-processing"
tags: ["Gifts", "Summit 2024"]
updated: 2026-02-25T20:18:36Z
published: 2026-02-25T20:18:36Z
canonical: "knowledge.technolutions.net/batch-gift-processing"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Batch Gift Processing

Enter and manage multiple gifts efficiently using **Batch Gift Entry** in Slate.

Batch processing streamlines high-volume gift entry by allowing advancement teams to enter, review, validate, and post groups of gifts in a controlled workflow.

With **Batch Gift Entry**, you can:

- Set default values
- Create gifts without immediately committing them to records
- Enter gifts for multiple record types and gift types in a single batch
- Review record details and giving history at a glance
- Monitor batch totals in real time

[Embedded content](https://www.youtube.com/embed/YRLTPJn-Pxs)

## Creating a new batch

To create a new gift entry batch:

1. Go to **Database → Batch Gift Entry**.
2. Select **New Batch**.
3. Enter a name for the batch.
4. Select **Save**.

Select **Edit** to rename or delete the batch.

#### Set defaults (optional)

1. Select **Set Defaults.**
2. In the **Edit Gift** popup, provide default values for the batch. Any standard or custom field can be defaulted.

> [!NOTE]
> Visit [Gift Entry](/v1/docs/gift-entry#general) as needed to review definitions or uses for standard gift fields.
3. Select **Save** to set the default values for the batch.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Set defaults.png)

When you add a new gift to a batch, the **Edit Gift** popup will include your configured defaults.

> [!NOTE]
> 💡Tip
> 
> Defaults are helpful when the **majority** of gifts have commonalities. You can edit any defaulted field on the individual gift you are entering throughout the batch, and you can change the batch default fields at any point during gift entry.

## Creating a batch gift entry dashboard

The following appears when you select a record and do not have a batch gift entry dashboard:

`Use the Dashboards tool to create a Giving dashboard.`

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Use the Dashboards tool to create a Giving dashboard..png)

You can use Suitcase to import our pre-made batch gift entry dashboard, or you can create your own.

#### Option 1: Use Suitcase to import a pre-made dashboard

We’ve created a batch gift entry dashboard that you can import into your database. To import it:

1. Go to **Database → Suitcase Import**.
2. Copy the following [Suitcase](/docs/suitcase-import) ID:

```ID
0d001d22-111f-4cd4-a0c5-7b305e902c8b:slate-advancement-showcase
```
3. Paste the Suitcase ID in the Suitcase Import field.
4. Copy the following HTML:

```xml
<html xmlns="http://www.w3.org/1999/xhtml">
  <head>
    <title>Batch Gift Entry Dashboard</title>
  </head>
  <body>
    <h2>
      <strong>Person Summary</strong>
    </h2>
    <p>
      <strong>First</strong>: {{Person-First}}<br />
      <strong>Last</strong>: {{Person-Last}}<br />
      <strong>Class Year</strong>: {{Person-Preferred-Class-Year}}<br />
      <strong>Birthdate</strong>: {{Person-Birthdate}}<br />
      <strong>Primary Address</strong>: {{street}}, {{city}} {{postal}}<strong><br />
      Primary Constituency</strong>: {{Primary-Constituent-Type}}<br />
      <strong>All Constituencies</strong>: {{Current-Constituent-Type}}<br />
      <strong>Staff Assigned</strong>: {{Staff-Assigned-Full-Name}}
    </p>
    <p>
    </p>
    <h2>
      <strong>Recent Gifts</strong>
    </h2>
    <p>
      <strong>Lifetime Giving</strong>: {{Lifetime-Giving}}<br />
      <strong>Current FY Giving</strong>: {{Current-FY-Giving}}
    </p>
    <p>
    </p>
    <table class="table sortable">
      <colgroup>
        <col />
        <col />
        <col />
        <col />
        <col />
      </colgroup>
      <thead>
        <tr class="column">
          <th>Date</th>
          <th>Fund</th>
          <th>Amount</th>
          <th>Category</th>
          <th>Credit Type</th>
        </tr>
      </thead>
      <tbody>{% for item in recent-gifts %}
        <tr>
          <td>{{item.date}}</td>
          <td>{{item.fund}}</td>
          <td>{{item.amount}}</td>
          <td>{{item.category}}</td>
          <td>{{item.credit-type}}</td>
        </tr>
        {% endfor %}
      </tbody>
    </table>
    <p>
    </p>
    <h2>
      <strong>Linked Relationships</strong>
    </h2>
    <table class="table sortable">
      <colgroup>
        <col />
        <col />
      </colgroup>
      <thead>
        <tr class="column">
          <th>Name</th>
          <th>Type</th>
        </tr>
      </thead>
      <tbody>{% for item in linked-relationships %}
        <tr>
          <td>{{item.name}}</td>
          <td>{{item.type}}</td>
        </tr>
        {% endfor %}
      </tbody>
    </table>
  </body>
</html>
```
5. Go to **Database → Dashboards.**
6. Select the Batch Entry dashboard you imported.
7. In the Edit Dashboard tab, select **Source.**
8. Paste the HTML.
9. Select **Save.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Example dashboard.png)

The dashboard as it appears in *Batch Gift Entry*.

#### Option 2: Create your own dashboard

To create your own batch gift entry dashboard:

1. Go to **Database** → **Dashboards**.
2. Select **New Dashboard**.
3. In the **Edit Dashboard tab,** configure the following settings:
  - **Status**: Active
  - **Name:** Enter a name for the dashboard.
  - **Type**: Giving Batch Entry
  - **Base**: Person

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New Batch Gift Entry Dashboard.png)
4. Select **Save.**
5. Configure the dashboard query and appearance as described in [Editing a Dashboard](/v1/docs/records-dashboards#editing-a-dashboard).

> [!WARNING]
> 📝 Note
> 
> Company and Foundation records need a separate Batch Gift Entry dashboard using the Company and Foundation base.

## Entering gifts in batch

To add a new gift to a batch:

Enter a record’s name in the **Search Records…** field. A suggestion list appears when you start entering text.

When you select a record, the following options appear:

- **Clear:** Deselect the record
- **Lookup Record:** Opens the record in a new tab
- **Add Address/Device/Relationship/Job:** Opens a popup in which you can associate a new address, device, relationship, or job with the record
- **New Gift/Pledge/Planned Gift:** Opens a popup in which you can add a new gift, pledge, or planned gift to the batch.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Record lookup.png)

Enter gift details, then select **Save.**

Information about the gift appears under **Gifts:**

- Records appear in a list with their accompanying amounts.
- A **Gift Summary** displays the count of gifts and the total dollar amount for all entered gifts.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Gift totals.png)

## Closing a batch

When you’ve finished entering gifts for this batch, select **Process Batch.** A browser prompt appears asking you to confirm your decision.

Under the *Closed* column in the Batch Gift Entry list, your batch receives today’s date.

> [!CAUTION]
> 🔔Important
> 
> Once a batch is processed, it cannot be undone. If you need to make changes to a gift after a batch is committed, you must follow steps for [Edits and/or Reversals](/v1/docs/editing-and-reversing-gifts).

> [!NOTE]
> **💡Tip**
> 
> You can [query](/v1/docs/queries-overview) on the **Gift Batch** base.